Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Colby Hoyle Colby Hoyle's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Camp Naticook Day Camp June 2013 - August 2013
Living The Dream Auto April 2012 - September 2012
Winfree Business Growth Advisors September 2011 - December 2011
Fallon Clinic July 2011 - August 2011
Skills
• Dean’s List at Curry..., • Selected and inducted..., • Varsity Hockey:..., • Varsity Baseball:..., • Knowledgeable and...
Education
Curry College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Merrimack High School 2007 — 2010
Diploma, General Studies
Fidelity Investments June 2014 - Present
Camp Naticook Day Camp June 2013 - August 2013
Living The Dream Auto April 2012 - September 2012
Winfree Business Growth Advisors September 2011 - December 2011
Fallon Clinic July 2011 - August 2011
Skills
• Dean’s List at Curry..., • Selected and inducted..., • Varsity Hockey:..., • Varsity Baseball:..., • Knowledgeable and...
Education
Curry College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Merrimack High School 2007 — 2010
Diploma, General Studies
Nicholas Liguori Nicholas Liguori's Fidelity Investments Experience October 2012 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments January 2012 - October 2012
Fidelity Investments July 2010 - January 2012
UBS FINANCIAL January 2010 - May 2010
Skills
Investments, Portfolio Management, Mutual Funds, Accounting, PowerPoint, Microsoft Excel, Outlook, Asset Managment, Public Speaking
Education
Southern New Hampshire University 2011 — 2015
Master of Science (M.S.), Finance
Curry College 2006 — 2010
BA, Accounting, Applied Computing
Fidelity Investments October 2012 - Present
Fidelity Investments January 2012 - October 2012
Fidelity Investments July 2010 - January 2012
UBS FINANCIAL January 2010 - May 2010
Skills
Investments, Portfolio Management, Mutual Funds, Accounting, PowerPoint, Microsoft Excel, Outlook, Asset Managment, Public Speaking
Education
Southern New Hampshire University 2011 — 2015
Master of Science (M.S.), Finance
Curry College 2006 — 2010
BA, Accounting, Applied Computing
Katie O'Neill Britton Katie O'Neill Britton's Fidelity Investments Experience 2008 - January 2010
Job Consultant, SEI – Boston, LLC
Industry Management Consulting
Experience
Systems Evolution, Inc. October 2010 - Present
Friends Fighting Breast Cancer January 1996 - Present
Velir Studios January 2010 - October 2010
Fidelity Investments 2008 - January 2010
Fidelity Investments 2003 - 2008
Skills
Management, Business Analysis, Requirements Analysis, Supply Chain Management, Project Planning, Consulting, Nonprofits, Business Process..., Program Management, Project Management, Cross-functional Team..., Information Technology, SDLC, Software Project..., Business Intelligence, PMO, Process Improvement, MS Project, Requirements Gathering
Education
BU Project Management Training 2007 — 2009
2007
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
Masters, Business Administration
Worcester Polytechnic Institute 1999 — 2003
Bachelors, Management Information Systems
North Reading High School 1995 — 1999
Systems Evolution, Inc. October 2010 - Present
Friends Fighting Breast Cancer January 1996 - Present
Velir Studios January 2010 - October 2010
Fidelity Investments 2008 - January 2010
Fidelity Investments 2003 - 2008
Skills
Management, Business Analysis, Requirements Analysis, Supply Chain Management, Project Planning, Consulting, Nonprofits, Business Process..., Program Management, Project Management, Cross-functional Team..., Information Technology, SDLC, Software Project..., Business Intelligence, PMO, Process Improvement, MS Project, Requirements Gathering
Education
BU Project Management Training 2007 — 2009
2007
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
Masters, Business Administration
Worcester Polytechnic Institute 1999 — 2003
Bachelors, Management Information Systems
North Reading High School 1995 — 1999
Sean Ringey's Fidelity Investments Experience February 2012 - Present
Job Principal Solutions Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - Present
Northern Kentucky University February 2008 - February 2012
Northern Kentucky University October 2006 - February 2008
Kansas Migrant Education Program September 2004 - July 2006
The University of Kansas January 2001 - August 2004
Skills
Microsoft Office, Salesforce.com..., Training Facilitation, Communication, Web Design, Web Development, Business Analysis, Problem Solving, Collaborative Innovation, Procedural Documentation, Report Development, System Administration
Education
University of Kansas 2000 — 2004
Bachelor's, Communication
Cowley College 1998 — 2000
Associate's, Computer Graphics
Fidelity Investments February 2012 - Present
Northern Kentucky University February 2008 - February 2012
Northern Kentucky University October 2006 - February 2008
Kansas Migrant Education Program September 2004 - July 2006
The University of Kansas January 2001 - August 2004
Skills
Microsoft Office, Salesforce.com..., Training Facilitation, Communication, Web Design, Web Development, Business Analysis, Problem Solving, Collaborative Innovation, Procedural Documentation, Report Development, System Administration
Education
University of Kansas 2000 — 2004
Bachelor's, Communication
Cowley College 1998 — 2000
Associate's, Computer Graphics
Jasmine Medoff's Fidelity Investments Experience March 2008 - February 2014
Job Senior Director, Product and Services Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - February 2014
Skills
Manage Client..., Financial Services, Management, Project Management, Vendor Management, Process Improvement, Program Management, Business Process, Change Management, Leadership, Strategy, Relationship Management, Customer Retention, Management Consulting, Requirements Analysis
Education
Courtauld Institute of Art, U. of London 2003 — 2004
University of Rochester 2000 — 2004
Bachelor of Arts (B.A.), Art/Art Studies, General
Fidelity Investments March 2008 - February 2014
Skills
Manage Client..., Financial Services, Management, Project Management, Vendor Management, Process Improvement, Program Management, Business Process, Change Management, Leadership, Strategy, Relationship Management, Customer Retention, Management Consulting, Requirements Analysis
Education
Courtauld Institute of Art, U. of London 2003 — 2004
University of Rochester 2000 — 2004
Bachelor of Arts (B.A.), Art/Art Studies, General
Vijay Bhatt, CISM Vijay Bhatt, CISM's Fidelity Investments Experience December 2005 - December 2008
Job Deputy Chief Technology Officer at Harvard Pilgrim Health Care
Industry Information Technology and Services
Experience
Harvard Pilgrim Health Care February 2009 - Present
Fidelity Investments December 2005 - December 2008
CGI, Inc January 2005 - December 2005
Namasoft, Inc February 2001 - December 2005
deNovis, Inc October 2001 - October 2004
Bidders Edge, Inc February 2000 - February 2001
Eastman Kodak June 1989 - February 1992
Computervision Inc May 1985 - March 1989
Skills
Enterprise Architecture, SOA, Agile Methodologies, IT Strategy, Integration, Security, HIPAA, SDLC, Enterprise Software, IT Management, Software Development, Web Services, Application Architecture, Information Architecture, Business Analysis, Virtualization, Governance, Hibernate, Java Enterprise Edition, Health Insurance, Unix, Databases, Software Project..., Program Management, Data Warehousing, Architectures, Professional Services, Technical Leadership, Solution Architecture, Data Modeling, Distributed Systems, ESB, Vendor Management, Agile, Healthcare insurance, Strategy, Requirements Analysis, Management, Business Intelligence, PMP, Visio, Scrum, Cloud Computing, SaaS, Oracle, Real Time Fraud..., Predictive Analytics, Yoga, Mindfulness Meditation, Mindfulness Based...
Education
Cranfield University 1982 — 1984
MSc, Computational Geometry
London Metropolitan University 1979 — 1982
BSc in Combined Sciences, Computer, Statistics, Maths, Operational Research
Harvard Pilgrim Health Care February 2009 - Present
Fidelity Investments December 2005 - December 2008
CGI, Inc January 2005 - December 2005
Namasoft, Inc February 2001 - December 2005
deNovis, Inc October 2001 - October 2004
Bidders Edge, Inc February 2000 - February 2001
Eastman Kodak June 1989 - February 1992
Computervision Inc May 1985 - March 1989
Skills
Enterprise Architecture, SOA, Agile Methodologies, IT Strategy, Integration, Security, HIPAA, SDLC, Enterprise Software, IT Management, Software Development, Web Services, Application Architecture, Information Architecture, Business Analysis, Virtualization, Governance, Hibernate, Java Enterprise Edition, Health Insurance, Unix, Databases, Software Project..., Program Management, Data Warehousing, Architectures, Professional Services, Technical Leadership, Solution Architecture, Data Modeling, Distributed Systems, ESB, Vendor Management, Agile, Healthcare insurance, Strategy, Requirements Analysis, Management, Business Intelligence, PMP, Visio, Scrum, Cloud Computing, SaaS, Oracle, Real Time Fraud..., Predictive Analytics, Yoga, Mindfulness Meditation, Mindfulness Based...
Education
Cranfield University 1982 — 1984
MSc, Computational Geometry
London Metropolitan University 1979 — 1982
BSc in Combined Sciences, Computer, Statistics, Maths, Operational Research
Joe St. Germain's Fidelity Investments Experience October 2000 - October 2001
Job Financial Consultant and Business Coach for New Professionals
Industry Accounting
Experience
VE Advisors Inc. May 2014 - Present
CareerLaunch October 2014 - Present
Engineering Planning and Management, Inc. December 2013 - April 2014
Electronic Environments Corporation and Affiliate Companies January 2007 - November 2013
Liko October 2001 - January 2007
Fidelity Investments October 2000 - October 2001
Ideascope Associates April 2000 - October 2000
Arthur Andersen LLP July 1997 - April 2000
Arthur Andersen LLP May 1993 - July 1997
IFTC February 1991 - May 1993
Skills
Financial Modeling, Professional Mentoring, QuickBooks, Revenue Recognition, Microsoft Excel, Cash Management, Budgets, Internal Controls, Accounts Receivable, Accounts Payable, Financial Analysis, Process Improvement, Human Resources, Accounting, Managerial Finance, ERP, Strategic Planning, Finance, Forecasting, Auditing, Financial Reporting, Leadership, General Ledger, MS Excel Pivot Tables, Accounting System, Team Building, Administration, Insurance, Microsoft Dynamics SL
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
M.B.A., Finance
Evangel University 1987 — 1991
Bachelor of Science (B.S.), Accounting
VE Advisors Inc. May 2014 - Present
CareerLaunch October 2014 - Present
Engineering Planning and Management, Inc. December 2013 - April 2014
Electronic Environments Corporation and Affiliate Companies January 2007 - November 2013
Liko October 2001 - January 2007
Fidelity Investments October 2000 - October 2001
Ideascope Associates April 2000 - October 2000
Arthur Andersen LLP July 1997 - April 2000
Arthur Andersen LLP May 1993 - July 1997
IFTC February 1991 - May 1993
Skills
Financial Modeling, Professional Mentoring, QuickBooks, Revenue Recognition, Microsoft Excel, Cash Management, Budgets, Internal Controls, Accounts Receivable, Accounts Payable, Financial Analysis, Process Improvement, Human Resources, Accounting, Managerial Finance, ERP, Strategic Planning, Finance, Forecasting, Auditing, Financial Reporting, Leadership, General Ledger, MS Excel Pivot Tables, Accounting System, Team Building, Administration, Insurance, Microsoft Dynamics SL
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
M.B.A., Finance
Evangel University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Mark Chapas's Fidelity Investments Experience July 2013 - Present
Job Brokerage Operations Representative @ Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - June 2013
Dollar Tree Stores August 2011 - October 2012
Blockbuster May 2008 - June 2012
Skills
Leadership, Customer Service, Sales, Finance, Merchandising, Inventory Management, Marketing, Coaching, Loss Prevention, Mutual Funds, Securities, Microsoft Excel, Telecommunications, PowerPoint, Microsoft Word
Education
William Paterson University of New Jersey 2010 — 2013
BS, Finance
County College of Morris 2007 — 2010
AS, Business Administration and Management, General
Mount Olive High School
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - June 2013
Dollar Tree Stores August 2011 - October 2012
Blockbuster May 2008 - June 2012
Skills
Leadership, Customer Service, Sales, Finance, Merchandising, Inventory Management, Marketing, Coaching, Loss Prevention, Mutual Funds, Securities, Microsoft Excel, Telecommunications, PowerPoint, Microsoft Word
Education
William Paterson University of New Jersey 2010 — 2013
BS, Finance
County College of Morris 2007 — 2010
AS, Business Administration and Management, General
Mount Olive High School
Brian Conlon Brian Conlon's Fidelity Investments Experience June 2015 - Present
Job Fixed Income Sales at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2005 - September 2008
Lehman Brothers 2003 - 2005
State Street 2003 - 2003
State Street 2001 - 2003
Bank Austria 1999 - 2001
Skills
Fixed Income, Credit, Money Market, Finance, Investments, Securities, ABS, Capital Markets, Rates, Sales, Securities Lending, Interest Rates, Bloomberg, CRM, Hedge Funds, Trading, Financing, Commercial Paper, Relationship Management, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University
Masters, MBA
Fairfield University 1995 — 1999
BS, Marketing - concentration in Finance, minor in Studio Art
Regent's College, London 1998 — 1998
Semester Abroad
Chaminade High School
Fidelity Investments June 2015 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2005 - September 2008
Lehman Brothers 2003 - 2005
State Street 2003 - 2003
State Street 2001 - 2003
Bank Austria 1999 - 2001
Skills
Fixed Income, Credit, Money Market, Finance, Investments, Securities, ABS, Capital Markets, Rates, Sales, Securities Lending, Interest Rates, Bloomberg, CRM, Hedge Funds, Trading, Financing, Commercial Paper, Relationship Management, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University
Masters, MBA
Fairfield University 1995 — 1999
BS, Marketing - concentration in Finance, minor in Studio Art
Regent's College, London 1998 — 1998
Semester Abroad
Chaminade High School
Richard Gibbons's Fidelity Investments Experience April 1997 - April 1999
Job IT Professional
Industry Information Technology and Services
Experience
Navisite June 2014 - Present
Navisite February 2013 - June 2014
State Street February 2008 - February 2013
The Systems Group March 2004 - February 2007
Xcitek Solutions Plus 1999 - 2003
Fidelity Investments April 1997 - April 1999
Citicorp Services March 1996 - 1997
The Boston Company June 1989 - June 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Corporate Actions, Visio, Requirements Gathering, Software Project..., Business Intelligence, Vendor Management, PMO, Integration, Risk Management, User Acceptance Testing, Portfolio Management, SharePoint, Business Requirements, Process Improvement, Program Management, Financial Services, Business Process..., Enterprise Software, Project Portfolio..., Service Delivery
Education
Curry College 1985 — 1989
BA, Business, Management, Marketing, and Related Support Services
Navisite June 2014 - Present
Navisite February 2013 - June 2014
State Street February 2008 - February 2013
The Systems Group March 2004 - February 2007
Xcitek Solutions Plus 1999 - 2003
Fidelity Investments April 1997 - April 1999
Citicorp Services March 1996 - 1997
The Boston Company June 1989 - June 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Corporate Actions, Visio, Requirements Gathering, Software Project..., Business Intelligence, Vendor Management, PMO, Integration, Risk Management, User Acceptance Testing, Portfolio Management, SharePoint, Business Requirements, Process Improvement, Program Management, Financial Services, Business Process..., Enterprise Software, Project Portfolio..., Service Delivery
Education
Curry College 1985 — 1989
BA, Business, Management, Marketing, and Related Support Services
Andrew Bronneck Andrew Bronneck's Fidelity Investments Experience July 2012 - Present
Job Vice President at Fidelity Investments, National Financial
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments November 2007 - July 2012
Fidelity Investments May 2004 - October 2007
Morgan Stanley January 2003 - August 2004
Datek Online May 2000 - September 2002
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MBA
Wake Forest University 1995 — 1999
BA
Fidelity Investments July 2012 - Present
Fidelity Investments November 2007 - July 2012
Fidelity Investments May 2004 - October 2007
Morgan Stanley January 2003 - August 2004
Datek Online May 2000 - September 2002
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MBA
Wake Forest University 1995 — 1999
BA
Scott Wadland Scott Wadland's Fidelity Investments Experience 2008 - 2012
Job Project Management and Quality Assurance Professional
Industry Information Technology and Services
Experience
Boston Children's Hospital 2014 - Present
Boston Children's Hospital 2014 - 2014
UMass Memorial Health Care 2012 - 2014
Fidelity Investments 2008 - 2012
Dreamfar Triathlon Team 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2001 - 2006
Putnam Investments 2001 - 2001
Type T 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Quality Assurance, SDLC, Business Analysis, Software Documentation, Project Management, Business Intelligence, Scrum, Agile Methodologies, Software Quality..., Process Improvement, Program Management, Team Building, Team Leadership, Quality Center, Leadership, Product Management, Test Automation, Offshore Management, Software Development, Change Management, Data Warehousing, Healthcare Information..., Enterprise Software, User Acceptance Testing, Offshore Resource..., Agile, ETL, Transaction Processing, Healthcare Information..., Radiology Information..., Corporate Finance, Corporate Financial..., Rally, Testing, Management, HP Quality Center
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, High Tech MBA
University of Massachusetts, Amherst 1989 — 1995
BS, Family and Consumer Economics
Boston Children's Hospital 2014 - Present
Boston Children's Hospital 2014 - 2014
UMass Memorial Health Care 2012 - 2014
Fidelity Investments 2008 - 2012
Dreamfar Triathlon Team 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2001 - 2006
Putnam Investments 2001 - 2001
Type T 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Quality Assurance, SDLC, Business Analysis, Software Documentation, Project Management, Business Intelligence, Scrum, Agile Methodologies, Software Quality..., Process Improvement, Program Management, Team Building, Team Leadership, Quality Center, Leadership, Product Management, Test Automation, Offshore Management, Software Development, Change Management, Data Warehousing, Healthcare Information..., Enterprise Software, User Acceptance Testing, Offshore Resource..., Agile, ETL, Transaction Processing, Healthcare Information..., Radiology Information..., Corporate Finance, Corporate Financial..., Rally, Testing, Management, HP Quality Center
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, High Tech MBA
University of Massachusetts, Amherst 1989 — 1995
BS, Family and Consumer Economics
Tony Troiano's Fidelity Investments Experience December 2008 - September 2010
Job Healthcare Recruitment Specialist at Maxim Healthcare
Industry Public Relations and Communications
Experience
Maxim Healthcare Services January 2015 - Present
Providence College November 2011 - January 2015
Pagio Inc. April 2011 - December 2011
GetAggrezzive.com December 2009 - January 2011
Fidelity Investments December 2008 - September 2010
Boston Celtics August 2007 - February 2008
Skills
Social Media, Facebook, Media Relations, Social Networking, Public Relations, Event Planning, Advertising, Marketing Strategy, Sales, Social Media Marketing, Customer Service, Press Releases, Sponsorship, Event Management, Blogging, Marketing Communications, Marketing, Microsoft Office, Management
Education
Curry College 2004 — 2008
Bachelors, Communications, Public Relations, Business Management
North High 2002 — 2004
Maxim Healthcare Services January 2015 - Present
Providence College November 2011 - January 2015
Pagio Inc. April 2011 - December 2011
GetAggrezzive.com December 2009 - January 2011
Fidelity Investments December 2008 - September 2010
Boston Celtics August 2007 - February 2008
Skills
Social Media, Facebook, Media Relations, Social Networking, Public Relations, Event Planning, Advertising, Marketing Strategy, Sales, Social Media Marketing, Customer Service, Press Releases, Sponsorship, Event Management, Blogging, Marketing Communications, Marketing, Microsoft Office, Management
Education
Curry College 2004 — 2008
Bachelors, Communications, Public Relations, Business Management
North High 2002 — 2004
Charles Fulmer Charles Fulmer's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Teledyne Technologies 2011 - 2014
Teledyne 2002 - 2014
Teledyne Tekmar September 2006 - November 2013
Teledyne Tekmar 2006 - 2013
Teledyne Isco January 2010 - August 2012
Robertshaw Controls 1991 - 1997
GE 1983 - 1985
Education
Northeastern University - Graduate School of Business Administration 1978 — 1991
Master of Business Administration (MBA), Business
Northeastern University 1977 — 1982
Bachelor of Science (B.S.), Mechanical Engineering
AC 1972 — 1976
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments October 2014 - Present
Teledyne Technologies 2011 - 2014
Teledyne 2002 - 2014
Teledyne Tekmar September 2006 - November 2013
Teledyne Tekmar 2006 - 2013
Teledyne Isco January 2010 - August 2012
Robertshaw Controls 1991 - 1997
GE 1983 - 1985
Education
Northeastern University - Graduate School of Business Administration 1978 — 1991
Master of Business Administration (MBA), Business
Northeastern University 1977 — 1982
Bachelor of Science (B.S.), Mechanical Engineering
AC 1972 — 1976
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kristine (Sanborn) Ebert's Fidelity Investments Experience November 2005 - March 2006
Job Campus Recruiting Manager at PricewaterhouseCoopers, US Advisory
Industry Management Consulting
Experience
PricewaterhouseCoopers, US Advisory June 2012 - Present
PricewaterhouseCoopers, US Advisory August 2011 - June 2012
PRTM Management Consultants April 2006 - August 2011
Fidelity Investments November 2005 - March 2006
Youth Opportunities Upheld Inc. (Y.O.U.) August 2005 - November 2005
Skills
College Recruiting, Recruiting, Employee Benefits, Internet Recruiting, Applicant Tracking..., Management, Interviews
Education
Curry College 2001 — 2005
Bachelor of Arts in Psychology, Concentration: Counseling / Minor: Sociology
Algonquin Regional High School 1998 — 2001
PricewaterhouseCoopers, US Advisory June 2012 - Present
PricewaterhouseCoopers, US Advisory August 2011 - June 2012
PRTM Management Consultants April 2006 - August 2011
Fidelity Investments November 2005 - March 2006
Youth Opportunities Upheld Inc. (Y.O.U.) August 2005 - November 2005
Skills
College Recruiting, Recruiting, Employee Benefits, Internet Recruiting, Applicant Tracking..., Management, Interviews
Education
Curry College 2001 — 2005
Bachelor of Arts in Psychology, Concentration: Counseling / Minor: Sociology
Algonquin Regional High School 1998 — 2001
Dale Heath (MBA) Dale Heath (MBA)'s Fidelity Investments Experience December 2013 - Present
Job Veritude IT Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments December 2013 - Present
Clean Harbors July 2012 - April 2013
Clean Harbors March 2011 - June 2012
National Financial 2008 - April 2010
Fidelity Investments 1999 - October 2008
Fidelity Investments June 1994 - December 1999
Bank of Boston June 1988 - June 1994
Mountain Bell February 1986 - November 1987
Skills
Development Management, Program Management, Agile Project Management, Requirements Analysis, Integration, Business Analysis, Process Improvement, Product Management, Project Management, Product Development, Agile Methodologies, Software Project..., Software Development, Team Leadership, Business Development, Leadership, Strategic Planning, Management, Team Building, Business Intelligence, Strategy, SDLC, Software Quality..., Business Process..., IT Strategy, Vendor Management, Databases, Quality Assurance, PMO, Project Portfolio..., Software Documentation, Testing, SaaS, Cross-functional Team..., Requirements Gathering, Visio, Business Process, PMP, Enterprise Software, Release Management, SharePoint, Project Planning, Enterprise Architecture, IT Management, .NET, Business Requirements, Data Warehousing, Resource Management, MS Project, Mobile Devices
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
Masters, High Tech MBA
DeVry Institute of Technology 1983 — 1986
BS, Computer Information Systems
Fidelity Investments December 2013 - Present
Clean Harbors July 2012 - April 2013
Clean Harbors March 2011 - June 2012
National Financial 2008 - April 2010
Fidelity Investments 1999 - October 2008
Fidelity Investments June 1994 - December 1999
Bank of Boston June 1988 - June 1994
Mountain Bell February 1986 - November 1987
Skills
Development Management, Program Management, Agile Project Management, Requirements Analysis, Integration, Business Analysis, Process Improvement, Product Management, Project Management, Product Development, Agile Methodologies, Software Project..., Software Development, Team Leadership, Business Development, Leadership, Strategic Planning, Management, Team Building, Business Intelligence, Strategy, SDLC, Software Quality..., Business Process..., IT Strategy, Vendor Management, Databases, Quality Assurance, PMO, Project Portfolio..., Software Documentation, Testing, SaaS, Cross-functional Team..., Requirements Gathering, Visio, Business Process, PMP, Enterprise Software, Release Management, SharePoint, Project Planning, Enterprise Architecture, IT Management, .NET, Business Requirements, Data Warehousing, Resource Management, MS Project, Mobile Devices
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
Masters, High Tech MBA
DeVry Institute of Technology 1983 — 1986
BS, Computer Information Systems
Mick Brems's Fidelity Investments Experience January 2006 - December 2008
Job Director of Technology at Shawmut Design and Construction
Industry Construction
Experience
Shawmut Design and Construction May 2014 - Present
ACS Services, Inc. November 2013 - May 2014
Covidien May 2012 - July 2013
Microsoft Corporation October 2010 - June 2012
Fidelity Investments January 2006 - December 2008
Fidelity Investments 1982 - 2008
Fidelity Investments 1982 - 2008
Fidelity Investments January 2003 - January 2006
Fidelity Investments 1998 - July 2003
Enterprise Desktop Deployment Services January 1998 - January 2003
Skills
Vendor Management, Data Quality, Business Intelligence, Management, Process Improvement, SDLC, Project Management, Program Management, Operations Management, Leadership, Business Analysis, Team Building, Enterprise Software, IT Strategy, Business Strategy, Project Portfolio..., Integration, Team Leadership, Business Process..., SharePoint, Risk Management, Requirements Analysis, ITIL, IT Management, Visio, Change Management, Software Project..., Enterprise Architecture, Information Technology, CRM, PMP, PMO, SaaS, Cloud Computing, Data Center, Cross-functional Team..., Business Process, Outsourcing, Disaster Recovery, IT Service Management, Governance, IT Operations, Software Documentation, Requirements Gathering, ERP, Service Delivery, Agile Methodologies, Strategy, Consulting
Education
Curry College
B.A, Management
Shawmut Design and Construction May 2014 - Present
ACS Services, Inc. November 2013 - May 2014
Covidien May 2012 - July 2013
Microsoft Corporation October 2010 - June 2012
Fidelity Investments January 2006 - December 2008
Fidelity Investments 1982 - 2008
Fidelity Investments 1982 - 2008
Fidelity Investments January 2003 - January 2006
Fidelity Investments 1998 - July 2003
Enterprise Desktop Deployment Services January 1998 - January 2003
Skills
Vendor Management, Data Quality, Business Intelligence, Management, Process Improvement, SDLC, Project Management, Program Management, Operations Management, Leadership, Business Analysis, Team Building, Enterprise Software, IT Strategy, Business Strategy, Project Portfolio..., Integration, Team Leadership, Business Process..., SharePoint, Risk Management, Requirements Analysis, ITIL, IT Management, Visio, Change Management, Software Project..., Enterprise Architecture, Information Technology, CRM, PMP, PMO, SaaS, Cloud Computing, Data Center, Cross-functional Team..., Business Process, Outsourcing, Disaster Recovery, IT Service Management, Governance, IT Operations, Software Documentation, Requirements Gathering, ERP, Service Delivery, Agile Methodologies, Strategy, Consulting
Education
Curry College
B.A, Management
Claire LeBlanc Claire LeBlanc's Fidelity Investments Experience 2003 - May 2010
Job CFO/Operations Executive
Industry Financial Services
Experience
State Street July 2011 - April 2014
Fidelity Investments 2003 - May 2010
Fidelity Investments 2000 - 2003
Compaq 1998 - 2000
AltaVista 1997 - 1998
Digital Equipment Corporation 1994 - 1997
Digital Equipment Corporation 1993 - 1994
Digital Equipment Corporation 1991 - 1993
Digital Equipment Corporation 1983 - 1991
Digital Equipment Corporation 1980 - 1983
Skills
Management, Forecasting, Program Management, Financial Modeling, Strategy, Start-ups, Business Planning, Leadership, Managerial Finance, Mutual Funds, Strategic Planning, Finance, Corporate Finance, Financial Risk, Financial Analysis, Budgets, Strategic Financial..., Enterprise Software, Business Process..., Mergers & Acquisitions, Due Diligence, Analysis, Financial Services, Process Improvement, Business Development, Risk Management, Investments, Financial Planning, New Business Development, Coaching, Change Management
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA
Providence College 1976 — 1980
Bachelor of Science, Finance
State Street July 2011 - April 2014
Fidelity Investments 2003 - May 2010
Fidelity Investments 2000 - 2003
Compaq 1998 - 2000
AltaVista 1997 - 1998
Digital Equipment Corporation 1994 - 1997
Digital Equipment Corporation 1993 - 1994
Digital Equipment Corporation 1991 - 1993
Digital Equipment Corporation 1983 - 1991
Digital Equipment Corporation 1980 - 1983
Skills
Management, Forecasting, Program Management, Financial Modeling, Strategy, Start-ups, Business Planning, Leadership, Managerial Finance, Mutual Funds, Strategic Planning, Finance, Corporate Finance, Financial Risk, Financial Analysis, Budgets, Strategic Financial..., Enterprise Software, Business Process..., Mergers & Acquisitions, Due Diligence, Analysis, Financial Services, Process Improvement, Business Development, Risk Management, Investments, Financial Planning, New Business Development, Coaching, Change Management
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA
Providence College 1976 — 1980
Bachelor of Science, Finance
Robert Henriksen Robert Henriksen's Fidelity Investments Experience August 2015 - Present
Job Student at University of New Hampshire Paul College of Business and Economics
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Johnson O'Hare Co, Inc. January 2015 - January 2015
Dave's Painting June 2011 - August 2014
Rabuffo Powerwashing June 2011 - August 2014
Skills
Marketing, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Marketing and Information Systems Management
Corvinus University of Budapest 2013 — 2013
Bachelor's Degree, Marketing
North Attleboro High School 2007 — 2011
Fidelity Investments August 2015 - Present
Johnson O'Hare Co, Inc. January 2015 - January 2015
Dave's Painting June 2011 - August 2014
Rabuffo Powerwashing June 2011 - August 2014
Skills
Marketing, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Marketing and Information Systems Management
Corvinus University of Budapest 2013 — 2013
Bachelor's Degree, Marketing
North Attleboro High School 2007 — 2011
Andy Ziegler's Fidelity Investments Experience October 2011 - January 2015
Job Head of Business Development at Xinnovation
Industry Financial Services
Experience
Xinnovation January 2015 - Present
Fidelity Investments October 2011 - January 2015
Wellington Management August 2010 - October 2011
Fidelity Investments March 2007 - August 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
FM Global 2000 - 2002
Skills
Mutual Funds, Project Management, Series 7, Investments, Equities, Financial Services, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
Master of Business Administration, Business
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science in Mechanical Engineering, Engineering
Tantasqua Regional High School
Xinnovation January 2015 - Present
Fidelity Investments October 2011 - January 2015
Wellington Management August 2010 - October 2011
Fidelity Investments March 2007 - August 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
FM Global 2000 - 2002
Skills
Mutual Funds, Project Management, Series 7, Investments, Equities, Financial Services, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
Master of Business Administration, Business
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science in Mechanical Engineering, Engineering
Tantasqua Regional High School
Pamella Hartley Pamella Hartley's Fidelity Investments Experience August 1978 - May 1980
Job Independent Music Professional
Industry Music
Experience
Piano/Voice and Music Director/Pianist September 2007 - Present
Fidelity Investments August 1978 - May 1980
Farm & Home Savings and Loan October 1974 - April 1978
Skills
Singing, Musical Theatre, Music, Piano, Classical, Theatre, Vocal, POP, Ensemble, Pianist, Choral, Stage, Rock, Improvisation, Keyboards, Chamber Music, Orchestral Music, Bands, Teaching, Customer Service
Education
Cottey College
Piano/Voice and Music Director/Pianist September 2007 - Present
Fidelity Investments August 1978 - May 1980
Farm & Home Savings and Loan October 1974 - April 1978
Skills
Singing, Musical Theatre, Music, Piano, Classical, Theatre, Vocal, POP, Ensemble, Pianist, Choral, Stage, Rock, Improvisation, Keyboards, Chamber Music, Orchestral Music, Bands, Teaching, Customer Service
Education
Cottey College
Richard Curzi Richard Curzi's Fidelity Investments Experience 2003 - 2006
Job Vice President of Operations at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting March 2010 - Present
Collaborative Consulting April 2003 - March 2010
First Church in Belmont 1992 - 2010
Fidelity Investments 2003 - 2006
Fidelity 2003 - 2006
Excelergy January 1999 - April 2003
Strategic Energy 2001 - 2003
Bayer Diagnostics November 1996 - December 1998
Chiron Diagnostics November 1996 - December 1998
Coopers & Lybrand Consulting 1983 - 1996
Skills
Program Management, CRM, Software Project..., IT Strategy, Software Development, Vendor Management, Business Development, SDLC, Project Management, Budgets, Data Warehousing, Start-ups, Professional Services, Business Analysis, Requirements Analysis, Leadership, Forecasting, Enterprise Architecture, Recruiting, Business Intelligence, Product Management, Mergers & Acquisitions, Management, Sales Management, Strategic Planning, Integration, Agile Methodologies, Process Improvement, Enterprise Software, SaaS, Business Process..., Business Process, Cloud Computing, Cross-functional Team...
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1995
MBA, High Technology
Harvard University 1971 — 1975
BA, Music
Collaborative Consulting March 2010 - Present
Collaborative Consulting April 2003 - March 2010
First Church in Belmont 1992 - 2010
Fidelity Investments 2003 - 2006
Fidelity 2003 - 2006
Excelergy January 1999 - April 2003
Strategic Energy 2001 - 2003
Bayer Diagnostics November 1996 - December 1998
Chiron Diagnostics November 1996 - December 1998
Coopers & Lybrand Consulting 1983 - 1996
Skills
Program Management, CRM, Software Project..., IT Strategy, Software Development, Vendor Management, Business Development, SDLC, Project Management, Budgets, Data Warehousing, Start-ups, Professional Services, Business Analysis, Requirements Analysis, Leadership, Forecasting, Enterprise Architecture, Recruiting, Business Intelligence, Product Management, Mergers & Acquisitions, Management, Sales Management, Strategic Planning, Integration, Agile Methodologies, Process Improvement, Enterprise Software, SaaS, Business Process..., Business Process, Cloud Computing, Cross-functional Team...
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1995
MBA, High Technology
Harvard University 1971 — 1975
BA, Music
![Evan P. Epstein [MBA & PMP]](https://cdn.bearsofficialsstore.com/li/webp/23313331.webp)
Evan P. Epstein [MBA & PMP] Evan P. Epstein [MBA & PMP]'s Fidelity Investments Experience August 2006 - October 2009
Job Sr. Delivery Leader & Change Agent
Industry Information Technology and Services
Experience
Medtronic plc April 2012 - Present
NTT DATA, Inc. October 2009 - April 2012
Fidelity Investments August 2006 - October 2009
REZ-1 April 2005 - August 2006
Keane, Inc 2001 - 2005
Level 3 Communications 1999 - 2000
Digitas 1997 - 1998
Skills
PMO, PMP, Integration, Project Management, Change Management, Financial Services, Telecommunications, Management, Project Portfolio..., Agile Project Management, Vendor Management, SDLC, Visio, Leadership, ITIL, Requirements Gathering, Enterprise Software, Business Analysis, Requirements Analysis, Program Management, Strategy, Business Process, Quality Assurance, Business Transformation, Enterprise Architecture, Project Planning
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
MBA
Ithaca College 1993 — 1997
BS, Communications
Medtronic plc April 2012 - Present
NTT DATA, Inc. October 2009 - April 2012
Fidelity Investments August 2006 - October 2009
REZ-1 April 2005 - August 2006
Keane, Inc 2001 - 2005
Level 3 Communications 1999 - 2000
Digitas 1997 - 1998
Skills
PMO, PMP, Integration, Project Management, Change Management, Financial Services, Telecommunications, Management, Project Portfolio..., Agile Project Management, Vendor Management, SDLC, Visio, Leadership, ITIL, Requirements Gathering, Enterprise Software, Business Analysis, Requirements Analysis, Program Management, Strategy, Business Process, Quality Assurance, Business Transformation, Enterprise Architecture, Project Planning
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
MBA
Ithaca College 1993 — 1997
BS, Communications
Greg Friedlander's Fidelity Investments Experience August 1999 - November 2005
Job Account Executive Employee Benefits
Industry Human Resources
Experience
Telamon Insurance & Financial Network July 2012 - Present
GBG Consulting Services March 2011 - June 2012
Workscape (an ADP subsidiary as of September, 2010) March 2010 - March 2011
Mercer November 2005 - April 2009
Fidelity Investments August 1999 - November 2005
Skills
FINRA Series 6 and 63, PeopleSoft, Microsoft Office, Project Plans, Omni Plan, Benefits, Customer Relations, Employee Benefits, Administration, Account Management, Issues Resolution, Client Relationship..., Client Service, Vendor Management, Outlook, Business Analysis, Vendor Relations, Program Management, Benefits Administration, Strategic Planning, Team Leadership, Problem Solving, 401k, Data Conversion, Leadership, Human Resources, Process Improvement, Team Building, Retirement, Payroll, Health Insurance, Project Management, Management, Negotiation, Business Development, Employee Relations, Budgets, Recruiting, Access, Competitive Analysis, Insurance, Customer Service, Financial Services, CRM, Marketing, Training, Strategy, Defined Benefit, Client Services, Call Centers
Education
Curry College
Bachelors, Communications, Business
Telamon Insurance & Financial Network July 2012 - Present
GBG Consulting Services March 2011 - June 2012
Workscape (an ADP subsidiary as of September, 2010) March 2010 - March 2011
Mercer November 2005 - April 2009
Fidelity Investments August 1999 - November 2005
Skills
FINRA Series 6 and 63, PeopleSoft, Microsoft Office, Project Plans, Omni Plan, Benefits, Customer Relations, Employee Benefits, Administration, Account Management, Issues Resolution, Client Relationship..., Client Service, Vendor Management, Outlook, Business Analysis, Vendor Relations, Program Management, Benefits Administration, Strategic Planning, Team Leadership, Problem Solving, 401k, Data Conversion, Leadership, Human Resources, Process Improvement, Team Building, Retirement, Payroll, Health Insurance, Project Management, Management, Negotiation, Business Development, Employee Relations, Budgets, Recruiting, Access, Competitive Analysis, Insurance, Customer Service, Financial Services, CRM, Marketing, Training, Strategy, Defined Benefit, Client Services, Call Centers
Education
Curry College
Bachelors, Communications, Business
Tom Lechner Tom Lechner's Fidelity Investments Experience June 2014 - Present
Job Director, Program Management at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2014 - Present
IBM 2011 - 2013
IBM 2006 - 2010
IBM 2005 - 2006
IBM 2003 - 2006
IBM 1999 - 2002
Skills
Enterprise Software, Process Improvement, Software Project..., Project Portfolio..., Integration, Agile Methodologies, Cross-functional Team..., Quickr, Program Management, Leadership, Software Development, IT Strategy, Enterprise Architecture, PMP, Cloud Computing, SaaS, Content Management, Mobile Applications, Social Software
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA)
Northeastern University
BS in Business Management, summa cum laude
Fidelity Investments June 2014 - Present
IBM 2011 - 2013
IBM 2006 - 2010
IBM 2005 - 2006
IBM 2003 - 2006
IBM 1999 - 2002
Skills
Enterprise Software, Process Improvement, Software Project..., Project Portfolio..., Integration, Agile Methodologies, Cross-functional Team..., Quickr, Program Management, Leadership, Software Development, IT Strategy, Enterprise Architecture, PMP, Cloud Computing, SaaS, Content Management, Mobile Applications, Social Software
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA)
Northeastern University
BS in Business Management, summa cum laude
Amy Cole Rizzico Amy Cole Rizzico's Fidelity Investments Experience October 2011 - Present
Job Design Lead/Information Architect, Consultant at Fidelity Investments
Industry Design
Experience
Fidelity Investments October 2011 - Present
UXPA Boston 2014 Conference May 2014 - May 2014
The Big Studio, LLC May 2011 - October 2011
BrandIntent January 2004 - August 2005
Inforonics Business Technology Solutions April 2001 - January 2004
Harrison & Troxell, Inc. 1998 - 2001
Skills
Information Architecture, Graphic Design, Concept Development, Information Design, User Interface Design, Experience Design, User Experience, Web Design, Interaction Design, User Interface, Adobe Creative Suite, Illustrator, HTML, User-centered Design, Logo Design, Design Strategy, Art Direction, Art, Illustration, Corporate Identity, Dreamweaver, Wireframes, Usability, Flash, Wire Framing, Storyboarding, User Experience Design, Visual Design, Product Design, Design Thinking, Prototyping, Responsive Design, Mobile Design, Heuristic Evaluation, OmniGraffle, Card Sorting, Persona, Creative Direction, Concept Design, Usability Testing
Education
Cranbrook Academy of Art
MFA, Fine and Studio Arts
The Maryland Institute College of Art
BFA, Fine and Studio Arts
Fidelity Investments October 2011 - Present
UXPA Boston 2014 Conference May 2014 - May 2014
The Big Studio, LLC May 2011 - October 2011
BrandIntent January 2004 - August 2005
Inforonics Business Technology Solutions April 2001 - January 2004
Harrison & Troxell, Inc. 1998 - 2001
Skills
Information Architecture, Graphic Design, Concept Development, Information Design, User Interface Design, Experience Design, User Experience, Web Design, Interaction Design, User Interface, Adobe Creative Suite, Illustrator, HTML, User-centered Design, Logo Design, Design Strategy, Art Direction, Art, Illustration, Corporate Identity, Dreamweaver, Wireframes, Usability, Flash, Wire Framing, Storyboarding, User Experience Design, Visual Design, Product Design, Design Thinking, Prototyping, Responsive Design, Mobile Design, Heuristic Evaluation, OmniGraffle, Card Sorting, Persona, Creative Direction, Concept Design, Usability Testing
Education
Cranbrook Academy of Art
MFA, Fine and Studio Arts
The Maryland Institute College of Art
BFA, Fine and Studio Arts
Jeff Comstock Jeff Comstock's Fidelity Investments Experience August 2009 - May 2011
Job Director of Client Relations, RedBlack Software LLC
Industry Financial Services
Experience
RedBlack Software, LLC June 2011 - Present
Fidelity Investments August 2009 - May 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Budapesti Corvinus Egyetem 2008 — 2008
Business
RedBlack Software, LLC June 2011 - Present
Fidelity Investments August 2009 - May 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Budapesti Corvinus Egyetem 2008 — 2008
Business
Ryan Campbell, CFP®, CDFA Ryan Campbell, CFP®, CDFA's Fidelity Investments Experience August 2007 - September 2009
Job Owner, Provident Financial Advisors, LLC
Industry Investment Management
Experience
Provident Financial Advisors, LLC January 2009 - Present
Shelley High School 2012 - 2014
Fidelity Investments August 2007 - September 2009
Fidelity Investments 2002 - 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Management, 401k, Certified Divorce..., Certified Financial..., Portfolio Management, Personal Financial..., Charitable Gift Planning, Estate Planning, College Education..., Investment Advisory, Financial Services, 401k Rollovers, Series 65, Financial Advisory, High Net Worth..., Wealth, Financial Planners, Investment Strategies, IRAs, Asset Allocation, Retirement, Bonds, Personal Finance, Finance, Asset Management, Financial Analysis, Mutual Funds
Education
Creighton University 2012 — 2015
Master's Degree, Investment Analysis and Portfolio Management
Regis University 2006 — 2009
Bachelor's Degree, Finance
Provident Financial Advisors, LLC January 2009 - Present
Shelley High School 2012 - 2014
Fidelity Investments August 2007 - September 2009
Fidelity Investments 2002 - 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Management, 401k, Certified Divorce..., Certified Financial..., Portfolio Management, Personal Financial..., Charitable Gift Planning, Estate Planning, College Education..., Investment Advisory, Financial Services, 401k Rollovers, Series 65, Financial Advisory, High Net Worth..., Wealth, Financial Planners, Investment Strategies, IRAs, Asset Allocation, Retirement, Bonds, Personal Finance, Finance, Asset Management, Financial Analysis, Mutual Funds
Education
Creighton University 2012 — 2015
Master's Degree, Investment Analysis and Portfolio Management
Regis University 2006 — 2009
Bachelor's Degree, Finance
Nevin Markwart Nevin Markwart's Fidelity Investments Experience September 2005 - December 2008
Job Senior Financial Services Executive
Industry Financial Services
Experience
Canadian Mentoring Service - Consulate General of Canada June 2015 - Present
Business of Hockey Institute February 2015 - Present
Canoe Financial May 2010 - January 2015
Canoe Financial May 2010 - September 2014
Fidelity Investments September 2005 - December 2008
Wellington Management May 2002 - September 2005
Standish, Ayer and Wood November 1994 - November 2001
Boston Bruins June 1983 - June 1992
Skills
Marketing, Portfolio Management, Relationship Management, Investments, Change Management, Investment Management, Retirement, Equities, Mutual Funds, Process Improvement, Securities, Investment Strategies, Product Management, Hedge Funds, Pensions, Asset Management, Finance, Strategic Planning, Financial Advisory, Wealth Management, Investment Advisory, Investor Relations, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Finance
Canadian Mentoring Service - Consulate General of Canada June 2015 - Present
Business of Hockey Institute February 2015 - Present
Canoe Financial May 2010 - January 2015
Canoe Financial May 2010 - September 2014
Fidelity Investments September 2005 - December 2008
Wellington Management May 2002 - September 2005
Standish, Ayer and Wood November 1994 - November 2001
Boston Bruins June 1983 - June 1992
Skills
Marketing, Portfolio Management, Relationship Management, Investments, Change Management, Investment Management, Retirement, Equities, Mutual Funds, Process Improvement, Securities, Investment Strategies, Product Management, Hedge Funds, Pensions, Asset Management, Finance, Strategic Planning, Financial Advisory, Wealth Management, Investment Advisory, Investor Relations, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Finance
Tracy (Henaghan) Regan Tracy (Henaghan) Regan's Fidelity Investments Experience January 2009 - July 2011
Job Director of Talent Acquisition
Industry Human Resources
Experience
Corvias Group January 2015 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2011 - September 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2008 - January 2009
State Street 1992 - 2008
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Business
Curry College 1987 — 1991
BA, Business
Spellman
Corvias Group January 2015 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2011 - September 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2008 - January 2009
State Street 1992 - 2008
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Business
Curry College 1987 — 1991
BA, Business
Spellman
Mark Aspelin Mark Aspelin's Fidelity Investments Experience November 2010 - April 2012
Job Project Manager Healthcare IT / Business Intelligence & Analytics
Industry Hospital & Health Care
Experience
DaVita HealthCare Partners (ABQ Health Partners) April 2012 - Present
Fidelity Investments November 2010 - April 2012
D. Pennington & Associates May 2008 - November 2010
Sandia National Laboratories October 2004 - December 2008
The Nature Conservancy September 2002 - May 2004
Intel Corporation June 2000 - September 2002
The Coca-Cola Company 1998 - 2000
KPMG 1998 - 1998
International Crane Foundation January 1995 - July 1996
Gstaad International School (Switzerland) May 1993 - May 1994
Skills
Process Improvement, Project Management, Business Process..., Project Planning, Training, Contract Negotiation, Analysis, Management, Research, Policy, Marketing, Strategic Planning, Budgets, Team Leadership, Operations Management, Healthcare, Human Resources, Software Documentation, Visio, Data Analysis, Leadership, Government, Team Building, Change Management, Security, Business Analysis, Program Management, Vendor Management, Business Process, Strategy, Organizational..., Risk Management, Cross-functional Team..., Business Intelligence, Leadership Development, Risk Assessment, Consulting, Integration, Executive Management, Healthcare Information..., HIPAA, Analytics
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA, Operations Management and Corporate Sustainability, 3.5 GPA
Creighton University 1992 — 1993
MS, Biology (Medical Physiology & Behavioral Ecology), 3.9 GPA
Washington University School of Medicine 1991 — 1991
MS Program in Physical Therapy, Transferred to Creighton after one semester, 3.6 GPA
University of Notre Dame 1987 — 1991
BS, Biology (Pre-Med)
DaVita HealthCare Partners (ABQ Health Partners) April 2012 - Present
Fidelity Investments November 2010 - April 2012
D. Pennington & Associates May 2008 - November 2010
Sandia National Laboratories October 2004 - December 2008
The Nature Conservancy September 2002 - May 2004
Intel Corporation June 2000 - September 2002
The Coca-Cola Company 1998 - 2000
KPMG 1998 - 1998
International Crane Foundation January 1995 - July 1996
Gstaad International School (Switzerland) May 1993 - May 1994
Skills
Process Improvement, Project Management, Business Process..., Project Planning, Training, Contract Negotiation, Analysis, Management, Research, Policy, Marketing, Strategic Planning, Budgets, Team Leadership, Operations Management, Healthcare, Human Resources, Software Documentation, Visio, Data Analysis, Leadership, Government, Team Building, Change Management, Security, Business Analysis, Program Management, Vendor Management, Business Process, Strategy, Organizational..., Risk Management, Cross-functional Team..., Business Intelligence, Leadership Development, Risk Assessment, Consulting, Integration, Executive Management, Healthcare Information..., HIPAA, Analytics
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA, Operations Management and Corporate Sustainability, 3.5 GPA
Creighton University 1992 — 1993
MS, Biology (Medical Physiology & Behavioral Ecology), 3.9 GPA
Washington University School of Medicine 1991 — 1991
MS Program in Physical Therapy, Transferred to Creighton after one semester, 3.6 GPA
University of Notre Dame 1987 — 1991
BS, Biology (Pre-Med)
Todd Rousher's Fidelity Investments Experience 2005 - 2007
Job PrimeLending NMLS ID 970264
Industry Information Technology and Services
Experience
PrimeLending September 2012 - Present
Terrier Technologies January 2007 - Present
Kinlin Grover Real Estate August 2006 - September 2012
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Fidelity Investments 1995 - 1999
Fidelity Investments 1989 - 1992
Fidelity Investments 1985 - 1989
Skills
Team Building, Information Security, Identity Management, Vendor Management, Project Management, Risk Management, Strategic Planning, Real Estate, Contract Negotiation, Program Management, Sellers, Security, First Time Home Buyers, Negotiation, Real Estate Transactions, Leadership, Business Analysis, Selling, CRM, Management, Management Consulting, Sales, Budgets, Start-ups, Investment Properties, Wireless Networking, Network Administration, Remote Infrastructure...
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
MBA, High Tech MBA
Hiram College 1980 — 1984
BA, Computer Science, Business Management
PrimeLending September 2012 - Present
Terrier Technologies January 2007 - Present
Kinlin Grover Real Estate August 2006 - September 2012
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Fidelity Investments 1995 - 1999
Fidelity Investments 1989 - 1992
Fidelity Investments 1985 - 1989
Skills
Team Building, Information Security, Identity Management, Vendor Management, Project Management, Risk Management, Strategic Planning, Real Estate, Contract Negotiation, Program Management, Sellers, Security, First Time Home Buyers, Negotiation, Real Estate Transactions, Leadership, Business Analysis, Selling, CRM, Management, Management Consulting, Sales, Budgets, Start-ups, Investment Properties, Wireless Networking, Network Administration, Remote Infrastructure...
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
MBA, High Tech MBA
Hiram College 1980 — 1984
BA, Computer Science, Business Management
Steven Orlowski, CFP®'s Fidelity Investments Experience 1999 - 2008
Job Certified Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
Cindy Slayton, MBA Cindy Slayton, MBA's Fidelity Investments Experience August 2015 - Present
Job Marketing Communications | Direct | Email | Social | Digital | Events | Employee Communications
Industry Marketing and Advertising
Experience
Fidelity Investments August 2015 - Present
Sun Life Financial 2011 - 2015
ADP 2007 - 2011
Direct Marketing Print & Fulfillment Solutions 2006 - 2007
W.A. Wilde 2003 - 2006
Hill Holliday 2000 - 2003
Staples 1995 - 1997
Digitas (formerly Bronner Slosberg Humphrey) January 1994 - December 1995
Kessler Financial Services 1990 - 1994
Skills
Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Account Management, Social Media, Employee Benefits, Digital Marketing, Strategic Communications, Leadership, Direct Mail, Lead Generation, CRM, Internal Communications, Strategy, Project Management, Trade Show Planning, Event Marketing, Integrated Marketing, Financial Services, Public Relations, Event Planning, Employee Benefit..., Creative Concept..., Content Marketing, Branding, Brand Implementation, Retention Marketing, Event Marketing Strategy, Client Service, Social Media...
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
Fitchburg State University
B.S., Communications/Media
Fidelity Investments August 2015 - Present
Sun Life Financial 2011 - 2015
ADP 2007 - 2011
Direct Marketing Print & Fulfillment Solutions 2006 - 2007
W.A. Wilde 2003 - 2006
Hill Holliday 2000 - 2003
Staples 1995 - 1997
Digitas (formerly Bronner Slosberg Humphrey) January 1994 - December 1995
Kessler Financial Services 1990 - 1994
Skills
Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Account Management, Social Media, Employee Benefits, Digital Marketing, Strategic Communications, Leadership, Direct Mail, Lead Generation, CRM, Internal Communications, Strategy, Project Management, Trade Show Planning, Event Marketing, Integrated Marketing, Financial Services, Public Relations, Event Planning, Employee Benefit..., Creative Concept..., Content Marketing, Branding, Brand Implementation, Retention Marketing, Event Marketing Strategy, Client Service, Social Media...
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
Fitchburg State University
B.S., Communications/Media
Aaron Belz Aaron Belz's Fidelity Investments Experience December 2014 - Present
Job Content Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
University of Northwestern - St. Paul August 2012 - Present
15Four October 2011 - Present
Comment, Books & Culture, St. Louis Post-Dispatch, Huffington Post 1995 - Present
Durham Technical Community College August 2012 - May 2015
Center for Public Justice January 2011 - December 2014
The Curator Magazine August 2012 - October 2013
Providence Christian College August 2008 - June 2011
Observable Books and Readings May 2003 - July 2008
Saint Louis University September 2001 - May 2008
Skills
Writing, Copy Editing, Marketing Communications, Brand Management, Publishing, Creative Writing, Advertising, Social Media Marketing, Content Strategy, Editing, Books, Creative Direction, Editorial, Social Networking, Social Media, Blogging, Newsletters, Digital Media, Teaching, Literature, Public Relations, Storytelling, Proofreading, Research, Published Author, Web Content, Freelance Writing, Magazines, Non-fiction, Public Speaking, Poetry, Content Development, Publications, Copywriting, Fundraising, Journalism, Feature Articles, Web Design, Text Editing, Fact-checking, Publicity, Press Releases, Book Reviews, Creative Non-fiction, News Writing, AP Style, Magazine Articles, Teaching Writing
Education
Saint Louis University 2001 — 2007
Doctor of Philosophy (Ph.D.), English
New York University 1993 — 1995
Master of Arts (M.A.), Creative Writing
Covenant College 1990 — 1993
Bachelor of Arts (B.A.), English and History
Fidelity Investments December 2014 - Present
University of Northwestern - St. Paul August 2012 - Present
15Four October 2011 - Present
Comment, Books & Culture, St. Louis Post-Dispatch, Huffington Post 1995 - Present
Durham Technical Community College August 2012 - May 2015
Center for Public Justice January 2011 - December 2014
The Curator Magazine August 2012 - October 2013
Providence Christian College August 2008 - June 2011
Observable Books and Readings May 2003 - July 2008
Saint Louis University September 2001 - May 2008
Skills
Writing, Copy Editing, Marketing Communications, Brand Management, Publishing, Creative Writing, Advertising, Social Media Marketing, Content Strategy, Editing, Books, Creative Direction, Editorial, Social Networking, Social Media, Blogging, Newsletters, Digital Media, Teaching, Literature, Public Relations, Storytelling, Proofreading, Research, Published Author, Web Content, Freelance Writing, Magazines, Non-fiction, Public Speaking, Poetry, Content Development, Publications, Copywriting, Fundraising, Journalism, Feature Articles, Web Design, Text Editing, Fact-checking, Publicity, Press Releases, Book Reviews, Creative Non-fiction, News Writing, AP Style, Magazine Articles, Teaching Writing
Education
Saint Louis University 2001 — 2007
Doctor of Philosophy (Ph.D.), English
New York University 1993 — 1995
Master of Arts (M.A.), Creative Writing
Covenant College 1990 — 1993
Bachelor of Arts (B.A.), English and History
Marco Genova Marco Genova's Fidelity Investments Experience June 2014 - August 2014
Job Student at St. John's University
Industry Computer Software
Experience
Fidelity Investments June 2014 - August 2014
Education
St. John's University 2012 — 2015
Bachelor's degree, Computer Science
CUNY New York City College of Technology 2010 — 2012
Fidelity Investments June 2014 - August 2014
Education
St. John's University 2012 — 2015
Bachelor's degree, Computer Science
CUNY New York City College of Technology 2010 — 2012
Nilda Foy's Fidelity Investments Experience September 2000 - January 2001
Job Office Administration
Industry Executive Office
Experience
Stewart Industries Inc July 2013 - Present
F&B Medical Supplies Inc. January 2001 - July 2013
Fidelity Investments September 2000 - January 2001
Vincent Lighting Systems October 1994 - September 2000
Skills
MS Office Suite,..., Highly detail oriented, Organized Multi-tasker, Energetic team player, Efficent, People-oriented, Accounts Payable
Education
The Universityof Cincinnati 2001 — 2005
Business Management, Organizational Leadership
Cuyahoga Community College 1998 — 2000
Continued Education, Business Courses
Stewart Industries Inc July 2013 - Present
F&B Medical Supplies Inc. January 2001 - July 2013
Fidelity Investments September 2000 - January 2001
Vincent Lighting Systems October 1994 - September 2000
Skills
MS Office Suite,..., Highly detail oriented, Organized Multi-tasker, Energetic team player, Efficent, People-oriented, Accounts Payable
Education
The Universityof Cincinnati 2001 — 2005
Business Management, Organizational Leadership
Cuyahoga Community College 1998 — 2000
Continued Education, Business Courses
Eric T. Nielsen's Fidelity Investments Experience March 2005 - October 2008
Job Capital Markets Advisor as a member of the Advisory board at Advanced Hydrogen Plasmonics, LLC
Industry Nanotechnology
Experience
Advanced Hydrogen Plasmonics, LLC August 2015 - Present
Bandon Capital Management March 2013 - October 2013
Dearborn Capital Management September 2011 - January 2013
Altegris Investments October 2008 - September 2011
Fidelity Investments March 2005 - October 2008
ABN AMRO Bank N.V. February 2001 - May 2004
Skills
Research, Equities, Investments, Asset Allocation, Alternative Investments, Bloomberg, Trading, Portfolio Management, Mutual Funds, Investment Strategies, Strategic Planning, Investment Advisory, Asset Managment, Managed Futures, Fixed Income, FINRA, Bonds, Separately Managed..., Due Diligence, Risk Management, Asset Management, Financial Analysis, Hedge Funds, Financial Advisory
Education
Creighton University's Heider College of Business 2014 — 2016
Master's degree, Investment Management and Financial Analysis / CFA Level 1 Candidate, 3.0
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science, Economics
Williamsville East High School 1988 — 1992
Regents Diploma, Liberal Arts and Sciences/Liberal Studies, 3.5
Advanced Hydrogen Plasmonics, LLC August 2015 - Present
Bandon Capital Management March 2013 - October 2013
Dearborn Capital Management September 2011 - January 2013
Altegris Investments October 2008 - September 2011
Fidelity Investments March 2005 - October 2008
ABN AMRO Bank N.V. February 2001 - May 2004
Skills
Research, Equities, Investments, Asset Allocation, Alternative Investments, Bloomberg, Trading, Portfolio Management, Mutual Funds, Investment Strategies, Strategic Planning, Investment Advisory, Asset Managment, Managed Futures, Fixed Income, FINRA, Bonds, Separately Managed..., Due Diligence, Risk Management, Asset Management, Financial Analysis, Hedge Funds, Financial Advisory
Education
Creighton University's Heider College of Business 2014 — 2016
Master's degree, Investment Management and Financial Analysis / CFA Level 1 Candidate, 3.0
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science, Economics
Williamsville East High School 1988 — 1992
Regents Diploma, Liberal Arts and Sciences/Liberal Studies, 3.5
Brandon Luttinger Brandon Luttinger's Fidelity Investments Experience March 2015 - Present
Job Investment Analyst
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
GMO March 2014 - December 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman June 2010 - March 2013
InsideOut Sports & Entertainment May 2009 - October 2009
Black Rock Country Club June 2003 - August 2009
Skills
Business Strategy, Corporate Actions, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Training, Portfolio Management, Market Research, Mutual Funds, Banking, Public Speaking, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Master of Business Administration (MBA), Corporate Renewal, 3.39/4
Northeastern University 2012 — 2014
Graduate Certificate in the Advanced Study of Management
Ohio Wesleyan University 2006 — 2010
Bachelor of the Arts, Economics Management, Accounting, 3.32/4
Fidelity Investments March 2015 - Present
GMO March 2014 - December 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman June 2010 - March 2013
InsideOut Sports & Entertainment May 2009 - October 2009
Black Rock Country Club June 2003 - August 2009
Skills
Business Strategy, Corporate Actions, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Training, Portfolio Management, Market Research, Mutual Funds, Banking, Public Speaking, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Master of Business Administration (MBA), Corporate Renewal, 3.39/4
Northeastern University 2012 — 2014
Graduate Certificate in the Advanced Study of Management
Ohio Wesleyan University 2006 — 2010
Bachelor of the Arts, Economics Management, Accounting, 3.32/4
Salvatore Angelone, PMP/CSM Salvatore Angelone, PMP/CSM's Fidelity Investments Experience June 2006 - March 2011
Job Vice President at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
TIAA-CREF June 2012 - Present
PMI NH 2007 - Present
LeapFrog Systems June 2012 - August 2014
Big Brothers Big Sisters of Manchester, NH November 2010 - January 2014
Liberty Mutual April 2011 - June 2012
Fidelity Investments June 2006 - March 2011
Arbella 2000 - 2006
Arbella Insurance Group 2000 - 2006
State Street 1994 - 2000
Skills
SDLC, PMP, Requirements Gathering, Program Management, PMO, Software Project..., Project Management, Business Analysis, Project Portfolio..., Agile Project Management, Management, Agile Methodologies, Analysis, Integration, Enterprise Software, Leadership, Testing, Quality Assurance, Six Sigma, Vendor Management, Process Improvement, Cross-functional Team..., Visio, Business Process..., Software Documentation, SharePoint
Education
Southern New Hampshire University 2011 — 2015
Global MBA
State University of New York College at Plattsburgh 1981 — 1986
Mathematics
Agile SCRUM certification
CSM
Six Sigma
Black Belt
Curry College
Bachelor of Arts
Nassau Community College
Associates Degree
Project Management Institute
PMP
State Street August 2014 - Present
TIAA-CREF June 2012 - Present
PMI NH 2007 - Present
LeapFrog Systems June 2012 - August 2014
Big Brothers Big Sisters of Manchester, NH November 2010 - January 2014
Liberty Mutual April 2011 - June 2012
Fidelity Investments June 2006 - March 2011
Arbella 2000 - 2006
Arbella Insurance Group 2000 - 2006
State Street 1994 - 2000
Skills
SDLC, PMP, Requirements Gathering, Program Management, PMO, Software Project..., Project Management, Business Analysis, Project Portfolio..., Agile Project Management, Management, Agile Methodologies, Analysis, Integration, Enterprise Software, Leadership, Testing, Quality Assurance, Six Sigma, Vendor Management, Process Improvement, Cross-functional Team..., Visio, Business Process..., Software Documentation, SharePoint
Education
Southern New Hampshire University 2011 — 2015
Global MBA
State University of New York College at Plattsburgh 1981 — 1986
Mathematics
Agile SCRUM certification
CSM
Six Sigma
Black Belt
Curry College
Bachelor of Arts
Nassau Community College
Associates Degree
Project Management Institute
PMP
Sanya Obsivac's Fidelity Investments Experience September 1996 - December 1999
Job Senior Marketing Director of Creative Services and Business Development at Kadmium
Industry Marketing and Advertising
Experience
Kadmium November 2013 - Present
NBCUniversal April 2008 - November 2013
NBC.com October 2006 - April 2008
egoforall.com Web Design & Development November 2002 - October 2006
iBEAM, Boston MA January 2000 - October 2002
Fidelity Investments September 1996 - December 1999
Voice Control Systems January 1994 - September 1996
Skills
Digital Marketing, Web Development, Web Design, Digital Media, Entertainment, Digital Strategy, Digital Asset Management, New Media, Content Management, Television, Web Content, Corporate Branding, Project Planning, Staff Management, Social Networking, Content Strategy, User Experience, Creative Direction, Advertising, Marketing, Social Media, Broadcast, Social Media Marketing, Publicity, Facebook, Online Advertising, Marketing Communications, Strategy, Integrated Marketing, Mobile Marketing, Product Management, Online Marketing, Brand Development, Media Planning, Web Analytics, Interactive Marketing, Content Development, Email Marketing, Strategic Partnerships, Brand Management, Creative Strategy, SEM, Google Analytics, SEO, Web Video, Direct Marketing, Viral Marketing, CRM, Management, Digital media
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA), Marketing
Kadmium November 2013 - Present
NBCUniversal April 2008 - November 2013
NBC.com October 2006 - April 2008
egoforall.com Web Design & Development November 2002 - October 2006
iBEAM, Boston MA January 2000 - October 2002
Fidelity Investments September 1996 - December 1999
Voice Control Systems January 1994 - September 1996
Skills
Digital Marketing, Web Development, Web Design, Digital Media, Entertainment, Digital Strategy, Digital Asset Management, New Media, Content Management, Television, Web Content, Corporate Branding, Project Planning, Staff Management, Social Networking, Content Strategy, User Experience, Creative Direction, Advertising, Marketing, Social Media, Broadcast, Social Media Marketing, Publicity, Facebook, Online Advertising, Marketing Communications, Strategy, Integrated Marketing, Mobile Marketing, Product Management, Online Marketing, Brand Development, Media Planning, Web Analytics, Interactive Marketing, Content Development, Email Marketing, Strategic Partnerships, Brand Management, Creative Strategy, SEM, Google Analytics, SEO, Web Video, Direct Marketing, Viral Marketing, CRM, Management, Digital media
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA), Marketing
Bob Hutchins Bob Hutchins's Fidelity Investments Experience January 2007 - February 2008
Job HCM Product Manager at Infor
Industry Computer Software
Experience
Infor May 2012 - Present
Taleo2008 - 2010 June 2008 - April 2010
Fidelity Investments January 2007 - February 2008
KRONOS, INC April 2004 - December 2006
PEOPLESOFT, INC January 2001 - January 2004
CORIO, INC January 1999 - January 2001
PeopleSoft Inc January 1994 - January 1999
PeopleSoft Inc January 1992 - January 1994
SOFTWARE PLUS INC January 1989 - January 1992
AUTOMATIC DATA PROCESSING (ADP) January 1984 - January 1989
Skills
Enterprise Software, CRM, Strategy, SDLC, Cross-functional Team..., Integration, Business Analysis, Business Process, Requirements Analysis, Management, Process Improvement, Project Management, Software Documentation, Training, E-commerce, HRIS, Employee Benefits, PeopleSoft, Quality Assurance, Recruiting, Software Development, Talent Management
Education
Fairleigh Dickinson University 1978 — 1980
BS, Marketing/Computer Science
Fairleigh Dickinson University 1978 — 1980
B.S, Marketing
County College of Morris 1976 — 1978
A.A.S, Computer Science
County College of Morris 1976 — 1978
A.A.S, Computer Technology
Infor May 2012 - Present
Taleo2008 - 2010 June 2008 - April 2010
Fidelity Investments January 2007 - February 2008
KRONOS, INC April 2004 - December 2006
PEOPLESOFT, INC January 2001 - January 2004
CORIO, INC January 1999 - January 2001
PeopleSoft Inc January 1994 - January 1999
PeopleSoft Inc January 1992 - January 1994
SOFTWARE PLUS INC January 1989 - January 1992
AUTOMATIC DATA PROCESSING (ADP) January 1984 - January 1989
Skills
Enterprise Software, CRM, Strategy, SDLC, Cross-functional Team..., Integration, Business Analysis, Business Process, Requirements Analysis, Management, Process Improvement, Project Management, Software Documentation, Training, E-commerce, HRIS, Employee Benefits, PeopleSoft, Quality Assurance, Recruiting, Software Development, Talent Management
Education
Fairleigh Dickinson University 1978 — 1980
BS, Marketing/Computer Science
Fairleigh Dickinson University 1978 — 1980
B.S, Marketing
County College of Morris 1976 — 1978
A.A.S, Computer Science
County College of Morris 1976 — 1978
A.A.S, Computer Technology
Kristin Allard's Fidelity Investments Experience July 2008 - June 2009
Job Relationship Manager at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management December 2011 - Present
FundQuest September 2010 - December 2011
FundQuest June 2009 - September 2010
Fidelity Investments July 2008 - June 2009
Skills
Wealth Management, Investments, Retirement, Financial Advisory, Finance, Portfolio Management, Mutual Funds, Management, Financial Services, Series 63, Investment Advisory, Securities, Equities, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration, Concentration in Finance, Minor in Economics
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Envestnet Asset Management December 2011 - Present
FundQuest September 2010 - December 2011
FundQuest June 2009 - September 2010
Fidelity Investments July 2008 - June 2009
Skills
Wealth Management, Investments, Retirement, Financial Advisory, Finance, Portfolio Management, Mutual Funds, Management, Financial Services, Series 63, Investment Advisory, Securities, Equities, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration, Concentration in Finance, Minor in Economics
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Brian Pinard Brian Pinard's Fidelity Investments Experience November 2010 - June 2015
Job Senior Business Analyst at XTRAC Solutions
Industry Financial Services
Experience
XTRAC Solutions June 2015 - Present
Fidelity Investments November 2010 - June 2015
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2007 - January 2010
Putnam Investments 2006 - 2007
Skills
Investments, Fixed Income, Bond Pricing, Valuation, Municipal Bonds, Convertible Bonds, Statistics, Analysis, Mutual Funds, Capital Markets, Bloomberg, VBA, Excel, Word, Visio, Access, Microsoft Office, PowerPoint, Thompson Reuters Eikon, Fund Accounting, BPMN
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Master of Science (MS), Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Bachelor of Arts (BA), Economics
XTRAC Solutions June 2015 - Present
Fidelity Investments November 2010 - June 2015
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2007 - January 2010
Putnam Investments 2006 - 2007
Skills
Investments, Fixed Income, Bond Pricing, Valuation, Municipal Bonds, Convertible Bonds, Statistics, Analysis, Mutual Funds, Capital Markets, Bloomberg, VBA, Excel, Word, Visio, Access, Microsoft Office, PowerPoint, Thompson Reuters Eikon, Fund Accounting, BPMN
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Master of Science (MS), Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Bachelor of Arts (BA), Economics
Christine Sanford Christine Sanford's Fidelity Investments Experience October 1995 - February 2002
Job Vice President, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - Present
MassMutual March 2002 - August 2006
Fidelity Investments October 1995 - February 2002
Skills
Series 7, 401k, Mutual Funds, Series 63, Retirement, Investments, Retirement Planning, Asset Allocation, Financial Services, Asset Management, Pensions, Investment Advisory, Series 6, Defined Benefit, Securities, Retirement Plan..., Alternative Investments
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA
Transamerica Retirement Solutions September 2006 - Present
MassMutual March 2002 - August 2006
Fidelity Investments October 1995 - February 2002
Skills
Series 7, 401k, Mutual Funds, Series 63, Retirement, Investments, Retirement Planning, Asset Allocation, Financial Services, Asset Management, Pensions, Investment Advisory, Series 6, Defined Benefit, Securities, Retirement Plan..., Alternative Investments
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA
Brian Le Brian Le's Fidelity Investments Experience May 2014 - Present
Job Client Development Specialist at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments January 2014 - May 2014
Fidelity Investments June 2011 - January 2014
Fidelity Investments December 2010 - June 2011
Fidelity Investments May 2007 - December 2010
Fidelity Investments September 2005 - May 2007
Sovereign Bank February 2004 - September 2005
Sovereign Bancorp 2003 - 2005
Creative Services Inc. 2004 - 2004
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Securities, Equities, Fixed Income, Portfolio Management, Relationship Management
Education
Boston University 2013 — 2014
Certificate Financial Planner, Financial Planning and Services
Northeastern University - Graduate School of Business Administration 2007 — 2011
Masters, Management, Entrepreneurship
Northeastern University 2000 — 2005
Bachelor of Science (BS), Criminal Justice
Fidelity Investments May 2014 - Present
Fidelity Investments January 2014 - May 2014
Fidelity Investments June 2011 - January 2014
Fidelity Investments December 2010 - June 2011
Fidelity Investments May 2007 - December 2010
Fidelity Investments September 2005 - May 2007
Sovereign Bank February 2004 - September 2005
Sovereign Bancorp 2003 - 2005
Creative Services Inc. 2004 - 2004
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Securities, Equities, Fixed Income, Portfolio Management, Relationship Management
Education
Boston University 2013 — 2014
Certificate Financial Planner, Financial Planning and Services
Northeastern University - Graduate School of Business Administration 2007 — 2011
Masters, Management, Entrepreneurship
Northeastern University 2000 — 2005
Bachelor of Science (BS), Criminal Justice
Ben Blaisdell's Fidelity Investments Experience February 2015 - Present
Job Associate Accounting Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments February 2015 - Present
RBI Baseball Academy August 2005 - Present
ProMounds/On Deck Sports August 2011 - October 2014
UBS Wealth Management January 2011 - May 2011
Curry College September 2010 - May 2011
Education
Curry College 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Fidelity Investments February 2015 - Present
RBI Baseball Academy August 2005 - Present
ProMounds/On Deck Sports August 2011 - October 2014
UBS Wealth Management January 2011 - May 2011
Curry College September 2010 - May 2011
Education
Curry College 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Mark Lohr Mark Lohr's Fidelity Investments Experience 1993 - 1998
Job Managing Director at ValuePoint Financial Advisory Services LLC
Industry Financial Services
Experience
ValuePoint Financial Advisory Services LLC March 2012 - Present
East End House October 2000 - Present
RockTech September 2010 - March 2015
Ambient, Inc. 2001 - September 2010
Putnam Investments 1998 - 2000
Fidelity Investments 1993 - 1998
EDS/Appex, Inc. 1990 - 1993
Appex, Inc. 1987 - 1990
Bolt Beranek & Newman 1982 - 1987
Arthur Andersen & Co. 1977 - 1980
Skills
Business Planning, Contract Negotiation, Start-ups, Leadership, Cash Flow, Venture Capital, Strategic Planning, Entrepreneurship, Process Improvement, Financial Analysis, SaaS, Project Management, Business Development, Product Management, Mergers, Program Management, Business Strategy, Management Consulting, Organizational..., Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Mgmt. of High Technology Firms
University of Michigan 1973 — 1976
BBA, Accounting & Economics
ValuePoint Financial Advisory Services LLC March 2012 - Present
East End House October 2000 - Present
RockTech September 2010 - March 2015
Ambient, Inc. 2001 - September 2010
Putnam Investments 1998 - 2000
Fidelity Investments 1993 - 1998
EDS/Appex, Inc. 1990 - 1993
Appex, Inc. 1987 - 1990
Bolt Beranek & Newman 1982 - 1987
Arthur Andersen & Co. 1977 - 1980
Skills
Business Planning, Contract Negotiation, Start-ups, Leadership, Cash Flow, Venture Capital, Strategic Planning, Entrepreneurship, Process Improvement, Financial Analysis, SaaS, Project Management, Business Development, Product Management, Mergers, Program Management, Business Strategy, Management Consulting, Organizational..., Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Mgmt. of High Technology Firms
University of Michigan 1973 — 1976
BBA, Accounting & Economics
Matthew Alksninis's Fidelity Investments Experience August 2011 - Present
Job Associate Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Veritude August 2011 - June 2012
Gentle Giant Moving Company June 2009 - August 2010
Federal Home Loan Bank June 2008 - August 2008
Northeastern Distributors June 2007 - July 2007
Skills
Accounting, Organizational Structure, Finance, Microsoft Excel, Access, Auditing, Administration, Financial Accounting, Accounts Receivable, Pensions, Bookkeeping, Critical Thinking, Problem Solving, Work Well Independently, Teamwork, Microsoft Office, Customer Service, Microsoft Word, Time Management
Education
Curry College 2007 — 2011
Bachelor of Arts, Business Management; Applied Computing; Accounting
Mansfield High school 2004 — 2007
Fidelity Investments August 2011 - Present
Veritude August 2011 - June 2012
Gentle Giant Moving Company June 2009 - August 2010
Federal Home Loan Bank June 2008 - August 2008
Northeastern Distributors June 2007 - July 2007
Skills
Accounting, Organizational Structure, Finance, Microsoft Excel, Access, Auditing, Administration, Financial Accounting, Accounts Receivable, Pensions, Bookkeeping, Critical Thinking, Problem Solving, Work Well Independently, Teamwork, Microsoft Office, Customer Service, Microsoft Word, Time Management
Education
Curry College 2007 — 2011
Bachelor of Arts, Business Management; Applied Computing; Accounting
Mansfield High school 2004 — 2007
Jeanine Mackinaw (PHR)'s Fidelity Investments Experience 2000 - 2007
Job Human Resources Business Partner at Plexus Management Group, Inc.
Industry Health, Wellness and Fitness
Experience
Plexus Management Group, Inc. May 2014 - Present
Harvard Pilgrim Health Care August 2007 - April 2014
Fidelity Investments 2000 - 2007
Tweeter Home Entertainment Group January 2005 - May 2005
Market Data Corporation 1998 - 2000
Skills
Employee Benefits, Benefits Administration, Employee Relations, HRIS, Performance Management, Onboarding, Human Resources, Recruiting, Talent Management, New Hire Orientations, Organizational..., Employee Engagement, ADP Payroll, PeopleSoft, Payroll, HR Policies, Leadership Development, Succession Planning, Coaching, College Recruiting, Employment Law, Personnel Management
Education
Emmanuel College 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Curry College
Plexus Management Group, Inc. May 2014 - Present
Harvard Pilgrim Health Care August 2007 - April 2014
Fidelity Investments 2000 - 2007
Tweeter Home Entertainment Group January 2005 - May 2005
Market Data Corporation 1998 - 2000
Skills
Employee Benefits, Benefits Administration, Employee Relations, HRIS, Performance Management, Onboarding, Human Resources, Recruiting, Talent Management, New Hire Orientations, Organizational..., Employee Engagement, ADP Payroll, PeopleSoft, Payroll, HR Policies, Leadership Development, Succession Planning, Coaching, College Recruiting, Employment Law, Personnel Management
Education
Emmanuel College 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Curry College
Elayne Elly Campos Elayne Elly Campos's Fidelity Investments Experience May 2012 - Present
Job Operations Transaction Processor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments November 2006 - May 2012
Fidelity Investments February 2004 - November 2006
Skills
Problem Solving, Microsoft Excel, Payroll, Defined Contribution, Customer Oriented
Education
Curry College 1999 — 2002
Bachelor's degree, Education
University of Massachusetts at Lowell 1998 — 1999
Fidelity Investments May 2012 - Present
Fidelity Investments November 2006 - May 2012
Fidelity Investments February 2004 - November 2006
Skills
Problem Solving, Microsoft Excel, Payroll, Defined Contribution, Customer Oriented
Education
Curry College 1999 — 2002
Bachelor's degree, Education
University of Massachusetts at Lowell 1998 — 1999
Scott MacMillan's Fidelity Investments Experience October 2011 - Present
Job Director Digital Testing and Optimization at Fidelity Investments
Industry Financial Services
Experience
Digital Analytics Association November 2011 - Present
Fidelity Investments October 2011 - Present
Fidelity Investments February 2009 - November 2011
Fidelity Investments April 2007 - November 2008
Eons February 2006 - February 2007
Corporate Technologies November 2000 - February 2006
Harmonie Group August 1999 - November 2000
Elderhostel 1997 - 1999
Skills
Testing, Landing Page..., Digital Marketing, Web Analytics, Test & Target, Tealeaf
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
High Tech MBA, Masters Busines Administration
Lehigh University 1984 — 1988
BS, Marketing
Wyoming Seminary Prep School 1981 — 1984
Digital Analytics Association November 2011 - Present
Fidelity Investments October 2011 - Present
Fidelity Investments February 2009 - November 2011
Fidelity Investments April 2007 - November 2008
Eons February 2006 - February 2007
Corporate Technologies November 2000 - February 2006
Harmonie Group August 1999 - November 2000
Elderhostel 1997 - 1999
Skills
Testing, Landing Page..., Digital Marketing, Web Analytics, Test & Target, Tealeaf
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
High Tech MBA, Masters Busines Administration
Lehigh University 1984 — 1988
BS, Marketing
Wyoming Seminary Prep School 1981 — 1984
Mark MacGrath's Fidelity Investments Experience August 1998 - Present
Job Vice President, Executive Compensation
Industry Financial Services
Experience
Fidelity Investments August 1998 - Present
Fleet Bank 1996 - 1998
Skills
Management, Process Improvement, Vendor Management, Leadership, Program Management, Project Management, Business Analysis, Employee Benefits, Financial Services, Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance
University of Vermont 1985 — 1989
BA, Economics
Fidelity Investments August 1998 - Present
Fleet Bank 1996 - 1998
Skills
Management, Process Improvement, Vendor Management, Leadership, Program Management, Project Management, Business Analysis, Employee Benefits, Financial Services, Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance
University of Vermont 1985 — 1989
BA, Economics
Ronit Klein's Fidelity Investments Experience March 2015 - Present
Job
Industry Accounting
Experience
Fidelity Investments March 2015 - Present
HarbourVest Partners November 2012 - March 2015
High Street Partners December 2011 - November 2012
PricewaterhouseCoopers January 2008 - December 2011
Hodis CPA March 2007 - January 2008
Innoveer Solutions December 2004 - December 2007
Skills
Accounting, Internal Controls, General Ledger, Accounts Payable, Private Equity, Finance, Financial Modeling, Analysis, Cash Flow, Budgets, Start-ups
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2008
Masters
University of Massachusetts, Amherst 2004 — 2007
BA
Fidelity Investments March 2015 - Present
HarbourVest Partners November 2012 - March 2015
High Street Partners December 2011 - November 2012
PricewaterhouseCoopers January 2008 - December 2011
Hodis CPA March 2007 - January 2008
Innoveer Solutions December 2004 - December 2007
Skills
Accounting, Internal Controls, General Ledger, Accounts Payable, Private Equity, Finance, Financial Modeling, Analysis, Cash Flow, Budgets, Start-ups
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2008
Masters
University of Massachusetts, Amherst 2004 — 2007
BA
Aaron J. Cramer's Fidelity Investments Experience 1996 - 2000
Job Director, ITAM Operations at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group July 2015 - Present
Jocelyn's Run: A Marathon of Support September 2009 - Present
XL Catlin November 2011 - July 2015
The Hartford September 2009 - November 2011
The Hartford August 2007 - September 2009
UnitedHealth Group 2002 - 2007
Connecticut Resources Recovery Authority 2001 - 2002
CIGNA Group Insurance 2000 - 2001
Fidelity Investments 1996 - 2000
Skills
Financial Analysis, Strategic Financial..., Vendor Management, IT Financial Management, Team Leadership, Outsourcing, Expense Management, Non-profit Volunteer, Project Portfolio..., GAAP, Financial Services, QuickBooks, Budgets, Change Management, PMO, Risk Management, Project Management, Business Process..., Managerial Finance, SDLC, Finance, Leadership, Financial Reporting, Financial Modeling, Forecasting, Executive Management, Business Analysis, Business Planning, Mergers & Acquisitions, Process Improvement, Insurance, Mutual Funds, Analysis, Cross-functional Team..., Sarbanes-Oxley Act, Corporate Finance, Portfolio Management, Financial Risk, Accounting, Strategy, Management Consulting, Enterprise Risk..., IT Strategy, Investments, Internal Controls, Due Diligence, Asset Management, Banking, Acquisition Integration, Financial Planning
Education
Northeastern University - Graduate School of Business Administration
Masters of Science, Finance
Merrimack College
BS Business Administration, Finance
Enrico Fermi High School
UnitedHealth Group July 2015 - Present
Jocelyn's Run: A Marathon of Support September 2009 - Present
XL Catlin November 2011 - July 2015
The Hartford September 2009 - November 2011
The Hartford August 2007 - September 2009
UnitedHealth Group 2002 - 2007
Connecticut Resources Recovery Authority 2001 - 2002
CIGNA Group Insurance 2000 - 2001
Fidelity Investments 1996 - 2000
Skills
Financial Analysis, Strategic Financial..., Vendor Management, IT Financial Management, Team Leadership, Outsourcing, Expense Management, Non-profit Volunteer, Project Portfolio..., GAAP, Financial Services, QuickBooks, Budgets, Change Management, PMO, Risk Management, Project Management, Business Process..., Managerial Finance, SDLC, Finance, Leadership, Financial Reporting, Financial Modeling, Forecasting, Executive Management, Business Analysis, Business Planning, Mergers & Acquisitions, Process Improvement, Insurance, Mutual Funds, Analysis, Cross-functional Team..., Sarbanes-Oxley Act, Corporate Finance, Portfolio Management, Financial Risk, Accounting, Strategy, Management Consulting, Enterprise Risk..., IT Strategy, Investments, Internal Controls, Due Diligence, Asset Management, Banking, Acquisition Integration, Financial Planning
Education
Northeastern University - Graduate School of Business Administration
Masters of Science, Finance
Merrimack College
BS Business Administration, Finance
Enrico Fermi High School
Steven Cantalupo's Fidelity Investments Experience 1998 - 1999
Job Managing Director, Head of Sales
Industry Financial Services
Experience
SunGard 2000 - Present
Fidelity Investments 1998 - 1999
The Copeland Companies June 1995 - August 1998
Skills
Trading Systems, Electronic Trading, Financial Services, Relationship Management, Equities, Financial Markets, Market Data, Capital Markets, CRM, Equity Trading, Trading, Fixed Income, Hedge Funds, Securities, Series 7, Wealth Management, Equity Derivatives, Back Office, Consultative Selling, Order Management, Middle Office, Series 63, Series 24
Education
Curry College
Bachelor of Arts (BA), Business Administration and Management, General
SunGard 2000 - Present
Fidelity Investments 1998 - 1999
The Copeland Companies June 1995 - August 1998
Skills
Trading Systems, Electronic Trading, Financial Services, Relationship Management, Equities, Financial Markets, Market Data, Capital Markets, CRM, Equity Trading, Trading, Fixed Income, Hedge Funds, Securities, Series 7, Wealth Management, Equity Derivatives, Back Office, Consultative Selling, Order Management, Middle Office, Series 63, Series 24
Education
Curry College
Bachelor of Arts (BA), Business Administration and Management, General
Joshua Bray's Fidelity Investments Experience May 2000 - June 2002
Job Senior Technical Support Engineer at ServiceNow
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise IT Cloud Company December 2014 - Present
Symantec March 2014 - December 2014
Turner Broadcasting Systems August 2005 - March 2014
Worlds By Design September 2003 - August 2005
Fidelity Investments May 2000 - June 2002
J.S. Walker & Company, Inc. May 1999 - May 2000
T.R. Clarke Co, Inc. June 1998 - May 1999
Skills
Microsoft SQL Server, Windows Server, HTML, SQL, Databases, OS X, Troubleshooting, BMC Remedy, Windows 7, SharePoint, IIS, C#, ITIL v3 Foundations..., Requirements Analysis, Oracle, Arduino, Testing, Mac OS X, ServiceNow, XML
Education
Southwest University for Nationalities 2004 — 2005
Chinese Language and Literature
Covenant College 1995 — 1999
Bachelor of Science (BS), Computer Science
ServiceNow - The Enterprise IT Cloud Company December 2014 - Present
Symantec March 2014 - December 2014
Turner Broadcasting Systems August 2005 - March 2014
Worlds By Design September 2003 - August 2005
Fidelity Investments May 2000 - June 2002
J.S. Walker & Company, Inc. May 1999 - May 2000
T.R. Clarke Co, Inc. June 1998 - May 1999
Skills
Microsoft SQL Server, Windows Server, HTML, SQL, Databases, OS X, Troubleshooting, BMC Remedy, Windows 7, SharePoint, IIS, C#, ITIL v3 Foundations..., Requirements Analysis, Oracle, Arduino, Testing, Mac OS X, ServiceNow, XML
Education
Southwest University for Nationalities 2004 — 2005
Chinese Language and Literature
Covenant College 1995 — 1999
Bachelor of Science (BS), Computer Science
Monica Buxton's Fidelity Investments Experience June 2008 - February 2011
Job Fixed Income Pricing Manager at Fidelity Investments
Industry Banking
Experience
Internal Revenue Service November 2012 - April 2013
Fidelity Investments June 2008 - February 2011
State Street Bank February 1993 - November 2007
Skills
FX Options, Accounting, Commercial Paper, Repurchase Agreements, Federal Funding, Fund Accounting, Investment Banking, Tax Advisory, Fixed Income, Customer Service, Mutual Funds, Account Reconciliation, Financial Audits
Education
Northeastern University - Graduate School of Business Administration
Master of Science (MS)
University of Massachusetts at Lowell
Bachelor of Science (BS)
Internal Revenue Service November 2012 - April 2013
Fidelity Investments June 2008 - February 2011
State Street Bank February 1993 - November 2007
Skills
FX Options, Accounting, Commercial Paper, Repurchase Agreements, Federal Funding, Fund Accounting, Investment Banking, Tax Advisory, Fixed Income, Customer Service, Mutual Funds, Account Reconciliation, Financial Audits
Education
Northeastern University - Graduate School of Business Administration
Master of Science (MS)
University of Massachusetts at Lowell
Bachelor of Science (BS)
Clifford Hall's Fidelity Investments Experience Consulting DirectorOracle Corporation1994 - 2005
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Consulting DirectorOracle Corporation1994 - 2005
Oracle Consulting 1997 - 2004
Education
Curry College
Fidelity Investments Consulting DirectorOracle Corporation1994 - 2005
Oracle Consulting 1997 - 2004
Education
Curry College
Louiza Ogbue's Fidelity Investments Experience 2005 - 2008
Job Oracle DBA at DataXu
Industry Information Technology and Services
Experience
DataXu 2012 - Present
Integra Technology Consulting October 2002 - Present
Biogen Idec 2009 - 2012
Wellington Management 2009 - 2009
Fidelity Investments 2005 - 2008
Upromise 2004 - 2005
NEBS 2003 - 2003
SimplexGrinnell 2002 - 2003
Unitas Corporation 2001 - 2002
Database Technologies 1999 - 2001
Skills
Databases, Perl, Integration, Data Modeling, Data Warehousing, PL/SQL, Business Intelligence, Database Administration, SQL, Unix, Microsoft SQL Server, Hadoop Admin, Greenplum DBA, PostgreSQL DBA, MySQL DBA, Linux, Oracle, Performance Tuning, Oracle E-Business Suite, Database Design, Sybase, Shell Scripting, Cloudera Hadoop Admin, ETL, Solaris, SDLC, Disaster Recovery, High Availability, PostgreSQL, PostgresSQL DBA, Oracle RAC, Oracle RMAN, PostgreSQL Streaming..., Unix Shell Scripting, MySQL
Education
Cranfield University - Cranfield School of Management
MBA
University of Lagos
B.Sc
DataXu 2012 - Present
Integra Technology Consulting October 2002 - Present
Biogen Idec 2009 - 2012
Wellington Management 2009 - 2009
Fidelity Investments 2005 - 2008
Upromise 2004 - 2005
NEBS 2003 - 2003
SimplexGrinnell 2002 - 2003
Unitas Corporation 2001 - 2002
Database Technologies 1999 - 2001
Skills
Databases, Perl, Integration, Data Modeling, Data Warehousing, PL/SQL, Business Intelligence, Database Administration, SQL, Unix, Microsoft SQL Server, Hadoop Admin, Greenplum DBA, PostgreSQL DBA, MySQL DBA, Linux, Oracle, Performance Tuning, Oracle E-Business Suite, Database Design, Sybase, Shell Scripting, Cloudera Hadoop Admin, ETL, Solaris, SDLC, Disaster Recovery, High Availability, PostgreSQL, PostgresSQL DBA, Oracle RAC, Oracle RMAN, PostgreSQL Streaming..., Unix Shell Scripting, MySQL
Education
Cranfield University - Cranfield School of Management
MBA
University of Lagos
B.Sc
Amy Villa's Fidelity Investments Experience May 2013 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments November 2010 - May 2013
Fidelity Investments August 2006 - November 2010
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (M.B.A.)
Dickinson College 1997 — 2001
Fidelity Investments May 2013 - Present
Fidelity Investments November 2010 - May 2013
Fidelity Investments August 2006 - November 2010
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (M.B.A.)
Dickinson College 1997 — 2001
Cathy Roche-Lefebvre's Fidelity Investments Experience September 1998 - September 2000
Job Vice President at Bank of America
Industry Human Resources
Experience
Bank of America HR Business PartnerThomson CompuMarkFebruary 2001 - October 2006
PricewaterhouseCoopers September 2000 - June 2001
Fidelity Investments September 1998 - September 2000
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Plymouth State University 1990 — 1994
BS, Psychology
Bank of America HR Business PartnerThomson CompuMarkFebruary 2001 - October 2006
PricewaterhouseCoopers September 2000 - June 2001
Fidelity Investments September 1998 - September 2000
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Plymouth State University 1990 — 1994
BS, Psychology
Dwight Firestine, PMP, MBA's Fidelity Investments Experience 2006 - August 2009
Job Manager, Financial Reporting at TUDOR INVESTMENT CORPORATION
Industry Information Technology and Services
Experience
TUDOR INVESTMENT CORPORATION July 2015 - Present
Tudor Investment Corporation September 2009 - July 2015
Fidelity Investments 2006 - August 2009
Fidelity Investments 2006 - 2009
UNIT4 Coda Financials September 1998 - February 2006
Skills
Business Process..., Business Analysis, Analysis, Financial Analysis, Financial Reporting, Project Management, Requirements Analysis, Business Process, Change Management, Integration, Forecasting, Requirements Gathering, Visio, Data Analysis, Budgets, Process Improvement, Risk Management, Financial Modeling, Program Management, Business Intelligence, Project Planning, Vendor Management, Business Strategy, Management, ERP, Strategic Financial..., SQL, Auditing, Sarbanes-Oxley Act, Finance, Internal Controls, Accounting, Testing, SAP, IT Strategy, Financial Accounting, Mergers & Acquisitions, Business Planning, Access, Consolidation, US GAAP, Corporate Finance, Data Warehousing, GAAP, SEC filings, PeopleSoft, SDLC, Financial Services, Fund Accounting, Consulting
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, International Business
University of California, Los Angeles 2001 — 2007
Award in Accounting, Accounting
University of New Hampshire 1983 — 1987
BA, Economics
TUDOR INVESTMENT CORPORATION July 2015 - Present
Tudor Investment Corporation September 2009 - July 2015
Fidelity Investments 2006 - August 2009
Fidelity Investments 2006 - 2009
UNIT4 Coda Financials September 1998 - February 2006
Skills
Business Process..., Business Analysis, Analysis, Financial Analysis, Financial Reporting, Project Management, Requirements Analysis, Business Process, Change Management, Integration, Forecasting, Requirements Gathering, Visio, Data Analysis, Budgets, Process Improvement, Risk Management, Financial Modeling, Program Management, Business Intelligence, Project Planning, Vendor Management, Business Strategy, Management, ERP, Strategic Financial..., SQL, Auditing, Sarbanes-Oxley Act, Finance, Internal Controls, Accounting, Testing, SAP, IT Strategy, Financial Accounting, Mergers & Acquisitions, Business Planning, Access, Consolidation, US GAAP, Corporate Finance, Data Warehousing, GAAP, SEC filings, PeopleSoft, SDLC, Financial Services, Fund Accounting, Consulting
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, International Business
University of California, Los Angeles 2001 — 2007
Award in Accounting, Accounting
University of New Hampshire 1983 — 1987
BA, Economics
Chris Criscione, PMP's Fidelity Investments Experience Director, Project ManagementNational Financial1998 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Director, Project ManagementNational Financial1998 - Present
Skills
Business Analysis, Project Management, Software Project..., Project Portfolio..., Agile Project Management, Visio, Requirements Analysis, PMP, Program Management, SDLC, Process Improvement, Vendor Management, PMO, Cross-functional Team..., Business Process..., MS Project
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
New York University - Polytechnic School of Engineering 1985 — 1990
BS, Industrial Engineering
Fidelity Investments Director, Project ManagementNational Financial1998 - Present
Skills
Business Analysis, Project Management, Software Project..., Project Portfolio..., Agile Project Management, Visio, Requirements Analysis, PMP, Program Management, SDLC, Process Improvement, Vendor Management, PMO, Cross-functional Team..., Business Process..., MS Project
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
New York University - Polytechnic School of Engineering 1985 — 1990
BS, Industrial Engineering
Al Braun's Fidelity Investments Experience October 1997 - December 2004
Job Regulatory Supervision at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2011 - July 2014
JP Morgan April 2008 - February 2011
Banc of America Investment Services, Inc. January 2005 - April 2008
Fidelity Investments October 1997 - December 2004
Skills
Capital Markets, Hedge Funds, Securities, Series 7, Equities, Fixed Income, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Financial Services, Series 24, Bloomberg, Investment Strategies, Risk Management, Banking, Strategic Financial..., Retirement Planning, Investment Advisory, Private Banking, Wealth Management..., Trading, Derivatives, Financial Planning
Education
Curry College
Bachelor of Arts (B.A.)
TIAA-CREF February 2011 - July 2014
JP Morgan April 2008 - February 2011
Banc of America Investment Services, Inc. January 2005 - April 2008
Fidelity Investments October 1997 - December 2004
Skills
Capital Markets, Hedge Funds, Securities, Series 7, Equities, Fixed Income, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Financial Services, Series 24, Bloomberg, Investment Strategies, Risk Management, Banking, Strategic Financial..., Retirement Planning, Investment Advisory, Private Banking, Wealth Management..., Trading, Derivatives, Financial Planning
Education
Curry College
Bachelor of Arts (B.A.)
Brett Poindexter's Fidelity Investments Experience September 2004 - January 2010
Job Supervisor, Disbursements Shared Services at SaintGobain
Industry Mechanical or Industrial Engineering
Experience
Saint-Gobain January 2015 - Present
Saint-Gobain April 2011 - January 2015
Comcast Cable March 2010 - April 2011
Fidelity Investments September 2004 - January 2010
Skills
Process Improvement, Change Management, Performance Management, Vendor Management, Employee Benefits, HRIS, Management, Benefits Administration, Project Management, Human Resources, Team Building, Employee Relations, Business Process..., Training, Payroll, Talent Management, Leadership, Business Analysis, Cross-functional Team..., Team Leadership
Education
Curry College 1999 — 2003
Saint-Gobain January 2015 - Present
Saint-Gobain April 2011 - January 2015
Comcast Cable March 2010 - April 2011
Fidelity Investments September 2004 - January 2010
Skills
Process Improvement, Change Management, Performance Management, Vendor Management, Employee Benefits, HRIS, Management, Benefits Administration, Project Management, Human Resources, Team Building, Employee Relations, Business Process..., Training, Payroll, Talent Management, Leadership, Business Analysis, Cross-functional Team..., Team Leadership
Education
Curry College 1999 — 2003
Alan Fairfield's Fidelity Investments Experience 2012 - January 2013
Job Senior Manager, IT Business Consulting at EMC Corporation
Industry Computer Hardware
Experience
EMC Corporation May 2014 - Present
EMC January 2013 - May 2014
Fidelity Investments 2012 - January 2013
Northeastern University January 1997 - June 2012
EMC August 1999 - March 2012
Boston and Maine Corporation February 1988 - August 1999
Maine Central Railroad Company February 1988 - August 1999
Skills
Mainframe, VMware, IBM iSeries, Cloud Computing, Business Intelligence, Servers, Virtualization, IT Strategy, Disaster Recovery, Analysis Services, Operating Systems, Data Center, Databases, Software Development, Oracle, Building Strong..., Project Management, Visio, IT Management, Security, Systems Analysis, Information Technology, SQL, SharePoint, Unix, Leadership, Data Warehousing, Integration, IT Service Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2008
MBA, High Technology Business
Northeastern University 1990 — 1991
Certificate, Computer Systems Specialist Program
University of North Carolina at Pembroke 1984 — 1987
BS, Business Management
EMC Corporation May 2014 - Present
EMC January 2013 - May 2014
Fidelity Investments 2012 - January 2013
Northeastern University January 1997 - June 2012
EMC August 1999 - March 2012
Boston and Maine Corporation February 1988 - August 1999
Maine Central Railroad Company February 1988 - August 1999
Skills
Mainframe, VMware, IBM iSeries, Cloud Computing, Business Intelligence, Servers, Virtualization, IT Strategy, Disaster Recovery, Analysis Services, Operating Systems, Data Center, Databases, Software Development, Oracle, Building Strong..., Project Management, Visio, IT Management, Security, Systems Analysis, Information Technology, SQL, SharePoint, Unix, Leadership, Data Warehousing, Integration, IT Service Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2008
MBA, High Technology Business
Northeastern University 1990 — 1991
Certificate, Computer Systems Specialist Program
University of North Carolina at Pembroke 1984 — 1987
BS, Business Management
Cynthia Wrick, CFP(R)'s Fidelity Investments Experience August 2004 - Present
Job VP,Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Fidelity Investments 2004 - 2009
Education
Curry College
Fidelity Investments August 2004 - Present
Fidelity Investments 2004 - 2009
Education
Curry College
Vin Cervantes's Fidelity Investments Experience 2000 - 2001
Job Senior Internal Auditor, Commonwealth of Massachusetts
Industry Financial Services
Experience
State Street 2006 - 2012
Blue Cross & Blue Shield of Rhode Island 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 2002 - 2004
Fidelity Investments 2000 - 2001
Pioneer Investments 1997 - 2000
Pioneer Investments 1994 - 1997
Skills
Finance, Budget, Financial Analysis, Financial Reporting, Risk Assessment, Operational Risk, Risk Based Testing, Sarbanes-Oxley, Microsoft Excel, Microsoft Word, Internal Audit, Project Management, Change Management, Risk Management, Aerospace, Private Pilot, Aircraft Maintenance..., Policy, Visio, AML, Enterprise Risk..., Internal Controls
Education
Curry College 2007 — 2009
Master's degree, Business Administration and Management, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
State Street 2006 - 2012
Blue Cross & Blue Shield of Rhode Island 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 2002 - 2004
Fidelity Investments 2000 - 2001
Pioneer Investments 1997 - 2000
Pioneer Investments 1994 - 1997
Skills
Finance, Budget, Financial Analysis, Financial Reporting, Risk Assessment, Operational Risk, Risk Based Testing, Sarbanes-Oxley, Microsoft Excel, Microsoft Word, Internal Audit, Project Management, Change Management, Risk Management, Aerospace, Private Pilot, Aircraft Maintenance..., Policy, Visio, AML, Enterprise Risk..., Internal Controls
Education
Curry College 2007 — 2009
Master's degree, Business Administration and Management, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Jill Semanie (Cerasa)'s Fidelity Investments Experience November 2001 - July 2003
Job
Industry Investment Management
Experience
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group January 2014 - June 2014
MassMutual Financial Group November 2011 - December 2013
Babson Capital Management January 2005 - August 2007
MassMutual Financial Group August 2003 - December 2004
Fidelity Investments November 2001 - July 2003
Skills
Portfolio Management, Employee Benefits, Analysis, Process Improvement, Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Customer Service, Trading, Retirement Planning, Retirement, Call Centers, Financial Analysis, Finance, New Business Development, 401k, Relationship Management, Insurance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2006
PMBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
BS, Business Administration
Central Queensland University 1999 — 1999
Study Abroad
Longmeadow High School 1993 — 1997
MassMutual Financial Group November 2014 - Present
MassMutual Financial Group January 2014 - June 2014
MassMutual Financial Group November 2011 - December 2013
Babson Capital Management January 2005 - August 2007
MassMutual Financial Group August 2003 - December 2004
Fidelity Investments November 2001 - July 2003
Skills
Portfolio Management, Employee Benefits, Analysis, Process Improvement, Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Customer Service, Trading, Retirement Planning, Retirement, Call Centers, Financial Analysis, Finance, New Business Development, 401k, Relationship Management, Insurance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2006
PMBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
BS, Business Administration
Central Queensland University 1999 — 1999
Study Abroad
Longmeadow High School 1993 — 1997
Marquita Martin's Fidelity Investments Experience July 2013 - Present
Job Senior Service Delivery Consultant
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments July 2010 - April 2012
Fidelity Investments April 2008 - July 2010
Coldwell Banker West Shell January 2008 - December 2008
Convergys April 1990 - December 2004
Skills
Product Management, Cross-functional Team..., Product Development, 401k, Customer Service, Contract Negotiation, Marketing Strategy, Team Leadership, Negotiation, Business Development, Management, Strategy, Vendor Management, Market Research, Retirement, Account Management, Operations Management, Financial Services, Marketing Communications, Strategic Planning, Call Centers
Education
Northern Kentucky University 1999 — 2003
MBA, Marketing
Thomas More College 1987 — 1989
BS, Business Administration
Cumberland College 1982 — 1985
Business Administration
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments July 2010 - April 2012
Fidelity Investments April 2008 - July 2010
Coldwell Banker West Shell January 2008 - December 2008
Convergys April 1990 - December 2004
Skills
Product Management, Cross-functional Team..., Product Development, 401k, Customer Service, Contract Negotiation, Marketing Strategy, Team Leadership, Negotiation, Business Development, Management, Strategy, Vendor Management, Market Research, Retirement, Account Management, Operations Management, Financial Services, Marketing Communications, Strategic Planning, Call Centers
Education
Northern Kentucky University 1999 — 2003
MBA, Marketing
Thomas More College 1987 — 1989
BS, Business Administration
Cumberland College 1982 — 1985
Business Administration
Michael Geaney's Fidelity Investments Experience June 2001 - Present
Job Principal Network Engineer at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments June 2001 - Present
Fidelity Investments 1996 - 2008
Skills
Cisco Technologies, Vendor Management
Education
Salem State University 1993 — 1996
MBA, Business Management
Curry College 1990 — 1993
BA
Fidelity Investments June 2001 - Present
Fidelity Investments 1996 - 2008
Skills
Cisco Technologies, Vendor Management
Education
Salem State University 1993 — 1996
MBA, Business Management
Curry College 1990 — 1993
BA
Robert Skene's Fidelity Investments Experience June 2006 - August 2007
Job senior employee service rep. at Fresenius Medical Care
Industry Human Resources
Experience
Fresenius Medical Care August 2012 - Present
Fresenius Medical Care June 2008 - August 2012
Fidelity Investments June 2006 - August 2007
Circuit City September 2005 - July 2006
Skills
Benefits Administration, Employee Benefits
Education
Curry College 2001 — 2005
B.A., Management
Fresenius Medical Care August 2012 - Present
Fresenius Medical Care June 2008 - August 2012
Fidelity Investments June 2006 - August 2007
Circuit City September 2005 - July 2006
Skills
Benefits Administration, Employee Benefits
Education
Curry College 2001 — 2005
B.A., Management
Brett Pohl's Fidelity Investments Experience December 2003 - February 2006
Job Chief Compliance Officer/Chief Operating Officer at Old Mutual Global Index Trackers
Industry Financial Services
Experience
Old Mutual Global Index Trackers February 2011 - Present
Batterymarch Financial Management February 2006 - February 2011
Fidelity Investments December 2003 - February 2006
Fidelity Investments September 2000 - December 2003
State Street Corporation February 1998 - September 2000
State Street Corporation August 1996 - February 1998
Skills
Mutual Funds
Education
Creighton University 1992 — 1996
BSBA, Finance
Beloit Memorial High School
Old Mutual Global Index Trackers February 2011 - Present
Batterymarch Financial Management February 2006 - February 2011
Fidelity Investments December 2003 - February 2006
Fidelity Investments September 2000 - December 2003
State Street Corporation February 1998 - September 2000
State Street Corporation August 1996 - February 1998
Skills
Mutual Funds
Education
Creighton University 1992 — 1996
BSBA, Finance
Beloit Memorial High School
Thomas Pye's Fidelity Investments Experience September 1994 - August 1998
Job Xerox Document Advisor for North Shore LIJ Health System
Industry Publishing
Experience
Xerox Corporation December 2009 - Present
One Source Printing & Graphics November 2008 - November 2009
RR Donnelley August 2006 - June 2008
Jobson Publishing July 2000 - August 2006
CMP Media, United Business Media September 1998 - June 2000
Fidelity Investments September 1994 - August 1998
Community Newspaper Company September 1992 - October 1994
Community Newspaper Company November 1986 - August 1992
Skills
Adobe Acrobat, Account Management, Advertising, Budgets, Business Development, Digital Printing, Direct Mail, Direct Marketing, Email Marketing, Leadership, Magazines, Management, Negotiation, New Business Development, Offset Printing, Operations Management, Outsourcing, Packaging, Pre-press, Print Management, Process Improvement, Procurement, Project Management, Project Planning, Publishing, Sales, Team Building, Variable Data Printing
Education
Suffolk University 1988 — 1989
MPA, Public Administration
Curry College 1982 — 1986
BA, Communications Management
St Benedict's Preparatory 1979 — 1982
Xerox Corporation December 2009 - Present
One Source Printing & Graphics November 2008 - November 2009
RR Donnelley August 2006 - June 2008
Jobson Publishing July 2000 - August 2006
CMP Media, United Business Media September 1998 - June 2000
Fidelity Investments September 1994 - August 1998
Community Newspaper Company September 1992 - October 1994
Community Newspaper Company November 1986 - August 1992
Skills
Adobe Acrobat, Account Management, Advertising, Budgets, Business Development, Digital Printing, Direct Mail, Direct Marketing, Email Marketing, Leadership, Magazines, Management, Negotiation, New Business Development, Offset Printing, Operations Management, Outsourcing, Packaging, Pre-press, Print Management, Process Improvement, Procurement, Project Management, Project Planning, Publishing, Sales, Team Building, Variable Data Printing
Education
Suffolk University 1988 — 1989
MPA, Public Administration
Curry College 1982 — 1986
BA, Communications Management
St Benedict's Preparatory 1979 — 1982
Jack Kline's Fidelity Investments Experience August 2005 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
DHL 2004 - 2006
Skills
Transportation, Operations Management, Vendor Management, Team Building, Process Improvement
Education
Cumberland College
Communication
Fidelity Investments August 2005 - Present
DHL 2004 - 2006
Skills
Transportation, Operations Management, Vendor Management, Team Building, Process Improvement
Education
Cumberland College
Communication
Danielle Davis's Fidelity Investments Experience 2011 - 2012
Job Innovation Consultant
Industry Hospital & Health Care
Experience
GuideWell May 2012 - Present
Fidelity Investments 2011 - 2012
Essential Gear, Inc. 2010 - 2010
Choice Translating 2006 - 2009
T. Rowe Price 2004 - 2005
Skills
Marketing Strategy, Team Building, Nonprofits, Process Improvement, Event Planning, Healthcare, Negotiation, Management, Fundraising, Leadership
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA)
Grove City College 2000 — 2003
Bachelor of Science (BS), Business Management
GuideWell May 2012 - Present
Fidelity Investments 2011 - 2012
Essential Gear, Inc. 2010 - 2010
Choice Translating 2006 - 2009
T. Rowe Price 2004 - 2005
Skills
Marketing Strategy, Team Building, Nonprofits, Process Improvement, Event Planning, Healthcare, Negotiation, Management, Fundraising, Leadership
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA)
Grove City College 2000 — 2003
Bachelor of Science (BS), Business Management
Eric Lynn's Fidelity Investments Experience November 2006 - June 2013
Job Senior Project Manager at Tufts Health Plan Network Health
Industry Insurance
Experience
Tufts Health Plan - Network Health July 2013 - Present
Fidelity Investments November 2006 - June 2013
Tufts Health Plan February 2004 - November 2006
Fidelity Investments September 2002 - February 2004
Exodus Communications January 1999 - February 2002
Cahners Publishing August 1998 - January 1999
Electronic Data Systems September 1996 - August 1998
Skills
Project Management, Program Management, Business Analysis, Presenting to Senior..., Critical Thinking, Vendor Management, Agile Project Management, Requirements Analysis, Software Development..., SQL, MS Project, Visio, Software Project..., PMP, Agile Methodologies, Leadership, Business Strategy, Requirements Gathering, SDLC
Education
Northeastern University - Graduate School of Business Administration 1995 — 1996
MBA, Finance, Business
University of Massachusetts, Amherst 1986 — 1990
BA, Political Science
Tufts Health Plan - Network Health July 2013 - Present
Fidelity Investments November 2006 - June 2013
Tufts Health Plan February 2004 - November 2006
Fidelity Investments September 2002 - February 2004
Exodus Communications January 1999 - February 2002
Cahners Publishing August 1998 - January 1999
Electronic Data Systems September 1996 - August 1998
Skills
Project Management, Program Management, Business Analysis, Presenting to Senior..., Critical Thinking, Vendor Management, Agile Project Management, Requirements Analysis, Software Development..., SQL, MS Project, Visio, Software Project..., PMP, Agile Methodologies, Leadership, Business Strategy, Requirements Gathering, SDLC
Education
Northeastern University - Graduate School of Business Administration 1995 — 1996
MBA, Finance, Business
University of Massachusetts, Amherst 1986 — 1990
BA, Political Science
Michelle Billadeau's Fidelity Investments Experience February 1999 - December 2001
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Harvard Pilgrim Health Care June 2011 - August 2015
Homes for Our Troops January 2009 - January 2011
Wellington Management October 2004 - December 2008
Fidelity Investments February 1999 - December 2001
Skills
PowerPoint, Microsoft Excel, Business Travel, Database Admin, Expense Reports, Budget Monitoring, SharePoint, Event Planning, PeopleSoft, Technology, Reuters, Bloomberg Terminal, Business Visas, Third Party Vendor..., Investor Relations, Microsoft Word, RFP, New Hire Orientations, Quality Control, Customer Service, Microsoft Office, Process Improvement
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, marketing
State Street August 2015 - Present
Harvard Pilgrim Health Care June 2011 - August 2015
Homes for Our Troops January 2009 - January 2011
Wellington Management October 2004 - December 2008
Fidelity Investments February 1999 - December 2001
Skills
PowerPoint, Microsoft Excel, Business Travel, Database Admin, Expense Reports, Budget Monitoring, SharePoint, Event Planning, PeopleSoft, Technology, Reuters, Bloomberg Terminal, Business Visas, Third Party Vendor..., Investor Relations, Microsoft Word, RFP, New Hire Orientations, Quality Control, Customer Service, Microsoft Office, Process Improvement
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, marketing
Ken Cooperman's Fidelity Investments Experience 1986 - 1993
Job Director at Windrose Advisors
Industry Financial Services
Experience
Windrose Advisors March 2011 - Present
Advisory Consulting Services March 2009 - December 2010
Athena Capital Advisors October 2002 - February 2009
Thinking Investments, Inc. January 2001 - February 2002
JPMorgan Chase September 1999 - December 2000
SunGard Financial Systems August 1998 - September 1999
The D. E. Shaw Group 1996 - 1998
Morgan Stanley January 1995 - February 1996
Adviser Investments 1993 - 1995
Fidelity Investments 1986 - 1993
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Providence College
B.S., Business Management
Windrose Advisors March 2011 - Present
Advisory Consulting Services March 2009 - December 2010
Athena Capital Advisors October 2002 - February 2009
Thinking Investments, Inc. January 2001 - February 2002
JPMorgan Chase September 1999 - December 2000
SunGard Financial Systems August 1998 - September 1999
The D. E. Shaw Group 1996 - 1998
Morgan Stanley January 1995 - February 1996
Adviser Investments 1993 - 1995
Fidelity Investments 1986 - 1993
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Providence College
B.S., Business Management
Cathy Forsyth's Fidelity Investments Experience April 2006 - Present
Job Project Manager PMP / Product Delivery at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Fidelity Investments February 1999 - April 2006
New York Life Investment Services September 1995 - February 1999
Watson Wyatt March 1986 - September 1995
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1985
MBA, Business Administration
University of Connecticut 1977 — 1981
BS, Biology
Fidelity Investments April 2006 - Present
Fidelity Investments February 1999 - April 2006
New York Life Investment Services September 1995 - February 1999
Watson Wyatt March 1986 - September 1995
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1985
MBA, Business Administration
University of Connecticut 1977 — 1981
BS, Biology
Amy Shea's Fidelity Investments Experience July 2008 - Present
Job Director, Sales Support and Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2010 - July 2012
Fidelity Investments July 2008 - July 2010
Skills
Variable Compensation, Sales Compensation, Sales Compensation..., Presentation Development, Microsoft Excel, Financial Analysis, Strategic Planning, Business Analysis, Strategy, Process Improvement, Program Management
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor's degree, Marketing
Fidelity Investments July 2008 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments July 2010 - July 2012
Fidelity Investments July 2008 - July 2010
Skills
Variable Compensation, Sales Compensation, Sales Compensation..., Presentation Development, Microsoft Excel, Financial Analysis, Strategic Planning, Business Analysis, Strategy, Process Improvement, Program Management
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor's degree, Marketing
Cantrelle Collazo's Fidelity Investments Experience 2013 - Present
Job Brokerage Operations Manager
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
Skills
Series 7, Series 63, Series 24, Mutual Funds, Customer Service
Education
Creighton University 1994 — 1998
Bachelor of Arts (BA)
Fidelity Investments 2013 - Present
Skills
Series 7, Series 63, Series 24, Mutual Funds, Customer Service
Education
Creighton University 1994 — 1998
Bachelor of Arts (BA)
Isis Serran-Pagan's Fidelity Investments Experience January 2001 - May 2005
Job Board of Directors Iamgladyscabrera Foundation
Industry Nonprofit Organization Management
Experience
Bright House Networks April 2014 - Present
Iamgladyscabrera Foundation June 2013 - Present
Catalyst Rx February 2013 - April 2014
MedSolutions March 2011 - January 2013
GHS Solutions February 2009 - August 2009
Flavors From the Heart Catering 2007 - 2009
Bear Stearns 2007 - August 2008
Credit Suisse 2007 - 2007
UBS Investment Bank November 2005 - October 2006
Fidelity Investments January 2001 - May 2005
Skills
Bilingual, Forecasting, Program Management, Scheduling, Reporting & Analysis, Corporate Finance, Medical Coding, Mutual Funds, Offshore, Onshore, Troubleshooting, Real Time, PowerPoint, Windows XP Professional, Project Coordination, Presentation Development, Multitasker, IEX, CMS, ADP Payroll, Avaya, Cisco Call Manager, MapInfo, Excel, Team Building, Microsoft Excel, Call Centers, Analysis, Process Improvement, Access, Outlook, Banking, Administration, Data Analysis, Business Analysis, Strategic Planning, Team Leadership, Finance, Data Entry, Business Process..., HIPAA, Microsoft Office, SharePoint, Project Management, Microsoft Word, Financial Services, Health Insurance, Healthcare Consulting, Contract Negotiation, Medicaid
Education
CUNY York College 1996 — 2001
International Finance, Finance, General
Le Cordon Bleu College of Culinary Arts-Orlando
Bright House Networks April 2014 - Present
Iamgladyscabrera Foundation June 2013 - Present
Catalyst Rx February 2013 - April 2014
MedSolutions March 2011 - January 2013
GHS Solutions February 2009 - August 2009
Flavors From the Heart Catering 2007 - 2009
Bear Stearns 2007 - August 2008
Credit Suisse 2007 - 2007
UBS Investment Bank November 2005 - October 2006
Fidelity Investments January 2001 - May 2005
Skills
Bilingual, Forecasting, Program Management, Scheduling, Reporting & Analysis, Corporate Finance, Medical Coding, Mutual Funds, Offshore, Onshore, Troubleshooting, Real Time, PowerPoint, Windows XP Professional, Project Coordination, Presentation Development, Multitasker, IEX, CMS, ADP Payroll, Avaya, Cisco Call Manager, MapInfo, Excel, Team Building, Microsoft Excel, Call Centers, Analysis, Process Improvement, Access, Outlook, Banking, Administration, Data Analysis, Business Analysis, Strategic Planning, Team Leadership, Finance, Data Entry, Business Process..., HIPAA, Microsoft Office, SharePoint, Project Management, Microsoft Word, Financial Services, Health Insurance, Healthcare Consulting, Contract Negotiation, Medicaid
Education
CUNY York College 1996 — 2001
International Finance, Finance, General
Le Cordon Bleu College of Culinary Arts-Orlando
Kelly Perkins's Fidelity Investments Experience January 1998 - January 2010
Job Business Analyst Consultant
Industry Financial Services
Experience
The Crosby Company of New Hampshire January 2010 - Present
Fidelity Investments January 1998 - January 2010
Fidelity Investments January 2002 - January 2003
Fidelity Investments Life Insurance January 2001 - January 2002
Fidelity Investments Life Insurance January 1998 - January 2001
SODEXHO MARRIOTT SERVICES January 1996 - January 1998
Skills
Mutual Funds, Bloomberg, Accounting, Analysis, Access, Auditing, Financial Modeling, Business Analysis, Project Management, Business Process..., Integration, Vendor Management, Leadership, Management, Portfolio Management, Investments
Education
D'Amore-McKim School of Business at Northeastern University
MBA / IRM, Masters Business Admin & Cert Information Resource Mgmt
Isenberg School of Management, UMass Amherst
Bachelor, Finance
The Crosby Company of New Hampshire January 2010 - Present
Fidelity Investments January 1998 - January 2010
Fidelity Investments January 2002 - January 2003
Fidelity Investments Life Insurance January 2001 - January 2002
Fidelity Investments Life Insurance January 1998 - January 2001
SODEXHO MARRIOTT SERVICES January 1996 - January 1998
Skills
Mutual Funds, Bloomberg, Accounting, Analysis, Access, Auditing, Financial Modeling, Business Analysis, Project Management, Business Process..., Integration, Vendor Management, Leadership, Management, Portfolio Management, Investments
Education
D'Amore-McKim School of Business at Northeastern University
MBA / IRM, Masters Business Admin & Cert Information Resource Mgmt
Isenberg School of Management, UMass Amherst
Bachelor, Finance
Justin Pelletier's Fidelity Investments Experience June 2008 - September 2010
Job Valuation Analyst Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Peter Magazzu's Fidelity Investments Experience September 2014 - Present
Job Director, Solution Delivery at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Hewlett-Packard November 2012 - September 2014
ADP August 2010 - November 2012
The Hanover Insurance Group April 2008 - July 2010
Fidelity Investments April 2006 - March 2008
Fidelity Investments August 2005 - March 2006
Fidelity Investments July 2003 - July 2005
Fidelity Investments December 2002 - June 2003
Skills
Requirements Analysis, Project Management, Process Improvement, Risk Management, Product Management, PMP, PMO, Management, Business Analysis, Leadership, Business Process, Project Planning, Business Development, Testing, Vendor Management, Requirements Gathering, SDLC, Budgets, Resource Management, Business Process..., Human Resources, Data Warehousing, Program Management, Project Portfolio..., Software Project..., Software Documentation, Talent Management, Outsourcing, Change Management, Business Intelligence, CRM, IT Strategy, Agile Methodologies, Financial Services, Consulting, Customer Service, Information Technology
Education
Curry College 1995 — 1999
Bachelor Arts, Business Management, Criminal Justice
Fidelity Investments September 2014 - Present
Hewlett-Packard November 2012 - September 2014
ADP August 2010 - November 2012
The Hanover Insurance Group April 2008 - July 2010
Fidelity Investments April 2006 - March 2008
Fidelity Investments August 2005 - March 2006
Fidelity Investments July 2003 - July 2005
Fidelity Investments December 2002 - June 2003
Skills
Requirements Analysis, Project Management, Process Improvement, Risk Management, Product Management, PMP, PMO, Management, Business Analysis, Leadership, Business Process, Project Planning, Business Development, Testing, Vendor Management, Requirements Gathering, SDLC, Budgets, Resource Management, Business Process..., Human Resources, Data Warehousing, Program Management, Project Portfolio..., Software Project..., Software Documentation, Talent Management, Outsourcing, Change Management, Business Intelligence, CRM, IT Strategy, Agile Methodologies, Financial Services, Consulting, Customer Service, Information Technology
Education
Curry College 1995 — 1999
Bachelor Arts, Business Management, Criminal Justice
Ateara Best's Fidelity Investments Experience January 2007 - October 2011
Job Site Coordinator at Heartworks Safe Harbor Youth Center
Industry Nonprofit Organization Management
Experience
Heartworks Safe Harbor Youth Center July 2013 - Present
Heartworks Safe Harbor Youth Center January 2013 - July 2013
HeartWorks Safe Harbor Youth Center September 2011 - June 2013
Fidelity Investments January 2007 - October 2011
Skills
Investments, FINRA, Defined Contribution, 401k Rollovers, Teaching, Event Planning, Fundraising, Professional Organizing, Community Outreach, 401k, Early Childhood..., 5K, Accurate Record Keeping, Motivation, Problem Solving, Positive Personality, Positive Team Player, Positive Can-do Attitude, Asset Allocation, Highly detail oriented, Resume Writing, Staff Development, Customer Service, Microsoft Office, Leadership, Public Speaking, Social Media, Nonprofits, Training, Microsoft Excel, Microsoft Word, PowerPoint, Coaching, Leadership Development, Social Networking, Team Building, Marketing, Strategic Planning, Budgets, Team Leadership
Education
University of North Carolina at Greensboro 2015 — 2017
Early Care and Education, Early Childhood Education and Teaching, Junior
Pamlico Community College 2012 — 2014
Associate of Science (A.S.), Early Childhood Education and Teaching
Craven Community College 2011 — 2012
Elementary Education and Teaching
Pamlico County High School 1996 — 2000
High School Diploma, General Studies
Heartworks Safe Harbor Youth Center July 2013 - Present
Heartworks Safe Harbor Youth Center January 2013 - July 2013
HeartWorks Safe Harbor Youth Center September 2011 - June 2013
Fidelity Investments January 2007 - October 2011
Skills
Investments, FINRA, Defined Contribution, 401k Rollovers, Teaching, Event Planning, Fundraising, Professional Organizing, Community Outreach, 401k, Early Childhood..., 5K, Accurate Record Keeping, Motivation, Problem Solving, Positive Personality, Positive Team Player, Positive Can-do Attitude, Asset Allocation, Highly detail oriented, Resume Writing, Staff Development, Customer Service, Microsoft Office, Leadership, Public Speaking, Social Media, Nonprofits, Training, Microsoft Excel, Microsoft Word, PowerPoint, Coaching, Leadership Development, Social Networking, Team Building, Marketing, Strategic Planning, Budgets, Team Leadership
Education
University of North Carolina at Greensboro 2015 — 2017
Early Care and Education, Early Childhood Education and Teaching, Junior
Pamlico Community College 2012 — 2014
Associate of Science (A.S.), Early Childhood Education and Teaching
Craven Community College 2011 — 2012
Elementary Education and Teaching
Pamlico County High School 1996 — 2000
High School Diploma, General Studies
Paul Thurmond's Fidelity Investments Experience May 2007 - September 2011
Job Technology Escrow Advisor at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain July 2013 - Present
Fidelity Investments May 2007 - September 2011
Friedman Billings & Ramsey May 2003 - May 2006
Fidelity Investments February 1998 - May 2003
Fidelity Investments January 1996 - February 1998
Skills
Sales, Customer Service, Sales Management, Account Management, New Business Development, Marketing, Cold Calling, Negotiation, Strategic Planning, Direct Sales, Management
Education
Curry College 1989 — 1991
Business Administration and Management, General
Iron Mountain July 2013 - Present
Fidelity Investments May 2007 - September 2011
Friedman Billings & Ramsey May 2003 - May 2006
Fidelity Investments February 1998 - May 2003
Fidelity Investments January 1996 - February 1998
Skills
Sales, Customer Service, Sales Management, Account Management, New Business Development, Marketing, Cold Calling, Negotiation, Strategic Planning, Direct Sales, Management
Education
Curry College 1989 — 1991
Business Administration and Management, General
Jonathan (JT) Frucci's Fidelity Investments Experience November 1999 - December 2000
Job Operations Specialist Mailroom at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2003 - February 2015
Cintas December 2000 - April 2003
Fidelity Investments November 1999 - December 2000
Skills
MS EXCEL - ALWAYS..., Customer Service, Process Improvement, Microsoft Office, Leadership, Project Management, Microsoft Word, Microsoft Excel, Event Planning, Sales, Strategic Planning
Education
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Brown Brothers Harriman April 2003 - February 2015
Cintas December 2000 - April 2003
Fidelity Investments November 1999 - December 2000
Skills
MS EXCEL - ALWAYS..., Customer Service, Process Improvement, Microsoft Office, Leadership, Project Management, Microsoft Word, Microsoft Excel, Event Planning, Sales, Strategic Planning
Education
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Brian Sztanyo's Fidelity Investments Experience October 2006 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2006 - Present
Education
Northern Kentucky University 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Cumberland College 1995 — 1995
Fidelity Investments October 2006 - Present
Education
Northern Kentucky University 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Cumberland College 1995 — 1995
joe stamm's Fidelity Investments Experience September 2004 - Present
Job Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Education
Cumberland College 1983 — 1985
Fidelity Investments September 2004 - Present
Education
Cumberland College 1983 — 1985
Peter Halpern's Fidelity Investments Experience April 2014 - July 2014
Job President at Gulf to Ocean
Industry Financial Services
Experience
Gulf to Ocean December 2014 - Present
JMI Resource September 2014 - December 2014
Fidelity Investments April 2014 - July 2014
USAA December 2013 - April 2014
USAA December 2012 - December 2013
USAA February 2011 - December 2012
Skills
Business Development, Sales Management, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Financial Planning, Finance, Sales, Leadership, Financial Services
Education
The College of New Jersey 1987 — 1993
Bachelor's degree, Computer Information Systems / Business Administration
Creighton University
Gulf to Ocean December 2014 - Present
JMI Resource September 2014 - December 2014
Fidelity Investments April 2014 - July 2014
USAA December 2013 - April 2014
USAA December 2012 - December 2013
USAA February 2011 - December 2012
Skills
Business Development, Sales Management, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Financial Planning, Finance, Sales, Leadership, Financial Services
Education
The College of New Jersey 1987 — 1993
Bachelor's degree, Computer Information Systems / Business Administration
Creighton University
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank