Fidelity Investments

Industry: Financial services company

Description

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Rachel Worthman Rachel Worthman Boston, Massachusetts Details
Rachel Worthman's Fidelity Investments Experience January 2014 - June 2014
Job Content Marketer & Visual Designer
Industry Marketing and Advertising
Experience
OpenView Venture Partners  January 2015 - Present
rachelworthman.com   June 2012 - Present
Fidelity Investments   January 2014 - June 2014
Boston Magazine  October 2013 - December 2013

Skills
Photography, Marketing, Portrait Photography, Brand Development, Adobe Creative Suite, Photoshop, InDesign, Magazines, Social Media Marketing, Blogging, Social Networking, Advertising, HTML, CSS, JavaScript, HubSpot, WordPress

Education
D'Amore-McKim School of Business at Northeastern University   2012 — 2017
Candidate for Bachelors of Science in Business Administration, Marketing

Istituto Lorenzo de' Medici   2015 — 2015
Study Abroad, Graphic Design

Dublin Business School   2012 — 2012
Study Abroad, International Business

Minnehaha Academy   2008 — 2012
High School Diploma

Monica Sipes, CFP® Monica Sipes, CFP® Dallas/Fort Worth Area Details
Monica Sipes, CFP®'s Fidelity Investments Experience August 2009 - May 2012
Job Associate Wealth Advisor at Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors  April 2015 - Present
ACT Wealth Management, LLC   April 2014 - April 2015
UBS  January 2013 - April 2014
Fidelity Investments   August 2009 - May 2012

Education
University of Texas at Dallas - Naveen Jindal School of Management   2005 — 2009
BBS, Business Administration

Kaplan University   2011 — 2012
Certificate in Financial Planning

Dallas Baptist University

Bethany Merchant Bethany Merchant Burleson, Texas Details
Bethany Merchant's Fidelity Investments Experience September 2013 - Present
Job Finance
Industry Higher Education
Experience
Fidelity Investments   September 2013 - Present
Tarrant County College  2011 - 2012
Dallas Baptist University  August 2007 - July 2011

Skills
Higher Education, Recruiting, Advisement, Event Planning, Project Coordination, Report Writing, Memos, Budgets, Research, Marketing

Education
Dallas Baptist University   2008 — 2010
Master of Liberal Arts, History

Dallas Baptist University
Bachelor of Art and Science, Philosophy

Jacqueline Montgomery Jacqueline Montgomery Greater Boston Area Details
Jacqueline Montgomery's Fidelity Investments Experience May 2011 - March 2015
Job Global Head Global Operations Compliance
Industry Financial Services
Experience
State Street Bank & Trust Co.   March 2015 - Present
Fidelity Investments   May 2011 - March 2015
Fidelity Investments   February 2007 - May 2011
Deloitte  1995 - 2006

Skills
Risk Management, Regulatory Compliance, Mutual Funds, Sarbanes-Oxley Act, Risk Assessment, Financial Services, Internal Controls, Financial Risk, Enterprise Risk..., Process Improvement

Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), MBA/MS Accounting

Kaitlin Wilson Kaitlin Wilson Quincy, Massachusetts Details
Kaitlin Wilson's Fidelity Investments Experience June 2011 - August 2011
Job Senior Corporate Accountant at EnerNOC
Industry Accounting
Experience
EnerNOC  July 2015 - Present
Feeley & Driscoll, P.C.   October 2012 - July 2015
Fidelity Investments   June 2011 - August 2011

Skills
Accounting, Auditing, US GAAP, Financial Reporting, Microsoft Excel, Financial Analysis, Internal Controls, Tax Preparation

Education
Northeastern University - Graduate School of Business Administration   2012 — 2013
Master of Accounting, Accounting

Assumption College   2008 — 2012
Bachelor of Arts (BA), Accounting

Addison McMahan Addison McMahan Irving, Texas Details
Addison McMahan's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   October 2014 - Present
Fidelity Investments   July 2012 - October 2014
Hitting/Pitching Lessons   April 2008 - November 2011
Tri County Sports   April 2008 - September 2010
McDonald's Restaurant  May 2006 - April 2008

Skills
Microsoft Excel, Customer Service, Time Management, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Leadership, Data Entry, Access, Inventory Management, Customer Satisfaction, Analysis, Data Analysis, Financial Analysis, Corporate Finance, Microsoft Suites, Project Planning, Project Management, Finance, Fixed Income, Sales, Team Leadership, Team Building, Financial Services

Education
Dallas Baptist University   2010 — 2012
Bachelor of Arts, Finance

Jacob Seif, CFP®, MBA Jacob Seif, CFP®, MBA Dallas/Fort Worth Area Details
Jacob Seif, CFP®, MBA's Fidelity Investments Experience January 2013 - March 2013
Job Personal Financial Advisor at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources  March 2015 - Present
GuideStone Financial Resources  March 2013 - March 2015
Fidelity Investments   January 2013 - March 2013
Fidelity Investments   May 2012 - January 2013

Skills
Project Planning, Client Engagement, Strategic Consulting, Financial Analysis, Financial Management, Quantitative Analysis, Financial Planning, Investment Products, International Finance, Options Strategies, Consultative Selling...

Education
Massachusetts Institute of Technology   2015 — 2015
Certificate in Investment Management Theory and Practice- For CIMA Designation

Southern Methodist University   2013 — 2014
Certificate in Financial Planning

Dallas Baptist University   2011 — 2013
MBA, Finance, 3.9 GPA

Dallas Baptist University   2007 — 2011
BA, Broadcast Communication, Political Science, 3.6 GPA

Sean Gallahue Sean Gallahue Toronto, Canada Area Details
Sean Gallahue's Fidelity Investments Experience December 2005 - December 2007
Job Director, Marketing & Communications at Russell Investments
Industry Financial Services
Experience
Russell Investments  June 2014 - Present
S. Gallahue   February 2013 - May 2014
Man  June 2011 - January 2013
Man  January 2008 - June 2011
Fidelity Investments   December 2005 - December 2007
Fidelity Investments   January 2002 - December 2005
Fidelity Investments   April 2000 - December 2001
BMO  December 1997 - April 2000

Skills
Marketing Strategy, Marketing Communications, Creative Direction, Advertising, Writing, Digital Marketing, Online Communications, Video Production, Web Analytics, Media Relations, Public Relations, Event Management, Project Management, Email Marketing, SEM, Web Development, Corporate Branding, Press Releases, Product Marketing, Marketing Management, Branding & Identity, Marketing, Strategy, B2B, Website Development, Direct Marketing, Integrated Marketing

Education
Dalhousie University   1993 — 1997
Bachelor of Commerce (B.Com.), Marketing

Cory Woods Cory Woods Toronto, Canada Area Details
Cory Woods's Fidelity Investments Experience January 2011 - January 2012
Job MBA Candidate at Schulich School of Business
Industry Marketing and Advertising
Experience
Schulich School of Business  January 2015 - Present
Gravity Ltd.   August 2013 - October 2014
Capital C  January 2012 - August 2013
Fidelity Investments   January 2011 - January 2012
Red Canary   May 2010 - December 2010
Binding Brilliance Publishing   March 2008 - May 2010
American Apparel  June 2008 - August 2009

Skills
Marketing Communications, Account Coordination, Social Media Marketing, Project Management, Brand Management, Customer Support, Strategic Planning, Online Advertising, Advertising, Social Media, Market Research, Marketing Strategy, Marketing, Account Management, Digital Marketing, Digital Strategy

Education
York University - Schulich School of Business   2015 — 2015
Master of Business Administration (M.B.A.), Global Retail & Marketing Management

Seneca College of Applied Arts and Technology   2009 — 2010
Diploma, Creative Advertising

Dalhousie University   2005 — 2009
Bachelor of Commerce, Co-op Program

Chris Healey Chris Healey Charlotte, North Carolina Area Details
Chris Healey's Fidelity Investments Experience June 1995 - November 1997
Job Director of Retirement Solutions at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2012 - Present
Wells Fargo  May 2009 - Present
Wachovia  June 2007 - 2009
Bank of America  December 1997 - June 2007
Fidelity Investments   June 1995 - November 1997

Skills
Analytics, Marketing, Product Management, Strategy, Mergers, Marketing Strategy, Product Development, Credit, Investments, Financial Analysis, Management, Mergers & Acquisitions, Financial Services, Market Research, Strategic Planning, P&L Management, Leadership, Integrated Marketing, Banking, Executive Management

Education
Northeastern University - Graduate School of Business Administration   1994 — 1997
MBA, Finance

Saint Lawrence University   1989 — 1993
BA, Government, Economics

Nichols   1984 — 1989
High School

Monojit Maskeri Monojit Maskeri Greater Boston Area Details
Monojit Maskeri's Fidelity Investments Experience October 2007 - December 2007
Job Senior Research Analyst at IDC
Industry Management Consulting
Experience
IDC  January 2008 - Present
Fidelity Investments   October 2007 - December 2007
Boston Scientific Corporation  September 2006 - December 2006
Trudeau & Trudeau Associates, Inc.   May 2005 - July 2005
eClerx  January 2004 - June 2004

Skills
MS Office Suite, Access, Compustat, SPSS, Powerplay, Online Marketing..., Market Research, Pricing Analysis, Bid Strategy, Data Analysis, Competitive Intelligence, Data Management, Salesforce.com, Market Intelligence, Management, Microsoft Office, Analysis, Analytics

Education
Northeastern University - Graduate School of Business Administration   2004 — 2007
MS, Finance (plus one year of Operations Research)

University of Mumbai   1999 — 2003
Bachelors, Electronics Engineering

St. Mary's ICSE

Kathy Slovin Kathy Slovin Greater Boston Area Details
Kathy Slovin's Fidelity Investments Experience September 2000 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2000 - Present
Sage Research   September 1999 - September 2000
Scudder Kemper Investments  January 1996 - July 1999
Boston Edison Company  March 1992 - December 1995

Education
D'Amore-McKim School of Business at Northeastern University   1989 — 1991
MBA

University of Rochester   1985 — 1989
BA, Psychology

Deb Mulryan Deb Mulryan Greater Boston Area Details
Deb Mulryan's Fidelity Investments Experience February 1992 - September 1997
Job Business Executive
Industry Biotechnology
Experience
GSI Group, Inc.   September 2011 - January 2015
Sycamore Networks, Inc.   February 2008 - September 2011
Cantata Technology  October 2006 - November 2007
MatrixOne, Inc/Dassault Systemes   May 2004 - October 2006
Analog Devices  September 1997 - May 2004
Fidelity Investments   February 1992 - September 1997

Skills
Deferred Compensation, HRIS, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Change Management, Mergers, Succession Planning, Strategic Planning, Organizational..., Recruiting, Start-ups, Employee Benefits, Team Building, Cross-functional Team..., Human Resources, HR Consulting, Business Development, Business Strategy, Management, Workforce Planning, Mergers & Acquisitions, Employee Engagement, Strategy, Vendor Management, Sourcing, Onboarding

Education
D'Amore-McKim School of Business at Northeastern University   1984 — 1986
MBA, High Technology Executive MBA Program

Tewksbury Memorial High School   1970 — 1972
High School Diploma, College Course

Christopher Anastasi Christopher Anastasi Raleigh, North Carolina Details
Christopher Anastasi's Fidelity Investments Experience September 2007 - February 2010
Job Registered Nurse at Duke Raleigh Hospital
Industry Hospital & Health Care
Experience
Duke Raleigh Hospital  July 2012 - Present
Fidelity Investments   September 2007 - February 2010
State Street Bank  2005 - 2007
Sun Life Financial  August 1999 - November 2005
Waddell & Reed Financial Services  1995 - 1997

Skills
Business Analysis, Software Documentation, Analysis, Leadership, Portfolio Management, Project Planning

Education
Duke University School of Nursing   2011 — 2012
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse, 3.66

Northeastern University - Graduate School of Business Administration   1993 — 1994
Master of Business Administration (MBA), 3.54

Wentworth Institute of Technology   1988 — 1992
BS, Construction Management, 3.91

Massasoit Community College   1986 — 1988
AS, HVAC Design, 3.34

Craig Christo Craig Christo Greater Boston Area Details
Craig Christo's Fidelity Investments Experience March 1996 - April 2010
Job VP, Business Development at BCG Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group  June 2010 - Present
Fidelity Investments   March 1996 - April 2010
Putnam Investments  December 1991 - March 1996

Skills
Retirement, Retirement Planning, 401k, Securities, Series 63, Series 7, Mutual Funds, Investments, Pensions, Asset Management, Investment Advisory, Employee Benefits, Insurance, Asset Allocation, Financial Planning, Portfolio Management, Series 6, Wealth Management, Annuities, Defined Benefit, ERISA

Education
Northeastern University   1988 — 1993
BS, Managment & Finance

Northeastern University - Graduate School of Business Administration   1988 — 1993
Bachelor of Science (B.S.), Finance & Management

Natalie (Raih) Hack Natalie (Raih) Hack Greater Boston Area Details
Natalie (Raih) Hack's Fidelity Investments Experience July 2001 - September 2003
Job Senior Registrar, Provider Data Management at MultiPlan
Industry Hospital & Health Care
Experience
MultiPlan  July 2014 - Present
Multiplan  May 2008 - July 2014
Heilind Electronics  March 2007 - February 2008
Northeast Catholic Family Conference   2003 - 2006
Fidelity Investments   July 2001 - September 2003
Fidelity Investments   July 2000 - July 2001
Fidelity Investments   September 1997 - July 2000
National Financial Services Corp (a subsidiary of Fidelity Investments)   January 1995 - September 1997
Fidelity Investments   November 1988 - December 1994

Skills
Benefits, Employee Benefits, Human Resources, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word

Education
D'Amore-McKim School of Business at Northeastern University
Graduate Certificate - Human Resources Management, June 2003

Suffolk University - Sawyer Business School
Bachelor's Degree in Business Administration - Management, May 2000

William Pappas William Pappas Greater Boston Area Details
William Pappas's Fidelity Investments Experience May 2000 - March 2007
Job Vice President
Industry Financial Services
Experience
State Street Corp  March 2007 - Present
Fidelity Investments   May 2000 - March 2007
Liberty Funds Group (acquired by BoA in 2001)   August 1999 - April 2000
State Street  July 1994 - July 1999

Skills
BPO, IT Financial Management, RFP, Vendor Management, Financial Analysis, Cost Accounting, Financial Management, Outsourcing Management, Business Analysis, Outsourcing, Strategy, Analysis, Offshoring, Management, Governance, Financial Services, SDLC, Finance, Managerial Finance, Business Process, Project Portfolio..., PMO, Portfolio Management, Business Planning

Education
Northeastern University - Graduate School of Business Administration   1997 — 1999
Master of Business Administration (M.B.A.)

Manhattan College   1987 — 1991
BS, Accounting

Yingchun (Aileen) Tang Yingchun (Aileen) Tang Raleigh-Durham, North Carolina Area Details
Yingchun (Aileen) Tang's Fidelity Investments Experience July 2015 - Present
Job Technical Lead, Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   June 2011 - June 2015

Skills
Agile Methodologies, Requirements Analysis

Education
Dalian University of Technology   2003 — 2006
Master's degree, Computer Science

Abdul-Rasheed Mohammed Abdul-Rasheed Mohammed Plano, Texas Details
Abdul-Rasheed Mohammed's Fidelity Investments Experience February 2015 - Present
Job External Candidate Developer Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Nationstar Mortgage  March 2013 - November 2014
JPMorgan Chase  June 2005 - March 2013

Skills
Recruitment/Retention, Customer Acquisition, Project Coordination, Sales Process, Staff Training, Recruiting, Sourcing, Pre-screening, Hiring Employees, Job Fairs, Networking, Qualifying Candidates, Headcount, Screening Resumes, Talent Acquisition, Applicant Tracking..., Human Resources, Closing Candidates, Extending Offers, High-volume Recruiting, Talent Pipelining, Multi-Location..., Client/Hiring Manager..., Building Strong..., Sales Management, Customer Service, Banking, Credit, Management, Mortgage Lending, Mortgage Banking, Loans, Mortgage Underwriting, Coaching, Analysis, Mortgage Servicing, Business Process..., Temporary Placement, Financial Services, Loan Origination, Hiring, Loss Mitigation, Training, Taleo, Residential Mortgages, Relationship Management, Credit Analysis, Consumer Lending, Refinance, Customer Retention

Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Candace Curry Candace Curry Dallas/Fort Worth Area Details
Candace Curry's Fidelity Investments Experience July 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Nanny (self-employed)   August 2008 - 2015
West, Webb, Allbritton & Gentry, PC   February 2012 - July 2012
Elite Suites Pet Resort   October 2009 - July 2010
Janie and Jack  June 2008 - October 2009

Skills
Organizational &..., Tenacious Work Ethic, Communication, Sales Operations, Strategic Visionary, Legal Assistance, Customer Service, Time Management, Childcare, Sales, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management

Education
Dallas Baptist University   2013 — 2015
Bachelor of Business Administration (BBA), Business Management

Kenny Brown Jr. Kenny Brown Jr. United States Details
Kenny Brown Jr.'s Fidelity Investments Experience January 2008 - July 2008
Job Vice President, Relationship Manager at Heritage Trust Company
Industry Financial Services
Experience
Heritage Trust Company  January 2015 - Present
Heritage Trust Company  July 2013 - Present
GuideStone Financial Resources  August 2012 - July 2013
GuideStone Financial Resources  August 2011 - August 2012
GuideStone Financial Resources  August 2010 - August 2011
GuideStone Financial Resources  July 2008 - August 2010
Fidelity Investments   January 2008 - July 2008

Skills
Finance, Valuation, Mutual Funds, Portfolio Management, Financial Analysis, Investments, Analysis, Investment Banking, Management, Accounting, Strategic Financial..., Retirement, Asset Allocation, Retirement Planning, Banking, Financial Modeling, Credit, Trading, Alternative Investments, Investment Strategies, Series 7, Microsoft Excel, Investment Management, Risk Management, Insurance, Nonprofits, Corporate Finance, Forecasting, Business Analysis, Financial Services, Account Reconciliation, Asset Management, 401k, Securities, Wealth Management, Managerial Finance, Equities

Education
Dallas Baptist University   2007 — 2009
MBA, Finance

Dallas Baptist University   2005 — 2007
B.B.S., Business Administration

Christ For the Nations Institute   2003 — 2005
Practical Theology, Religion

Lisa Cardinal Lisa Cardinal Greater Boston Area Details
Lisa Cardinal's Fidelity Investments Experience 2006 - 2009
Job Empower Retirement
Industry Financial Services
Experience
Empower Retirement, Great West Financial   2012 - Present
AFS/Guardian Life   2009 - 2011
Fidelity Investments   2006 - 2009
TIAA-CREF  1998 - 2006
Massachusetts Financial Services  1996 - 1998
Pioneer Mutual Funds   1986 - 1996
Boston Financial Data Services  1984 - 1985

Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...

Education
Northeastern University - Graduate School of Business Administration   2005 — 2009
MBA

William Pouliot William Pouliot Greater Boston Area Details
William Pouliot's Fidelity Investments Experience July 2008 - February 2012
Job Sr. Finance Manager at Vertex Pharmaceuticals
Industry Financial Services
Experience
Vertex Pharmaceuticals  February 2012 - Present
US Army  December 1994 - Present
Fidelity Investments   July 2008 - February 2012
Liberty Mutual Group  December 2006 - July 2008
Liberty Mutual Group  December 2003 - December 2006
Liberty Mutual Group  November 2000 - December 2003
Liberty Mutual Group  May 1999 - November 2000

Education
Northeastern University - Graduate School of Business Administration   2000 — 2002
MSF, Masters of Science in Finance

University of Massachusetts Dartmouth   1995 — 1999
BS, Finance & Management

Shannon Ossman Mangano Shannon Ossman Mangano Greater Boston Area Details
Shannon Ossman Mangano's Fidelity Investments Experience January 2005 - February 2009
Job Vice President, Senior Client Intake Specialist at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   May 2012 - Present
Endeavour Investment Partners   July 2011 - June 2012
Fidelity Investments   January 2005 - February 2009
RIA Trading, Fidelity Capital Market Services 2004   July 2004 - October 2005
Fidelity Investments   June 2002 - July 2004
National Financial - Fidelity Investments   January 2001 - January 2003
National Financial - Fidelity Investments   January 2000 - January 2001
National Financial- Fidelity Investments   January 1999 - January 2000
Liberty Funds Distributors, Inc   January 1997 - January 1999
Liberty Funds Distributor   1997 - 1999

Skills
Public Speaking, Business Relationship..., Internal Communications, Bloomberg, Financial Services, Asset Management, Account Management, Series 7, CRM, Management, Mutual Funds, Marketing, Equities, Investments, Sales

Education
Northeastern University - Graduate School of Business Administration   2010 — 2012
MBA

University of Denver - Daniels College of Business   1990 — 1994
BSBA

Todd Mills Todd Mills Greater Boston Area Details
Todd Mills's Fidelity Investments Experience June 1996 - May 2006
Job Managing Director & Senior Wealth Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  October 2014 - Present
Banyan Partners  August 2013 - October 2014
Silver Bridge  May 2006 - July 2013
Fidelity Investments   June 1996 - May 2006

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2005
MSF, Finance

Trinity College-Hartford   1990 — 1994
BA, History

The Taft School

Adam Crumpler, CFP® Adam Crumpler, CFP® Dallas/Fort Worth Area Details
Adam Crumpler, CFP®'s Fidelity Investments Experience April 2012 - June 2013
Job Retirement Services Consultant at HD Vest
Industry Financial Services
Experience
HD Vest Financial Services  February 2015 - Present
Kirsch & Associates   February 2014 - February 2015
Fidelity Investments   April 2012 - June 2013
Fidelity Investments   October 2010 - April 2012
Fidelity Investments   March 2010 - September 2010
Fidelity Investments   September 2007 - March 2010

Skills
Series 7, Certified Financial..., Retirement Planning, Financial Planning, Series 66, Series 6, Series 63, Investments, 401k, Strategic Financial..., Finance, Asset Allocation, Financial Services, Pensions, Portfolio Management, Uniform Combined State...

Education
Dallas Baptist University   2005 — 2007
Bachelor of Arts, Biblical Studies

Bowie High School

Jafor Iqbal Jafor Iqbal Hartford, Connecticut Area Details
Jafor Iqbal's Fidelity Investments Experience June 1997 - April 2009
Job Assistant Vice President
Industry Financial Services
Experience
LIMRA Secure Retirement Institute   April 2009 - Present
Fidelity Investments   June 1997 - April 2009

Skills
Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Variable Annuities, Retirement Income, Relationship Management, Series 7, Management, 401k, Series 6, Securities, Insurance

Education
D'Amore-McKim School of Business at Northeastern University   1995 — 1997
MBA, Business

University of Dhaka
M. Com., Finance

Jonathan Hurley, MBA Jonathan Hurley, MBA Keller, Texas Details
Jonathan Hurley, MBA's Fidelity Investments Experience June 2014 - Present
Job Portfolio Advisory Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   February 2014 - June 2014
Fidelity Investments   January 2012 - February 2014
Fidelity Investments   June 2011 - January 2012
Fidelity Investments   June 2010 - June 2011
The Village Church  January 2009 - December 2009
Dallas Baptist University  August 2007 - August 2008

Skills
Series 7, Series 66, Series 63, Investments, Trading, Mutual Funds, Finance, Financial Services, Retirement, CRM, Asset Allocation, Portfolio Management, 401k, Retirement Planning, Securities, Sales, Options, ETFs, IRAs, Strategic Financial..., Wealth Management

Education
Dallas Baptist University   2008 — 2009
M.B.A., Finance

Dallas Baptist University   2004 — 2009
BBA - Management MBA, Finance

Mark Portesi Mark Portesi Greater Boston Area Details
Mark Portesi's Fidelity Investments Experience June 2005 - June 2009
Job Finance Manager at Constant Contact
Industry Information Technology and Services
Experience
Constant Contact  June 2009 - Present
Fidelity Investments   June 2005 - June 2009
Ernst & Young  February 2004 - June 2005
Haemonetics  1998 - 2003

Skills
Forecasting, Financial Analysis, Finance, Hyperion Enterprise, Financial Modeling, Analytics, Financial Reporting, Business Strategy, Salesforce.com, Strategic Planning, Process Improvement, Competitive Analysis, Analysis, Cross-functional Team..., Strategic Financial..., Business Planning, Managerial Finance

Education
D'Amore-McKim School of Business at Northeastern University   2004 — 2006
MBA, Finance

University of Massachusetts Boston   1994 — 1998
BS, Finance

Allison Amador Allison Amador North Richland Hills, Texas Details
Allison Amador's Fidelity Investments Experience March 2012 - January 2014
Job Operations Lead/Card Services
Industry Financial Services
Experience
The Independent BankersBank  June 2014 - Present
Staff One, Inc.   January 2014 - May 2014
Fidelity Investments   March 2012 - January 2014
BBVA Compass  March 1996 - August 2011
Guaranty Bank  January 1999 - January 2008
Guaranty Bank  January 1996 - January 1999
Bank of America  April 1986 - March 1996

Skills
Pivot Tables, Access, Vlookup, Outlook, Word, PowerPoint, TM1, Typing, Excel, Microsoft Office, Mortgage Lending, Microsoft Word, Marketing, Financial Accounting, Microsoft Excel, Business Analysis, Management, Sales, Banking, Insurance, Finance, Forecasting, Analysis, Credit, Financial Modeling, Credit Analysis, Visio, Accounts Payable, Time Management, Accounts Receivable, Essbase, General Ledger, Process Improvement, Risk Management, SQL, Variance Analysis, Retail Banking, Financial Analysis, Payroll, Data Analysis, Hyperion Enterprise, Spreadsheets, Budgets, Loans, Financial Reporting, PeopleSoft, Account Reconciliation, Accounting, Human Resources, QuickBooks

Education
Dallas Baptist University   2002 — 2008
Business Admin., Business

Carol J. Bisson Carol J. Bisson Toronto, Canada Area Details
Carol J. Bisson's Fidelity Investments Experience November 2009 - April 2010
Job VP & Corporate Secretary at W.A.B. Enterprise Group
Industry International Trade and Development
Experience
W.A.B. Enterprises Group   January 2014 - Present
Rogers Communications  June 2011 - November 2013
Alterna Savings  May 2010 - May 2011
Fidelity Investments   November 2009 - April 2010
HDS Retail North America  December 2008 - April 2009
Dundee Wealth  February 1995 - June 2008
Lac Minerals Ltd   January 1991 - January 1995

Skills
Employee Engagement, Employee Relations, Performance Management, HRIS, Human Resources, Deferred Compensation, Employee Benefits, Personnel Management, Payroll, PeopleSoft, Strategy, Leadership, Management, Job Evaluation, Labor Relations, Process Improvement, Interviews, New Hire Orientations, CRM, Talent Management, Analysis, HR Consulting, Incentive Programs, HR Policies

Education
University of Toronto
Certificate, Human Resource Management

University of Toronto Schools
Certificate, Human Resource Management

Dalhousie University   2009 — 2013
CEBS

George Brown College

Harrison Baptist Harrison Baptist Toronto, Canada Area Details
Harrison Baptist's Fidelity Investments Experience November 2011 - November 2014
Job Sales Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2011 - November 2014
Fidelity Investments   February 2010 - November 2011

Skills
Mutual Funds, Customer Service, Relationship Management, Investments, Financial Analysis, Financial Services, Sales, Wealth Management, Social Media

Education
Dalhousie University

Gautam Sen, MBA, PMP Gautam Sen, MBA, PMP Greater Boston Area Details
Gautam Sen, MBA, PMP's Fidelity Investments Experience September 2006 - February 2009
Job Independent Project Consultant/Advisor at Independent
Industry Information Technology and Services
Experience
Independent  March 2009 - Present
Independent  October 2010 - March 2013
Prject Management Institute West Bengal Chapter http://www.pmiwbc.org   June 2009 - December 2011
Fidelity Investments   September 2006 - February 2009
IBM Corporation  1998 - 2005
Parsons  June 1979 - February 1997

Skills
SDLC, Business Analysis, Software Project..., Integration, Project Management, Change Management, Project Planning, Management, Analysis, Testing, SAP, Disaster Recovery, Software Documentation, Business Development, Management Consulting

Education
Project management Institute of America   2003 — 2003
PMP Certification - Project management Professional, Project Management, Certified and active

D'Amore-McKim School of Business at Northeastern University   1978 — 1983
MBA, Business Administration

Northeastern University   1973 — 1976
BSBA, General Management

University of Calcutta
B.Com, Commerce, Accounting

Jeremy Peng, CFA Jeremy Peng, CFA Toronto, Canada Area Details
Jeremy Peng, CFA's Fidelity Investments Experience October 2009 - March 2010
Job
Industry Investment Management
Experience
NEI Investments  September 2012 - Present
Mercer  April 2012 - September 2012
HSBC Global Asset Management  March 2010 - March 2012
Fidelity Investments   October 2009 - March 2010
Russell Investments  October 2006 - April 2009

Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions

Education
Dalhousie University   2004 — 2006
MBA

University of Toronto   1999 — 2003
BASc

CFA society

business writing class

business writing class

Cooper Noone Cooper Noone Greater Boston Area Details
Cooper Noone's Fidelity Investments Experience 2005 - 2007
Job Independent Software Consultant
Industry Information Technology and Services
Experience
Counterparty Systems, Inc.   2008 - Present
Fidelity Investments   2005 - 2007
Fidelity Investments   1999 - 2005
Nicholas Applegate Capital Management  1997 - 1999
Jefferies & Company, Inc   1996 - 1997
Salomon Brothers  1989 - 1996
AT&T  1987 - 1989

Skills
Stocks, Equities, Trading Systems, Asset Management, Trading, Disaster Recovery, Electronic Trading, Unix, Software Development, Financial Services, Integration, Agile Methodologies, Java, C/C++ STL, Objective-C, Python, Ruby, Web Design, Web Development, iOS development, Android Development, OS X, Project Portfolio..., Portfolio Management, Databases, SDLC

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2005
M.B.A., International Business

University of New Hampshire   1983 — 1987
B.S., Computer Science

Frank Heran Frank Heran Greater Boston Area Details
Frank Heran's Fidelity Investments Experience October 2009 - Present
Job Vice President
Industry Financial Services
Experience
Fidelity Investments   October 2009 - Present
Fidelity Investments   June 2005 - August 2009
Fidelity Investments   June 2003 - June 2005
Fidelity Investments   June 2000 - June 2003
Fidelity Investments   June 1992 - June 2000

Skills
Corporate Real Estate, Real Estate, Business Intelligence, Relationship Management, Financial Services, Financial Analysis, Strategic Planning, Portfolio Management, Competitive Analysis, Investments, Financial Reporting, Analysis, Due Diligence, Finance, Business Planning, Securities, Mutual Funds, Leadership, Management, Corporate Finance, Strategy, Budgets, Business Strategy, CRM, Financial Modeling, Executive Management, Risk Management, Mergers & Acquisitions, Valuation, Strategic Financial..., Asset Management, Equities, Fixed Income, Alternative Investments

Education
Northeastern University - Graduate School of Business Administration   1998 — 2002
Masters of Science in Finance (MSF), June 2002

Northeastern University - Graduate School of Business Administration   1994 — 1998
Masters in Business Administration (MBA), June 1998

Northeastern University   1983 — 1987
Bachelor of Science in Business Administration, Concentration in Finance June 1987

Mike Zabetakis Mike Zabetakis Greater Boston Area Details
Mike Zabetakis's Fidelity Investments Experience January 1999 - Present
Job Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 1999 - Present

Education
D'Amore-McKim School of Business at Northeastern University   2001 — 2003
MSF, Finance

University of Connecticut   1993 — 1997
Business, Accounting

Melinda Hamel-Graziano Melinda Hamel-Graziano Greater Boston Area Details
Melinda Hamel-Graziano's Fidelity Investments Experience August 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present

Skills
Project Management, SQL, Finance, SDLC, Risk Management, Forecasting, Business Process..., Financial Modeling, Accounting, Vendor Management, Analysis

Education
University of New Hampshire - Whittemore School of Business and Economics   1993 — 1997
Bachelor of Science (B.S.)

Northeastern University - Graduate School of Business Administration
MBA

Greg Davidian, CFA Greg Davidian, CFA Greater New York City Area Details
Greg Davidian, CFA's Fidelity Investments Experience October 2012 - July 2014
Job Portfolio Analytics and Risk
Industry Investment Management
Experience
J.P. Morgan   August 2014 - April 2015
Fidelity Investments   October 2012 - July 2014
Neuberger Berman  October 2005 - January 2010
Pershing LLC, Bank of New York   December 2000 - October 2005

Skills
Portfolio Management, Analysis, Performance Attribution, Investment Banking, Management, Microsoft Excel, Training

Education
D'Amore-McKim School of Business at Northeastern University   2007 — 2009
M.B.A, Finance and Insurance

Hofstra University   1996 — 1999
B.B.A., Finance and Banking

Fiona Christie Fiona Christie Toronto, Canada Area Details
Fiona Christie's Fidelity Investments Experience 1998 - 2001
Job Senior Production Coordinator at Invesco Trimark
Industry Investment Management
Experience
Invesco Canada  January 2010 - Present
AEGON/Transamerica Life Canada   June 2009 - December 2009
Fidelity Investments Canada ULC  March 2005 - February 2009
Fidelity Investments Canada ULC  2005 - 2006
Fidelity Investments Canada ULC.  2002 - 2004
Fidelity Investments Canada ULC.  2001 - 2002
Fidelity Investments   1998 - 2001

Skills
Marketing Communications, Mutual Funds, Digital Marketing, Marketing Strategy, Email Marketing, Investments, Budgets, Internal Communications, Management, Advertising, Marketing, Financial Services, Corporate Communications, Relationship Management, Leadership, Social Media

Education
Dalhousie University   1992 — 1996
BA, English

Stephen Lucero, CFP®, CTFA Stephen Lucero, CFP®, CTFA Greater Boston Area Details
Stephen Lucero, CFP®, CTFA's Fidelity Investments Experience July 2010 - Present
Job Investment Solutions Consultant, FILI at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2010 - Present
Fidelity Investments   January 2002 - June 2010
Fidelity Investments   January 2000 - January 2002

Education
D'Amore-McKim School of Business at Northeastern University   2010 — 2013
MBA, FINANCE

Hobart and William Smith Colleges   1992 — 1996

Winchester High School   1989 — 1992

The Rivers School

Eric Merrifield, CFP® Eric Merrifield, CFP® Greater Boston Area Details
Eric Merrifield, CFP®'s Fidelity Investments Experience April 2006 - April 2010
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity  2010 - Present
Fidelity Investments   April 2006 - April 2010
Fidelity Investments   April 2006 - April 2010
Fidelity Investments   July 1999 - March 2006

Skills
Financial Planning, Investments, Mutual Funds, Insurance, Retirement, Customer Service, Estate Planning

Education
Northeastern University - Graduate School of Business Administration   2001 — 2003
Master's degree, Finance

Isenberg School of Management, UMass Amherst   1995 — 1999
Bachelor’s Degree, Corporate Finance & Investments

Norwell High

University of Massachusetts Dartmouth

Teresa Connor Teresa Connor Greater Boston Area Details
Teresa Connor's Fidelity Investments Experience July 2005 - Present
Job Communication Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments   July 2005 - Present
Fidelity Investments   July 2003 - June 2005
Fidelity Investments   September 1999 - June 2003
Healthcare Associates  1996 - 1999
Fleet Financial Group, Inc  1985 - 1996

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2004

Doug Walsh, PMP Doug Walsh, PMP Greater Boston Area Details
Doug Walsh, PMP's Fidelity Investments Experience July 2005 - December 2008
Job Manager, Project Management at MIT
Industry Information Technology and Services
Experience
MIT  October 2011 - Present
Biogen  May 2011 - October 2011
Brandeis University  June 2010 - May 2011
AMEC Earth and Environmental  March 2009 - June 2010
Fidelity Investments   July 2005 - December 2008
Fidelity Investments   February 2003 - June 2005
Fidelity Investments   April 2001 - January 2003
Fidelity Investments   October 2000 - March 2001
Fidelity Investments   October 1999 - September 2000

Skills
Program Management, Visio, Cross-functional Team..., SDLC, Business Analysis, Project Management, PMP, Process Improvement

Education
Northeastern University - Graduate School of Business Administration   1997 — 1999
MBA

Bryant University   1993 — 1997
B.S.B.A

Doug Pettingell Doug Pettingell Greater Boston Area Details
Doug Pettingell's Fidelity Investments Experience 2009 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2009 - Present
Fidelity Investments   2007 - 2009
Fidelity Investments   2005 - 2007
Fidelity Investments   2003 - 2005

Skills
Budgets, Management, Analysis, Leadership, Finance, Forecasting, Analytics, Decision Support, Strategic Financial..., Project Planning, Strategy, Strategic Planning, Business Planning, Executive Management, Human Resources, Vendor Management, Financial Analysis, Portfolio Management

Education
D'Amore-McKim School of Business at Northeastern University   2001 — 2004

Houghton College   1988 — 1992

Pam Mcvane Pam Mcvane Greater Boston Area Details
Pam Mcvane's Fidelity Investments Experience February 1995 - Present
Job QA Director Shared DB Products at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   February 1995 - Present

Education
Northeastern University - Graduate School of Business Administration   1999 — 2001
High Tech MBA

Merrimack College   1983 — 1987
Bachelor of Science - Computer Science, Minor - Electrical Engineering

Tim Meier Tim Meier Greater Boston Area Details
Tim Meier's Fidelity Investments Experience September 1999 - February 2007
Job Associate, Catastrophe Management at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  June 2013 - Present
Liberty Mutual Insurance  June 2012 - June 2013
Liberty Mutual Insurance  September 2011 - June 2012
Liberty Mutual  February 2011 - September 2011
WilmerHale  January 2011 - January 2011
e-Dialog  May 2009 - June 2009
Keane  October 2008 - February 2009
State Street  March 2008 - April 2008
Sun Life Financial  March 2007 - September 2007
Fidelity Investments   September 1999 - February 2007

Skills
Project Management, Data Analysis, Project Planning, Business Development, Forecasting, Research, Business Analysis, Budgets, Software Documentation, Analytics, Finance, Customer Service, Visual Basic, Financial Analysis, Financial Modeling, CRM, Risk Management, Process Improvement, Microsoft Excel, Strategic Planning

Education
Northeastern University - Graduate School of Business Administration   1996 — 1998
Master of Business Administration (M.B.A.)

Yale University   1988 — 1992
BA, History

Craig Rodgers Craig Rodgers Dallas/Fort Worth Area Details
Craig Rodgers's Fidelity Investments Experience November 2012 - Present
Job Director of Architecture at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   November 2012 - Present
Hewlett-Packard  March 2012 - November 2012
Fidelity Investments   June 1996 - April 2012
Wal-Mart  March 1985 - June 1996
Texas Instruments  1989 - 1996
Wal-mart  1983 - 1990

Skills
Disaster Recovery, SDLC, Business Continuity, Systems Management, Vendor Management, ITIL, IT Strategy, IT Service Management, Unix, Cross-functional Team..., Enterprise Architecture, Cloud Computing, Solution Architecture, Agile Methodologies, Requirements Analysis, Data Center, Infrastructure, Software Development, Enterprise Software, Architecture, Software Project..., SOA, IT Operations, Project Management, IT Management, Systems Analysis, Data Warehousing, Oracle, Management, PMP, Integration, Project Portfolio..., PMO, Requirements Gathering, Service Delivery, Business Analysis, SharePoint, SaaS, Agile Project Management, System Architecture, Visio, Pre-sales, System Deployment, Troubleshooting, Solaris, Virtualization, Databases, Security, Business Intelligence, DB2

Education
Dallas Baptist University   2009 — 2012
MBA, Business

Dallas Baptist University   2000 — 2004
BS, MIS

Southern Technical College   1987 — 1989
Associates, Electrical and Electronics Engineering

Waynesville High School

Jay DeAngelis, MBA Jay DeAngelis, MBA Greater Boston Area Details
Jay DeAngelis, MBA's Fidelity Investments Experience July 2008 - December 2013
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments   July 2008 - December 2013
Fidelity Investments   May 2006 - July 2008
Citizens Bank  January 2005 - May 2006

Skills
Financial Modeling, Financial Analysis, Statistical Data..., Business Process Design, Requirements Analysis, Business Analysis, Employee Training, Microsoft Excel, Software Testing Life..., Business Strategy, Sales, Corporate Actions

Education
Northeastern University - Graduate School of Business Administration   2009 — 2014
Master of Business Administration (M.B.A.), Finance and Investments

University of Massachusetts, Amherst   1993 — 1998
Bachelor's Degree, Mathematics

Gordon Haight, CFA Gordon Haight, CFA Greater Boston Area Details
Gordon Haight, CFA's Fidelity Investments Experience February 2010 - June 2012
Job Sr Product Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  August 2012 - Present
Fidelity Investments   February 2010 - June 2012
Evergreen Investments  June 2008 - November 2009
Investment Technology Group  2006 - 2008
Standish Mellon Asset Management  October 2001 - July 2006
The Boston Company  1998 - 2001

Skills
Fixed Income, Credit, Bloomberg, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Portfolio Management, Series 63, Alternative Investments, Asset Allocation, Investments, Securities, Investment Management

Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance

Saint Lawrence University
Bachelor of Science (BS), Political Science and Government

Larry Bentley Larry Bentley Greater Boston Area Details
Larry Bentley's Fidelity Investments Experience 1996 - 2001
Job Experienced IT and Security Manager (CISSP\​CISM\​CRISC) at Raytheon
Industry Defense & Space
Experience
Raytheon  March 2013 - Present
Raytheon  July 2007 - March 2013
Raytheon  January 2006 - July 2007
Raytheon  October 2001 - December 2005
Fidelity Investments   1996 - 2001

Skills
Information Security, Security Clearance, Earned Value Management, DoD, Information Assurance, Six Sigma, Computer Security, Process Improvement, Integration, Security Operations, Information Security..., Network Security, Management, Enterprise Software, Change Management, Visio

Education
Northeastern University - Graduate School of Business Administration   1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General

Wentworth Institute of Technology   1985 — 1989
Bachelor of Science (BS), Building Construction Technology

John Loper, CFP® John Loper, CFP® Greater Philadelphia Area Details
John Loper, CFP®'s Fidelity Investments Experience July 2010 - August 2014
Job Director, Corporate Relations
Industry Financial Services
Experience
CFP Board  August 2014 - Present
Fidelity Investments   July 2010 - August 2014
TIAA-CREF  May 2009 - July 2010
Ameriprise Financial Services, Inc.   1997 - 2009
United States Air Force  1992 - 1997

Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...

Education
D'Amore-McKim School of Business at Northeastern University   1992 — 1995
MBA, Business Administration

University of Miami   1987 — 1991
B.S., E.E.

Alan Deokiesingh Alan Deokiesingh Toronto, Canada Area Details
Alan Deokiesingh's Fidelity Investments Experience 2006 - 2006
Job Chiropractor at ProCare Health Group
Industry Medical Practice
Experience
ProCare Health Group   2013 - Present
Innova Medical Ophthalmics  2007 - 2008
Fidelity Investments   2006 - 2006

Skills
Chiropractic -..., Graston Technique, Muscle Release Technique, Rehabilitation, Chiropractic, Orthotics, Sports Injuries

Education
D'Youville College   2008 — 2012
Doctor of Chiropractic, (DC)

York University   2002 — 2006
Bachelor of Arts with Honours, Kinesiology and Exercise Science

Macklin

Pat Carr Pat Carr Raleigh-Durham, North Carolina Area Details
Pat Carr's Fidelity Investments Experience June 2012 - Present
Job Director, Database Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Fidelity Investments   June 2010 - June 2012
Federal Home Loan Bank of Boston  June 2009 - June 2010
Federal Home Loan Bank of Boston  May 2008 - May 2009
Pilgrim Insurance  March 2006 - May 2008
Quinlan Publishing Company   2002 - 2006
Lucent Technologies  2000 - 2001

Skills
Business Analysis, SDLC, SQL, Process Improvement, Visio, Agile Methodologies, Requirements Analysis, Risk Management, Project Management, Microsoft SQL Server, Requirements Gathering, Systems Analysis

Education
Northeastern University - Graduate School of Business Administration   2008 — 2010
MBA

University of Michigan   1997 — 2000
BS, Computer Scinece

Dori Tinker Stiles Dori Tinker Stiles Greater Boston Area Details
Dori Tinker Stiles's Fidelity Investments Experience December 2013 - Present
Job Director Program and Process Excellence at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present
Fidelity Investments   January 2011 - November 2012
Fidelity Investments   August 2005 - January 2011
Concord Communications  September 2000 - August 2005

Education
D'Amore-McKim School of Business at Northeastern University   1998 — 2000
MBA, Finance

The College of Wooster   1989 — 1993
BA, Sociology/Anthropology

Peter Richard Peter Richard Greater Boston Area Details
Peter Richard's Fidelity Investments Experience Senior Manager, Database OperationsFidelity InvestmentsFebruary 2010 - December 2011
Job Director, Database Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Senior Manager, Database OperationsFidelity InvestmentsFebruary 2010 - December 2011
Fidelity Investments   January 2008 - February 2010
Fidelity Brokerage Company  2005 - 2007

Education
D'Amore-McKim School of Business at Northeastern University   2008 — 2010
MBA

Plymouth State University   1996 — 2000
BS, Information Technology

Robert Gannon Robert Gannon Greater Boston Area Details
Robert Gannon's Fidelity Investments Experience June 2011 - Present
Job Vice President Investment Compliance at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   June 2011 - Present
Fidelity Investments   March 2007 - June 2011
Fidelity Investments   June 2004 - March 2007
JPMorgan Chase  September 1999 - June 2004
State Street Corp  November 1996 - September 1999

Skills
Securities, Equities, Mutual Funds, Fixed Income, Asset Management, Financial Services, Portfolio Management, Alternative Investments, Risk Management, Bloomberg, Valuation

Education
D'Amore-McKim School of Business at Northeastern University   2007 — 2009
MSF, Finance

Western New England University   1991 — 1995
BSBA, Marketing

Archbishop Williams High School   1986 — 1990

Kristen Hopkins Hesse Kristen Hopkins Hesse Greater Boston Area Details
Kristen Hopkins Hesse's Fidelity Investments Experience August 2011 - Present
Job Director, Communications Capabilities Management at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   August 2011 - Present
Fidelity Investments   August 2009 - August 2011
Fidelity Investments   August 2006 - August 2009
Fidelity Investments   July 2004 - August 2006
Fidelity Investments   April 2000 - April 2004
Northeastern University  1997 - 2000

Skills
Enterprise Content..., Product Development, Content Management, Vendor Management, Series 7, Project Management, Relationship Management, Employee Benefits, Marketing, SharePoint, Program Management

Education
D'Amore-McKim School of Business at Northeastern University   1996 — 1999
MBA, Management, Marketing

Simmons College
BA, Marketing Communications

Dina Meagher Dina Meagher Greater Boston Area Details
Dina Meagher's Fidelity Investments Experience June 2010 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2010 - Present
State Street  July 2007 - March 2009
Investors Bank & Trust  1992 - 2007

Education
D'Amore-McKim School of Business at Northeastern University
MBA

Isenberg School of Management, UMass Amherst
Bachelors, Finance

Elaine Whalen Elaine Whalen Greater Boston Area Details
Elaine Whalen's Fidelity Investments Experience 1994 - 1998
Job Project Manager at Anticoagulation Forum
Industry Marketing and Advertising
Experience
Anticoagulation Forum   April 2012 - Present
Strategic Marketing  July 2006 - Present
Fidelity Investments   1994 - 1998

Skills
Marketing Strategy, Public Relations, Healthcare, Marketing Management, Marketing Communications, Online Advertising, Integrated Marketing, Digital Marketing, Advertising, Marketing, Strategic Planning, Social Media Marketing

Education
D'Amore-McKim School of Business at Northeastern University   1990 — 1991
MBA

Saint Michael's College
BA, Business Administration and Management, General

Daniella Boni Daniella Boni Greater San Diego Area Details
Daniella Boni's Fidelity Investments Experience October 2012 - October 2013
Job Marketing Director at Callan Capital
Industry Financial Services
Experience
Callan Capital   July 2014 - Present
PTI Marketing Technologies  October 2013 - June 2014
Fidelity Investments   October 2012 - October 2013
Crestwood Advisors LLC  September 2007 - October 2012
State Street Bank and Trust  2006 - 2007
Product Ventures  August 2005 - May 2006
Morgan Stanley Wealth Management  May 2005 - August 2005

Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations

Education
Northeastern University - Graduate School of Business Administration   2010 — 2012
Master of Business Administration (MBA), Marketing

Fairfield University   2002 — 2006
Bachelor of Science (BS), Marketing

Chris Doumakis Chris Doumakis Toronto, Canada Area Details
Chris Doumakis's Fidelity Investments Experience April 1996 - August 2002
Job Business Consultant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments  January 2011 - Present
Mackenzie Investments  December 2005 - December 2010
CIBC  March 2003 - October 2004
Fidelity Investments   April 1996 - August 2002
Fidelity Investments   November 1993 - March 1996

Skills
Securities, Requirements Gathering, Mutual Funds, SDLC, Forecasting, Business Analysis, Risk Management, Business Requirements, Financial Services, Investments, User Acceptance Testing

Education
Dalhousie University   1981 — 1985
Bachelor of Commerce (B.Com.), Finance and Economics

Patrick Maloof Patrick Maloof Greater Boston Area Details
Patrick Maloof's Fidelity Investments Experience November 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
Fidelity Investments   October 2011 - November 2014
Fidelity Investments   September 2007 - October 2011
Fidelity Investments   June 2004 - September 2007

Skills
Financial Analysis, Financial Modeling, Data Analysis, Finance, Microsoft Excel, Process Improvement, Analysis, Investments, Financial Services, Access, Mutual Funds, Accounting, PeopleSoft

Education
D'Amore-McKim School of Business at Northeastern University   2006 — 2009
MBA, Finance

Isenberg School of Management, UMass Amherst   2000 — 2004
BBA, Finance

Phillip Davidson Phillip Davidson Greater Boston Area Details
Phillip Davidson's Fidelity Investments Experience March 2011 - October 2011
Job Software Engineer at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Enterprise Iron Financial Industry Solutions, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   November 2012 - December 2014
Resolute Management, Inc.   September 2012 - September 2012
Edison Mission Marketing and Trading  October 2011 - September 2012
Fidelity Investments   March 2011 - October 2011
State of Massachusetts  October 2009 - June 2011
Fidelity Investments   September 2006 - September 2009
Fidelity Investments   August 1995 - September 2009
The Shareholder Service Group   February 1992 - July 1995
First Data  1993 - 1995

Skills
SQL, Databases, Oracle, C#, Microsoft SQL Server, ASP.NET, Web Applications, Software Development, Financial Services, Finance, Data Warehousing, SDLC, Linux, C++, C, Unix Shell Scripting, Sybase ASE, VBA, ETL, Fixed Income, Perl, SAS, R, PostgreSQL, MySQL, Excel, Core Java, Access, VB.NET, Application Development, Python

Education
D'Amore-McKim School of Business at Northeastern University   1997 — 2000
MSF, Finance

Texas A&M University   1981 — 1985
Bachelor, Business Administration ­ Business Analysis (MIS)

Odan Toby Odan Toby Grand Prairie, Texas Details
Odan Toby's Fidelity Investments Experience July 2015 - Present
Job Senior Managing Director
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   October 2011 - June 2015
Fidelity Investments   June 2008 - October 2011
Fidelity Investments   2004 - 2005
AT&T Communications Inc.   June 1990 - February 2001

Skills
Enterprise Risk..., Financial Statement..., Change Management, Corporate Social..., Accounting, Strategy Development, Investments, Microsoft Office, Operations Management, Strategy, Budgets, Strategic Planning, Team Building, Business Process..., Team Leadership, Business Planning, Business Strategy, Customer Service, Management, Leadership, Call Centers, Team Management, Telecommunications, Financial Services, Process Improvement

Education
The University of Dallas   2008 — 2011
MBA

Dallas Baptist University   1993 — 1996
Bachelor of Applied Business Administration

Stephen Brna Stephen Brna Toronto, Canada Area Details
Stephen Brna's Fidelity Investments Experience December 2008 - April 2009
Job Senior Application Specialist at The Cooperators
Industry Information Technology and Services
Experience
TD Canada Trust  October 2012 - June 2013
Tarion Home Warranty Corporation   April 2012 - September 2012
PCAS Patient Care Automation Services Inc. (makers of the PharmaTrust MedCentre)   January 2012 - March 2012
Brovada Technologies Inc.  December 2009 - January 2012
Direct Energy  April 2009 - July 2009
Fidelity Investments   December 2008 - April 2009
Direct Energy  October 2007 - November 2008
MTS Allstream  July 2007 - September 2007
Canadian Standards Association  February 2007 - July 2007
Buchanan Associates  January 2006 - December 2006

Skills
Java Enterprise Edition, Java, Guidewire, Guidewire Studio, Policy Center, Web Services, Hibernate, JSP, Oracle, SQL, Eclipse, Weblogic, EJB, JavaScript, Websphere, SOA, Struts, DB2, Sybase, MySQL, PL/SQL, UML, J2EE, Glassfish, HTML, Netbeans, Software Development

Education
Information Technology Institute   1998 — 1999
Diploma in Applied Technology, Applied Information Technology

Dalhousie University   1991 — 1996
BSc, Science

Daniel Brindisi Daniel Brindisi Greater Boston Area Details
Daniel Brindisi's Fidelity Investments Experience April 2002 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2002 - Present
William M. Mercer, Inc.   October 1997 - April 2002

Education
Northeastern University - Graduate School of Business Administration   1989 — 1991
MBA, General Management

St. Lawrence University   1985 — 1989
BS, Mathematics/Economics

Fairport High School   1982 — 1985
H.S.

Chris Palfrey Chris Palfrey Greater Boston Area Details
Chris Palfrey's Fidelity Investments Experience February 2006 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2006 - Present

Skills
Product Management, Business Analysis, Analytics

Education
D'Amore-McKim School of Business at Northeastern University   2007 — 2009
High Tech MBA

Cameron Canter Cameron Canter Dallas/Fort Worth Area Details
Cameron Canter's Fidelity Investments Experience 1990 - 2001
Job Vice President General Manager Transaction Reporting at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial Solutions  August 2012 - Present
Broadridge  2010 - August 2012
Broadridge Financial Solutions  2004 - 2010
Fidelity Investments   1990 - 2001
Fidelity Investments   1990 - 2001

Skills
Customer communications, Print and mail, Account management, Virtualization, Vendor Management, Business Analysis, Process Improvement, Salesforce.com, Product Management, Financial Services, Strategic Planning, New Business Development, Project Management, Business Development, Cross-functional Team..., Business Strategy, Program Management, Account Management

Education
Dallas Baptist University
BBS Business - Bachelor of Business Studies BBS, Business Administration and Management, General, 3.909

North Garland High School   1984 — 1987
Diploma, General Studies

Skip Wayne Skip Wayne Dallas/Fort Worth Area Details
Skip Wayne's Fidelity Investments Experience Engineering Assistant - Failure Analysis EngineeringNational SemiconductorJune 1995 - November 2005
Job PCG Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Engineering Assistant - Failure Analysis EngineeringNational SemiconductorJune 1995 - November 2005

Education
Dallas Baptist University   2008 — 2010
MBA, Finance, International Business

LeTourneau University   2004 — 2006
BBA

Tarrant County College   1991 — 1996
AA

Naveen Kumar Kota Naveen Kumar Kota Raleigh-Durham, North Carolina Area Details
Naveen Kumar Kota's Fidelity Investments Experience March 2014 - Present
Job Sharepoint Consultant at VSoft Consulting Group, Inc.
Industry Information Technology and Services
Experience
V-Soft Consulting Group, Inc.   March 2014 - Present
Fidelity Investments   March 2014 - Present
Great Western Bank  October 2011 - March 2014
Rapid City Area Schools  September 2009 - October 2011
Daktronics  February 2008 - November 2008

Skills
SharePoint, Databases, Disaster Recovery, Troubleshooting, System Administration, Servers, Infopath, IIS, Windows Server 2003, Windows Server 2008 R2, SharePoint Designer, Windows Server, SQL, ASP.NET, Microsoft Office..., VMware

Education
Dakota State University   2007 — 2009
Master of Science, Information Systems

Jawaharlal Nehru Technological University   2002 — 2006
Bachelor of technology, Computer Science and Information Technology

South Dakota State University

David A. Kronman David A. Kronman Greater Boston Area Details
David A. Kronman's Fidelity Investments Experience February 1987 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 1987 - Present

Skills
Financial Services, Mutual Funds, Business Analysis, SDLC, Vendor Management, Program Management, Asset Management, Process Improvement, Investments, Requirements Analysis, Fixed Income, Risk Management

Education
Northeastern University - Graduate School of Business Administration   1987 — 1992
MBA

Tufts University   1980 — 1984
BA, English, Drama

Terri Knapp Terri Knapp Greater Boston Area Details
Terri Knapp's Fidelity Investments Experience May 1996 - March 2009
Job at
Industry Financial Services
Experience
State Street  March 2010 - Present
Fidelity Investments   May 1996 - March 2009
Fidelity Investments   January 1993 - March 2009
Special Equities   January 1999 - January 2009
Foreign Exchange  January 1996 - January 1999
Fidelity Investments   October 1993 - May 1996
Fidelity Accounting and Custody Services   January 1993 - January 1996

Skills
Trading Systems, FX Options, Trading, Fixed Income, Bloomberg, Investment Banking, Electronic Trading, Financial Services, International Capital..., Portfolio Management, Management, Equities, Banking, Bonds, Financial Markets, Finance, Financial Risk

Education
D'Amore-McKim School of Business at Northeastern University   1995 — 1998
Masters of Business Administration

University of Connecticut   1989 — 1993
Bachelor of Science, Business Administration / Finance

Maastricht University   1992 — 1992
International Studies in Business and Economics

NORTHEASTERN UNIVERSITY
Master, Business Administration

THE UNIVERSITY OF LIMBURG
Economics and Business

University of Connecticut
Bachelor of Science, Business Administration

Jason Briere Jason Briere Dallas/Fort Worth Area Details
Jason Briere's Fidelity Investments Experience March 2014 - Present
Job Fund Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present
Fidelity Investments   January 2013 - February 2014
Fidelity Investments   September 2011 - December 2012
Fidelity Investments   December 2010 - August 2011
Fidelity Investments   July 2009 - November 2010
Fidelity Investments   June 2008 - June 2009
Academic Technology - University of New Hampshire   September 2006 - May 2008
Atkins Investment Group - University of New Hampshire   September 2005 - May 2008
Fidelity Investments   May 2006 - January 2008
Interstate Electrical   2004 - 2004

Skills
Account Reconciliation, Fund Accounting, Bloomberg, Mutual Funds, Investments, Internal Controls, General Ledger, Accounts Receivable, Financial Statements, Leadership, InvestOne, Access, Business Process Mapping, FMEA, Customer Service

Education
Northeastern University - Graduate School of Business Administration   2011 — 2013
Master's degree, Finance

University of New Hampshire - Whittemore School of Business and Economics   2004 — 2008
Bachelor's degree, Business Administration

Lance Perry Lance Perry Dallas/Fort Worth Area Details
Lance Perry's Fidelity Investments Experience April 2014 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   April 2014 - Present
Bank of America Corporation  September 2012 - November 2013
Bank of America  January 2012 - November 2013
Bank of America  February 2011 - September 2012
Bank of America  September 2010 - February 2011

Skills
Microsoft Office, Leadership, Customer Service, Team Leadership, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Teamwork, Human Resources, Public Speaking, Time Management, Recruiting, HTML, English, Research, Employee Relations, Windows, Event Planning

Education
Daemen College   2005 — 2010
Bachelor's degree, Human Resources Management/Personnel Administration, General

Omair Ikram Omair Ikram Greater Boston Area Details
Omair Ikram's Fidelity Investments Experience June 2000 - February 2005
Job Computer Software Professional
Industry Computer Software
Experience
Arbella Mutual Insurance Company   April 2005 - March 2008
Fidelity Investments   June 2000 - February 2005
Taxware International Incorporated   January 2000 - May 2000

Education
D'Amore-McKim School of Business at Northeastern University
MBA (in progress)

Northeastern University
Bachelor of Science, Computer Science

Joe Simmons, CFA Joe Simmons, CFA Greater Boston Area Details
Joe Simmons, CFA's Fidelity Investments Experience 2001 - 2003
Job Director, Stable Value Sales at New York Life
Industry Financial Services
Experience
New York Life  April 2013 - Present
New York Life Retirement Plan Services  May 2006 - April 2013
Manning & Napier Advisors  April 2003 - May 2006
Fidelity Investments   2001 - 2003
Fidelity Investments Institutional Services (FIIS)   1993 - 1997

Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6

Education
Northeastern University   1985 — 1990
Finance, Finance, General

Northeastern University - Graduate School of Business Administration
MBA

Joseph Saunders Joseph Saunders Greater Boston Area Details
Joseph Saunders's Fidelity Investments Experience April 2005 - October 2010
Job Lecturer & Asst. Director Corporate Relations at Boston University School of Management
Industry Financial Services
Experience
Boston University School of Management  November 2012 - Present
Regulatory Compliance, LLC  June 2012 - February 2013
Sloane McCarron Capital Advisors, LLC   May 2011 - June 2012
Fidelity Investments   April 2005 - October 2010
National Financial  February 1999 - April 2005
National Financial  June 1995 - February 1999
Fidelity Investments   March 1992 - June 1995

Skills
Due Diligence, Treasury Management, Business Planning, Management, Financial Services, Analysis, P&L Management, Sales, Selling, Investments, Negotiation, Relationship Management, Forecasting

Education
D'Amore-McKim School of Business at Northeastern University   1995 — 1998
MBA, Finance

University of Massachusetts Lowell   1981 — 1985
BSBA, Ecomonics

Howard Luo Howard Luo Greater San Diego Area Details
Howard Luo's Fidelity Investments Experience April 2008 - January 2011
Job Senior Finance Manager at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific  January 2015 - Present
Thermo Fisher Scientific  April 2011 - December 2014
Fidelity Investments   April 2008 - January 2011
State Street  2007 - 2008
Dresser-Masoneilan  2003 - 2007

Skills
Financial Modeling, Strategic Financial..., Forecasting, Finance, Budgets, Analysis, Financial Services, Pricing, Financial Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Corporate Finance, Financial Reporting, Cost Accounting, Mergers & Acquisitions, Process Improvement, Valuation, Cross-functional Team..., Manufacturing

Education
D'Amore-McKim School of Business at Northeastern University   2001 — 2003
MBA

Shanghai University of Finance and Economics   1997 — 2000
Master, Economics

Shanghai University of Finance and Economics   1993 — 1997
Bachelor, International Finance

TeAroha Fisher TeAroha Fisher Toronto, Canada Area Details
TeAroha Fisher's Fidelity Investments Experience 2000 - 2002
Job VP at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services  January 2012 - Present
Citco Fund Services  2006 - December 2011
The Bank of New York  2002 - 2006
Fidelity Investments   2000 - 2002

Skills
Hedge Funds, Fund Administration, Alternative Investments, Mutual Funds, Fund Of Funds, Financial Services, AML, Transfer Agency, Investor Relations, Equities, Fixed Income

Education
Dalhousie University
B.Comm, Finance

Nicholas Barrett Nicholas Barrett Greater Boston Area Details
Nicholas Barrett's Fidelity Investments Experience April 2012 - Present
Job Accounting Director Workplace Investing at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   April 2012 - Present
PwC  October 2004 - April 2012

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2004
MSA / MBA, Accounting, Business Administration

University of Michigan   1999 — 2003
Bachelor of Arts, Economics

Tom Alessi Tom Alessi Greater Boston Area Details
Tom Alessi's Fidelity Investments Experience 1985 - 1989
Job Managing Partner at Platinum Wealth Partners Inc
Industry Investment Management
Experience
Platinum Wealth Partners Inc  June 2011 - Present
Morgan Stanley Smith Barney  2007 - 2009
Bank of America  May 1994 - February 2007
Fidelity Investments   1985 - 1989

Skills
Investments, Asset Management, Insurance, Asset, Portfolio Management, Equities, Financial Planning, Securities, Wealth Management, Wealth, Trading, Banking, Loans, Alternative Investments, Funding, Strategic Advisory, Institutional Investors, Financial Advisory, Retirement, Debt, Risk, Retirement Planning, Estate Planning, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Strategy, Strategic Financial...

Education
D'Amore-McKim School of Business at Northeastern University   1987 — 1989
mba, finance

University of Massachusetts at Amherst   1981 — 1985
bs, economics

Eric Salamon Eric Salamon Greater Boston Area Details
Eric Salamon's Fidelity Investments Experience February 2010 - October 2013
Job Benefits Analyst at Altisource
Industry Financial Services
Experience
Altisource Labs  April 2015 - Present
J.Jill  October 2013 - April 2015
Fidelity Investments   February 2010 - October 2013

Skills
401k, Employee Benefits, ERISA, Compensation & Benefit, Analytics, Healthcare Management, Department Budgeting, Microsoft Excel, Defined Contribution, 409A, Non-Qualified Deferred..., Affordable Care Act, Open Enrollment, Benefits Design, Microsoft Office, Financial Analysis, Leadership, Process Improvement

Education
D'Amore-McKim School of Business at Northeastern University   2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

University of Massachusetts, Amherst   1999 — 2005
Bachelor's degree, Economics

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