Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Fidelity Investments July 2014 - Present
GE June 2013 - August 2013
A.T. Kearney October 2012 - December 2012
Skills
PowerPoint, Financial Modeling, Research
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Psychology
St. Mark's School 2007 — 2010
Dartmouth College - The Tuck School of Business at Dartmouth
Fidelity Investments July 2013 - Present
Dartmouth College September 2009 - June 2013
Dartmouth College Tutor Clearinghouse January 2012 - December 2012
CME Group June 2012 - August 2012
CME Group March 2011 - June 2011
Arrowhead Country Club June 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, Statistics, Stata, Research, PowerPoint, Business Strategy, Financial Services, Microsoft Office
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics, Government
Wintac Software by Intac International September 2015 - Present
Tata Consultancy Services January 2014 - September 2015
Various June 2013 - December 2013
Genzyme March 2013 - June 2013
Fidelity Investments October 2012 - March 2013
Philips Lifeline April 2008 - October 2012
Beacon Hill Staffing Group November 2007 - April 2008
Sapphire Technologies August 2007 - October 2007
State Street August 1998 - June 2007
Dataware Solutions 1996 - 1998
Skills
Agile Methodologies, Web Development, Ruby on Rails, Solution Architecture, SaaS, Databases, SQL, Oracle E-Business Suite, Business Analysis, Microsoft SQL Server, Data Warehousing, XML, PL/SQL, Perl, Software Documentation, SDLC, Git, TCL, HTML, JavaScript, LAMP, C++, Change Control, Information Security, CSS, Ember.js
Education
Dartmouth College 1986 — 1991
BA, Classics, Magna Cum Laude
Aon Hewitt September 2009 - Present
Fidelity Investments May 2006 - March 2009
Fidelity Investments January 2004 - May 2006
Fidelity Investments January 2001 - December 2003
Fidelity Investments July 1996 - December 2000
Gilberg, Kurent & Kiernan, LLP May 1994 - June 1996
Skills
Employee Benefits, 401k, Defined Benefit, Retirement, Mutual Funds, Pensions, Benefits Administration, ERISA, Health Insurance, Financial Services, Investments, Retirement Planning, Series 7, Defined Contribution, COBRA
Education
Suffolk University Law School 1992 — 1995
JD
Mount Holyoke College 1988 — 1992
BA, Political Science and Government
Dartmouth College 1990 — 1991
Harvard Business School 2010 — 2011
Accelerated Leadership Development Program
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - June 2015
Lewtan July 2012 - September 2012
Liberty Mutual Insurance October 2011 - December 2011
Skills
Data Analysis, Research, Financial Modeling, Competitive Analysis, Risk Management, Business Process..., Business Strategy, Business Development, Public Speaking, Communication, Teamwork, Customer Segmentation, Microsoft Office, Visio, Coaching & Mentoring, Spanish, Latin America, Language Development, Teaching, Investments
Education
Dartmouth College 2009 — 2013
Bachelor’s Degree, Major: Cognitive Science Minor: International Studies
Medfield Senior High School 2005 — 2009
High School, General Education
Nationwide Financial July 2013 - Present
PERSolutions: Program Evaluation and Research February 2010 - Present
Fidelity Investments December 2003 - December 2009
Fidelity Investments August 2002 - December 2003
Fidelity Investments May 2001 - July 2002
Fidelity Investments April 2000 - April 2001
Fidelity Investments July 1996 - March 2000
Skills
Process Improvement, Risk Management, Leadership, Team Building, Project Management, Analysis, Management, Customer-focused Service, Collaboration, Innovation, Problem Solving, Managing to Goals, Facilitation, Operational Efficiency, Customer Satisfaction, Skilled Relationship..., Vendor Management, Facilitators, Customer Experience, Talent Management, Employee Engagement, Sales, Budgets, Strategy, Executive Management, Telecommunications, Business Process..., Financial Services, Integration, Management Consulting, Business Analysis, Cross-functional Team..., Program Management
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), English/Education, Graduated Magna Cum Laude
University of Cincinnati - College of Design, Art, Architecture & Planning 1980 — 1981
Architecture
Uber July 2015 - Present
Fidelity Investments February 2015 - July 2015
Google January 2014 - January 2015
Google July 2011 - December 2013
Google January 2012 - September 2013
Dartmouth College November 2009 - June 2011
Council on Foreign Relations June 2010 - August 2010
Florida State Attorney General's Office June 2008 - September 2008
Skills
Data Analysis, Research, Qualitative Research, Leadership, International Relations, Public Speaking, Analysis, Intelligence Analysis, Strategy, Threat Analysis, Competitive Intelligence, Policy, Customer Service, Management, Recruiting, Editing, Social Media, Policy Analysis, Microsoft Office, Human Resources, Global Staffing, Public Policy, Data Visualization, Counterterrorism, National Security, Foreign Policy, Hiring Practices, Building Relationships, Mac OS, PowerPoint
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), International Relations and Asian & Middle Eastern Studies, Magna Cum Laude
Oxford University 2009 — 2009
Exchange Program, Politics and History
Coral Springs High 2003 — 2007
Interactive Data September 2013 - Present
Fidelity Investments February 2011 - March 2013
Liberty Mutual July 2007 - February 2011
Fidelity Investments January 1998 - June 2007
Skills
Problem Management, Incident Management, Disaster Recovery, Systems Analysis, ITIL, IT Operations, Resource Management, IT Strategy, Analysis, Project Management, Crisis Management, IT Service Management, Process Improvement, Business Process..., PMP, Management, Software Documentation, Enterprise Software, Troubleshooting, Networking, Leadership
Education
Daniel Webster College 1995 — 1998
BA, Computer Science
NHTI, Concord's Community College 1986 — 1988
Assoc, Computer Electronics Technology
Moosilauke Partners LLC 2010 - August 2015
Cambridge Place Investment Management 2006 - 2010
Independent Perspectives LLC 1998 - 2006
Fidelity Investments 1995 - 1997
Prudential Securities 1991 - 1995
Education
Dartmouth College
Bachelor's degree
TPG Capital August 2015 - Present
Fidelity Investments June 2015 - August 2015
Vornado Realty Trust January 2015 - March 2015
UW Health June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Analysis, Research, Marketing, Microsoft Word, Customer Service, PowerPoint, Teaching, Business Planning, English, Windows, Outlook, Photoshop, Computer Systems..., Real Estate Private..., SAS programming, SAS Certified Base..., Financial Modeling, Hedge Funds, Equity Trading, Equity Valuation
Education
Dartmouth College 2012 — 2016
Economics modified with Computer Science
Middleton High School
Liberty Mutual Insurance August 2014 - Present
Fidelity Investments December 2012 - July 2014
Colliers International November 2005 - December 2012
AEW Capital Management July 2001 - October 2005
Skills
Real Estate, Real Estate Development, Feasibility Studies, Financial Analysis, Business Development, Strategy, Construction Management, Investments, Due Diligence, Capital Markets, Project Management, Market Analysis, Valuation, Acquisitions, Leases, Real Estate Economics, Strategic Planning, Management, Leadership
Education
Dartmouth College 1997 — 2001
Bachelor's degree
IDTech 1996 - Present
Imaginatik 2014 - 2015
Innovaro 2013 - 2014
Author 2002 - 2012
Fidelity Investments 1994 - 1996
Credit Suisse First Boston 1989 - 1994
Skills
Strategic Planning, Innovation Delivery, Innovation Development, Trend Analysis, Collaborative Problem..., Program Management, Marketing Strategy, Branding & Identity, Persuasive Writing and..., Public Speaking, Published Author, Leadership Development, Team Development, Intellectual Property
Education
Dartmouth College
Bachelor of Arts (B.A.)
Fidelity Investments June 2013 - Present
State Street Global Advisors January 2013 - May 2013
State Street Global Advisors June 2011 - August 2011
FundQuest, Inc. 2005 - 2010
Mellon Financial Corporation 2004 - 2005
Select Equity, Inc. March 2002 - May 2002
Skills
Equities, Financial Modeling, Strategy, Budgets, Valuation, Sales, Investments, Financial Analysis, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), 3.93
Dartmouth College 2000 — 2004
Bachelor of Arts (BA), Economics and History
London School of Economics and Political Science
Term Abroad, Public Finance and European Integration
Chartered Financial Analyst - Passed Level 1 Exam for the CFA
Fidelity Investments September 2006 - Present
SecureData January 2000 - May 2006
Ghana Telecom September 2003 - December 2004
Netscape Communications September 1995 - September 2000
Ontos 1992 - 1995
Skills
SQL, Business Analysis, Agile Methodologies, Java, Program Management, Unix, Oracle, Requirements Analysis, Linux, Integration, Databases, Solaris, Project Management, Java Enterprise Edition, C++, Distributed Systems, Enterprise Software, Web Services, Software Project..., SOA, Enterprise Architecture, Object Oriented Design, XML, SDLC, Scrum, Perl, Software Engineering, Spring, Software Design, Architectures, Cloud Computing, MySQL, Web Applications, Agile Project Management, JavaScript, Data Warehousing, Architecture, Software Development, Requirements Gathering, Strategy
Education
Dartmouth College 1979 — 1983
BA, Engineering Science, Physics, Music
Pope John's Secondary, Koforidua, Ghana 1977 — 1979
GCE A'Levels, Advanced Sciences
St. Peter's Secondary, Nkwatia, Ghana 1972 — 1977
GCE O'Level, Sciences
Fidelity Investments January 2011 - July 2015
Fidelity Investments January 2010 - January 2011
Fidelity Investments September 2005 - January 2010
Dartmouth Hitchcock Medical Center March 2004 - June 2005
JPMorgan September 1997 - January 2004
Skills
Program Management, PMO, Portfolio Management, Business Analysis, Requirements Analysis, Process Improvement, Agile Methodologies, Project Management, Management, SDLC, Leadership, E-commerce, Project Planning, Business Development, Software Project..., IT Strategy, Business Process..., Project Portfolio..., Business Requirements, Agile Project Management, Product Management
Education
Dartmouth College 2004 — 2006
Masters, Arts & Liberal Studies
Georgetown University 1992 — 1996
Bachelor of Science (BS), Psychology
Fidelity Investments January 2005 - Present
Creo January 2001 - December 2003
Simplayer Sports January 1999 - December 2001
Geographic Data Technology January 1997 - December 1999
AirWorks January 1995 - December 1997
NewsBank January 1994 - December 1995
TERC January 1989 - December 1993
Aspen Technology January 1987 - December 1989
Skills
C++ Language, Java, Sun Certified Java..., Swing, EJB, XML, SQL, OOAD, Mac OS, Unix, Windows, Software Design Patterns, Oracle PL/SQL..., Object Oriented Design
Education
Dartmouth College 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Fidelity Investments March 1987 - Present
Fidelity Investments August 1984 - March 1987
Price Waterhouse June 1982 - August 1984
Dartmouth College January 1977 - May 1982
Central Intelligence Agency June 1976 - September 1977
Skills
Investments, Asset Managment, Equities, Fixed Income, Portfolio Management, Wealth Management, Financial Modeling, Risk Management, Due Diligence, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA, General Mgmt
Dartmouth College 1976 — 1980
AB, Physics and Astronomy
Fidelity Investments January 2010 - Present
Fidelity Investments October 2006 - April 2011
Fidelity Investments December 2005 - October 2006
Fidelity Investments May 2000 - November 2005
PADS Software Inc. March 1996 - April 2000
PADS Software Inc. March 1993 - March 1996
PADS Software Inc. March 1989 - March 1993
Skills
Waterfall, Software Quality..., Testing, Manual Testing, Software Documentation, Test Management, Process Improvement, Scrum, Requirements Gathering, JIRA, Business Requirements, Visio, Project Management, MS Project, ClearCase, Test Strategy, Unix
Education
Daniel Webster College 1999 — 2003
Fidelity Investments May 2014 - Present
Babson College June 2004 - Present
Pyramis Global Advisors (A Fidelity Investments Company) September 2012 - May 2014
Fidelity Asset Management January 2011 - September 2012
Pyramis Global Advisors (A Fidelity Investments Company) July 2008 - September 2012
Fidelity Investments September 2005 - July 2008
Boston College June 2005 - June 2007
SofCheck May 2004 - September 2005
Availant June 1997 - December 2003
Cambridge Technology Partners October 1991 - June 1997
Skills
Strategic Thinking, Strategic Planning, Mergers, Operations Management, Teaching, Presentations, Executive Coaching, Consulting, Change Management, Management Consulting, Organizational..., Business Development, Organizational..., Leadership, Management, Program Management, Strategy, Mergers & Acquisitions, Start-ups, Cross-functional Team..., Leadership Development, Entrepreneurship, Talent Management, Training, Analysis, Coaching, Project Management, Enterprise Software, Product Development, Marketing, Human Resources, Software Development, Business Strategy, Contract Negotiation, CRM, Finance, Investments, Vendor Management, Business Process..., Business Analysis, Process Improvement, Negotiation, Team Leadership
Education
Dartmouth College 1985 — 1989
BA
Xaverian Brothers High School 1980 — 1985
Fidelity Investments March 2007 - Present
Fidelity Investments August 2000 - February 2007
Fidelity Investments April 1997 - August 2000
Children's Hospital January 1996 - January 1997
Brandon Systems Corporation January 1995 - January 1996
N. E. Business Services, Inc January 1994 - January 1995
Infotec Development, Inc January 1993 - January 1994
Miles INC January 1986 - January 1993
Education
Hewlett-Packard 2007 — 2007
IT Service Management
Loyalist College 2001 — 2001
IT Service Management
Lesley University 1998 — 2000
MS Management
2008 Project Management Institute
Daniel Webster College
B.S, Aviation Management
Software Testing Club / Ministry of Testing December 2013 - Present
Ally Bank June 2009 - Present
Visa June 2010 - June 2013
Idearc Media September 2008 - February 2009
Aviall February 2008 - August 2008
Fidelity Investments March 2001 - January 2008
Skills
CRM, Advertising, Analysis, PowerPoint, Customer Satisfaction, Financial Services, Customer Service, Leadership, Selling, Sales, Marketing Research, Databases, Management, Marketing Strategy
Education
Daniel Webster College 2004 — 2006
B.S., INFORMATION TECH/MARKETING MANAGEMENT
coral gables
Cartera Commerce, Inc July 2014 - Present
Fidelity Investments July 2012 - July 2014
Fidelity Investments December 2003 - July 2012
Fidelity Investments, Operations April 2000 - December 2003
Fidelity Investments - Operations February 1998 - April 2000
Fidelity Investments - E-Channel Support March 1994 - February 1998
Fidelity Investments - Retirement November 1992 - March 1994
Skills
Security Awareness, Information Security..., ISO 27001, CISSP, CISA, Photoshop, Digital Photography, Incident Management, Risk Assessment, ISO 20000, PCI DSS, Project Management, Computer Security, Vulnerability Assessment, Business Continuity, Governance, IT Audit, Risk Management, Program Management, Security Audits, CISM, Disaster Recovery, Identity Management, Security, Information Technology, Penetration Testing, Information Security, Computer Forensics, Compliance
Education
Norwich University 2005 — 2007
MSIA, Information Security
Daniel Webster College 2002 — 2004
Bachelors, Organizational Management
North Lake College 1993 — 1995
Associates Arts and Sciences, Photography, Philosophy
James W. Martin 1987 — 1989
High School Cum Laude, Computer Science
Pirmasens Elementary (Germany) 1977 — 1982
Fidelity Investments October 2013 - Present
Fidelity Investments September 2010 - October 2013
Fidelity Investments January 2008 - September 2010
Fidelity Investments July 2007 - December 2008
Fidelity Investments June 2005 - July 2007
Fidelity Investments May 2003 - June 2005
Fidelity Investments January 2000 - May 2003
Trek Bicycle Corporation August 1995 - October 1999
Trek Bicycle Corporation August 1994 - August 1995
United States Marine Corps December 1988 - August 1993
Skills
Series 7, Series 24, Relationship Management, Sales, Sales Management, Business Process..., Fixed Annuities, Variable Annuities, Insurance, Change Management, Leadership, Retirement, Mutual Funds, Financial Services, Series 6, Retirement Planning
Education
Daniel Webster College 2003 — 2005
Master Of Business Administration, Applied Management
Daniel Webster College 1990 — 1994
Bachelor of Science, Aviation Management
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
EACM Advisors June 2012 - Present
CRT Capital Group May 2011 - June 2012
Fidelity Investments June 2008 - April 2011
GE 2006 - 2006
Education
Dartmouth College 2004 — 2008
History
BICG July 2002 - Present
Scudder Investments November 1995 - July 2002
TNE Fund Group 1989 - 1994
Fidelity Investments June 1984 - October 1987
Skills
Corporate Communications, Financial Services, Investments, Mutual Funds, Marketing Communications, Relationship Management, Copywriting, Strategy, Series 63, Series 7, Editorial, Management, Direct Marketing, Integrated Marketing, Marketing, Leadership
Education
Dartmouth College
BA, English
Suffolk University Law School
JD
Fidelity Investments June 2015 - August 2015
Bain Capital September 2012 - July 2014
Bain & Company September 2011 - July 2012
Bain & Company May 2011 - September 2011
Bain & Company October 2009 - May 2011
Clinton Foundation July 2009 - October 2009
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Corporate Development, Management Consulting, Mergers & Acquisitions, Strategic Consulting, Acquisition Integration, Market Entry, Investment Banking, Corporate Finance, Emerging Markets, Venture Capital, Data Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
AB, German Studies
The Louisville Collegiate School
Fidelity Investments July 2014 - Present
Rockefeller Center for Public Policy January 2014 - March 2014
Rue La La June 2013 - August 2013
Bank of America Merrill Lynch January 2013 - March 2013
Community Boating, Inc. June 2011 - August 2011
Skills
Leadership, Stata, Analysis, Public Speaking, Communication Skills, Teamwork, Strategic Planning, Public Policy, Problem Solving, Microsoft Excel, PowerPoint, Strategy, Editing
Education
Dartmouth College 2010 — 2014
B.A., Economics, Public Policy
Milton Academy 2004 — 2010
self employed 2013 - 2015
State Street May 2000 - 2013
Tucker Anthony May 1999 - May 2000
Fidelity Investments November 1991 - May 1999
Skills
Transition Management, small caps, foreign equities, ETFs, domestic equities, finding liquidity, trading multiple..., maximizing broker..., utilizing dark pools, Risk Management, best execution, Microsoft Excel, technical analysis, Fidessa, Newport, Bloomberg, Series 3, Series 7, Series 8, Series 24, Series 55, Series 63, Equity Trading, FINRA, Settlement
Education
Dartmouth College 1987 — 1991
Bachelor of Science (BS), History
ProForce Cognitive Professional Services September 2014 - Present
ING Financial Partners April 2012 - May 2014
Fidelity Investments December 2007 - March 2012
Knights of Columbus August 2006 - December 2007
United States Marine Corps June 1977 - June 1982
Skills
Series 7, Series 63, Retirement Planning, Strategic Financial..., Asset Management, Investment Advisory, Wealth Management, Asset Allocation, Securities, Financial Services, Investments, Portfolio Management, Retirement, Investment Strategies, Mutual Funds, Equities, 401k, Risk Management, Finance, Financial Planning, Relationship Management, Financial Advisory, Life Insurance, Fixed Annuities, Insurance
Education
Merrimack College 2009 — 2010
Daniel Webster College 1999 — 2001
The Citadel 1978 — 1981
Boston College High School 1974 — 1977
Milton 1974 — 1977
Matrix Capital Management Company, L.P. August 2015 - Present
Tuck School of Business at Dartmouth College January 2015 - March 2015
Matrix Capital Management Company, L.P. June 2014 - August 2014
Matrix Capital Management Company, L.P. September 2013 - December 2013
Fidelity Investments June 2012 - August 2012
The Catered Affair June 2011 - August 2011
Skills
Microsoft Excel, Python, Stata, SPSS, Management
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Roxbury Latin School 2005 — 2011
Cum Laude
Dartmouth College
Commonwealth Financial Network December 2007 - Present
Commonwealth Financial Network July 1999 - December 2007
Commonwealth Financial Network March 1998 - July 1999
Buckingham, Browne & Nichols 1993 - 1997
Sea Education Association 1992 - 1996
Economic Innovation International March 1989 - March 1992
Fidelity Investments June 1986 - March 1989
Skills
Program Management, Management, Retirement Planning, Strategy, Investments, Series 7, Wealth Management, Equities, Recruiting, Training, Financial Planning, Investment Advisory
Education
Harvard Business School 2008 — 2010
OPM, Business, Management, Marketing, and Related Support Services
Sea Education Association 1992 — 1992
Oceanography, Nautical Science, and Maritime History
Dartmouth College 1981 — 1985
Bachelor of Arts (B.A.), Religion/Religious Studies
The Depository Trust & Clearing Corporation November 2014 - Present
Kforce January 2014 - September 2014
Matrix Resources June 2012 - December 2013
Modis May 2007 - March 2012
EDS March 2006 - May 2007
Ajilon Consulting March 1999 - March 2006
Fidelity Investments 1995 - 1999
Raytheon Company 1990 - 1995
Skills
Sales Management, IT Outsourcing, Staffing Services, Software Quality..., P&L Management, P&L responsibility, Professional Services, New Business Development, Technical Recruiting, Account Management, Proposal Writing, SDLC, Quality Assurance, Project Management, Sales Operations, Solution Selling, Leadership, Consulting, Management, Recruiting, Vendor Management, Contract Negotiation, Staff Augmentation, Outsourcing, MS Project, Quality Center, Software Development, CRM, IT Service Management
Education
Dartmouth College 1982 — 1986
BA, Mathematics, Business
Buckingham Browne & Nichols 1978 — 1982
VCA Santa Monica Dog and Cat Hospital June 2009 - Present
Fidelity Investments 1998 - 1999
Education
Western University of Health Sciences 2006 — 2009
DVM, Veterinary Medicine
Dartmouth College 1993 — 1996
BA, English and Russian Literature
Fidelity Investments June 2015 - Present
PAREXEL May 2014 - June 2015
Fidelity Investments March 2011 - April 2014
Fidelity Investments 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Skills
Financial Services, CEP, RFP, Proposal Writing, Microsoft Office, Management, PowerPoint, Microsoft Word
Education
Daniel Webster College 2005 — 2009
BS, Organizational Management
Funding Circle USA June 2014 - Present
Dimensional Fund Advisors June 2013 - August 2013
Fidelity Investments January 2013 - March 2013
Skills
Varsity College..., Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Word, Finance, Social Media
Education
Dartmouth College 2010 — 2014
BA, Psychology
Lincoln Financial Group November 2008 - Present
Reel Stitches 2001 - Present
Fidelity Investments May 2007 - January 2008
Commonwealth of Massachusetts 2006 - 2007
Compaq 1999 - 2001
Digital Equipment Corporation April 1984 - December 1999
Education
Daniel Webster College 1983 — 1985
A.S., Computer Systems
Utica College 1966 — 1969
BS, Medical Technology
Putnam Investments November 2009 - Present
Fidelity Investments 2004 - 2009
AllianceBernstein 1998 - 2004
Education
Dartmouth College 1980 — 1984
Champlain Investment Partners, LLC 2004 - Present
Putnam Investments 1994 - 2002
Fidelity Investments 1984 - 1994
Education
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.)
Fidelity Investments September 2015 - Present
Charles Schwab March 2007 - September 2015
Cornerstone Capital Management 2006 - 2007
Metavante 2004 - 2006
Spectrem Group 2000 - 2004
Ameriprise Financial Services, Inc. 1996 - 2000
Great Clips 1994 - 1996
Norwest Corporation (now Wells Fargo Corporation) 1987 - 1994
General Mills 1984 - 1987
Citi 1980 - 1982
Skills
Strategy, Investments, Financial Services, Start-ups, Wealth Management, Management Consulting, Finance, Business Strategy, Management, Banking
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Exeter Academy 1975 — 1976
Bronxville High School 1971 — 1975
Wells Fargo 2009 - Present
GATX Corporation 2004 - 2007
GATX Corporation 1999 - 2004
GATX Corporation 1996 - 1999
GATX Corporation 1991 - 1996
Fidelity Investments 1990 - 1991
Warrington Financial Services 1984 - 1990
Skills
Requirements Analysis, Functional..., Gap Analysis, Business Analysis, Visio, Documentation, Analysis
Education
Dartmouth College
BA
Masconomet Regional HS
Data Intensity, LLC June 2013 - Present
EnerNOC December 2014 - Present
Cramer January 2007 - Present
Mass Technology Leadership Council February 2013 - Present
The Commonwealth Institute May 2013 - Present
MIT Sloan School of Management January 2014 - Present
Avid February 2008 - July 2012
Keane Inc 2007 - 2007
Fidelity Investments 2003 - 2007
NerveWire 2000 - 2003
Skills
Professional Services, SaaS, Sales, Product Management, Marketing, Strategy, Business Development, CRM, Salesforce.com, Start-ups, Product Marketing, Business Strategy, Program Management, Channel Partners, Go-to-market Strategy, Mobile Devices, Management Consulting, Competitive Analysis, Direct Sales, Cloud Computing, Enterprise Software, Team Leadership, Strategic Partnerships, Product Development, E-commerce, Management, Change Management, Cross-functional Team..., Leadership, Executive Management, Digital Media, Sales Management, Mergers & Acquisitions, Entrepreneurship, Integration, Consulting, Analytics, Vendor Management, Lead Generation, Strategic Planning, P&L Management, Marketing Strategy, Account Management, Multi-channel Marketing, Online Marketing, New Business Development
Education
Dartmouth College 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments July 2015 - Present
Dartmouth College Women's Lacrosse 2011 - Present
Morgan Stanley June 2014 - August 2014
Davis Polk & Wardwell LLP September 2013 - December 2013
Craig Scott Capital, LLC June 2012 - August 2012
Lacrosse Unlimited August 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Facebook, Microsoft PowerPoint
Education
Dartmouth College 2011 — 2015
Liberal Arts Degree, Government
Hauppauge High School 2007 — 2011
Fidelity Investments December 2014 - Present
Fidelity Investments September 2013 - December 2014
Fidelity Investments November 2007 - September 2013
Fidelity Investments December 2007 - July 2011
Skills
Business Analysis, Call Centers, Financial Services, Series 63, Risk Management, Mutual Funds, Customer Service, Business Process..., Leadership, Vendor Management, Management, Microsoft Office
Education
Daniel Webster College 2000 — 2004
Bachelors, Sport Management
Fidelity Investments July 2015 - Present
Dartmouth Humanitarian Engineering September 2011 - June 2015
Dartmouth Investment and Philanthropy Program September 2011 - June 2015
Fidelity Investments June 2014 - August 2014
JPMorgan Chase September 2013 - November 2013
Skills
Mechanical Engineering, Public Economics, Financial Economics, Microsoft Excel, Statistics, Matlab, Solidworks, Investments, Stata, Social Media
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Engineering Sciences and Economics
Fidelity Investments October 2008 - Present
Putnam Investments February 1997 - October 2008
Ropes & Gray LLP September 1990 - February 1997
Skills
Retirement Planning, Retirement
Education
NYU School of Law 1987 — 1990
Doctor of Law (JD), Law
Dartmouth College 1983 — 1987
Bachelor of Arts (BA), Government
Fidelity Investments June 2012 - Present
Fidelity Investments July 2008 - June 2012
Bear Stearns June 2007 - August 2007
Skills
Factset, Bloomberg, Excel, Industry Analysis, Equities, Economics
Education
Dartmouth College 2004 — 2008
BA, Economics
MDT Advisers, a Federated Investors Advisory Company April 1997 - Present
Fidelity Investments June 1996 - December 1996
Kenan Systems Corporation June 1989 - June 1996
Computer Sciences Corp. 1986 - 1988
AT&T 1983 - 1986
Skills
Equities, Business Development, Trading, Financial Modeling, Investments, Portfolio Management, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
Dartmouth College 1978 — 1982
BA, Mathematics
Alston & Bird LLP January 2015 - Present
Alston & Bird LLP September 2010 - December 2014
Alston & Bird LLP May 2009 - July 2009
Prince Lobel Tye LLP May 2008 - July 2008
Summer Enrichment at Dartmouth July 2007 - July 2007
Credit Suisse June 2006 - August 2006
Dartmouth College Office of Pluralism and Leadership June 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Education
University of Virginia School of Law 2007 — 2010
J.D.
Dartmouth College 2003 — 2007
A.B., magna cum laude, Romance Languages
St. Paul's School 1999 — 2003
High School
Axiom January 2015 - Present
Axiom July 2012 - Present
Axiom December 2009 - July 2012
Choate, Hall & Stewart October 2005 - February 2009
Fidelity Investments October 1999 - July 2002
Skills
Client Development, New Business Development, Relationship Management, Strategic Consulting, Strategic Partnerships, Account Management, Litigation, Corporate Law, Job Coaching, Training & Development
Education
University of Virginia School of Law 2002 — 2005
J.D., Law
Dartmouth College 1995 — 1999
Bachelor of Arts (B.A.), English, magna cum laude, Rufus Choate Scholar
Simsbury High School
Diploma
Wellington Management 2009 - Present
Wellington Management 2006 - 2009
Wellington Management 2003 - 2006
Fidelity Investments 1997 - 2003
CIGNA Retirement and Investment Services 1996 - 1997
Fidelity Investments 1988 - 1996
Liberty Mutual 1986 - 1988
Skills
Relationship Management, Investments, Asset Allocation, Equities, Finance, Investment Management, Asset Management, Mutual Funds, Alternative Investments, Leadership, Hedge Funds, Fixed Income, Portfolio Management
Education
Sloan School of Management, M.I.T 1984 — 1986
MS, Management
Dartmouth College 1979 — 1983
BA, Religion
Siemens PLM Software January 2011 - Present
PTC May 2008 - December 2010
Exeter Group January 2008 - April 2008
Deloitte June 2007 - 2007
Tuck School of Business at Dartmouth College 2007 - 2007
Workscape an ADP company February 2005 - June 2006
VF Corporation June 2006 - 2006
Cortera, Inc. August 2004 - February 2005
Fidelity Investments April 2004 - September 2004
iGATE June 1999 - August 2004
Skills
Teamcenter, GWT, Software Consulting, Process Mapping, Software Project..., J2EE, ExtJS, Engineering Management, Product Lifecycle..., Enterprise Software, Sales, ERP, HRIS, Supply Chain Management, Product Management, Enterprise Architecture, SaaS, Requirements Analysis, Integration, Business Process, Software Development, SOA, Java Enterprise Edition, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Engineering Management
Dartmouth College 2006 — 2007
M.E.M, Product Developement, Marketing, Finance, Operation, Strategy
Jadavpur University 1996 — 1999
MCA, Comp. Sc. & Engg.
Delhi Public School, Delhi
PCMC
RKMV
Raytheon Missile Systems April 2008 - Present
EMC January 2007 - April 2008
Fidelity Investments October 2004 - January 2007
Lucent Technologies September 2000 - July 2002
Education
Daniel Webster College 2004 — 2004
Unix Certificate
Austin Prepatory 1991 — 1993
Malden Catholic 1991 — 1993
Medford 1991 — 1993
Keurig Green Mountain, Inc. August 2014 - Present
Nestle S.A. August 2013 - August 2014
Bain & Company August 2008 - August 2011
Staples April 2010 - September 2010
Fidelity Investments June 2007 - August 2007
Skills
Competitive Analysis, Strategy, Management Consulting, Financial Modeling, Growth Strategies, Marketing Strategy, Marketing, Digital Marketing, Social Media Marketing, M&A analysis, Due Diligence, Private Equity, Entrepreneurship, Start-ups, Business Development, Business Strategy, Analytics
Education
Harvard Business School 2011 — 2013
MBA
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Mathematics, Spanish
Financial Engines May 2008 - Present
Fidelity Investments March 2002 - May 2008
Fidelity Investments March 2000 - March 2002
Fidelity Investments April 1997 - March 2000
Skills
Retirement Planning, Asset Allocation, Retirement, Investments, Investment Advisory, Pensions, Asset Managment, Investment Strategies, Investment Management, Finance, Alternative Investments, Financial Services, Mutual Funds
Education
Dartmouth College
INTECH Investment Management LLC January 2015 - Present
INTECH Investment Management LLC March 2013 - January 2015
ADT January 2013 - March 2013
Morgan Stanley / ATOS June 2003 - January 2013
State Street August 1999 - June 2003
Datawatch June 1999 - August 1999
Fidelity Investments January 1998 - June 1999
Skills
Disaster Recovery, IT Management, Active Directory, Visio, Windows Server, Vendor Management, SharePoint, ITIL, Project Management, Citrix, VMware, Risk Management, CompTIA A+ Certification, Blackberry Enterprise..., Good Technology, MobileIron, Remote Desktop, Desktop Administration, Windows, Data Center, IT Service Management, Information Technology, Technical Support, System Administration, Infrastructure, XP, Troubleshooting, Windows 7, Network Administration, Operating Systems, Servers, Computer Hardware, DNS, Incident Management, IT Operations, IT Strategy, TCP/IP
Education
Salem State College 1994 — 1997
Business Administration and Management, Finance
Daniel Webster College 1998 — 1998
Introduction to Computer Networks
American School of Santo Domingo 1987 — 1993
High School/Secondary Diplomas and Certificates
IDEX Corporation 2008 - Present
Rexnord Industries April 2005 - September 2008
Newell Rubbermaid September 2002 - April 2005
Danaher Corporation June 1998 - September 2002
Fidelity Investments August 1994 - August 1997
Education
Harvard Business School 1997 — 1999
MBA, Business
Dartmouth College 1990 — 1994
A.B.
BAE Systems January 2009 - Present
Fidelity June 2001 - November 2008
Fidelity Investments January 1997 - November 2008
Skills
ClearCase, Release Engineering, VMware Infrastructure, NetApp Filers, Linux System..., Unix Operating Systems, Coverity, Release Management, System Administration, Development Tools, Windows Server, Agile Methodologies, Requirements Analysis, Unix, SDLC, Configuration Management, System Architecture
Education
Daniel Webster College
Computer Information Systems
Fidelity Investments May 2010 - Present
Ropes & Gray LLP September 2007 - May 2010
Frontenac Company July 2002 - June 2004
Bear, Stearns & Co. Inc. July 2000 - June 2002
Education
Northwestern University School of Law 2004 — 2007
JD
Dartmouth College 1996 — 2000
BA, History and Economics
Putnam Investments May 2008 - Present
Fidelity Investments April 2006 - May 2008
Tokyo Medical University - World Health Organization 2003 - 2004
Holderness School September 2001 - August 2003
Skills
Series 7, Series 63, Institutional Investors, Equities, Relationship Management, Asset Allocation, Fixed Income, Investments
Education
Duke University 2004 — 2005
MA, East Asian Studies
Dartmouth College 1997 — 2001
BA, Asian Studies
Watkins Mill High School 1993 — 1997
Fidelity Investments March 2012 - Present
Fidelity Investments June 2007 - February 2012
JPMorgan Chase March 1992 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Services, Investments, Financial Reporting, Business Strategy, Equities, Securities, Fixed Income, Strategic Financial..., Cash Management, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
Dartmouth College 1985 — 1989
BA, Mathematics and Comparative Religion
Christian Stewardship Network January 2006 - Present
Saddleback Church March 2004 - Present
Prudential Financial November 2001 - March 2004
Fidelity Investments 1993 - 2000
Skills
Teaching, Academia, Securities, Non-profits, Public Speaking, Fundraising, Newsletters, Strategic Planning, Leadership Development, Leadership, Volunteer Management, Estate Planning, Team Leadership, Nonprofits, Coaching, Team Building, Management, Preaching, Stewardship, Community Outreach, Small Business, Event Planning, Social Networking, Training, Entrepreneurship, Theology, Church Events, Discipleship, Non-profit..., Philanthropy, Budgets, Staff Development, Program Management, Pastoral Care, Start-ups, Strategy, Missions, Organizational..., Biblical Studies
Education
Rockbridge Seminary 2004 — 2007
MML, Seminary
Dartmouth College 1985 — 1989
BA, Economics
The Taft School 1982 — 1985
Fidelity Investments November 2000 - Present
Sanders, a Lockheed-Martin Company 1998 - 2000
Tegra, Varityper, PrePress Solutions 1986 - 1997
Itek Graphix 1979 - 1986
Education
Daniel Webster College 1997 — 2001
Fidelity Investments November 2012 - Present
Fidelity Investments April 2005 - November 2012
Banana Republic 2002 - 2005
NEBS 1999 - 2000
Skills
Management, HRIS, Leadership, Human Resources, Customer Service, Interviews, Training, Vendor Management, Employee Training, Employee Benefits, Team Building
Education
Daniel Webster College 2005 — 2010
Master of Business Administration (MBA), Business Managment
Fidelity Investments Implementation AnalystFidelity2005 - Present
Skills
SDLC, Visio, Vendor Management, Software Project...
Education
Daniel Webster College 2002 — 2004
Nashua Community College 1997 — 2000
Associates, Computer Information Systems
Fidelity Investments March 2007 - Present
Education
Daniel Webster College 1982 — 1987
Fidelity Investments November 2010 - Present
Fidelity Investments October 2008 - December 2010
Fidelity Investments November 2007 - September 2008
Fidelity Investments September 2005 - November 2007
Fidelity Investments January 2004 - September 2005
Skills
Financial Services, Leadership, Social Marketing, Social Media, Digital Marketing, Management, Project Management, Corporate Social Media, Social Media Marketing, Vendor Management, Public Speaking, Agile Methodologies, Analytics, Digital Strategy, Collaboration Tools, Customer Experience, Compliance, Word Of Mouth Marketing, SDLC, Facebook
Education
Dartmouth College 1997 — 2001
AB, Psychological & Brain Sciences
Harvard Business School 2013 — 2013
Executive Education Program, Strategic Marketing Management (SMM)
Liberty Mutual Insurance March 2012 - Present
Fidelity Investments August 2009 - February 2012
Fidelity Investments July 2007 - August 2009
Fidelity Investments November 2005 - July 2007
Fidelity Investments June 2004 - November 2005
Fidelity Investments April 2000 - June 2004
Fidelity Investments October 1999 - April 2000
Fidelity Investments February 1997 - April 2000
Fidelity Investments April 1997 - July 1997
Skills
SharePoint, Technical Support, Troubleshooting, Databases, Process Improvement, Servers, Altiris, Disaster Recovery, System Deployment, Windows 7, Visio, ITIL, Enterprise Software, Software Documentation, Problem Solving, Technical Leadership, Mobile Device Management, Technical Documentation, VBScript, Powershell, Mobile Technology, Testing, XP, Security, MobileIron, Technical Architecture, Mobile Devices, HTML, Application Packaging, Product Certification, Packaging, Technical Writing, Citrix, SCCM, Process Simulation, VMware, Access, Infrastructure, Help Desk Support, Digital Imaging, Virtualization, Good Technology, Good Mobile, Process Development, HTA, Desktop Support, Vendor Relations, Imaging, XenMobile, Windows XP
Education
Daniel Webster College 1988 — 1992
Bachelor of Science, Aviation Management
Fidelity Investments April 2005 - Present
Gap Inc. September 2002 - April 2005
Education
Daniel Webster College 2005 — 2010
MBA, Business Studies
Fidelity Investments August 2008 - Present
Fidelity Investments October 2004 - August 2008
Education
Daniel Webster College 1994 — 2000
Aviation Management
Fidelity Worldwide Investment January 2015 - Present
Fidelity Investments March 2011 - December 2014
Fidelity Investments 2005 - 2011
SAC Capital Management 2002 - 2005
JP Morgan 1999 - 2001
Goldman Sachs 1987 - 1999
Skills
Series 7, Securities, Equity Trading, Equities, Asset Managment, Hedge Funds, Bloomberg, Trading, Fixed Income, Series 63, Alternative Investments
Education
Dartmouth College 1982 — 1986
AB
Avon Old Farms
LabCorp August 2010 - Present
Fidelity Investments October 2006 - December 2008
B. Miller & Associates November 2004 - October 2006
Fidelity Investments May 1999 - August 2004
Fidelity Investments, Merrimack, NH 1999 - 2004
Oasis Imaging Products May 1994 - April 1999
Skills
Process Improvement, Six Sigma, SDLC, SQL, Requirements Analysis, Testing, Strategy, Disaster Recovery, Analysis, Integration
Education
Daniel Webster College 1995 — 1998
BS, Business Management
OppenheimerFunds July 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Moody's Investors Service September 2004 - May 2006
General Motors Investment Management June 2002 - September 2004
Fidelity Investments 1997 - 2000
Skills
Competitive Analysis, Investments, Hedge Funds, Financial Modeling, Finance, Trading, Bonds, Leveraged Finance, Risk Management, Valuation, High Yield
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
Dartmouth College 1993 — 1997
BA, Government
JBD Consulting 2005 - Present
Harvard Pilgrim Health Care 1990 - 2004
Fidelity Investments 1985 - 1990
CML Group 1984 - 1985
Price Waterhouse 1983 - 1984
JSI 1979 - 1981
Skills
Healthcare Management, Medicare, Medicaid, Managed Care, Healthcare, Health Insurance, Healthcare Information..., Health Policy, Healthcare Industry, Healthcare Consulting, Strategic Planning, Provider Relations, Quality Improvement, Hospitals, Informatics
Education
The Tuck School of Business at Dartmouth 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA
Fidelity Investments 1998 - Present
Skills
SDLC, Requirements Analysis, Business Requirements, Project Management, MS Project, Software Project..., Business Analysis, Vendor Management
Education
Daniel Webster College 2005 — 2007
BS, Business - Organizational Management
National Financial 2012 - Present
Triad Advisors, Inc. April 2009 - 2012
fidelity investments May 2005 - November 2008
National Financial 2005 - 2008
National Financial 1999 - 2004
farsight Financial Services 1998 - 1999
Education
Dartmouth College 1993 — 1997
BA, Chemistry
Fidelity Investments 1987 - Present
Fidelity Investments 1987 - 2010
Education
Fairleigh Dickinson University 1977 — 1985
M.A., Education, English, Teaching
Dartmouth College 1972 — 1976
B.A., Systems Dynamics
Citizens Financial Group October 2014 - Present
Harvard Business School September 2013 - October 2014
Vertex Pharmaceuticals 2011 - August 2013
Aspen Technology 2009 - 2011
Fidelity Investments January 2006 - February 2009
Fidelity Investments January 2001 - December 2005
Fidelity Investments February 1996 - December 2000
Skills
PL/SQL, Visio, SQL, Business Intelligence, OBIEE, SDLC, Business Analysis, Project Management, Management, Crystal Reports, Business Objects, Cross-functional Team..., Cognos, Hyperion Reports, IBI Webfocus, Noetix, Oracle Discoverer
Education
Daniel Webster College 1983 — 1987
Bachelor of Science, Business Management
Fidelity Investments June 1999 - November 2008
Education
Granite State College 1999 — 2007
B.S., Career and Educational Consulting
Daniel Webster College 1978 — 1980
A.A.S., Business Management
Credit Suisse Asset Management July 2012 - Present
ROK Capital LLC January 2011 - June 2012
Tremblant Capital 2005 - December 2010
Kicap Management 2003 - 2005
Fidelity Investments 1997 - 2002
Skills
Hedge Funds, Equities, Investments, Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Valuation, Portfolio Management, Emerging Markets, Fixed Income, Equity Research, Investment Banking, Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Dartmouth College 1987 — 1991
BA, Economics
Road2College 2013 - Present
Non-proft Volunteer Work 2003 - Present
Lower Merion School District August 2013 - October 2014
Epic Research 2009 - 2012
SD Jewelers 2006 - 2010
First USA/ Bank One 1996 - 2000
Vanguard 1995 - 1996
Fidelity Investments 1992 - 1995
Accenture 1986 - 1990
Skills
Integrated Marketing, Lead Generation, Email Marketing, SEM, Segmentation, SEO, New Business Development, Customer Acquisition, Business Strategy, Product Management, Social Networking, Competitive Analysis, Newsletters, Management, Strategic Partnerships, Nonprofits, Advertising, Analytics, Online Marketing, Project Planning
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Marketing, Finance
Dartmouth College
BA, Math
Merkle August 2009 - Present
Cardinal Health January 1997 - January 2009
Logica June 1993 - June 1996
Fidelity Investments July 1986 - June 1993
Skills
T-SQL, Microsoft SQL Server, C#, Java, ASP.NET, JavaScript, HTML, CSS, WCF Services, Web Services, Software Development, SQL, Databases, Database Design, Data Warehousing, SDLC, .NET, SSIS, IIS
Education
Dartmouth College 1984 — 1986
Masters, Computer and Information Science
University of New Hampshire
B.A., cum laude, Mathematics
HR Block Tax and Business Services January 2009 - Present
Fidelity Investments October 2006 - August 2008
Expert Server Group March 1994 - September 2006
Education
Daniel Webster College 2003 — 2005
Bachelor, Business Organization
Fidelity Investments May 2001 - December 2014
MFS 2000 - 2001
Santander Global Advisors 1997 - 2000
Putnam Investments 1995 - 1997
The Falconwood Corporation May 1989 - July 1995
Eberstadt Fleming August 1988 - May 1989
Drexel Burnham Lambert August 1983 - August 1988
Elizabeth Arden August 1982 - August 1983
Skills
Equities, Portfolio Management, Equity Research, Investment Strategies, Bloomberg, Asset Managment, Investments, Mutual Funds, Investment Management, Securities
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, business
Dartmouth College 1976 — 1980
BA, Russian
Argosy/Visible Body 2001 - Present
Fidelity Investments 1997 - 2001
McKinsey & Company 1994 - 1997
The Baltic Times 1991 - 1993
Education
Tufts University - The Fletcher School of Law and Diplomacy 1992 — 1994
M.A.L.D., International Business, International Communications
Dartmouth College 1986 — 1990
B.A., English and Film Studies
Epic 2011 - Present
Epic November 2010 - August 2011
Washington University School of Medicine September 2010 - October 2010
Harvard University Laboratory for Developmental Studies June 2009 - August 2009
Dartmouth College Psychological and Brain Sciences Department March 2009 - May 2009
Fidelity Investments June 2007 - August 2007
Women in Science Project January 2007 - June 2007
Personal Best Karate June 2003 - June 2006
Skills
SPSS, Public Speaking, Research, Matlab, Psychology, Microsoft Office, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Statistics, Editing, Healthcare, Microsoft Word, Social Media
Education
Dartmouth College 2006 — 2010
AB, Psychological and Brain Sciences, Linguistics
Stoughton High School 2002 — 2006
CenturyLink May 2015 - Present
VMware February 2012 - January 2014
Dell May 2011 - December 2011
P3I/PE Systems, Inc June 2006 - May 2011
Lockheed MartinHanscom March 2004 - May 2006
JTG Solutions, Inc August 2001 - February 2004
Fidelity Investments December 2000 - August 2001
Diatide August 2000 - December 2000
AEGON July 1998 - May 2000
XL-Connect March 1998 - April 1998
Skills
Virtualization, VMware, Cloud Computing, System Administration, Disaster Recovery, Servers, Solaris, Unix, Sun, CompTIA, Linux, Cross-functional Team..., Security, Integration, Technical Support, VMware ESX, Information Technology, Solution Selling, Networking, SaaS, Enterprise Software
Education
Daniel Webster College 2003 — 2006
BS, Management of Information Technology
West Virginia University 1991 — 1992
N/A, Liberal Arts
SirsiDynix September 2014 - Present
Fidelity Investments 1997 - 2000
Skills
Customer Satisfaction, Call Centers, Technical Support, Customer Experience, Strategic Planning, Leadership
Education
Daniel Webster College 2000 — 2002
Bachelors, Management & IT
Brighton High School
Ira Motor Group September 2013 - Present
IRA Toyota of Manchester October 2011 - September 2013
Granite State Church of Christ February 2009 - August 2012
Bedford High School September 2008 - June 2011
Alvirne High School April 2007 - June 2011
Fidelity Investments November 1999 - June 2003
Skills
Teaching, Leadership, Management, Training, Curriculum Design, Coaching, Public Speaking, Program Management, Microsoft Office, PowerPoint
Education
University of New Hampshire 2003 — 2005
MED, Secondary Education
Dartmouth College 1994 — 1998
Bachelor of Arts, Economics and Government
Citizens Bank July 2009 - July 2011
Fidelity Investments March 2008 - August 2008
One Main Financial September 2005 - March 2008
Education
Daniel Webster College 2000 — 2002
Bachelor's, Business
Mount Washington College 1995 — 1997
Associates, Paralegal Studies
Standard Life Investments January 2012 - Present
Sabbatical 2010 - 2011
Westfield Capital Management 2003 - 2009
Fidelity Investments 1999 - 2003
Goldman Sachs January 1998 - March 1998
Skills
Equities, Equity Research, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Investments, Asset Managment, Finance, Bloomberg, Equity Valuation, Strategy, Industrial Sector, Cable Sector, Telecommunications..., Homebuilding and..., Restaurant Sector, Chemicals Sector, Financials Sector, Organization &..., Women Leaders, General Awesomeness, Alternative Investments, Asset Allocation, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program, Business Administration
Dartmouth College 1995 — 1999
Bachelor of Arts, Political Science, Literature
Holton Arms 1989 — 1995
Southern NH University July 2013 - Present
Daniel Webster College February 2012 - February 2013
Citizens Bank July 2009 - July 2011
Fidelity Investments March 2008 - June 2008
Citifinancial June 2005 - March 2008
Skills
Student Financial Aid, Microsoft Excel, Customer Service, Outlook, Access, Mortgage Lending, Loan Origination, Loans, Analysis, Accounting, Insurance, Underwriting, Coaching, Process Improvement, Training, Microsoft Office
Education
Daniel Webster College 2000 — 2002
Business Administration and Management, General
Hesser College 1995 — 1997
Associate of Science (A.S.), Paralegal Studies