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
Andy Lee Andy Lee Greater Boston Area Details
Andy Lee's Fidelity Investments Experience July 2014 - Present
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Albert Roth Albert Roth Boston, Massachusetts Details
Albert Roth's Fidelity Investments Experience July 2013 - Present
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Matthew Lindsey Matthew Lindsey Greater Boston Area Details
Matthew Lindsey's Fidelity Investments Experience October 2012 - March 2013
Job Senior Software Engineer at Wintac Software by Intac International
Industry Information Technology and Services
Experience
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

Aasma Ikramuddin Baker Aasma Ikramuddin Baker Greater Boston Area Details
Aasma Ikramuddin Baker's Fidelity Investments Experience May 2006 - March 2009
Job Sales Executive at Aon Hewitt
Industry Human Resources
Experience
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

Daniel Krawec Daniel Krawec Boston, Massachusetts Details
Daniel Krawec's Fidelity Investments Experience July 2015 - Present
Job Senior Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Richard Blades Richard Blades Columbus, Ohio Area Details
Richard Blades's Fidelity Investments Experience December 2003 - December 2009
Job Business Consultant / Project Manager at Nationwide Financial
Industry Financial Services
Experience
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

Rey Allie Rey Allie San Francisco Bay Area Details
Rey Allie's Fidelity Investments Experience February 2015 - July 2015
Job Intelligence & Investigations at Uber
Industry Security and Investigations
Experience
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

Steve Desilets Steve Desilets Merrimack, New Hampshire Details
Steve Desilets's Fidelity Investments Experience February 2011 - March 2013
Job Manager Americas Production Support at Interactive Data
Industry Information Technology and Services
Experience
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

Jim Delisle cfa Jim Delisle cfa United States Details
Jim Delisle cfa's Fidelity Investments Experience 1995 - 1997
Job
Industry
Experience
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

Bennett Goff Bennett Goff Greater New York City Area Details
Bennett Goff's Fidelity Investments Experience June 2015 - August 2015
Job Student at Dartmouth College
Industry Financial Services
Experience
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

Jessica Sawyer Jessica Sawyer Greater Boston Area Details
Jessica Sawyer's Fidelity Investments Experience December 2012 - July 2014
Job Assistant Vice President & Manager, Real Estate and Admin Services at Liberty Mutual
Industry Commercial Real Estate
Experience
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

Julie Hahnke Julie Hahnke Greater Boston Area Details
Julie Hahnke's Fidelity Investments Experience 1994 - 1996
Job Management and Innovation Consultant
Industry Management Consulting
Experience
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.)

Aidan Donahue Aidan Donahue Boston, Massachusetts Details
Aidan Donahue's Fidelity Investments Experience June 2013 - Present
Job Senior Analyst, Strategy and Planning, Fidelity Investments
Industry Financial Services
Experience
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

Daniel F. Twum Daniel F. Twum Greater Boston Area Details
Daniel F. Twum's Fidelity Investments Experience September 2006 - Present
Job Principal Software Developer at Fidelity Investments
Industry Financial Services
Experience
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

Jennifer Rice Jennifer Rice Greater Boston Area Details
Jennifer Rice's Fidelity Investments Experience January 2011 - July 2015
Job Vice President, Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

Edmund Lowney Edmund Lowney Westford, Massachusetts Details
Edmund Lowney's Fidelity Investments Experience January 2005 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Jay Weed Jay Weed Greater Boston Area Details
Jay Weed's Fidelity Investments Experience March 1987 - Present
Job Investment Risk and Tax Specialist
Industry Financial Services
Experience
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

Dave Desrochers Dave Desrochers Greater Boston Area Details
Dave Desrochers's Fidelity Investments Experience January 2010 - Present
Job Principle QA Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Joe Nedder Joe Nedder Greater Boston Area Details
Joe Nedder's Fidelity Investments Experience May 2014 - Present
Job EVP, HR Fidelity Investments
Industry Financial Services
Experience
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

Rob Baker, PMP Rob Baker, PMP Greater Boston Area Details
Rob Baker, PMP's Fidelity Investments Experience March 2007 - Present
Job Availability Mgr at Fidelity Investments
Industry Information Technology and Services
Experience
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

RICHARD ALONSO RICHARD ALONSO Miami/Fort Lauderdale Area Details
RICHARD ALONSO's Fidelity Investments Experience March 2001 - January 2008
Job Software Test Engineer at Software Testing Club / Ministry of Testing
Industry Banking
Experience
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

Erika Powell-Burson, MSIA, CISSP, CISA Erika Powell-Burson, MSIA, CISSP, CISA Greater Boston Area Details
Erika Powell-Burson, MSIA, CISSP, CISA's Fidelity Investments Experience July 2012 - July 2014
Job
Industry Computer & Network Security
Experience
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

Walter Conley Walter Conley Nashua, New Hampshire Details
Walter Conley's Fidelity Investments Experience October 2013 - Present
Job Director, Annuity New Business at Fidelity Investments
Industry Financial Services
Experience
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

Derek Chow Derek Chow San Francisco, California Details
Derek Chow's Fidelity Investments Experience 1998 - 2001
Job Matthews Asia
Industry Investment Management
Experience
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

Andrew Kempler, CFA Andrew Kempler, CFA Stamford, Connecticut Details
Andrew Kempler, CFA's Fidelity Investments Experience June 2008 - April 2011
Job Vice President at EACM Advisors
Industry Financial Services
Experience
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

Hugh Rauscher Hugh Rauscher Albany, New York Area Details
Hugh Rauscher's Fidelity Investments Experience June 1984 - October 1987
Job Principal, Boston Investor Communications Group
Industry Financial Services
Experience
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

Elliot Mattingly Elliot Mattingly Greater Boston Area Details
Elliot Mattingly's Fidelity Investments Experience June 2015 - August 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
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

Catie O'Sullivan Catie O'Sullivan Greater Boston Area Details
Catie O'Sullivan's Fidelity Investments Experience July 2014 - Present
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Sean Canavan Sean Canavan Boston, Massachusetts Details
Sean Canavan's Fidelity Investments Experience November 1991 - May 1999
Job Equity Trading Professional
Industry Financial Services
Experience
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

F. Brian Gillis, CRPC® F. Brian Gillis, CRPC® Merrimack, New Hampshire Details
F. Brian Gillis, CRPC®'s Fidelity Investments Experience December 2007 - March 2012
Job Financial Consultant
Industry Financial Services
Experience
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

James McNay James McNay Greater Boston Area Details
James McNay's Fidelity Investments Experience June 2012 - August 2012
Job Analyst at Matrix Capital Management
Industry Financial Services
Experience
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

Andrew Daniels Andrew Daniels Marshfield, Massachusetts Details
Andrew Daniels's Fidelity Investments Experience June 1986 - March 1989
Job Managing Principal at Commonwealth Financial Network
Industry Financial Services
Experience
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

Paul Dion Paul Dion Tampa, Florida Details
Paul Dion's Fidelity Investments Experience 1995 - 1999
Job QA Leader
Industry Information Services
Experience
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

Carrie Bagshaw Carrie Bagshaw Greater Los Angeles Area Details
Carrie Bagshaw's Fidelity Investments Experience 1998 - 1999
Job Veterinarian at VCA Santa Monica Dog and Cat Hospital
Industry Veterinary
Experience
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

LeeAnn Gauthier, CEP LeeAnn Gauthier, CEP Greater Boston Area Details
LeeAnn Gauthier, CEP's Fidelity Investments Experience June 2015 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Daniel Barstein Daniel Barstein Birmingham, Alabama Details
Daniel Barstein's Fidelity Investments Experience January 2013 - March 2013
Job Analyst at Funding Circle USA
Industry
Experience
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

Nancy E DesJardins Nancy E DesJardins Greater Boston Area Details
Nancy E DesJardins's Fidelity Investments Experience May 2007 - January 2008
Job Project Management Consultant at Lincoln Financial Group
Industry Information Technology and Services
Experience
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

Scott Sipple Scott Sipple Greater Boston Area Details
Scott Sipple's Fidelity Investments Experience 2004 - 2009
Job Putnam Investments
Industry Investment Management
Experience
Putnam Investments  November 2009 - Present
Fidelity Investments   2004 - 2009
AllianceBernstein  1998 - 2004

Education
Dartmouth College   1980 — 1984

Deb Healey Deb Healey Burlington, Vermont Details
Deb Healey's Fidelity Investments Experience 1984 - 1994
Job Partner/ Head Trader at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC  2004 - Present
Putnam Investments  1994 - 2002
Fidelity Investments   1984 - 1994

Education
Dartmouth College   1979 — 1983
Bachelor of Arts (B.A.)

Scott Slater Scott Slater Greater Minneapolis-St. Paul Area Details
Scott Slater's Fidelity Investments Experience September 2015 - Present
Job Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services
Industry Financial Services
Experience
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

Caia Brookes Caia Brookes San Francisco Bay Area Details
Caia Brookes's Fidelity Investments Experience 1990 - 1991
Job IT Business Analyst at Wells Fargo
Industry Information Technology and Services
Experience
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

Kirk Arnold Kirk Arnold Greater Boston Area Details
Kirk Arnold's Fidelity Investments Experience 2003 - 2007
Job CEO, Data Intensity
Industry Information Technology and Services
Experience
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

Jessica Venturino Jessica Venturino Greater Boston Area Details
Jessica Venturino's Fidelity Investments Experience July 2015 - Present
Job Associate at Fidelity Capital Markets
Industry Financial Services
Experience
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

Gregory Cotreau Jr Gregory Cotreau Jr Greater Boston Area Details
Gregory Cotreau Jr's Fidelity Investments Experience December 2014 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Kevin Francfort Kevin Francfort Greater Boston Area Details
Kevin Francfort's Fidelity Investments Experience July 2015 - Present
Job Equity Research Associate at Fidelity Investments
Industry Research
Experience
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

Jay Haines Jay Haines Boston, Massachusetts Details
Jay Haines's Fidelity Investments Experience October 2008 - Present
Job VP, Assoc. Gen'l Counsel at Fidelity Investments
Industry Financial Services
Experience
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

Emma Baumgartner, CFA Emma Baumgartner, CFA Greater Boston Area Details
Emma Baumgartner, CFA's Fidelity Investments Experience June 2012 - Present
Job Equity Research Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Fred Konopka Fred Konopka Greater Boston Area Details
Fred Konopka's Fidelity Investments Experience June 1996 - December 1996
Job Portfolio and Trading Manager at MDT Advisers
Industry Investment Management
Experience
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

Alexandra Garrison Barnett Alexandra Garrison Barnett Greater Atlanta Area Details
Alexandra Garrison Barnett's Fidelity Investments Experience June 2004 - August 2004
Job Labor & Employment Senior Associate at Alston & Bird LLP
Industry Law Practice
Experience
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

Elizabeth Castellani Elizabeth Castellani Greater Boston Area Details
Elizabeth Castellani's Fidelity Investments Experience October 1999 - July 2002
Job Practice Manager at Axiom
Industry Law Practice
Experience
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

Dan Isaacs Dan Isaacs Greater Boston Area Details
Dan Isaacs's Fidelity Investments Experience 1997 - 2003
Job Managing Director Director Latin America Relationship Management at Wellington Management
Industry Investment Management
Experience
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

Himanshu Chhabra Himanshu Chhabra Greater Boston Area Details
Himanshu Chhabra's Fidelity Investments Experience April 2004 - September 2004
Job Consultant at Siemens PLM Software
Industry Information Technology and Services
Experience
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

Karl Athanasiou Karl Athanasiou Greater Boston Area Details
Karl Athanasiou's Fidelity Investments Experience October 2004 - January 2007
Job ClearCase Guru
Industry Computer Software
Experience
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

Lisa Isaacs Lisa Isaacs Greater Boston Area Details
Lisa Isaacs's Fidelity Investments Experience June 2007 - August 2007
Job Product Marketing Manager at Keurig Green Mountain, Inc.
Industry Consumer Goods
Experience
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

Joseph Parlavecchio, CFA Joseph Parlavecchio, CFA Greater Boston Area Details
Joseph Parlavecchio, CFA's Fidelity Investments Experience March 2002 - May 2008
Job Director of Consultant Relations at Financial Engines
Industry Investment Management
Experience
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

Sergio Pimentel Sergio Pimentel West Palm Beach, Florida Area Details
Sergio Pimentel's Fidelity Investments Experience January 1998 - June 1999
Job Supervisor, End User Services at INTECH Investment Management LLC
Industry Information Technology and Services
Experience
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

Andrew Silvernail Andrew Silvernail Greater Chicago Area Details
Andrew Silvernail's Fidelity Investments Experience August 1994 - August 1997
Job CEO, IDEX Corporation
Industry Machinery
Experience
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.

Diane Christian Lavertu Diane Christian Lavertu Greater Boston Area Details
Diane Christian Lavertu's Fidelity Investments Experience January 1997 - November 2008
Job Senior Systems Anaylst at BAE Systems
Industry Information Technology and Services
Experience
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

Brian McLain Brian McLain Boston, Massachusetts Details
Brian McLain's Fidelity Investments Experience May 2010 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
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

Kathryn (Kempf) Burke Kathryn (Kempf) Burke Greater Boston Area Details
Kathryn (Kempf) Burke's Fidelity Investments Experience April 2006 - May 2008
Job Team Leader, Client Service, Putnam Investments
Industry Financial Services
Experience
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

Chris Slattery Chris Slattery Providence, Rhode Island Area Details
Chris Slattery's Fidelity Investments Experience March 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Chris Goulard Chris Goulard Orange County, California Area Details
Chris Goulard's Fidelity Investments Experience 1993 - 2000
Job Pastor of Stewardship at Saddleback Church
Industry Religious Institutions
Experience
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

Dana Dahl Dana Dahl Greater Boston Area Details
Dana Dahl's Fidelity Investments Experience November 2000 - Present
Job Sr Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Kathleen Gilchrist Kathleen Gilchrist Greater Boston Area Details
Kathleen Gilchrist's Fidelity Investments Experience November 2012 - Present
Job HR Solutions Business Anaylist at Fidelity Investments
Industry Investment Management
Experience
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

Laura Wozniak Laura Wozniak Greater Boston Area Details
Laura Wozniak's Fidelity Investments Experience Implementation AnalystFidelity2005 - Present
Job Implementation Analyst at Fidelity Investments
Industry Human Resources
Experience
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

Stanley Pozerski Stanley Pozerski Greater Boston Area Details
Stanley Pozerski's Fidelity Investments Experience March 2007 - Present
Job Desktop Support Pomeroy IT
Industry Industrial Automation
Experience
Fidelity Investments   March 2007 - Present

Education
Daniel Webster College   1982 — 1987

David Smutek David Smutek Greater Boston Area Details
David Smutek's Fidelity Investments Experience November 2010 - Present
Job Director of Social Media at Fidelity Investments
Industry Information Technology and Services
Experience
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)

Tony LoPresti Tony LoPresti Greater Boston Area Details
Tony LoPresti's Fidelity Investments Experience August 2009 - February 2012
Job Sr. Mobility Engineer at Liberty Mutual Insurance
Industry Financial Services
Experience
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

Kathleen Gilchrist Kathleen Gilchrist Greater Boston Area Details
Kathleen Gilchrist's Fidelity Investments Experience April 2005 - Present
Job Survivor Services Case Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   April 2005 - Present
Gap Inc.  September 2002 - April 2005

Education
Daniel Webster College   2005 — 2010
MBA, Business Studies

Heather Critz Heather Critz Greater Boston Area Details
Heather Critz's Fidelity Investments Experience August 2008 - Present
Job Legal Product Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2008 - Present
Fidelity Investments   October 2004 - August 2008

Education
Daniel Webster College   1994 — 2000
Aviation Management

Brian Conroy Brian Conroy Greater Boston Area Details
Brian Conroy's Fidelity Investments Experience March 2011 - December 2014
Job Financial
Industry Financial Services
Experience
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

Gregory Lamay Gregory Lamay Raleigh-Durham, North Carolina Area Details
Gregory Lamay's Fidelity Investments Experience October 2006 - December 2008
Job EDI Helpdesk Analyst at LabCorp
Industry Hospital & Health Care
Experience
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

Brian Hickey, CFA Brian Hickey, CFA Greater Denver Area Details
Brian Hickey, CFA's Fidelity Investments Experience 1997 - 2000
Job High Yield Bond and Leveraged Loan Analyst
Industry Research
Experience
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

Judi Donnelly Judi Donnelly Greater Boston Area Details
Judi Donnelly's Fidelity Investments Experience 1985 - 1990
Job Health Care Consultant: focus on strategic planning, program and business development, project mgmt and implementation.
Industry Hospital & Health Care
Experience
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

Dan DeCourcey Dan DeCourcey Greater Boston Area Details
Dan DeCourcey's Fidelity Investments Experience 1998 - Present
Job Technology Project Management at Fidelity Investments
Industry Financial Services
Experience
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

Beth Johnsen Stefanowicz Beth Johnsen Stefanowicz Greater Atlanta Area Details
Beth Johnsen Stefanowicz's Fidelity Investments Experience May 2005 - November 2008
Job Director Relationship Management at National Financial
Industry Financial Services
Experience
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

Bill Thornton Bill Thornton Greater Boston Area Details
Bill Thornton's Fidelity Investments Experience 1987 - Present
Job Chief Technology Officer at Fidelity Investments
Industry Financial Services
Experience
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

Thomas Spinhirn Thomas Spinhirn Greater Boston Area Details
Thomas Spinhirn's Fidelity Investments Experience January 2006 - February 2009
Job Vice President Business Intelligence at Citizens Financial Group
Industry Information Technology and Services
Experience
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

Mary Jacobbe Mary Jacobbe Greater Boston Area Details
Mary Jacobbe's Fidelity Investments Experience June 1999 - November 2008
Job financial services area
Industry Financial Services
Experience
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

Christian Stauss Christian Stauss Newport Beach, California Details
Christian Stauss's Fidelity Investments Experience 1997 - 2002
Job Global Equity Manager at Credit Suisse
Industry Investment Management
Experience
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

Debbie Schwartz Debbie Schwartz Greater Philadelphia Area Details
Debbie Schwartz's Fidelity Investments Experience 1992 - 1995
Job Marketing Consultant
Industry Marketing and Advertising
Experience
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

Carol Dionne Carol Dionne Greater Boston Area Details
Carol Dionne's Fidelity Investments Experience July 1986 - June 1993
Job Lead Developer at Merkle
Industry Computer Software
Experience
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

Dalia Arizaga Dalia Arizaga Greater Boston Area Details
Dalia Arizaga's Fidelity Investments Experience October 2006 - August 2008
Job Tax Preparer at HR Block Tax and Business Services
Industry Financial Services
Experience
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

Keith Quinton Keith Quinton Hanover, New Hampshire Details
Keith Quinton's Fidelity Investments Experience May 2001 - December 2014
Job Retired
Industry Financial Services
Experience
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

Andra Bowditch Andra Bowditch Greater Boston Area Details
Andra Bowditch's Fidelity Investments Experience 1997 - 2001
Job Marketing and Strategic Planning at Argosy/Visible Body
Industry E-Learning
Experience
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

Kelley Zarbock Kelley Zarbock Madison, Wisconsin Area Details
Kelley Zarbock's Fidelity Investments Experience June 2007 - August 2007
Job Implementation Consultant at Epic
Industry Hospital & Health Care
Experience
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

Dennis Heidel Dennis Heidel Greater Boston Area Details
Dennis Heidel's Fidelity Investments Experience December 2000 - August 2001
Job Lead Sales Engineer at CenturyLink
Industry Information Technology and Services
Experience
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

Scott Neddo Scott Neddo Greater Salt Lake City Area Details
Scott Neddo's Fidelity Investments Experience 1997 - 2000
Job Technical Support Analyst with SirsiDynix
Industry Retail
Experience
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

Dave Lelesi Dave Lelesi Greater Boston Area Details
Dave Lelesi's Fidelity Investments Experience November 1999 - June 2003
Job Finance Manager at Ira Motor Group
Industry Primary/Secondary Education
Experience
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

Stephanie Urschel Stephanie Urschel Greater Boston Area Details
Stephanie Urschel's Fidelity Investments Experience March 2008 - August 2008
Job Accounting Professional
Industry Accounting
Experience
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

Elizabeth Scotty McConnaughey Elizabeth Scotty McConnaughey Greater Boston Area Details
Elizabeth Scotty McConnaughey's Fidelity Investments Experience 1999 - 2003
Job Senior Vice President at Standard Life Investments
Industry Financial Services
Experience
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

Stephanie Urschel Stephanie Urschel Nashua, New Hampshire Details
Stephanie Urschel's Fidelity Investments Experience March 2008 - June 2008
Job at
Industry Accounting
Experience
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

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