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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Karen Coito Karen Coito's Fidelity Investments Experience April 2005 - March 2015
Job Director Product and Services Consultant, WI Sales, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, WI Sales March 2015 - Present
Fidelity Investments April 2005 - March 2015
Fidelity Investments July 2003 - April 2005
Fidelity Investments October 2001 - July 2003
Skills
401k, Employee Benefits, Mutual Funds, Investments, Financial Services, Management, Project Management, Asset Allocation, Defined Contribution, Change Management, Retirement, Mergers & Acquisitions, Customer Satisfaction, Process Improvement, Vendor Management, Corporate Actions, Auditing, Time Management, Six Sigma, Managing Project Budgets, Risk Management, Relationship Management, Business Analysis, Cross-functional Team...
Education
Assumption College
Fidelity Investments, WI Sales March 2015 - Present
Fidelity Investments April 2005 - March 2015
Fidelity Investments July 2003 - April 2005
Fidelity Investments October 2001 - July 2003
Skills
401k, Employee Benefits, Mutual Funds, Investments, Financial Services, Management, Project Management, Asset Allocation, Defined Contribution, Change Management, Retirement, Mergers & Acquisitions, Customer Satisfaction, Process Improvement, Vendor Management, Corporate Actions, Auditing, Time Management, Six Sigma, Managing Project Budgets, Risk Management, Relationship Management, Business Analysis, Cross-functional Team...
Education
Assumption College
Elizebeth McCahill's Fidelity Investments Experience December 2014 - Present
Job Sales Associate at Bose Corporation
Industry Consumer Electronics
Experience
Fidelity Investments December 2014 - Present
Bose Corporation September 2011 - Present
Dennis Beach Department May 2006 - August 2013
Assumption College January 2011 - May 2011
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Social Media, Editing, Research, Community Outreach, Data Analysis
Education
Assumption College 2007 — 2011
Bachelor's degree, Chemistry
Franklin High School 2003 — 2007
Fidelity Investments December 2014 - Present
Bose Corporation September 2011 - Present
Dennis Beach Department May 2006 - August 2013
Assumption College January 2011 - May 2011
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Social Media, Editing, Research, Community Outreach, Data Analysis
Education
Assumption College 2007 — 2011
Bachelor's degree, Chemistry
Franklin High School 2003 — 2007
Ed Bootle's Fidelity Investments Experience 2005 - 2006
Job Principal / Senior Financial Consultant
Industry Financial Services
Experience
Bootle & Associates Private Wealth Management November 2014 - Present
Investors Group Financial Services Inc. 2005 - Present
MacEwan University 2011 - 2015
Department of National Defence 1991 - 2009
Fidelity Investments 2005 - 2006
Investors Group Securities Inc. 2000 - 2005
TD Evergreen 1997 - 2000
Skills
Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Insurance Planning, Investments, Debt Managment, Health & Dental Benefits, Groupp RRSP Plans, Pension Plans, Financial Planners, Strategic Financial..., Wealth Management, Insurance, Securities, Finance, Portfolio Management, Risk Management, Equities, Pension Funds, Financial Advisory, Alternative Investments, Asset Management, Mutual Funds, Wealth, Retirement, Wealth Accumulation, Pensions, Financial Analysis, Investment Advisory, Financial Services
Education
University of Manitoba
Commerce
MacEwan University
Management Studies Diploma
Athabasca University 1996 — 1997
Bachelors of Business Administration, Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course / Professional Financial Planner Course, Investments and Securities
Financial Planning Standards Council
Certified Financial Planner (CFP), Tax Planning, Investments, Estate Planning, Debt Management, Insurance
Bootle & Associates Private Wealth Management November 2014 - Present
Investors Group Financial Services Inc. 2005 - Present
MacEwan University 2011 - 2015
Department of National Defence 1991 - 2009
Fidelity Investments 2005 - 2006
Investors Group Securities Inc. 2000 - 2005
TD Evergreen 1997 - 2000
Skills
Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Insurance Planning, Investments, Debt Managment, Health & Dental Benefits, Groupp RRSP Plans, Pension Plans, Financial Planners, Strategic Financial..., Wealth Management, Insurance, Securities, Finance, Portfolio Management, Risk Management, Equities, Pension Funds, Financial Advisory, Alternative Investments, Asset Management, Mutual Funds, Wealth, Retirement, Wealth Accumulation, Pensions, Financial Analysis, Investment Advisory, Financial Services
Education
University of Manitoba
Commerce
MacEwan University
Management Studies Diploma
Athabasca University 1996 — 1997
Bachelors of Business Administration, Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course / Professional Financial Planner Course, Investments and Securities
Financial Planning Standards Council
Certified Financial Planner (CFP), Tax Planning, Investments, Estate Planning, Debt Management, Insurance
Erin Vaughn's Fidelity Investments Experience November 2003 - June 2007
Job Account Manager at athenahealth
Industry Hospital & Health Care
Experience
athenahealth January 2014 - Present
athenahealth July 2012 - December 2013
athenahealth July 2010 - July 2012
athenahealth July 2009 - July 2010
Mercer July 2007 - July 2009
Fidelity Investments November 2003 - June 2007
Skills
Strategic Planning, Healthcare Information..., Project Management, Customer Service, Insurance, Consulting, Microsoft Excel, Marketing Communications, Competitive Analysis, Product Marketing, Healthcare, SaaS, EHR, Management Consulting, Sales, Cross-functional Team...
Education
Assumption College 1999 — 2003
Bachelor's degree, International Business
Medfield High School 1995 — 1999
High School Diploma
athenahealth January 2014 - Present
athenahealth July 2012 - December 2013
athenahealth July 2010 - July 2012
athenahealth July 2009 - July 2010
Mercer July 2007 - July 2009
Fidelity Investments November 2003 - June 2007
Skills
Strategic Planning, Healthcare Information..., Project Management, Customer Service, Insurance, Consulting, Microsoft Excel, Marketing Communications, Competitive Analysis, Product Marketing, Healthcare, SaaS, EHR, Management Consulting, Sales, Cross-functional Team...
Education
Assumption College 1999 — 2003
Bachelor's degree, International Business
Medfield High School 1995 — 1999
High School Diploma
Erin Crockett's Fidelity Investments Experience 2001 - 2003
Job Health Educator
Industry Health, Wellness and Fitness
Experience
NSA / Juice Plus+ April 2009 - Present
Boehringer Ingelheim May 2007 - November 2009
Eli Lilly 2003 - 2007
Fidelity Investments 2001 - 2003
Skills
Endocrinology, Pharmaceutical Sales, Urology, Cardiology, Neurology, OB/GYN, Primary Care, Managed Care, Clinical Research, Customer Service, Healthcare, Hospitals, Leadership, Product Launch, Pulmonology, Sales, Sales Operations
Education
Assumption College 1997 — 2001
BA, Business Communications
NSA / Juice Plus+ April 2009 - Present
Boehringer Ingelheim May 2007 - November 2009
Eli Lilly 2003 - 2007
Fidelity Investments 2001 - 2003
Skills
Endocrinology, Pharmaceutical Sales, Urology, Cardiology, Neurology, OB/GYN, Primary Care, Managed Care, Clinical Research, Customer Service, Healthcare, Hospitals, Leadership, Product Launch, Pulmonology, Sales, Sales Operations
Education
Assumption College 1997 — 2001
BA, Business Communications
Denice Sy Denice Sy's Fidelity Investments Experience August 2013 - January 2014
Job Innovation Consultant at Fidelity Investments
Industry Financial Services
Experience
Institute for Business Innovations, Haas School of Business March 2013 - Present
GEV Magazine September 2011 - Present
University of California, Berkeley, Haas School of Business December 2013 - May 2014
Haas Undergraduate School of Business August 2012 - May 2014
Fidelity Investments August 2013 - January 2014
The Daily Californian February 2013 - May 2013
CampusAB November 2012 - May 2013
Nelson Capital Management August 2012 - December 2012
The San Francisco Book Review, The Sacramento Book Review September 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Financial Analysis, Fundraising, Social Media, Press Releases, Qualitative Research, Strategic Consulting, Environmental Consulting, Data Analysis, Peer Mentoring, Facebook, Blogging, Management, Public Relations, Teamwork, Advertising, Strategy, Marketing Communications, Business Strategy, English, Investments, Outlook, Event Management, Marketing Strategy, Retail, Sales, Team Leadership, Teaching, Editing, Social Networking, Photography, Social Media Marketing, Market Research, Marketing, Community Outreach, Wordpress, Event Planning, Entrepreneurship, Valuation, Analytics, Project Management, Leadership, Marketing Research, Analysis, WordPress, Spanish, Nonprofits
Education
Haas School of Business, UC Berkeley 2012 — 2013
Bachelor of Business Administration (B.B.A.), Cumulative GPA: 3.78/4.00
University of California, Berkeley 2012 — 2014
Bachelor of Arts (B.A.), South and Southeast Asian Studies, Major GPA: 3.91/4.00; Cumulative GPA: 3.78/4.00
Skyline College 2010 — 2012
Business Administration - Prerequisites, Cumulative GPA: 3.81/4.00
Ateneo de Manila University 2009 — 2010
Business Management, Cumulative GPA: 3.07/4.00
St. Stephen's High School 2005 — 2009
Diploma, General Studies, High School
Institute for Business Innovations, Haas School of Business March 2013 - Present
GEV Magazine September 2011 - Present
University of California, Berkeley, Haas School of Business December 2013 - May 2014
Haas Undergraduate School of Business August 2012 - May 2014
Fidelity Investments August 2013 - January 2014
The Daily Californian February 2013 - May 2013
CampusAB November 2012 - May 2013
Nelson Capital Management August 2012 - December 2012
The San Francisco Book Review, The Sacramento Book Review September 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Financial Analysis, Fundraising, Social Media, Press Releases, Qualitative Research, Strategic Consulting, Environmental Consulting, Data Analysis, Peer Mentoring, Facebook, Blogging, Management, Public Relations, Teamwork, Advertising, Strategy, Marketing Communications, Business Strategy, English, Investments, Outlook, Event Management, Marketing Strategy, Retail, Sales, Team Leadership, Teaching, Editing, Social Networking, Photography, Social Media Marketing, Market Research, Marketing, Community Outreach, Wordpress, Event Planning, Entrepreneurship, Valuation, Analytics, Project Management, Leadership, Marketing Research, Analysis, WordPress, Spanish, Nonprofits
Education
Haas School of Business, UC Berkeley 2012 — 2013
Bachelor of Business Administration (B.B.A.), Cumulative GPA: 3.78/4.00
University of California, Berkeley 2012 — 2014
Bachelor of Arts (B.A.), South and Southeast Asian Studies, Major GPA: 3.91/4.00; Cumulative GPA: 3.78/4.00
Skyline College 2010 — 2012
Business Administration - Prerequisites, Cumulative GPA: 3.81/4.00
Ateneo de Manila University 2009 — 2010
Business Management, Cumulative GPA: 3.07/4.00
St. Stephen's High School 2005 — 2009
Diploma, General Studies, High School
Jennifer Andersen's Fidelity Investments Experience June 2002 - May 2003
Job Insurance/Management Professional
Industry Insurance
Experience
Rodan and Fields Dermatologists August 2015 - Present
Stay at home mom April 2014 - Present
MetLife February 2013 - March 2014
MetLife October 2010 - February 2013
MetLife September 2004 - October 2010
MetLife May 2003 - September 2004
Fidelity Investments June 2002 - May 2003
Skills
Recruiting, Management, Marketing, Sourcing, Insurance, Customer Service, Finance, Hiring, Data Entry, Health Insurance, Fixed Annuities, Training, Performance Management, Employee Relations, Lotus Notes, Outlook, Onboarding, Microsoft Excel, Financial Services, Team Building, Talent Acquisition, Applicant Tracking...
Education
Assumption College 1998 — 2002
Bachelor of Arts, Marketing
Leominster High School 1994 — 1998
Diploma, General Studies
Rodan and Fields Dermatologists August 2015 - Present
Stay at home mom April 2014 - Present
MetLife February 2013 - March 2014
MetLife October 2010 - February 2013
MetLife September 2004 - October 2010
MetLife May 2003 - September 2004
Fidelity Investments June 2002 - May 2003
Skills
Recruiting, Management, Marketing, Sourcing, Insurance, Customer Service, Finance, Hiring, Data Entry, Health Insurance, Fixed Annuities, Training, Performance Management, Employee Relations, Lotus Notes, Outlook, Onboarding, Microsoft Excel, Financial Services, Team Building, Talent Acquisition, Applicant Tracking...
Education
Assumption College 1998 — 2002
Bachelor of Arts, Marketing
Leominster High School 1994 — 1998
Diploma, General Studies
Sarah (Mitchell) Charette's Fidelity Investments Experience May 2007 - February 2008
Job Communication Consultant Presentation Designer at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Cigna April 2013 - October 2013
Prudential Financial December 2011 - March 2013
Prudential Financial October 2010 - November 2011
Prudential Financial February 2008 - September 2010
Fidelity Investments May 2007 - February 2008
Fidelity Investments April 2006 - May 2007
Skills
Marketing, Strategic Communications, Corporate Communications, Thought Leadership, Change Management, Strategy, Public Relations, Cross-functional Team..., Internal Communications, Program Management, Management, Training, Team Leadership, Stakeholder Management, Strategic Planning, Analysis, Budgets, Outsourcing, Business Process, Public Speaking, Integration, Financial Services
Education
Bay Path College 2012 — 2013
Master's degree, Communication & Information Management, 4.0
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Organizational Communication, 3.9
MassMutual Financial Group July 2014 - Present
Cigna April 2013 - October 2013
Prudential Financial December 2011 - March 2013
Prudential Financial October 2010 - November 2011
Prudential Financial February 2008 - September 2010
Fidelity Investments May 2007 - February 2008
Fidelity Investments April 2006 - May 2007
Skills
Marketing, Strategic Communications, Corporate Communications, Thought Leadership, Change Management, Strategy, Public Relations, Cross-functional Team..., Internal Communications, Program Management, Management, Training, Team Leadership, Stakeholder Management, Strategic Planning, Analysis, Budgets, Outsourcing, Business Process, Public Speaking, Integration, Financial Services
Education
Bay Path College 2012 — 2013
Master's degree, Communication & Information Management, 4.0
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Organizational Communication, 3.9
Arun Kumar S Rathod, PMP® Arun Kumar S Rathod, PMP®'s Fidelity Investments Experience January 2014 - February 2014
Job Sr. Principal Consultant at Apps Associates
Industry Information Technology and Services
Experience
Cubist Pharmaceuticals August 2014 - Present
Apps Associates August 2005 - Present
Sinclair Broadcast Group July 2014 - January 2015
Charles River Associates March 2014 - January 2015
Fidelity Investments January 2014 - February 2014
Dunkin' Brands November 2013 - December 2013
Dunkin' Brands May 2012 - September 2013
AMSC Windtec January 2011 - May 2012
MasTec April 2010 - January 2011
i2 Technologies October 2009 - April 2010
Skills
Oracle Applications, Oracle E-Business Suite, PL/SQL, OBIEE, Oracle, Oracle HR, Data Warehousing, BI Publisher, ERP, Oracle Discoverer, Informatica, XML Publisher, Solution Architecture, SDLC, Oracle Reports, OA Framework, ETL, SOA, Data Migration, Business Intelligence, Order Management, Unix Shell Scripting, Oracle Forms
Education
Project Management Institute 2011 — 2012
PMP
Osmania University 2001 — 2005
B.E, Computer Science and Engineering
Atomic Energy Central School
Cubist Pharmaceuticals August 2014 - Present
Apps Associates August 2005 - Present
Sinclair Broadcast Group July 2014 - January 2015
Charles River Associates March 2014 - January 2015
Fidelity Investments January 2014 - February 2014
Dunkin' Brands November 2013 - December 2013
Dunkin' Brands May 2012 - September 2013
AMSC Windtec January 2011 - May 2012
MasTec April 2010 - January 2011
i2 Technologies October 2009 - April 2010
Skills
Oracle Applications, Oracle E-Business Suite, PL/SQL, OBIEE, Oracle, Oracle HR, Data Warehousing, BI Publisher, ERP, Oracle Discoverer, Informatica, XML Publisher, Solution Architecture, SDLC, Oracle Reports, OA Framework, ETL, SOA, Data Migration, Business Intelligence, Order Management, Unix Shell Scripting, Oracle Forms
Education
Project Management Institute 2011 — 2012
PMP
Osmania University 2001 — 2005
B.E, Computer Science and Engineering
Atomic Energy Central School
Rebecca Spires's Fidelity Investments Experience December 2001 - February 2003
Job Associate Broker/Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage December 2011 - Present
Keller Williams Realty 2006 - 2011
Fidelity Investments December 2001 - February 2003
Fidelity Investments March 1999 - December 2001
Skills
Move Up Buyers, Investment Properties, Real Estate, Residential Homes, Luxury, Vacation Homes, New Homes, Relocation Buyers, Condos, First Time Home Buyers, Sellers, Single Family Homes
Education
Assumption College 1989 — 1993
Bachelor of Arts (B.A.), Accounting and Psychology
Southern New Hampshire University 1999 — 2001
Master of Business Administration (M.B.A.)
Coldwell Banker Residential Brokerage December 2011 - Present
Keller Williams Realty 2006 - 2011
Fidelity Investments December 2001 - February 2003
Fidelity Investments March 1999 - December 2001
Skills
Move Up Buyers, Investment Properties, Real Estate, Residential Homes, Luxury, Vacation Homes, New Homes, Relocation Buyers, Condos, First Time Home Buyers, Sellers, Single Family Homes
Education
Assumption College 1989 — 1993
Bachelor of Arts (B.A.), Accounting and Psychology
Southern New Hampshire University 1999 — 2001
Master of Business Administration (M.B.A.)
Pat Stockwell Pat Stockwell's Fidelity Investments Experience April 2001 - October 2011
Job MIT Fellow Career Reengineering Program
Industry Information Technology and Services
Experience
MIT October 2011 - August 2012
Fidelity Investments April 2001 - October 2011
Microlink Consultants 1993 - 2001
Digital Equipment Corporation 1987 - 1993
General Electric 1979 - 1987
Skills
Process Improvement, Requirements Analysis, Testing, Enterprise Architecture, SDLC, Management, Quality Assurance, Leadership, Business Analysis, Program Management
Education
Nichols College 1992 — 1996
Masters, Business Administration
Assumption College
Bachelors, Mathematics
MIT
coursera
coursera.org
MIT October 2011 - August 2012
Fidelity Investments April 2001 - October 2011
Microlink Consultants 1993 - 2001
Digital Equipment Corporation 1987 - 1993
General Electric 1979 - 1987
Skills
Process Improvement, Requirements Analysis, Testing, Enterprise Architecture, SDLC, Management, Quality Assurance, Leadership, Business Analysis, Program Management
Education
Nichols College 1992 — 1996
Masters, Business Administration
Assumption College
Bachelors, Mathematics
MIT
coursera
coursera.org
Joseph Grogan's Fidelity Investments Experience 1993 - 1999
Job Managing Director, Head of Northeast Institutional Distribution, State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2013 - Present
Fidelity Investments / Pyramis Global Advisors May 2011 - June 2013
Fidelity Investments / Institutional Wealth Services 2006 - May 2011
TT International 2002 - 2006
Barclays Global 1999 - 2003
Fidelity Investments 1993 - 1999
Skills
Mutual Funds, Business Development, Investments, Hedge Funds, Strategy, New Business Development, Marketing Strategy, Wealth Management, Investment Strategies, Start-ups, Business Planning, Relationship Management, Product Development, Institutional..., Alternative Investments, Selling, Asset Managment, Series 7, Series 63, Fixed Income, Securities, Investment Management, Team Building, Asset Allocation, Capital Markets, Institutional, FINRA, ETFs, Retirement, 401k, Retirement Planning, Risk Management, Consulting, Asset Management, Financial Services, Portfolio Management, CRM, Finance, Series 6, Pensions, Investment Advisory, Separately Managed..., Bonds, Executive Management, Financial Advisory, Defined Contribution, Wealth Management..., Financial Markets, Defined Benefit, Fund Of Funds
Education
Boston College 1989 — 1991
Bachelors
Assumption College 1988 — 1988
Ithaca College, London Campus 1987 — 1988
State Street Global Advisors 2013 - Present
Fidelity Investments / Pyramis Global Advisors May 2011 - June 2013
Fidelity Investments / Institutional Wealth Services 2006 - May 2011
TT International 2002 - 2006
Barclays Global 1999 - 2003
Fidelity Investments 1993 - 1999
Skills
Mutual Funds, Business Development, Investments, Hedge Funds, Strategy, New Business Development, Marketing Strategy, Wealth Management, Investment Strategies, Start-ups, Business Planning, Relationship Management, Product Development, Institutional..., Alternative Investments, Selling, Asset Managment, Series 7, Series 63, Fixed Income, Securities, Investment Management, Team Building, Asset Allocation, Capital Markets, Institutional, FINRA, ETFs, Retirement, 401k, Retirement Planning, Risk Management, Consulting, Asset Management, Financial Services, Portfolio Management, CRM, Finance, Series 6, Pensions, Investment Advisory, Separately Managed..., Bonds, Executive Management, Financial Advisory, Defined Contribution, Wealth Management..., Financial Markets, Defined Benefit, Fund Of Funds
Education
Boston College 1989 — 1991
Bachelors
Assumption College 1988 — 1988
Ithaca College, London Campus 1987 — 1988
Anthony Choulis Anthony Choulis's Fidelity Investments Experience April 2000 - October 2002
Job Analyst, Compliance Advisory Services
Industry Computer Software
Experience
Charles River Development February 2010 - Present
Columbia Management August 2006 - January 2010
Brown Brothers Harriman 2001 - 2005
Fidelity Investments April 2000 - October 2002
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Asset Managment, Portfolio Management, Settlement, Investments, Trading, FX Options, Trading Systems, Compliance, Middle Office, Back Office, Asset Management, Electronic Trading, Banking, Options, Risk Management, Financial Services, Financial Markets, Foreign Exchange, Order Management, Reference Data, Financial Risk, Bonds, Investment Banking, Equity Trading, Equity Derivatives, User Acceptance Testing, FX trading, Testing, Investment Management, Wealth Management, Relationship Management, Bloomberg Terminal
Education
Northeastern University - Graduate School of Business Administration 2001 — 2005
Masters, Business
Athens University of Economics and Business 1993 — 1997
BA, Economics
Charles River Development February 2010 - Present
Columbia Management August 2006 - January 2010
Brown Brothers Harriman 2001 - 2005
Fidelity Investments April 2000 - October 2002
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Asset Managment, Portfolio Management, Settlement, Investments, Trading, FX Options, Trading Systems, Compliance, Middle Office, Back Office, Asset Management, Electronic Trading, Banking, Options, Risk Management, Financial Services, Financial Markets, Foreign Exchange, Order Management, Reference Data, Financial Risk, Bonds, Investment Banking, Equity Trading, Equity Derivatives, User Acceptance Testing, FX trading, Testing, Investment Management, Wealth Management, Relationship Management, Bloomberg Terminal
Education
Northeastern University - Graduate School of Business Administration 2001 — 2005
Masters, Business
Athens University of Economics and Business 1993 — 1997
BA, Economics
Jacqueline Durant's Fidelity Investments Experience June 2013 - Present
Job Director ETF Client Management and Solutions (FPCMS) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Brown Brothers Harriman August 2011 - May 2013
State Street Bank June 2006 - August 2011
Skills
ETFs, Trading, Financial Services
Education
Assumption College 2002 — 2006
BA, Economics
Fidelity Investments June 2013 - Present
Brown Brothers Harriman August 2011 - May 2013
State Street Bank June 2006 - August 2011
Skills
ETFs, Trading, Financial Services
Education
Assumption College 2002 — 2006
BA, Economics
Joseph Femino's Fidelity Investments Experience December 2003 - July 2010
Job Manager, Marketing Analytics at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable July 2015 - Present
Comcast Cable December 2012 - August 2015
Comcast Cable July 2010 - December 2012
Fidelity Investments December 2003 - July 2010
Fidelity Investments May 2004 - August 2005
Skills
User Acceptance Testing, Quality Center, Business Analysis, Relational Databases, Visio, Relationship Management, Requirements Analysis, Analytics, Data Analysis, Access, Process Improvement, SQL, Quality Assurance, Oracle, Reports, SSRS, SSIS, Requirements Gathering, Systems Analysis, Microsoft SQL Server, PL/SQL, Data Mining, Informatica, Toad, Data Conversion, System Administration, Leadership, Microsoft Excel, Analysis, Databases
Education
Assumption College 2000 — 2004
BA, Computer Science, Business Marketing, Mathematics
Goffstown High 1996 — 2000
Comcast Cable July 2015 - Present
Comcast Cable December 2012 - August 2015
Comcast Cable July 2010 - December 2012
Fidelity Investments December 2003 - July 2010
Fidelity Investments May 2004 - August 2005
Skills
User Acceptance Testing, Quality Center, Business Analysis, Relational Databases, Visio, Relationship Management, Requirements Analysis, Analytics, Data Analysis, Access, Process Improvement, SQL, Quality Assurance, Oracle, Reports, SSRS, SSIS, Requirements Gathering, Systems Analysis, Microsoft SQL Server, PL/SQL, Data Mining, Informatica, Toad, Data Conversion, System Administration, Leadership, Microsoft Excel, Analysis, Databases
Education
Assumption College 2000 — 2004
BA, Computer Science, Business Marketing, Mathematics
Goffstown High 1996 — 2000
Heather Hagerty's Fidelity Investments Experience June 2010 - Present
Job Sovereign Debt Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments August 2001 - June 2010
Skills
Fixed Income, Bloomberg, Investments, Asset Management, Sovereign Debt, Macroeconomics, Foreign Currency, Emerging Markets, Bonds
Education
Brandeis University 2001 — 2003
Master of Science (MS), International Finance
Assumption College 1993 — 1997
Bachelor of Arts (B.A.), Economics, cum laude
Fidelity Investments June 2010 - Present
Fidelity Investments August 2001 - June 2010
Skills
Fixed Income, Bloomberg, Investments, Asset Management, Sovereign Debt, Macroeconomics, Foreign Currency, Emerging Markets, Bonds
Education
Brandeis University 2001 — 2003
Master of Science (MS), International Finance
Assumption College 1993 — 1997
Bachelor of Arts (B.A.), Economics, cum laude
Kielo Stevenson Kielo Stevenson's Fidelity Investments Experience February 2001 - May 2003
Job
Industry Venture Capital & Private Equity
Experience
Allegro Capital Partners July 2013 - Present
Amgen October 2010 - July 2013
Amgen August 2007 - October 2010
Johnson & Johnson June 2006 - September 2006
Beth Israel Deaconess Medical Center June 2003 - July 2005
Fidelity Investments February 2001 - May 2003
L'Oreal 1998 - 1998
Skills
Financial Modeling, Financial Analysis, Forecasting, Business Planning, Business Strategy, Strategic Planning, Strategy Development, Mergers, Analysis, Corporate Finance, Financial Planning, Excel, Business Modeling, Strategic Financial..., Start-ups, Strategy, Pricing Strategy, Corporate Development, Process Improvement, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
1999 — 2001
MSc, International Management
Aston University 1995 — 1999
BSc, International Business and French
Allegro Capital Partners July 2013 - Present
Amgen October 2010 - July 2013
Amgen August 2007 - October 2010
Johnson & Johnson June 2006 - September 2006
Beth Israel Deaconess Medical Center June 2003 - July 2005
Fidelity Investments February 2001 - May 2003
L'Oreal 1998 - 1998
Skills
Financial Modeling, Financial Analysis, Forecasting, Business Planning, Business Strategy, Strategic Planning, Strategy Development, Mergers, Analysis, Corporate Finance, Financial Planning, Excel, Business Modeling, Strategic Financial..., Start-ups, Strategy, Pricing Strategy, Corporate Development, Process Improvement, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
1999 — 2001
MSc, International Management
Aston University 1995 — 1999
BSc, International Business and French
Robin L. Kirkorian's Fidelity Investments Experience March 2005 - Present
Job Systems Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2005 - Present
Fidelity Investments March 2000 - March 2005
Clark University May 1998 - March 2000
Education
Assumption College 1993 — 1995
Associates, Liberal Arts
Fidelity Investments March 2005 - Present
Fidelity Investments March 2000 - March 2005
Clark University May 1998 - March 2000
Education
Assumption College 1993 — 1995
Associates, Liberal Arts
Ed Hussey's Fidelity Investments Experience April 2005 - Present
Job Vice President / Sr. Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2005 - Present
Fidelity Investments July 2003 - March 2005
Fidelity Investments March 2000 - July 2003
Fidelity Investments May 1997 - March 2000
Education
Assumption College 1984 — 1988
Bachelor of Arts, Managament
Fidelity Investments April 2005 - Present
Fidelity Investments July 2003 - March 2005
Fidelity Investments March 2000 - July 2003
Fidelity Investments May 1997 - March 2000
Education
Assumption College 1984 — 1988
Bachelor of Arts, Managament
Lenny Ramsdell's Fidelity Investments Experience 2003 - 2008
Job Consultant Investertools (Perform) at Eaton Vance
Industry Financial Services
Experience
Olmstead Associates September 1995 - Present
Eaton Vance March 2012 - Present
State Street September 2011 - March 2012
Eaton Vance 2008 - 2011
FRIAG April 2003 - May 2008
fidelity investments 2003 - 2008
Fidleity Investments 2003 - 2008
TD BankNorth Garden Security 1999 - 2003
Boston Safe Deposit and Trust March 1988 - April 1995
Mellon bank 1991 - 1993
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Business Analysis, Vendor Management, PMO, Business Process, Equities, Project Management, Fixed Income, Requirements Gathering, Requirements Analysis, Business Process..., Back Office, Banking, Derivatives, Settlement, Business Requirements, SDLC, Analysis, Strategic Planning, Corporate Actions, Fund Accounting, Hedge Funds, Portfolio Management
Education
Assumption College 1980 — 1984
BA, Political Science
Saint Johns high School Shrewsbury 1976 — 1980
Saint Stephens Junior High 1974 — 1976
Olmstead Associates September 1995 - Present
Eaton Vance March 2012 - Present
State Street September 2011 - March 2012
Eaton Vance 2008 - 2011
FRIAG April 2003 - May 2008
fidelity investments 2003 - 2008
Fidleity Investments 2003 - 2008
TD BankNorth Garden Security 1999 - 2003
Boston Safe Deposit and Trust March 1988 - April 1995
Mellon bank 1991 - 1993
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Business Analysis, Vendor Management, PMO, Business Process, Equities, Project Management, Fixed Income, Requirements Gathering, Requirements Analysis, Business Process..., Back Office, Banking, Derivatives, Settlement, Business Requirements, SDLC, Analysis, Strategic Planning, Corporate Actions, Fund Accounting, Hedge Funds, Portfolio Management
Education
Assumption College 1980 — 1984
BA, Political Science
Saint Johns high School Shrewsbury 1976 — 1980
Saint Stephens Junior High 1974 — 1976
Gary R. Pelissier Gary R. Pelissier's Fidelity Investments Experience December 2014 - May 2015
Job Experienced Project / Program Manager and Trusted Advisor
Industry Information Technology and Services
Experience
Fidelity Investments December 2014 - May 2015
Provant April 2014 - September 2014
Eaton Vance July 2013 - September 2013
Blue Cross Blue Shield of Massachusetts December 2012 - July 2013
Dell SecureWorks February 2011 - October 2012
SecureWorks, Inc. October 2009 - February 2011
Private Entity February 2009 - September 2009
Ascend Consulting February 2008 - February 2009
Fidelity Investments March 2008 - November 2008
IBM Global Business Services September 2005 - February 2008
Skills
SDLC, Business Process..., Vendor Management, Business Analysis, Process Engineering, Project Portfolio..., Software Project..., Program Management, Professional Services, Outsourcing, Risk Management, Management Consulting, Process Improvement, Project Implementation, Requirements Gathering, RFP, Business Process, Agile Methodologies, Agile Project Management, Scrum, Cloud Computing, Cloud Security, Data Warehousing, Portal Technologies, Metrics Reporting, Performance Metrics, KPI Dashboards, EPM, JIRA, Confluence, IT Operations, Change Management, Release Management, Quality Management, Program Management..., Project Management, Volunteering, Solution Implementation, Cross-functional Team..., Project Coordination, Project Planning, PMP, Enterprise Software, CRM, Product Management, Quality Assurance, PMO, Requirements Analysis, Security, Integration
Education
Johnson and Wales University 1990 — 1992
MS, Managerial Technology
Rhode Island College 1978 — 1980
Bachelor of Arts (BA), Political Science and Government
Assumption College 1976 — 1978
American History (United States)
Mount Saint Charles Academy 1971 — 1976
High School, College Preparation
Fidelity Investments December 2014 - May 2015
Provant April 2014 - September 2014
Eaton Vance July 2013 - September 2013
Blue Cross Blue Shield of Massachusetts December 2012 - July 2013
Dell SecureWorks February 2011 - October 2012
SecureWorks, Inc. October 2009 - February 2011
Private Entity February 2009 - September 2009
Ascend Consulting February 2008 - February 2009
Fidelity Investments March 2008 - November 2008
IBM Global Business Services September 2005 - February 2008
Skills
SDLC, Business Process..., Vendor Management, Business Analysis, Process Engineering, Project Portfolio..., Software Project..., Program Management, Professional Services, Outsourcing, Risk Management, Management Consulting, Process Improvement, Project Implementation, Requirements Gathering, RFP, Business Process, Agile Methodologies, Agile Project Management, Scrum, Cloud Computing, Cloud Security, Data Warehousing, Portal Technologies, Metrics Reporting, Performance Metrics, KPI Dashboards, EPM, JIRA, Confluence, IT Operations, Change Management, Release Management, Quality Management, Program Management..., Project Management, Volunteering, Solution Implementation, Cross-functional Team..., Project Coordination, Project Planning, PMP, Enterprise Software, CRM, Product Management, Quality Assurance, PMO, Requirements Analysis, Security, Integration
Education
Johnson and Wales University 1990 — 1992
MS, Managerial Technology
Rhode Island College 1978 — 1980
Bachelor of Arts (BA), Political Science and Government
Assumption College 1976 — 1978
American History (United States)
Mount Saint Charles Academy 1971 — 1976
High School, College Preparation
David Atlee's Fidelity Investments Experience June 2012 - November 2012
Job Financial Advisor at Exclusive Advisors LLC
Industry Financial Services
Experience
Exclusive Advisors LLC August 2014 - Present
Deutsche Bank November 2012 - August 2014
Fidelity Investments June 2012 - November 2012
Fidelity Investments April 2011 - June 2012
The Atlee Appeal April 2010 - April 2011
JW Outfitters February 2010 - April 2011
Skills
Fast-paced, Business, Creative Writing, Technical Writing, Market Research, Event Planning, Social Networking, Business Networking, Creativity, Customer Service, Investments, Marketing, Typing, Management, Sales, Leadership
Education
Auburn University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Exclusive Advisors LLC August 2014 - Present
Deutsche Bank November 2012 - August 2014
Fidelity Investments June 2012 - November 2012
Fidelity Investments April 2011 - June 2012
The Atlee Appeal April 2010 - April 2011
JW Outfitters February 2010 - April 2011
Skills
Fast-paced, Business, Creative Writing, Technical Writing, Market Research, Event Planning, Social Networking, Business Networking, Creativity, Customer Service, Investments, Marketing, Typing, Management, Sales, Leadership
Education
Auburn University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Jeffrey Lagarce's Fidelity Investments Experience September 2009 - July 2013
Job President at Pyramis Global Advisors, A Fidelity Investments Company
Industry Financial Services
Experience
Pyramis Global Advisors January 2015 - Present
Fidelity Worldwide Investment July 2013 - Present
Fidelity Investments September 2009 - July 2013
OFI Institutional Asset Management January 2005 - September 2009
Skills
Series 7, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Management, Securities, Equities, Wealth Management, Risk Management, Retirement Planning, Fixed Income, Retirement, Asset Allocation
Education
Assumption College
Bachelor of Science (BS), Economics
Pyramis Global Advisors January 2015 - Present
Fidelity Worldwide Investment July 2013 - Present
Fidelity Investments September 2009 - July 2013
OFI Institutional Asset Management January 2005 - September 2009
Skills
Series 7, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Management, Securities, Equities, Wealth Management, Risk Management, Retirement Planning, Fixed Income, Retirement, Asset Allocation
Education
Assumption College
Bachelor of Science (BS), Economics
Erica Mancuso's Fidelity Investments Experience 1999 - 2003
Job Learning and Performance Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual 2006 - Present
Sun Life Financial 2003 - 2006
Fidelity Investments 1999 - 2003
Skills
Instructional Design, Performance Consulting, Needs Analysis, Coaching, Financial Services, Training Delivery, Leadership Development, Insurance, Workshop Facilitation, E-Learning, Performance Management, Instructor-led Training, CRM
Education
Assumption College 1991 — 1995
Bachelors, Foreign Language
MassMutual 2006 - Present
Sun Life Financial 2003 - 2006
Fidelity Investments 1999 - 2003
Skills
Instructional Design, Performance Consulting, Needs Analysis, Coaching, Financial Services, Training Delivery, Leadership Development, Insurance, Workshop Facilitation, E-Learning, Performance Management, Instructor-led Training, CRM
Education
Assumption College 1991 — 1995
Bachelors, Foreign Language
Tom Landergan's Fidelity Investments Experience 1985 - 1988
Job Senior Client Services Specialist
Industry Financial Services
Experience
State Street Corp. 2008 - 2010
WilmerHale 2006 - 2008
Choate, Hall & Stewart 2002 - 2006
Fleet Private Clients Group 1995 - 2002
State Street Bank & Trust Company 1989 - 1995
Fidelity Investments 1985 - 1988
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Finance
Assumption College 1980 — 1984
BA, English
Lynnfield High School 1977 — 1980
State Street Corp. 2008 - 2010
WilmerHale 2006 - 2008
Choate, Hall & Stewart 2002 - 2006
Fleet Private Clients Group 1995 - 2002
State Street Bank & Trust Company 1989 - 1995
Fidelity Investments 1985 - 1988
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Finance
Assumption College 1980 — 1984
BA, English
Lynnfield High School 1977 — 1980
John Lowrey's Fidelity Investments Experience 1998 - 2005
Job Investment Advisor, Toroso Investments
Industry Financial Services
Experience
Toroso Investments February 2014 - Present
A Better 401k Plan, Inc. 2006 - March 2014
Toroso Investments 2014 - 2014
BenefitStreet 2005 - 2006
Fidelity Investments 1998 - 2005
ADP 1994 - 1998
Skills
401k, Finance, Financial Planners, Financial Services, Investment Advisory, Investments, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Sales, Securities, Wealth Management, Asset Allocation, Portfolio Management
Education
Assumption College 1990 — 1994
B.A., Business Management
Blessed Sacrament
LaSalle Academy
Toroso Investments February 2014 - Present
A Better 401k Plan, Inc. 2006 - March 2014
Toroso Investments 2014 - 2014
BenefitStreet 2005 - 2006
Fidelity Investments 1998 - 2005
ADP 1994 - 1998
Skills
401k, Finance, Financial Planners, Financial Services, Investment Advisory, Investments, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Sales, Securities, Wealth Management, Asset Allocation, Portfolio Management
Education
Assumption College 1990 — 1994
B.A., Business Management
Blessed Sacrament
LaSalle Academy
Sheila Iiams Sheila Iiams's Fidelity Investments Experience October 1996 - April 1997
Job Business Analyst at IBM
Industry Information Technology and Services
Experience
IBM February 2007 - Present
IBM January 2005 - January 2007
IBM January 2001 - December 2004
Lotus Development May 1997 - December 2000
Fidelity Investments October 1996 - April 1997
Accenture July 1992 - June 1996
Skills
Cloud Applications, E-commerce, Business Analysis, Business Process, Requirements Analysis, Agile Methodologies, SOA, Web Applications, Mentoring, Program Management, Project Management, Team Leadership, Requirements Gathering, Software Project..., Consulting, Integration, SDLC, SQL, Agile & Waterfall..., Software Development, Enterprise Architecture, Management, DB2, Unix, Java
Education
Ateneo de Manila University
Bachelor of Science (BS), Computer Science
IBM February 2007 - Present
IBM January 2005 - January 2007
IBM January 2001 - December 2004
Lotus Development May 1997 - December 2000
Fidelity Investments October 1996 - April 1997
Accenture July 1992 - June 1996
Skills
Cloud Applications, E-commerce, Business Analysis, Business Process, Requirements Analysis, Agile Methodologies, SOA, Web Applications, Mentoring, Program Management, Project Management, Team Leadership, Requirements Gathering, Software Project..., Consulting, Integration, SDLC, SQL, Agile & Waterfall..., Software Development, Enterprise Architecture, Management, DB2, Unix, Java
Education
Ateneo de Manila University
Bachelor of Science (BS), Computer Science
Ade Lucas's Fidelity Investments Experience September 1996 - December 1996
Job Principal Software Engineer at Oracle America Inc.
Industry Computer Software
Experience
Oracle October 2014 - Present
VCE, the Virtual Computing Environment Company February 2012 - September 2014
Brown Brothers Harriman May 2011 - January 2012
Benue November 2010 - May 2011
The MathWorks March 2008 - October 2010
Thomson Financial Services/Omgeo June 2000 - October 2010
Breakaway Solutions November 1999 - March 2000
Thomson Financial August 1997 - November 1999
Liberty Mutual April 1997 - August 1997
Fidelity Investments September 1996 - December 1996
Skills
Programming, Java, Code, Requirements..., Unix, XML, XHTML, C, Eclipse, Websphere, Weblogic, Product Development, Software Development, Network Architecture, Messaging, Consultancy, Scrum, Agile, Problem Solving, Architecture, Workflow, Object Oriented Design, Website Development, Matlab, Cloud Computing, J2EE, Spring, JSF, Hibernate, JPA, RichFaces, PrimeFaces, jQuery, Start-ups, HTML, JUnit, TDD, Web Services, Subversion, Continuous Integration, Apache POI, Oracle, DB2, Balsamiq Mockups, Maven, OSI Model, X.25, X.400, RAD, Swing
Education
Aston University 1981 — 1982
M.Sc., Electronics Engineering
University of Sussex 1978 — 1981
B.Sc. Honors, Electronics Engineering
Bedales School, Petersfield, Hants.
International School Ibadan
Oracle October 2014 - Present
VCE, the Virtual Computing Environment Company February 2012 - September 2014
Brown Brothers Harriman May 2011 - January 2012
Benue November 2010 - May 2011
The MathWorks March 2008 - October 2010
Thomson Financial Services/Omgeo June 2000 - October 2010
Breakaway Solutions November 1999 - March 2000
Thomson Financial August 1997 - November 1999
Liberty Mutual April 1997 - August 1997
Fidelity Investments September 1996 - December 1996
Skills
Programming, Java, Code, Requirements..., Unix, XML, XHTML, C, Eclipse, Websphere, Weblogic, Product Development, Software Development, Network Architecture, Messaging, Consultancy, Scrum, Agile, Problem Solving, Architecture, Workflow, Object Oriented Design, Website Development, Matlab, Cloud Computing, J2EE, Spring, JSF, Hibernate, JPA, RichFaces, PrimeFaces, jQuery, Start-ups, HTML, JUnit, TDD, Web Services, Subversion, Continuous Integration, Apache POI, Oracle, DB2, Balsamiq Mockups, Maven, OSI Model, X.25, X.400, RAD, Swing
Education
Aston University 1981 — 1982
M.Sc., Electronics Engineering
University of Sussex 1978 — 1981
B.Sc. Honors, Electronics Engineering
Bedales School, Petersfield, Hants.
International School Ibadan
Patrick Giroux's Fidelity Investments Experience May 2015 - August 2015
Job President of the Student Government Association
Industry Real Estate
Experience
Assumption College Student Government Association May 2015 - Present
Wilson Wolfe Real Estate July 2014 - Present
Assumption College Office of Student Activites October 2014 - Present
Assumption College Student Government Association May 2014 - Present
Assumption College Office of Student Affairs January 2014 - Present
Nichols Funeral Home December 2013 - Present
Fidelity Investments May 2015 - August 2015
Assumption College Office of Student Activities October 2013 - September 2014
Wilson Wolfe Real Estate August 2008 - July 2014
Assumption College Campus Activities Board October 2013 - May 2014
Skills
Public Speaking, Leadership, Peer Mentoring, Social Media, Microsoft Office, Microsoft Publisher, Adobe Design Programs, Event Planning, Marketing, Sales Operations, Time Management, Customer Service, Microsoft Power Point, Event Management, Research, PowerPoint
Education
Assumption College 2012 — 2016
Bachelor of Arts (B.A.), Organizational Communication
Assumption College Student Government Association May 2015 - Present
Wilson Wolfe Real Estate July 2014 - Present
Assumption College Office of Student Activites October 2014 - Present
Assumption College Student Government Association May 2014 - Present
Assumption College Office of Student Affairs January 2014 - Present
Nichols Funeral Home December 2013 - Present
Fidelity Investments May 2015 - August 2015
Assumption College Office of Student Activities October 2013 - September 2014
Wilson Wolfe Real Estate August 2008 - July 2014
Assumption College Campus Activities Board October 2013 - May 2014
Skills
Public Speaking, Leadership, Peer Mentoring, Social Media, Microsoft Office, Microsoft Publisher, Adobe Design Programs, Event Planning, Marketing, Sales Operations, Time Management, Customer Service, Microsoft Power Point, Event Management, Research, PowerPoint
Education
Assumption College 2012 — 2016
Bachelor of Arts (B.A.), Organizational Communication
John Routhier's Fidelity Investments Experience July 2008 - October 2009
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Jonathan T White, MBA Jonathan T White, MBA's Fidelity Investments Experience December 2006 - August 2008
Job AVP, Operational Risk Consultant at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance August 2014 - Present
Wells Fargo Capital Finance September 2012 - August 2014
Wells Fargo Home Mortgage March 2010 - September 2012
Edward Jones March 2009 - November 2009
Fidelity Investments December 2006 - August 2008
MIT September 2004 - September 2006
Massachusetts Credit Union League April 2003 - August 2004
Skills
Strategy Development, Risk Mitigation, Risk Analysis, Risk Management, Financial Reporting, Excel, Crystal Reports, Business Intelligence, Business Objects, PowerPoint, Team Building, Team Leadership, Project Planning, Project Implementation, Public Speaking, Group Presentations, Investments, Human Capital Management, Strategic Thinking, Analysis, Change Management, Data Analysis, Forecasting, Financial Analysis, Innovation, KPI, Leadership Development, Microsoft Office, Operations, Quality Assurance, Teamwork, Underwriting, Visio, Commercial Banking, Commercial Lending, Account Reconciliation, Strategic Financial..., Financial Structuring, Portfolio Management, Banking, Credit, Management, Loans, Insurance, Strategic Planning, Mutual Funds, Credit Analysis, Strategy, Microsoft Excel, Financial Planning
Education
Wells Fargo 2013 — 2015
Commercial Financial Analyst Training Program
Wells Fargo Capital Finance 2012 — 2013
Asset Based Lending Analyst Training Program
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Finance, General
Assumption College 2002 — 2004
Paralegal Certificate, Paralegal Studies
Assumption College 1999 — 2002
BA, Political Science, Economics
Wells Fargo Capital Finance August 2014 - Present
Wells Fargo Capital Finance September 2012 - August 2014
Wells Fargo Home Mortgage March 2010 - September 2012
Edward Jones March 2009 - November 2009
Fidelity Investments December 2006 - August 2008
MIT September 2004 - September 2006
Massachusetts Credit Union League April 2003 - August 2004
Skills
Strategy Development, Risk Mitigation, Risk Analysis, Risk Management, Financial Reporting, Excel, Crystal Reports, Business Intelligence, Business Objects, PowerPoint, Team Building, Team Leadership, Project Planning, Project Implementation, Public Speaking, Group Presentations, Investments, Human Capital Management, Strategic Thinking, Analysis, Change Management, Data Analysis, Forecasting, Financial Analysis, Innovation, KPI, Leadership Development, Microsoft Office, Operations, Quality Assurance, Teamwork, Underwriting, Visio, Commercial Banking, Commercial Lending, Account Reconciliation, Strategic Financial..., Financial Structuring, Portfolio Management, Banking, Credit, Management, Loans, Insurance, Strategic Planning, Mutual Funds, Credit Analysis, Strategy, Microsoft Excel, Financial Planning
Education
Wells Fargo 2013 — 2015
Commercial Financial Analyst Training Program
Wells Fargo Capital Finance 2012 — 2013
Asset Based Lending Analyst Training Program
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Finance, General
Assumption College 2002 — 2004
Paralegal Certificate, Paralegal Studies
Assumption College 1999 — 2002
BA, Political Science, Economics
Joe Dunn, CPA, MBA Joe Dunn, CPA, MBA's Fidelity Investments Experience May 2004 - September 2004
Job Manager of External Reporting at Clean Harbors
Industry Financial Services
Experience
Clean Harbors November 2013 - Present
Analog Devices June 2008 - November 2013
Alexander, Aronson, Finning & Co., P.C. June 2005 - June 2008
VITA April 2004 - April 2006
Fidelity Investments May 2004 - September 2004
Skills
Word, Microsoft Word, Accounting, Analysis, Auditing, Financial Statements, Financial Reporting
Education
Nichols College 2010 — 2012
MBA
Assumption College 2002 — 2006
BA, Accounting
Clean Harbors November 2013 - Present
Analog Devices June 2008 - November 2013
Alexander, Aronson, Finning & Co., P.C. June 2005 - June 2008
VITA April 2004 - April 2006
Fidelity Investments May 2004 - September 2004
Skills
Word, Microsoft Word, Accounting, Analysis, Auditing, Financial Statements, Financial Reporting
Education
Nichols College 2010 — 2012
MBA
Assumption College 2002 — 2006
BA, Accounting
Shaun Condon's Fidelity Investments Experience January 1995 - December 2000
Job Regional Account Manager at Perfection Servo Hydraulics
Industry Computer Software
Experience
Perfection Servo Hydraulics January 2014 - Present
Massachusetts Maritime Academy September 2010 - Present
Autoscribe Informatics April 2011 - February 2014
Kaman Industrial Technologies October 2005 - April 2011
Kaman Industrial Technologies October 2007 - December 2008
Waste Management, Inc. September 2004 - October 2005
CL Noonan Container January 2002 - September 2004
One Beacon Insurance January 2000 - January 2002
Fidelity Investments January 1995 - December 2000
Boston Financial Data Services 1993 - 1995
Skills
Leadership, Software, Sales, LIMS, ERP Software, SQL, .NET, International Sales, C Level Selling, Consulting, Negotiation, Microsoft Technologies, Problem Solving, Presentations, Coaching, CRM, Strategic Forecasting, Communication Skills, Consultative Sales..., Microsoft Word, Customer Service, Project Management, Cold Calling, Key Account Management, Strategic Planning, Direct Sales, Program Management, Team Leadership, New Business Development, PowerPoint, Product Management, Sales Management, Sales Operations, Recruiting, Microsoft Office, Account Management, Budgets, Data Analysis, Marketing Strategy, Process Improvement, Management, Contract Negotiation, Marketing, Public Speaking, Training, Manufacturing, Social Media, Laboratory Automation, Fluid Power, Pneumatics
Education
Assumption College
BA, English
Bridgton Academy
Post Graduate
Perfection Servo Hydraulics January 2014 - Present
Massachusetts Maritime Academy September 2010 - Present
Autoscribe Informatics April 2011 - February 2014
Kaman Industrial Technologies October 2005 - April 2011
Kaman Industrial Technologies October 2007 - December 2008
Waste Management, Inc. September 2004 - October 2005
CL Noonan Container January 2002 - September 2004
One Beacon Insurance January 2000 - January 2002
Fidelity Investments January 1995 - December 2000
Boston Financial Data Services 1993 - 1995
Skills
Leadership, Software, Sales, LIMS, ERP Software, SQL, .NET, International Sales, C Level Selling, Consulting, Negotiation, Microsoft Technologies, Problem Solving, Presentations, Coaching, CRM, Strategic Forecasting, Communication Skills, Consultative Sales..., Microsoft Word, Customer Service, Project Management, Cold Calling, Key Account Management, Strategic Planning, Direct Sales, Program Management, Team Leadership, New Business Development, PowerPoint, Product Management, Sales Management, Sales Operations, Recruiting, Microsoft Office, Account Management, Budgets, Data Analysis, Marketing Strategy, Process Improvement, Management, Contract Negotiation, Marketing, Public Speaking, Training, Manufacturing, Social Media, Laboratory Automation, Fluid Power, Pneumatics
Education
Assumption College
BA, English
Bridgton Academy
Post Graduate
Sara Paulsen's Fidelity Investments Experience August 2015 - Present
Job Communications Analyst at Fidelity Investments
Industry Hospital & Health Care
Experience
Fidelity Investments August 2015 - Present
Fallon Community Health Plan (FCHP) January 2014 - August 2015
Fallon Community Health Plan February 2013 - December 2013
Fallon Community Health Plan October 2011 - February 2013
The Sole Proprietor June 2007 - October 2011
Worcester Restaurant Group June 2007 - October 2011
Smith & Jones Idea Agency January 2011 - April 2011
Skills
•QNXT, Microsoft..., Insurance, Research, Competitive Analysis, Managed Care, Health Insurance, HIPAA, Healthcare Information..., Healthcare, Medicare, Healthcare Management, Medicaid, Customer Service, Provider Relations, Hospitals, Account Management, Software Documentation, Data Entry
Education
Worcester State College 2012 — 2014
Master of Science (MS), Health/Health Care Administration/Management
Assumption College 2007 — 2011
Bachelors of Arts, English; Mass Communications
Fidelity Investments August 2015 - Present
Fallon Community Health Plan (FCHP) January 2014 - August 2015
Fallon Community Health Plan February 2013 - December 2013
Fallon Community Health Plan October 2011 - February 2013
The Sole Proprietor June 2007 - October 2011
Worcester Restaurant Group June 2007 - October 2011
Smith & Jones Idea Agency January 2011 - April 2011
Skills
•QNXT, Microsoft..., Insurance, Research, Competitive Analysis, Managed Care, Health Insurance, HIPAA, Healthcare Information..., Healthcare, Medicare, Healthcare Management, Medicaid, Customer Service, Provider Relations, Hospitals, Account Management, Software Documentation, Data Entry
Education
Worcester State College 2012 — 2014
Master of Science (MS), Health/Health Care Administration/Management
Assumption College 2007 — 2011
Bachelors of Arts, English; Mass Communications
Scott C. Stephens's Fidelity Investments Experience February 2007 - January 2009
Job Managing Partner at www.bakerave.com
Industry Financial Services
Experience
BakerAvenue Asset Management January 2009 - Present
Fidelity Investments February 2007 - January 2009
Fidelity Investments January 2001 - February 2007
Fidelity Investments March 1998 - December 2000
Fidelity Investments August 1996 - March 1998
Skills
Asset Managment, Investments, Financial Modeling, Wealth Management, Equities, Retirement, Securities, Asset Allocation, Investment Advisory, Portfolio Management, Hedge Funds, Risk Management, Investment Management, Fixed Income, Mutual Funds, Sales, Business Development
Education
Assumption College 1989 — 1993
BakerAvenue Asset Management January 2009 - Present
Fidelity Investments February 2007 - January 2009
Fidelity Investments January 2001 - February 2007
Fidelity Investments March 1998 - December 2000
Fidelity Investments August 1996 - March 1998
Skills
Asset Managment, Investments, Financial Modeling, Wealth Management, Equities, Retirement, Securities, Asset Allocation, Investment Advisory, Portfolio Management, Hedge Funds, Risk Management, Investment Management, Fixed Income, Mutual Funds, Sales, Business Development
Education
Assumption College 1989 — 1993
Peter Girard's Fidelity Investments Experience 1998 - 2004
Job Relationship Manager at Beaumont Financial
Industry Financial Services
Experience
Beaumont Financial October 2004 - Present
Fidelity Investments 1998 - 2004
Education
Assumption College 1990 — 1994
Beaumont Financial October 2004 - Present
Fidelity Investments 1998 - 2004
Education
Assumption College 1990 — 1994
Marta Nowak (Drozdowski) Marta Nowak (Drozdowski)'s Fidelity Investments Experience January 2007 - April 2007
Job Project Manager/Adjunct Professor
Industry Broadcast Media
Experience
Grass Valley, a Belden Brand April 2007 - Present
Assumption College 2012 - Present
Nichols College September 2011 - Present
Russian School of Mathematics 2011 - 2012
Fidelity Investments January 2007 - April 2007
Education
Assumption College 2008 — 2010
MBA, International Business/Marketing
Worcester State University 2003 — 2007
BS, Business Administration
Grass Valley, a Belden Brand April 2007 - Present
Assumption College 2012 - Present
Nichols College September 2011 - Present
Russian School of Mathematics 2011 - 2012
Fidelity Investments January 2007 - April 2007
Education
Assumption College 2008 — 2010
MBA, International Business/Marketing
Worcester State University 2003 — 2007
BS, Business Administration
Erin Kinback Erin Kinback's Fidelity Investments Experience June 2012 - August 2012
Job MCN Program Assistant at MIT Brain and Cognitive Science Center
Industry Higher Education
Experience
MIT Brain and Cognitive Science Center December 2014 - Present
Massachusetts Institute of Technology (MIT) March 2014 - December 2014
Rapid7 August 2013 - February 2014
ALEX AND ANI May 2013 - September 2013
Dress for Success Boston February 2013 - May 2013
Assumption College August 2009 - May 2013
Fidelity Investments June 2012 - August 2012
Principal Financial Group January 2010 - June 2012
Tickets-for-Charity June 2011 - August 2011
Skills
Customer Service, Marketing, Sales, Facebook, Event Planning, PowerPoint, Social Media, Student Affairs, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Outlook, Social Networking, Time Management, Vulnerability Management, Positive Can-do Attitude, Leadership, Penetration Testing, Positive Energy, Maintaining A Positive...
Education
Assumption College 2009 — 2013
Bachelor of Arts (BA), Organizational Communication, Senior
Northeastern University
Master’s Degree, Higher Education/Higher Education Administration
MIT Brain and Cognitive Science Center December 2014 - Present
Massachusetts Institute of Technology (MIT) March 2014 - December 2014
Rapid7 August 2013 - February 2014
ALEX AND ANI May 2013 - September 2013
Dress for Success Boston February 2013 - May 2013
Assumption College August 2009 - May 2013
Fidelity Investments June 2012 - August 2012
Principal Financial Group January 2010 - June 2012
Tickets-for-Charity June 2011 - August 2011
Skills
Customer Service, Marketing, Sales, Facebook, Event Planning, PowerPoint, Social Media, Student Affairs, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Outlook, Social Networking, Time Management, Vulnerability Management, Positive Can-do Attitude, Leadership, Penetration Testing, Positive Energy, Maintaining A Positive...
Education
Assumption College 2009 — 2013
Bachelor of Arts (BA), Organizational Communication, Senior
Northeastern University
Master’s Degree, Higher Education/Higher Education Administration
Jenene Cook's Fidelity Investments Experience October 1998 - January 2000
Job Coordinator of Online Learning, Center for Teaching & Learning
Industry Higher Education
Experience
Stonehill College August 2014 - Present
UMass Boston June 2012 - Present
Roxbury Community College July 2006 - April 2014
IBM May 2000 - July 2005
Fidelity Investments October 1998 - January 2000
IBM January 1995 - September 1998
Skills
Instructional Design, E-Learning, Learning Management..., Adult Education, Distance Learning, Higher Education, Academic Research, Instructional Technology, Blended Learning, Budgets, Management, Hands-on Training, Public Speaking, Staff Development, Training, Technical Training, Project Management, Research, Usability Testing, Curriculum Design, Curriculum Development, Educational Technology, Grant Writing, Software Training, Dreamweaver, Mentoring, Software Documentation
Education
University of Massachusetts Boston 2012 — 2016
Doctoral, Higher Education/Higher Education Administration
Entrepreneurial Training Program 2005 — 2005
Certificate of completion
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (M.B.A.), High Technology
Atlantic Union College 1988 — 1992
Bachelor's Degree, Major: Computer Science, Minor: Mathematics
Stonehill College August 2014 - Present
UMass Boston June 2012 - Present
Roxbury Community College July 2006 - April 2014
IBM May 2000 - July 2005
Fidelity Investments October 1998 - January 2000
IBM January 1995 - September 1998
Skills
Instructional Design, E-Learning, Learning Management..., Adult Education, Distance Learning, Higher Education, Academic Research, Instructional Technology, Blended Learning, Budgets, Management, Hands-on Training, Public Speaking, Staff Development, Training, Technical Training, Project Management, Research, Usability Testing, Curriculum Design, Curriculum Development, Educational Technology, Grant Writing, Software Training, Dreamweaver, Mentoring, Software Documentation
Education
University of Massachusetts Boston 2012 — 2016
Doctoral, Higher Education/Higher Education Administration
Entrepreneurial Training Program 2005 — 2005
Certificate of completion
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (M.B.A.), High Technology
Atlantic Union College 1988 — 1992
Bachelor's Degree, Major: Computer Science, Minor: Mathematics
Lynn Devarney, PMP's Fidelity Investments Experience June 1997 - Present
Job Director at Fidelity
Industry Financial Services
Experience
Fidelity Investments June 1997 - Present
Fidelity 1997 - Present
Skills
Program Management, Project Portfolio..., Business Analysis, Vendor Management, Software Project..., Business Process..., Process Improvement, PMO, PMP, Requirements Gathering, Cross-functional Team..., Requirements Analysis, Financial Services, Agile Project Management, Business Requirements, Project Management
Education
Assumption College 1985 — 1989
MBA, Business Administration
Bentley University 1980 — 1984
Fidelity Investments June 1997 - Present
Fidelity 1997 - Present
Skills
Program Management, Project Portfolio..., Business Analysis, Vendor Management, Software Project..., Business Process..., Process Improvement, PMO, PMP, Requirements Gathering, Cross-functional Team..., Requirements Analysis, Financial Services, Agile Project Management, Business Requirements, Project Management
Education
Assumption College 1985 — 1989
MBA, Business Administration
Bentley University 1980 — 1984
Joseph Shutt's Fidelity Investments Experience January 2015 - Present
Job Vice President, Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2012 - December 2014
Fidelity Investments December 2009 - January 2012
Fidelity Investments March 2006 - December 2009
Education
Boston College 2000 — 2002
MSF, Finance
Assumption College 1983 — 1987
Bachelor of Arts (BA), Accounting
Fidelity Investments January 2015 - Present
Fidelity Investments January 2012 - December 2014
Fidelity Investments December 2009 - January 2012
Fidelity Investments March 2006 - December 2009
Education
Boston College 2000 — 2002
MSF, Finance
Assumption College 1983 — 1987
Bachelor of Arts (BA), Accounting
Lou DeSantis's Fidelity Investments Experience February 2003 - April 2006
Job AVP, SMA Trading at Anchor Capital Advisors
Industry Financial Services
Experience
Anchor Capital Advisors June 2008 - Present
Anchor Capital Advisors April 2006 - June 2008
Fidelity Investments February 2003 - April 2006
Putnam Investments October 2000 - February 2003
Skills
Investments, Portfolio Management, Securities, Asset Allocation, Due Diligence, Trading
Education
Assumption College
Candidate for Masters in Business Administration
Hartwick College 1996 — 2000
Bachelor of Arts (BA), English
Anchor Capital Advisors June 2008 - Present
Anchor Capital Advisors April 2006 - June 2008
Fidelity Investments February 2003 - April 2006
Putnam Investments October 2000 - February 2003
Skills
Investments, Portfolio Management, Securities, Asset Allocation, Due Diligence, Trading
Education
Assumption College
Candidate for Masters in Business Administration
Hartwick College 1996 — 2000
Bachelor of Arts (BA), English
Jared Linnell's Fidelity Investments Experience February 2011 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments December 2007 - February 2011
Fidelity Investments April 2006 - December 2007
Skills
Series 63, Financial Services, Series 7, Mutual Funds, Process Improvement, Investments, Business Analysis, Relationship Management, 401k, Asset Management, Financial Analysis, Risk Management, Project Management, Finance, Customer Service, Data Analysis, Retirement, Insurance, Human Resources, Analysis, Asset Allocation, Employee Benefits, Defined Benefit, Retirement Planning, Strategic Financial...
Education
Assumption College 2001 — 2005
Bachelor of Arts (B.A.), Accounting
2013 Level II Candidate in the CFA Program
Fidelity Investments February 2011 - Present
Fidelity Investments December 2007 - February 2011
Fidelity Investments April 2006 - December 2007
Skills
Series 63, Financial Services, Series 7, Mutual Funds, Process Improvement, Investments, Business Analysis, Relationship Management, 401k, Asset Management, Financial Analysis, Risk Management, Project Management, Finance, Customer Service, Data Analysis, Retirement, Insurance, Human Resources, Analysis, Asset Allocation, Employee Benefits, Defined Benefit, Retirement Planning, Strategic Financial...
Education
Assumption College 2001 — 2005
Bachelor of Arts (B.A.), Accounting
2013 Level II Candidate in the CFA Program
Susan Dunbar, CFP(R)'s Fidelity Investments Experience 2015 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments November 1999 - December 2014
Fidelity Investments October 2002 - November 2004
Back Bay Investor Center November 1999 - September 2002
Fleet Investment Management February 1994 - November 1999
The Equitable May 1989 - January 1994
Data General Corporation May 1988 - May 1989
Based Marketing June 1977 - April 1988
The Travelers 1977 - 1988
Skills
Retirement Planning, Retirement Income..., Public Speaking, Investment Strategies, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Fixed Annuities, Mutual Funds, Employee Benefits
Education
University of Connecticut
MBA, Marketing
Assumption College 1973 — 1977
AB, Mathematics & Psychology
Northeastern University 1997 — 1999
CFP, Certified Financial Planning
The American College 1992 — 1994
Chartered Life Underwriter (CLU)
Fidelity Investments 2015 - Present
Fidelity Investments November 1999 - December 2014
Fidelity Investments October 2002 - November 2004
Back Bay Investor Center November 1999 - September 2002
Fleet Investment Management February 1994 - November 1999
The Equitable May 1989 - January 1994
Data General Corporation May 1988 - May 1989
Based Marketing June 1977 - April 1988
The Travelers 1977 - 1988
Skills
Retirement Planning, Retirement Income..., Public Speaking, Investment Strategies, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Fixed Annuities, Mutual Funds, Employee Benefits
Education
University of Connecticut
MBA, Marketing
Assumption College 1973 — 1977
AB, Mathematics & Psychology
Northeastern University 1997 — 1999
CFP, Certified Financial Planning
The American College 1992 — 1994
Chartered Life Underwriter (CLU)
Mike Seabury's Fidelity Investments Experience July 2012 - Present
Job Marketing Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments July 2007 - June 2012
Fidelity Investments July 2005 - June 2007
Fidelity Investments October 2001 - June 2005
Fidelity Investments October 2000 - September 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
MBA
Assumption College 1996 — 2000
Business Communications
Yarmouth High School 1992 — 1996
Fidelity Investments July 2012 - Present
Fidelity Investments July 2007 - June 2012
Fidelity Investments July 2005 - June 2007
Fidelity Investments October 2001 - June 2005
Fidelity Investments October 2000 - September 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
MBA
Assumption College 1996 — 2000
Business Communications
Yarmouth High School 1992 — 1996
Ravi Relangi's Fidelity Investments Experience 1993 - 1995
Job Senior Vice President Financial Crimes Technology at Bank of America
Industry Banking
Experience
Bank Of America January 2003 - Present
Allmerica Financial January 2001 - December 2002
Staples July 1997 - December 2000
The Boston Group January 1995 - June 1997
Fidelity Investments 1993 - 1995
CMC Ltd 1989 - December 1994
Skills
Data Warehousing, Business Intelligence, Strategic Planning, Big Data, Strategy to Execution, Technology Management
Education
University of Virginia Darden School of Business 2009 — 2009
Technology Development Program, Architecture, Business Integration, Strategy and Planning
Harvard Business School Alumini Club of Charlotte 2007 — 2007
Management Development Program, Management
Atomic Energy Central School
National Institute of Technology Warangal
M.Tech, Computer Sciences
Osmania University
B.E.,, Mechanical Engineering
Bank Of America January 2003 - Present
Allmerica Financial January 2001 - December 2002
Staples July 1997 - December 2000
The Boston Group January 1995 - June 1997
Fidelity Investments 1993 - 1995
CMC Ltd 1989 - December 1994
Skills
Data Warehousing, Business Intelligence, Strategic Planning, Big Data, Strategy to Execution, Technology Management
Education
University of Virginia Darden School of Business 2009 — 2009
Technology Development Program, Architecture, Business Integration, Strategy and Planning
Harvard Business School Alumini Club of Charlotte 2007 — 2007
Management Development Program, Management
Atomic Energy Central School
National Institute of Technology Warangal
M.Tech, Computer Sciences
Osmania University
B.E.,, Mechanical Engineering
Jennifer Brennan Smith's Fidelity Investments Experience January 2000 - March 2000
Job Program Manager at IBM
Industry Human Resources
Experience
IBM March 2007 - Present
IBM UK (formerly known as Ascential Software) 2002 - 2007
Gensym Corporation March 2000 - December 2001
Fidelity Investments January 2000 - March 2000
Renaissance Worldwide 1998 - 2000
Franklin-Pierce Associates May 1996 - March 1998
Skills
Applicant Tracking..., Talent Acquisition, Talent Management, Vendor Management, Recruiting, Technical Recruiting, Interviews, Employee Relations, Onboarding, Human Resources, Resource Management, College Recruiting, Temporary Placement, Internet Recruiting, HRIS, SDLC, Workforce Planning
Education
Assumption College 1989 — 1993
IBM March 2007 - Present
IBM UK (formerly known as Ascential Software) 2002 - 2007
Gensym Corporation March 2000 - December 2001
Fidelity Investments January 2000 - March 2000
Renaissance Worldwide 1998 - 2000
Franklin-Pierce Associates May 1996 - March 1998
Skills
Applicant Tracking..., Talent Acquisition, Talent Management, Vendor Management, Recruiting, Technical Recruiting, Interviews, Employee Relations, Onboarding, Human Resources, Resource Management, College Recruiting, Temporary Placement, Internet Recruiting, HRIS, SDLC, Workforce Planning
Education
Assumption College 1989 — 1993
Heather McIntosh's Fidelity Investments Experience June 2007 - August 2011
Job Knowledge Management Systems Analyst at Bain & Company
Industry Financial Services
Experience
Bain & Company July 2011 - Present
Fidelity Investments June 2007 - August 2011
Fidelity Investments October 2004 - June 2007
Human Resource Services June 2004 - October 2004
Fidelity Employer Services Company June 2001 - June 2004
Skills
Leadership, Risk Management, Visio, Project Management, Microsoft Excel, Program Management, Asset Management, SQL, Business Requirements, Team Leadership, Requirements Analysis, Strategic Planning, Microsoft Office
Education
Curry College 2007 — 2009
M.A, Business Administration
Assumption College 1997 — 2001
B.A, Mathematics
Bain & Company July 2011 - Present
Fidelity Investments June 2007 - August 2011
Fidelity Investments October 2004 - June 2007
Human Resource Services June 2004 - October 2004
Fidelity Employer Services Company June 2001 - June 2004
Skills
Leadership, Risk Management, Visio, Project Management, Microsoft Excel, Program Management, Asset Management, SQL, Business Requirements, Team Leadership, Requirements Analysis, Strategic Planning, Microsoft Office
Education
Curry College 2007 — 2009
M.A, Business Administration
Assumption College 1997 — 2001
B.A, Mathematics
Rosanna Clancy's Fidelity Investments Experience August 1997 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments August 1997 - December 2007
Fidelity Investments 1997 - 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Retirement, 401k, Series 24, Retirement Planning, FINRA, Defined Benefit
Education
Assumption College 1993 — 1997
Bachelor of Arts (B.A.), Economic Theory and Business Management
Fidelity Investments August 1997 - December 2007
Fidelity Investments 1997 - 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Retirement, 401k, Series 24, Retirement Planning, FINRA, Defined Benefit
Education
Assumption College 1993 — 1997
Bachelor of Arts (B.A.), Economic Theory and Business Management
Lisa Jablonski's Fidelity Investments Experience Benefits ManagerData General Corp1981 - 1997
Job Client Service Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Benefits ManagerData General Corp1981 - 1997
Education
Assumption College
Fidelity Investments Benefits ManagerData General Corp1981 - 1997
Education
Assumption College
Maria Falcone's Fidelity Investments Experience May 2006 - February 2007
Job Corporate Recruiter at MBTA
Industry Professional Training & Coaching
Experience
MBTA December 2013 - Present
IPG Photonics July 2013 - October 2013
World Energy August 2012 - August 2012
The Training Associates February 2012 - July 2012
External Resource Alliance, Inc. December 2011 - February 2012
King and Bishop August 2011 - December 2011
Worcester Polytechnic Institute February 2009 - May 2009
Winter Wyman July 2008 - November 2008
Staples August 2007 - June 2008
Fidelity Investments May 2006 - February 2007
Skills
Applicant Tracking..., Human Resources, Recruiting, Talent Acquisition, Team Building, College Recruiting, Customer Service, Payroll, Talent Management, Interviews, Organizational..., Onboarding, Leadership Development, Performance Management
Education
Assumption College 2007 — 2010
BS, Psychology
Johnson & Wales University 1999 — 2001
A.S., Culinary Arts
St. Stephen School
MBTA December 2013 - Present
IPG Photonics July 2013 - October 2013
World Energy August 2012 - August 2012
The Training Associates February 2012 - July 2012
External Resource Alliance, Inc. December 2011 - February 2012
King and Bishop August 2011 - December 2011
Worcester Polytechnic Institute February 2009 - May 2009
Winter Wyman July 2008 - November 2008
Staples August 2007 - June 2008
Fidelity Investments May 2006 - February 2007
Skills
Applicant Tracking..., Human Resources, Recruiting, Talent Acquisition, Team Building, College Recruiting, Customer Service, Payroll, Talent Management, Interviews, Organizational..., Onboarding, Leadership Development, Performance Management
Education
Assumption College 2007 — 2010
BS, Psychology
Johnson & Wales University 1999 — 2001
A.S., Culinary Arts
St. Stephen School
John J. Deignan's Fidelity Investments Experience January 1990 - April 1995
Job Director of Recruiting at Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad Professionals December 2006 - Present
Fidelity Investments January 1990 - April 1995
Putnam Investments 1990 - 1992
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Technical Recruiting, College Recruiting, Financial Services, Accounting, Temporary Staffing, Executive Search, Human Resources, Screening Resumes, Temporary Placement, Sourcing, Onboarding, Employee Benefits, Employee Relations, Staffing Services, Talent Management, Hiring, PeopleSoft, Contract Recruitment, ADP Payroll, Sales, Interviews, HRIS
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Belmont High School
High School Diploma
Randstad Professionals December 2006 - Present
Fidelity Investments January 1990 - April 1995
Putnam Investments 1990 - 1992
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Technical Recruiting, College Recruiting, Financial Services, Accounting, Temporary Staffing, Executive Search, Human Resources, Screening Resumes, Temporary Placement, Sourcing, Onboarding, Employee Benefits, Employee Relations, Staffing Services, Talent Management, Hiring, PeopleSoft, Contract Recruitment, ADP Payroll, Sales, Interviews, HRIS
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Belmont High School
High School Diploma
James Cheever's Fidelity Investments Experience August 2014 - Present
Job Global Consumer Team Sector Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2011 - August 2014
Fidelity Investments November 2009 - August 2011
Fidelity Investments September 2006 - November 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Assumption College 2002 — 2006
Cushing Academy
Fidelity Investments August 2014 - Present
Fidelity Investments August 2011 - August 2014
Fidelity Investments November 2009 - August 2011
Fidelity Investments September 2006 - November 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Assumption College 2002 — 2006
Cushing Academy
Praveen Rai's Fidelity Investments Experience September 2002 - February 2009
Job Senior Manager at Capgemini
Industry Information Technology and Services
Experience
Capgemini January 2015 - Present
Capgemini May 2010 - December 2014
CNA Insurance May 2010 - April 2013
Infosys August 2002 - April 2010
WellPoint March 2009 - March 2010
Fidelity Investments September 2002 - February 2009
Infosys May 2003 - April 2006
Infosys August 2002 - April 2003
NIIT Technologies Limited July 2000 - July 2002
Skills
Informatica, ETL, Teradata, Business Intelligence, Data Warehousing, Oracle, Guidewire, IBM Change Data Capture, ClaimCenter, Integration, SDLC, Data Modeling, Analytics, SQL
Education
University of Mumbai 1996 — 2000
BE
Atomic Energy Central School 1994 — 1996
Capgemini January 2015 - Present
Capgemini May 2010 - December 2014
CNA Insurance May 2010 - April 2013
Infosys August 2002 - April 2010
WellPoint March 2009 - March 2010
Fidelity Investments September 2002 - February 2009
Infosys May 2003 - April 2006
Infosys August 2002 - April 2003
NIIT Technologies Limited July 2000 - July 2002
Skills
Informatica, ETL, Teradata, Business Intelligence, Data Warehousing, Oracle, Guidewire, IBM Change Data Capture, ClaimCenter, Integration, SDLC, Data Modeling, Analytics, SQL
Education
University of Mumbai 1996 — 2000
BE
Atomic Energy Central School 1994 — 1996
Michelle LeBrun's Fidelity Investments Experience 2006 - July 2013
Job Project Manager/ Payroll Manager at Catholic Medical Center
Industry Financial Services
Experience
Catholic Medical Center July 2013 - Present
Fidelity Investments 2006 - July 2013
Fidelity Investments 2005 - 2006
Fidelity Investments January 2004 - 2005
ADP 2001 - 2004
Merrill Lynch 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Process Improvement, Account Reconciliation, Internal Controls, Accounting, Business Analysis, Access, Financial Services, Business Process, General Ledger, Vendor Management, Finance, Payroll
Education
Assumption College 1995 — 1999
BA, Economics with Business Concentration
Catholic Medical Center July 2013 - Present
Fidelity Investments 2006 - July 2013
Fidelity Investments 2005 - 2006
Fidelity Investments January 2004 - 2005
ADP 2001 - 2004
Merrill Lynch 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Process Improvement, Account Reconciliation, Internal Controls, Accounting, Business Analysis, Access, Financial Services, Business Process, General Ledger, Vendor Management, Finance, Payroll
Education
Assumption College 1995 — 1999
BA, Economics with Business Concentration
Jennifer Langieri's Fidelity Investments Experience 2002 - Present
Job Corporate Access Fidelity Management & Research Co
Industry Financial Services
Experience
Fidelity Investments 2002 - Present
Fidelity Investments 1998 - 2002
Skills
Financial Services, Marketing, Direct Marketing, Sales, Salesforce.com, Financial Analysis
Education
Assumption College
BA
Fidelity Investments 2002 - Present
Fidelity Investments 1998 - 2002
Skills
Financial Services, Marketing, Direct Marketing, Sales, Salesforce.com, Financial Analysis
Education
Assumption College
BA
Julia McCarthy's Fidelity Investments Experience National Leader of Sales and Client MgmtAffiliated Computer Services2005 - 2006
Job Executive Vice President at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments National Leader of Sales and Client MgmtAffiliated Computer Services2005 - 2006
Mellon Financial Corporation 1986 - 2005
Education
Assumption College 1982 — 1986
BA, Psychology and Sociology
Fidelity Investments National Leader of Sales and Client MgmtAffiliated Computer Services2005 - 2006
Mellon Financial Corporation 1986 - 2005
Education
Assumption College 1982 — 1986
BA, Psychology and Sociology
Jannette Sullo's Fidelity Investments Experience August 2009 - October 2013
Job Project Manager, End User Services leader focused on business productivity
Industry Information Technology and Services
Experience
Fidelity Investments August 2009 - October 2013
Fidelity Investments July 2005 - July 2009
Fidelity Investments February 1994 - June 2005
Skills
Vendor Management, Project Management, Process Improvement, Business Analysis, Portfolio Management, Risk Management, Resource Management, Change Management, Visio, Project Delivery, Software Project..., IT Strategy, Requirements Analysis, Data Center, ITIL, Management, Program Management, SDLC, PMP, Project Portfolio..., Disaster Recovery, Enterprise Architecture, PMO, SharePoint, Business Process..., Requirements Gathering, Integration, Software Documentation, IT Service Management, IT Management, IT Operations, Outsourcing, Agile Project Management, Governance, Service Delivery, Cross-functional Team..., Agile Methodologies, CRM, MS Project, Business Intelligence, Systems Analysis, Leadership, Team Management
Education
Suffolk University - Sawyer School of Management 1996 — 2000
Master of Business Administration (M.B.A.), Business with concentration in IT
Atlantic Union College 1987 — 1990
Bachelor's Degree, Business Administration and Office Management
Fidelity Investments August 2009 - October 2013
Fidelity Investments July 2005 - July 2009
Fidelity Investments February 1994 - June 2005
Skills
Vendor Management, Project Management, Process Improvement, Business Analysis, Portfolio Management, Risk Management, Resource Management, Change Management, Visio, Project Delivery, Software Project..., IT Strategy, Requirements Analysis, Data Center, ITIL, Management, Program Management, SDLC, PMP, Project Portfolio..., Disaster Recovery, Enterprise Architecture, PMO, SharePoint, Business Process..., Requirements Gathering, Integration, Software Documentation, IT Service Management, IT Management, IT Operations, Outsourcing, Agile Project Management, Governance, Service Delivery, Cross-functional Team..., Agile Methodologies, CRM, MS Project, Business Intelligence, Systems Analysis, Leadership, Team Management
Education
Suffolk University - Sawyer School of Management 1996 — 2000
Master of Business Administration (M.B.A.), Business with concentration in IT
Atlantic Union College 1987 — 1990
Bachelor's Degree, Business Administration and Office Management
Katie Friend's Fidelity Investments Experience June 2006 - July 2009
Job Communications Manager
Industry Public Relations and Communications
Experience
UMass Medical School Communications Program ManagerFidelity InvestmentsSeptember 2009 - April 2011
Fidelity Investments June 2006 - July 2009
Fidelity Investments September 2004 - June 2006
Fidelity Investments June 2004 - September 2004
Worcester Public Schools April 2001 - March 2004
Education
Assumption College 1997 — 2001
Bachelor of Arts, Business Communications
UMass Medical School Communications Program ManagerFidelity InvestmentsSeptember 2009 - April 2011
Fidelity Investments June 2006 - July 2009
Fidelity Investments September 2004 - June 2006
Fidelity Investments June 2004 - September 2004
Worcester Public Schools April 2001 - March 2004
Education
Assumption College 1997 — 2001
Bachelor of Arts, Business Communications
Rebecca Kapopoulos's Fidelity Investments Experience May 2000 - August 2000
Job Intranet Applications Specialist at Digital Federal Credit Union
Industry Banking
Experience
Digital Federal Credit Union July 2003 - Present
Raytheon June 2001 - November 2002
Assumption College September 1998 - May 2001
Fidelity Investments May 2000 - August 2000
Fidelity Investments June 1999 - August 1999
Skills
Web Development, Process Improvement, Banking
Education
Assumption College 1997 — 2001
BA, Computer Science, Math
Digital Federal Credit Union July 2003 - Present
Raytheon June 2001 - November 2002
Assumption College September 1998 - May 2001
Fidelity Investments May 2000 - August 2000
Fidelity Investments June 1999 - August 1999
Skills
Web Development, Process Improvement, Banking
Education
Assumption College 1997 — 2001
BA, Computer Science, Math
Trini Butler's Fidelity Investments Experience January 2011 - Present
Job Director, H&W and WorkLife Programs at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments April 2009 - December 2010
Fidelity Investments August 2007 - February 2009
Fidelity Investments 2000 - 2005
Fidelity Investments 1996 - 2000
Skills
Human Resources, Program Management, Employee Benefits, Management
Education
Assumption College 1991 — 1995
Bachelor of Arts, Management & Spanish
Assumption College
Certificate in Human Resources
Fidelity Investments January 2011 - Present
Fidelity Investments April 2009 - December 2010
Fidelity Investments August 2007 - February 2009
Fidelity Investments 2000 - 2005
Fidelity Investments 1996 - 2000
Skills
Human Resources, Program Management, Employee Benefits, Management
Education
Assumption College 1991 — 1995
Bachelor of Arts, Management & Spanish
Assumption College
Certificate in Human Resources
Jarrod Sherman's Fidelity Investments Experience 1997 - 2000
Job Principal of Strategic Planning Group, Inc
Industry Financial Services
Experience
Strategic Planning Group, Inc September 2000 - Present
Fidelity Investments 1997 - 2000
Skills
Strategic Planning, Mortgage Lending, Investments, Account Management, Sales Management, New Business Development, Contract Negotiation, Marketing
Education
Assumption College
Strategic Planning Group, Inc September 2000 - Present
Fidelity Investments 1997 - 2000
Skills
Strategic Planning, Mortgage Lending, Investments, Account Management, Sales Management, New Business Development, Contract Negotiation, Marketing
Education
Assumption College
Nancy Musgrove's Fidelity Investments Experience 2005 - Present
Job Principal Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Fidelity Investments 2000 - 2005
Fidelity Investments 1998 - July 2000
UNUM Provident Corporation 1996 - 1998
UNUM Provident Corporation 1989 - 1996
New England Power Service Company 1988 - 1989
The Hanover Insurance Group (Formerly Allmerica Financial and State Mutual) 1983 - 1988
Skills
SDLC, Data Modeling, Data Warehousing, Databases, DB2, Requirements Gathering, COBOL, Relational Databases, Systems Analysis, TSO, Database Design, Business Analysis, SQL, Dimensional Modeling
Education
Assumption College 1988 — 1994
MBA
Nichols College 1979 — 1983
BSBA, MIS - Management Information Systems
Fidelity Investments 2005 - Present
Fidelity Investments 2000 - 2005
Fidelity Investments 1998 - July 2000
UNUM Provident Corporation 1996 - 1998
UNUM Provident Corporation 1989 - 1996
New England Power Service Company 1988 - 1989
The Hanover Insurance Group (Formerly Allmerica Financial and State Mutual) 1983 - 1988
Skills
SDLC, Data Modeling, Data Warehousing, Databases, DB2, Requirements Gathering, COBOL, Relational Databases, Systems Analysis, TSO, Database Design, Business Analysis, SQL, Dimensional Modeling
Education
Assumption College 1988 — 1994
MBA
Nichols College 1979 — 1983
BSBA, MIS - Management Information Systems
Marianne Phaneuf's Fidelity Investments Experience communicationsfidelity investments2000 - 2009
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments communicationsfidelity investments2000 - 2009
Education
Assumption College
BA, Marketing
Fidelity Investments communicationsfidelity investments2000 - 2009
Education
Assumption College
BA, Marketing
Jay Ryan Torio, MBA's Fidelity Investments Experience May 2006 - April 2009
Job Director, Department of Academics at Merritt Hawkins & Associates
Industry Hospital & Health Care
Experience
Merritt Hawkins & Associates July 2010 - Present
Dickey's Barbecue Restaurants, Inc. July 2009 - July 2010
Fidelity Investments May 2006 - April 2009
American Honda Finance Corporation December 2004 - May 2006
Skills
Healthcare, Recruiting, Talent Acquisition, Account Management, Hospitals, Onboarding, Applicant Tracking..., Cold Calling, Consulting, Team Building, Strategic Planning, Employee Relations, Sourcing, Leadership Development, Executive Search, Human Resources, Contract Negotiation, Business Development, Process Improvement, Sales, Coaching, Healthcare Consulting, Temporary Staffing, Technical Recruiting, Permanent Placement, Physicians, Strategy, CRM, Leadership, Training
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
Masters, International Business and Supply Chain Management
Ateneo de Manila University 2000 — 2004
Bachelor's, Economics minor in Philosophy
Merritt Hawkins & Associates July 2010 - Present
Dickey's Barbecue Restaurants, Inc. July 2009 - July 2010
Fidelity Investments May 2006 - April 2009
American Honda Finance Corporation December 2004 - May 2006
Skills
Healthcare, Recruiting, Talent Acquisition, Account Management, Hospitals, Onboarding, Applicant Tracking..., Cold Calling, Consulting, Team Building, Strategic Planning, Employee Relations, Sourcing, Leadership Development, Executive Search, Human Resources, Contract Negotiation, Business Development, Process Improvement, Sales, Coaching, Healthcare Consulting, Temporary Staffing, Technical Recruiting, Permanent Placement, Physicians, Strategy, CRM, Leadership, Training
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
Masters, International Business and Supply Chain Management
Ateneo de Manila University 2000 — 2004
Bachelor's, Economics minor in Philosophy
Theresa Bickford's Fidelity Investments Experience September 2007 - April 2015
Job CPA
Industry Accounting
Experience
Fidelity Investments September 2007 - April 2015
Grant Thornton LLP 2004 - 2007
Education
Boston College 2004 — 2005
Master's degree, Accounting
Assumption College 2000 — 2004
Bachelor of Arts (BA), Accounting
Fidelity Investments September 2007 - April 2015
Grant Thornton LLP 2004 - 2007
Education
Boston College 2004 — 2005
Master's degree, Accounting
Assumption College 2000 — 2004
Bachelor of Arts (BA), Accounting
Jessica (Paradis) O'Beirne, CPA, MSA's Fidelity Investments Experience July 2012 - Present
Job Senior Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments July 2012 - Present
Teradyne September 2010 - July 2012
DiCicco, Gulman & Company September 2008 - April 2010
Skills
Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, CPA, Fixed Assets, Financial Statements, Essbase, Microsoft Excel, Outlook, PowerPoint
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MSA, Accounting
Assumption College 2004 — 2008
BA, Accounting
Fidelity Investments July 2012 - Present
Teradyne September 2010 - July 2012
DiCicco, Gulman & Company September 2008 - April 2010
Skills
Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, CPA, Fixed Assets, Financial Statements, Essbase, Microsoft Excel, Outlook, PowerPoint
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MSA, Accounting
Assumption College 2004 — 2008
BA, Accounting
Jerrell Engermann's Fidelity Investments Experience 2005 - 2008
Job Retirement Services Specialist at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
Merrill Lynch February 2010 - October 2012
Bank of America March 2008 - February 2010
Fidelity Investments 2005 - 2008
Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management
Education
Assumption College 1999 — 2003
BA, English
Empower Retirement July 2015 - Present
J.P. Morgan Private Bank October 2012 - July 2015
Merrill Lynch February 2010 - October 2012
Bank of America March 2008 - February 2010
Fidelity Investments 2005 - 2008
Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management
Education
Assumption College 1999 — 2003
BA, English
Nicole Swain's Fidelity Investments Experience September 1999 - August 2009
Job Senior Facilitator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1999 - August 2009
Education
Assumption College 1995 — 1999
Social Rehabilitation and Sociology, Social Rehabilitation
Fidelity Investments September 1999 - August 2009
Education
Assumption College 1995 — 1999
Social Rehabilitation and Sociology, Social Rehabilitation
Melissa VanderBaan's Fidelity Investments Experience June 2007 - Present
Job Senior Director, Communications and Education at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
Fallon Community Health Plan 2000 - 2007
Education
Assumption College
BS
Fidelity Investments June 2007 - Present
Fallon Community Health Plan 2000 - 2007
Education
Assumption College
BS
Thomas Moriarty CFP®'s Fidelity Investments Experience November 2006 - March 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Evolve Promos November 2011 - June 2014
Wells Fargo Advisors, LLC June 2013 - April 2014
Fidelity Investments November 2006 - March 2010
Skills
Business Development, Marketing Strategy, Marketing, Account Management, Business Strategy, Strategic Planning, Financial Markets, Certified Financial..., Retirement Planning, Investments, Small Business, 401k Rollovers, Insurance, Financial Services, Retirement, Finance, Financial Planning, Portfolio Management, Estate Planning, Risk Management, Mutual Funds, Customer Service, Wealth Management
Education
Assumption College
Bachelor of Economics
Wells Fargo Advisors, LLC April 2014 - Present
Evolve Promos November 2011 - June 2014
Wells Fargo Advisors, LLC June 2013 - April 2014
Fidelity Investments November 2006 - March 2010
Skills
Business Development, Marketing Strategy, Marketing, Account Management, Business Strategy, Strategic Planning, Financial Markets, Certified Financial..., Retirement Planning, Investments, Small Business, 401k Rollovers, Insurance, Financial Services, Retirement, Finance, Financial Planning, Portfolio Management, Estate Planning, Risk Management, Mutual Funds, Customer Service, Wealth Management
Education
Assumption College
Bachelor of Economics
William Goldsmith's Fidelity Investments Experience January 2006 - May 2008
Job McKesson Corporation
Industry Hospital & Health Care
Experience
McKesson Health IT July 2013 - Present
Nadastra, Inc November 2010 - June 2013
Nadastra, Inc May 2008 - November 2010
Fidelity Investments January 2006 - May 2008
Fidelity Investments August 2004 - January 2006
Fidelity Investments March 2004 - January 2006
Fidelity Investments December 2001 - February 2004
Skills
Business Process..., Program Management, Business Analysis, Change Management, Project Management, PMO, Process Improvement, Outsourcing, Cross-functional Team..., Team Management, Customer Service, Manage Client..., Leadership, Management, Quality Assurance, Account Management, Call Centers, Vendor Management, Analysis, CRM
Education
Assumption College 1995 — 1999
Bachelor of Arts (BA), Business Management
McKesson Health IT July 2013 - Present
Nadastra, Inc November 2010 - June 2013
Nadastra, Inc May 2008 - November 2010
Fidelity Investments January 2006 - May 2008
Fidelity Investments August 2004 - January 2006
Fidelity Investments March 2004 - January 2006
Fidelity Investments December 2001 - February 2004
Skills
Business Process..., Program Management, Business Analysis, Change Management, Project Management, PMO, Process Improvement, Outsourcing, Cross-functional Team..., Team Management, Customer Service, Manage Client..., Leadership, Management, Quality Assurance, Account Management, Call Centers, Vendor Management, Analysis, CRM
Education
Assumption College 1995 — 1999
Bachelor of Arts (BA), Business Management
Laki Karageorgos, CPP, CFE's Fidelity Investments Experience January 2011 - March 2014
Job Security Advisor, Physical Security and Employee Risk Royal Bank of Canada
Industry Security and Investigations
Experience
RBC August 2014 - Present
HSBC May 2014 - August 2014
Fidelity Investments January 2011 - March 2014
Fidelity Investments January 2006 - December 2010
Fidelity Investments January 2005 - June 2006
ETE Security Service, Inc. 2002 - 2004
MDS 2001 - 2004
Skills
Security, Physical Security, Security Audits, Risk Management, Risk Assessment, Event Management, Interviewing, Fraud Investigations, Team Leadership, Supervisory Skills, Organization, Fraud, Negotiation, Security Operations, Security Management, Corporate Security, Private Investigations, Microsoft Office, Leadership, Certified Fraud Examiner, Interviews
Education
Athabasca University 2012 — 2016
Executive Master of Business Administration (EMBA)
Athabasca University 2013 — 2015
Post Baccalaureate Diploma in Management (PBDM)
Seneca College 2004 — 2004
Law Enforcement Communication
University of Toronto 1997 — 2001
General Arts, Life Sciences Biology/Chemistry
RBC August 2014 - Present
HSBC May 2014 - August 2014
Fidelity Investments January 2011 - March 2014
Fidelity Investments January 2006 - December 2010
Fidelity Investments January 2005 - June 2006
ETE Security Service, Inc. 2002 - 2004
MDS 2001 - 2004
Skills
Security, Physical Security, Security Audits, Risk Management, Risk Assessment, Event Management, Interviewing, Fraud Investigations, Team Leadership, Supervisory Skills, Organization, Fraud, Negotiation, Security Operations, Security Management, Corporate Security, Private Investigations, Microsoft Office, Leadership, Certified Fraud Examiner, Interviews
Education
Athabasca University 2012 — 2016
Executive Master of Business Administration (EMBA)
Athabasca University 2013 — 2015
Post Baccalaureate Diploma in Management (PBDM)
Seneca College 2004 — 2004
Law Enforcement Communication
University of Toronto 1997 — 2001
General Arts, Life Sciences Biology/Chemistry
Rob Wilmont's Fidelity Investments Experience 2003 - 2005
Job Public Safety Dispatcher Town of Shirley
Industry Public Safety
Experience
Town of Shirley MA. August 2011 - Present
Town of Lancaster, MA. November 2010 - July 2013
(Self Employed) March 2009 - July 2011
Victory Productions November 2008 - March 2009
Victory Productions November 2006 - July 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Skills
Customer Service, Computer Aided Dispatch, Emergency Medical..., Telephone Skills, Troubleshooting, Emergency Management, Disaster Response, NIMS, Police, First Responder, Incident Command, Emergency Planning, CJIS, E911, Emergency Communications, Emergency Operations, Emergency Services, Information Management, Keyboarding, Multi - Line Telephones, NCIC, Public Safety, Ten Key, Tri-Tech Dispatch..., Attention To Detail, Communication Written, Computer Literate, Data Entry, Fast Learning, Oral Communications, Microsoft Office, CPR Certified, Training, Law Enforcement
Education
Atlantic Union College 1992 — 1996
Bachelor of Arts, English
Clark University Computer Career Institute 2005 — 2006
Master Certificate, Visual Communication & Web Design
Town of Shirley MA. August 2011 - Present
Town of Lancaster, MA. November 2010 - July 2013
(Self Employed) March 2009 - July 2011
Victory Productions November 2008 - March 2009
Victory Productions November 2006 - July 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Skills
Customer Service, Computer Aided Dispatch, Emergency Medical..., Telephone Skills, Troubleshooting, Emergency Management, Disaster Response, NIMS, Police, First Responder, Incident Command, Emergency Planning, CJIS, E911, Emergency Communications, Emergency Operations, Emergency Services, Information Management, Keyboarding, Multi - Line Telephones, NCIC, Public Safety, Ten Key, Tri-Tech Dispatch..., Attention To Detail, Communication Written, Computer Literate, Data Entry, Fast Learning, Oral Communications, Microsoft Office, CPR Certified, Training, Law Enforcement
Education
Atlantic Union College 1992 — 1996
Bachelor of Arts, English
Clark University Computer Career Institute 2005 — 2006
Master Certificate, Visual Communication & Web Design
Kathleen Czermak's Fidelity Investments Experience February 2013 - Present
Job Director, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments March 2006 - June 2012
Fidelity Investments February 1999 - March 2006
BNY Mellon 1996 - 1999
BNY Mellon 1994 - 1996
Skills
PMP, PMO, Program Management, Defined Benefit, Managing Project Budgets, Scope Management, Project Team Management, Multi-site Team..., Risk Management, Relationship Management, Presenting to Senior..., Change Control, Business Requirements, Requirements Gathering, Business Analysis, Training
Education
Assumption College
MBA
Bentley University
BS, Finance
Fidelity Investments February 2013 - Present
Fidelity Investments March 2006 - June 2012
Fidelity Investments February 1999 - March 2006
BNY Mellon 1996 - 1999
BNY Mellon 1994 - 1996
Skills
PMP, PMO, Program Management, Defined Benefit, Managing Project Budgets, Scope Management, Project Team Management, Multi-site Team..., Risk Management, Relationship Management, Presenting to Senior..., Change Control, Business Requirements, Requirements Gathering, Business Analysis, Training
Education
Assumption College
MBA
Bentley University
BS, Finance
Michele Boisvert's Fidelity Investments Experience November 2000 - March 2012
Job Independent Consultant at Party Lite
Industry Financial Services
Experience
Currently a stay at home mom March 2012 - Present
TJX Companies July 2013 - November 2013
Fidelity Investments November 2000 - March 2012
UniSource January 1999 - January 2000
BETATHERM CORPORATION January 1994 - January 1999
Skills
Project Management, Visio, Data Center, Vendor Management, Process Improvement, Customer Satisfaction, Budgets, Facilities Management, Sales, Management, Time Management, Training, Program Management, Contract Management, Contract Negotiation, Project Planning, Software Documentation, Access, Team Leadership, Process Scheduler, Operations Management, Team Building, Leadership, Business Analysis, Change Management, Outlook, Cross-functional Team..., Quality Assurance, System Administration, Organizational..., Call Centers, Risk Management, Data Analysis, Coaching, Troubleshooting
Education
Assumption College
Bachelor's degree, Social Science
Blackstone Valley Vocational Regional School District
The Salter School
a certificate, Business Word Processing
Currently a stay at home mom March 2012 - Present
TJX Companies July 2013 - November 2013
Fidelity Investments November 2000 - March 2012
UniSource January 1999 - January 2000
BETATHERM CORPORATION January 1994 - January 1999
Skills
Project Management, Visio, Data Center, Vendor Management, Process Improvement, Customer Satisfaction, Budgets, Facilities Management, Sales, Management, Time Management, Training, Program Management, Contract Management, Contract Negotiation, Project Planning, Software Documentation, Access, Team Leadership, Process Scheduler, Operations Management, Team Building, Leadership, Business Analysis, Change Management, Outlook, Cross-functional Team..., Quality Assurance, System Administration, Organizational..., Call Centers, Risk Management, Data Analysis, Coaching, Troubleshooting
Education
Assumption College
Bachelor's degree, Social Science
Blackstone Valley Vocational Regional School District
The Salter School
a certificate, Business Word Processing
Elizabeth O'Meara's Fidelity Investments Experience May 2002 - May 2004
Job Assistant Vice President IT & Operations Transformation Project Manager at State Street
Industry Financial Services
Experience
State Street February 2012 - Present
Sun Life Financial May 2009 - January 2011
State Street Corporation February 2007 - March 2009
GCom2 Solutions December 2004 - February 2007
Fidelity Investments May 2002 - May 2004
Sector Focus and International January 1994 - January 2002
Skills
Analysis, Risk Management, Accounting, Management, Auditing, Process Improvement, Training, Finance, Portfolio Management, Strategic Planning, Internal Controls, Financial Services, Mutual Funds
Education
Assumption College 1988 — 1992
BA, Management
State Street February 2012 - Present
Sun Life Financial May 2009 - January 2011
State Street Corporation February 2007 - March 2009
GCom2 Solutions December 2004 - February 2007
Fidelity Investments May 2002 - May 2004
Sector Focus and International January 1994 - January 2002
Skills
Analysis, Risk Management, Accounting, Management, Auditing, Process Improvement, Training, Finance, Portfolio Management, Strategic Planning, Internal Controls, Financial Services, Mutual Funds
Education
Assumption College 1988 — 1992
BA, Management
Katie LeRoy's Fidelity Investments Experience August 2005 - December 2006
Job Manager HRIS at Hologic, Inc.
Industry Environmental Services
Experience
Hologic, Inc. November 2014 - Present
TRC Companies, Inc. August 2014 - November 2014
Avid Technology September 2010 - August 2014
Cubist Pharmaceuticals April 2010 - September 2010
Avid Technology November 2009 - December 2009
KBACE Technologies December 2006 - March 2009
Fidelity Investments August 2005 - December 2006
Skills
Workday, HRIS, Oracle HR, SuccessFactors, SAP HR, Employee Benefits, Human Resources
Education
Assumption College 2001 — 2005
Bachelors, Sociology
Hologic, Inc. November 2014 - Present
TRC Companies, Inc. August 2014 - November 2014
Avid Technology September 2010 - August 2014
Cubist Pharmaceuticals April 2010 - September 2010
Avid Technology November 2009 - December 2009
KBACE Technologies December 2006 - March 2009
Fidelity Investments August 2005 - December 2006
Skills
Workday, HRIS, Oracle HR, SuccessFactors, SAP HR, Employee Benefits, Human Resources
Education
Assumption College 2001 — 2005
Bachelors, Sociology
Thomas Kertsos's Fidelity Investments Experience August 2007 - May 2011
Job Associate Portfolio Manager at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management January 2015 - Present
First Eagle Investment Management April 2014 - December 2014
Fidelity Management Research June 2011 - March 2014
Fidelity Investments August 2007 - May 2011
Skills
Equity Research, Valuation, Equities, Bloomberg, Mutual Funds, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Asset Managment, Economics, Emerging Markets, Equity Valuation, Financial Markets, Financial Analysis, DCF, Asset Management
Education
London School of Economics and Political Science 2005 — 2006
MSc, Accounting and Finance
Athens University of Economics and Business 1998 — 2004
BSc, Economics
First Eagle Investment Management January 2015 - Present
First Eagle Investment Management April 2014 - December 2014
Fidelity Management Research June 2011 - March 2014
Fidelity Investments August 2007 - May 2011
Skills
Equity Research, Valuation, Equities, Bloomberg, Mutual Funds, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Asset Managment, Economics, Emerging Markets, Equity Valuation, Financial Markets, Financial Analysis, DCF, Asset Management
Education
London School of Economics and Political Science 2005 — 2006
MSc, Accounting and Finance
Athens University of Economics and Business 1998 — 2004
BSc, Economics
Glynn Scott's Fidelity Investments Experience May 1983 - December 1987
Job Treasurer at Lake Union Conference of SDA
Industry Financial Services
Experience
Lake Union Conference of SDA January 2000 - Present
Fidelity Investments May 1983 - December 1987
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Strategic Financial..., Cash Management, Corporate Finance, Banking, Risk Management, Investments, Microsoft Excel, Finance, Managerial Finance, Treasury Management, Cost Accounting
Education
Atlantic Union College 1974 — 1978
BS Accounting & Business Administration, Minor Computer Science
Lake Union Conference of SDA January 2000 - Present
Fidelity Investments May 1983 - December 1987
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Strategic Financial..., Cash Management, Corporate Finance, Banking, Risk Management, Investments, Microsoft Excel, Finance, Managerial Finance, Treasury Management, Cost Accounting
Education
Atlantic Union College 1974 — 1978
BS Accounting & Business Administration, Minor Computer Science
Elizabeth Downey's Fidelity Investments Experience July 2012 - Present
Job Director, Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments February 2010 - June 2012
Fidelity investments January 2008 - February 2010
Fidelity Investments April 2004 - December 2007
Education
Assumption College 1998 — 2002
BA, Marketing
Fidelity Investments July 2012 - Present
Fidelity Investments February 2010 - June 2012
Fidelity investments January 2008 - February 2010
Fidelity Investments April 2004 - December 2007
Education
Assumption College 1998 — 2002
BA, Marketing
Jill Agrusso's Fidelity Investments Experience Fund Accounting AnalystFidelity Investments2006 - 2010
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Fund Accounting AnalystFidelity Investments2006 - 2010
Education
Assumption College 2001 — 2003
Bachelor of Arts, Business Communications
UNH Manchester 1999 — 2001
Communications
Fidelity Investments Fund Accounting AnalystFidelity Investments2006 - 2010
Education
Assumption College 2001 — 2003
Bachelor of Arts, Business Communications
UNH Manchester 1999 — 2001
Communications
Sarita Chandrasekharan's Fidelity Investments Experience May 2000 - May 2012
Job Business Intelligence Lead at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Fidelity Investments May 2000 - May 2012
Mahindra British Developer May 1999 - March 2000
ESAB India Limited November 1997 - May 1999
Skills
Oracle Business..., Oracle SQL, PL/SQL, J2EE, Shell Scripting, Perl, Unix, Hyperion, Dashboard, Java, Vendor Management, Scrum, Data Warehousing, Java Enterprise Edition, Oracle, OBIEE, SDLC, PL/SQL, Integration, Solution Architecture
Education
Ramrao Adik Institute of Technology 1993 — 1997
BS, Electronics Engineer
Atomic Energy Central School 1991 — 1993
Wells Fargo May 2012 - Present
Fidelity Investments May 2000 - May 2012
Mahindra British Developer May 1999 - March 2000
ESAB India Limited November 1997 - May 1999
Skills
Oracle Business..., Oracle SQL, PL/SQL, J2EE, Shell Scripting, Perl, Unix, Hyperion, Dashboard, Java, Vendor Management, Scrum, Data Warehousing, Java Enterprise Edition, Oracle, OBIEE, SDLC, PL/SQL, Integration, Solution Architecture
Education
Ramrao Adik Institute of Technology 1993 — 1997
BS, Electronics Engineer
Atomic Energy Central School 1991 — 1993
Jason R. Friday CFP®, MPAS®, CMFC, CRPC's Fidelity Investments Experience January 1997 - April 2003
Job Director, Personal Financial Solutions & Investment Consulting at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
Scott Appleby's Fidelity Investments Experience September 2001 - February 2002
Job School Counselor at Allegro Charter School of Music
Industry Education Management
Experience
Allegro Charter School of Music April 2015 - Present
Kohl's Department Stores July 2012 - Present
Sylvan Learning 2006 - 2012
Randolph Public Schools October 2002 - June 2005
Fidelity Investments September 2001 - February 2002
Skills
Training, Staff Development, Teaching, Classroom, Special Education, Event Planning, Social Media, Microsoft Office, Education, Microsoft Excel
Education
The Citadel 2012 — 2015
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services, 3.9
College of Charleston 2005 — 2007
Master of Arts (M.A.), History of the Developing World
Assumption College 1997 — 2001
Bachelor of Arts (B.A.), History
Allegro Charter School of Music April 2015 - Present
Kohl's Department Stores July 2012 - Present
Sylvan Learning 2006 - 2012
Randolph Public Schools October 2002 - June 2005
Fidelity Investments September 2001 - February 2002
Skills
Training, Staff Development, Teaching, Classroom, Special Education, Event Planning, Social Media, Microsoft Office, Education, Microsoft Excel
Education
The Citadel 2012 — 2015
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services, 3.9
College of Charleston 2005 — 2007
Master of Arts (M.A.), History of the Developing World
Assumption College 1997 — 2001
Bachelor of Arts (B.A.), History
Gregory Dionis's Fidelity Investments Experience July 1998 - June 2007
Job Client Benefits Analyst at CVS Health
Industry Hospital & Health Care
Experience
CVS Health 2013 - Present
Mercer June 2007 - January 2013
Fidelity Investments July 1998 - June 2007
Skills
Process Improvement, Financial Analysis, Financial Modeling, Microsoft Excel, Employee Benefits, Risk Management, 401k, Defined Benefit, Business Process..., Actuarial Science, Pensions, Business Development, Leadership, Finance, Financial Services, Customer Service, Training, Vendor Management, Management, Consulting
Education
Bentley University-Waltham, MA 1995 — 1998
Associate's degree, Paralegal
Assumption College
Bachelor's degree, Business/History
CVS Health 2013 - Present
Mercer June 2007 - January 2013
Fidelity Investments July 1998 - June 2007
Skills
Process Improvement, Financial Analysis, Financial Modeling, Microsoft Excel, Employee Benefits, Risk Management, 401k, Defined Benefit, Business Process..., Actuarial Science, Pensions, Business Development, Leadership, Finance, Financial Services, Customer Service, Training, Vendor Management, Management, Consulting
Education
Bentley University-Waltham, MA 1995 — 1998
Associate's degree, Paralegal
Assumption College
Bachelor's degree, Business/History
Jennifer Shallcross's Fidelity Investments Experience 2002 - 2005
Job Commons Collections Specialist at Providence College
Industry Higher Education
Experience
Providence College August 2013 - Present
Roger Williams University February 2008 - August 2013
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Skills
Library, Customer Service, Training, Online Research, Recycling, Community Organizing, Training Delivery, Customer Oriented, Customer Support, Higher Education, Employee Training, PowerPoint, Staff Development, Leadership Development, Technical Writing, Workshop Facilitation
Education
Assumption College 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Dighton Rehoboth Regional High School
Providence College August 2013 - Present
Roger Williams University February 2008 - August 2013
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Skills
Library, Customer Service, Training, Online Research, Recycling, Community Organizing, Training Delivery, Customer Oriented, Customer Support, Higher Education, Employee Training, PowerPoint, Staff Development, Leadership Development, Technical Writing, Workshop Facilitation
Education
Assumption College 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Dighton Rehoboth Regional High School
Matthew Leone's Fidelity Investments Experience July 2015 - Present
Job Senior Valuations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments August 2011 - October 2013
Skills
Financial Analysis, Mutual Funds, Financial Services, Fixed Income, Equities
Education
Assumption College 2005 — 2009
Bachelor's degree, Accounting
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments August 2011 - October 2013
Skills
Financial Analysis, Mutual Funds, Financial Services, Fixed Income, Equities
Education
Assumption College 2005 — 2009
Bachelor's degree, Accounting
Nicole Garceau's Fidelity Investments Experience May 2008 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Fidelity Investments August 2003 - May 2008
Fidelity Investments July 2001 - August 2003
Fidelity Investments May 1999 - July 2001
Skills
Mutual Funds, Management, Product Development
Education
Assumption College 1993 — 1997
Fidelity Investments May 2008 - Present
Fidelity Investments August 2003 - May 2008
Fidelity Investments July 2001 - August 2003
Fidelity Investments May 1999 - July 2001
Skills
Mutual Funds, Management, Product Development
Education
Assumption College 1993 — 1997
Mark Gronberg's Fidelity Investments Experience July 2006 - November 2007
Job Officer at State Street
Industry Financial Services
Experience
State Street March 2008 - Present
Fidelity Investments July 2006 - November 2007
First General Realty Corporation July 2005 - June 2006
Education
Assumption College 2001 — 2005
B. A., Economics with a Business Concentration
Boston College High School 1997 — 2001
Diploma
State Street March 2008 - Present
Fidelity Investments July 2006 - November 2007
First General Realty Corporation July 2005 - June 2006
Education
Assumption College 2001 — 2005
B. A., Economics with a Business Concentration
Boston College High School 1997 — 2001
Diploma
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank