Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Jamie Kaufhold Jamie Kaufhold's Fidelity Investments Experience January 2006 - January 2007
Job Digital Content Manager, Superhero
Industry Information Services
Experience
NeuroGym April 2015 - Present
Demand Media October 2012 - April 2015
Freelance November 2013 - October 2014
ECOPYWRITERS.COM March 2009 - September 2012
Distinction Art Gallery January 2010 - January 2011
ArtHatch February 2009 - January 2010
Fidelity Investments January 2006 - January 2007
United States Navy Worldwide October 2001 - November 2005
Microsoft May 1998 - August 1998
Skills
Technical Writing, Copywriting, Advertising, Market Research, Creative Direction, Legal Writing, Report Writing, Arabic, Research, Editing, Social Media, Blogging, Photoshop, Public Speaking, SEO, Social Networking, Microsoft Office, Press Releases, Art, PowerPoint, Online Advertising, Marketing Communications, Creative Writing, Photography, Microsoft Excel, E-commerce, Proofreading, Microsoft Word, Newsletters, Editorial, Marketing, Copy Editing, SEO copywriting, AP Style, Web Content, WordPress, Facebook, Integrated Marketing, Online Marketing, Marketing Strategy, Content Development, Feature Articles, Content Strategy, Freelance Writing, News Writing, Content Management, InDesign, Web Analytics, Articles, Corporate Communications
Education
Defense Language Institute 2002 — 2003
Certificate, Arabic language
University of Puget Sound 1995 — 1999
Bachelor of Science, Natural Science
NeuroGym April 2015 - Present
Demand Media October 2012 - April 2015
Freelance November 2013 - October 2014
ECOPYWRITERS.COM March 2009 - September 2012
Distinction Art Gallery January 2010 - January 2011
ArtHatch February 2009 - January 2010
Fidelity Investments January 2006 - January 2007
United States Navy Worldwide October 2001 - November 2005
Microsoft May 1998 - August 1998
Skills
Technical Writing, Copywriting, Advertising, Market Research, Creative Direction, Legal Writing, Report Writing, Arabic, Research, Editing, Social Media, Blogging, Photoshop, Public Speaking, SEO, Social Networking, Microsoft Office, Press Releases, Art, PowerPoint, Online Advertising, Marketing Communications, Creative Writing, Photography, Microsoft Excel, E-commerce, Proofreading, Microsoft Word, Newsletters, Editorial, Marketing, Copy Editing, SEO copywriting, AP Style, Web Content, WordPress, Facebook, Integrated Marketing, Online Marketing, Marketing Strategy, Content Development, Feature Articles, Content Strategy, Freelance Writing, News Writing, Content Management, InDesign, Web Analytics, Articles, Corporate Communications
Education
Defense Language Institute 2002 — 2003
Certificate, Arabic language
University of Puget Sound 1995 — 1999
Bachelor of Science, Natural Science
Nan Wang Nan Wang's Fidelity Investments Experience July 2006 - September 2009
Job
Industry Computer Software
Experience
Fantasy Sports Entrepeneur April 2014 - Present
Neuberger Berman September 2009 - March 2014
China Investment Corporation February 2011 - July 2011
Fidelity Investments July 2006 - September 2009
Fidelity Investments 2006 - 2009
Northwestern Mutual Financial Network 2005 - 2005
Skills
Financial Modeling, Strategy, Private Equity, Mergers & Acquisitions, Portfolio Management, Business Strategy, Investments, Finance, Management, Business Development, Valuation, Fantasy Sports, Fantasy Football, Venture Capital, Early-stage Startups
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge
Dartmouth College 2002 — 2006
BA
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Fantasy Sports Entrepeneur April 2014 - Present
Neuberger Berman September 2009 - March 2014
China Investment Corporation February 2011 - July 2011
Fidelity Investments July 2006 - September 2009
Fidelity Investments 2006 - 2009
Northwestern Mutual Financial Network 2005 - 2005
Skills
Financial Modeling, Strategy, Private Equity, Mergers & Acquisitions, Portfolio Management, Business Strategy, Investments, Finance, Management, Business Development, Valuation, Fantasy Sports, Fantasy Football, Venture Capital, Early-stage Startups
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge
Dartmouth College 2002 — 2006
BA
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Darcy (Jones) Wadsworth Darcy (Jones) Wadsworth's Fidelity Investments Experience November 1998 - March 2000
Job Certified Financial Planner
Industry Financial Services
Experience
Labrum Wealth Management November 2009 - Present
Only2Degrees Internet Talk Radio Show 2007 - 2011
Morgan Stanley Smith Barney October 2003 - November 2009
Fidelity Investments November 1998 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Small Business, Retirement, Equities, Succession Planning, Estate Planning, Pensions, 401k, Insurance, Investments, Finance, Financial Advisory, Investment Advisory, Series 7, Asset Allocation, Wealth, Investment Strategies, Mutual Funds, IRAs, Fixed Annuities, Asset Management, Financial Planning, Securities, Alternative Investments, Financial Planners
Education
University of California, Riverside 2001 — 2003
BS, business
Davenport University 1990 — 1992
AS Sales and Marketing, Business
Labrum Wealth Management November 2009 - Present
Only2Degrees Internet Talk Radio Show 2007 - 2011
Morgan Stanley Smith Barney October 2003 - November 2009
Fidelity Investments November 1998 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Small Business, Retirement, Equities, Succession Planning, Estate Planning, Pensions, 401k, Insurance, Investments, Finance, Financial Advisory, Investment Advisory, Series 7, Asset Allocation, Wealth, Investment Strategies, Mutual Funds, IRAs, Fixed Annuities, Asset Management, Financial Planning, Securities, Alternative Investments, Financial Planners
Education
University of California, Riverside 2001 — 2003
BS, business
Davenport University 1990 — 1992
AS Sales and Marketing, Business
Theresa Southwick Theresa Southwick's Fidelity Investments Experience December 2006 - August 2013
Job Assistant Vice President at State Street
Industry Financial Services
Experience
Fidelity Investments December 2006 - August 2013
Fidelity Investments March 2001 - December 2006
Fidelity Investments February 2000 - March 2001
Fidelity Investments November 1998 - February 2000
Fidelity Investments March 1998 - November 1998
The New England Financial September 1994 - February 1998
Skills
Requirements Gathering, SDLC, Systems Analysis, Project Planning, Requirements Analysis, Visio, Software Project..., SharePoint, Business Analysis, Business Requirements, Project Management, User Acceptance Testing, Risk Management, Quality Assurance, Solution Architecture, Financial Services
Education
Daytona State College
Fidelity Investments December 2006 - August 2013
Fidelity Investments March 2001 - December 2006
Fidelity Investments February 2000 - March 2001
Fidelity Investments November 1998 - February 2000
Fidelity Investments March 1998 - November 1998
The New England Financial September 1994 - February 1998
Skills
Requirements Gathering, SDLC, Systems Analysis, Project Planning, Requirements Analysis, Visio, Software Project..., SharePoint, Business Analysis, Business Requirements, Project Management, User Acceptance Testing, Risk Management, Quality Assurance, Solution Architecture, Financial Services
Education
Daytona State College
Matt Stumpf Matt Stumpf's Fidelity Investments Experience December 2014 - April 2015
Job Associate at Prophet
Industry Management Consulting
Experience
Prophet May 2015 - Present
Fidelity Investments December 2014 - April 2015
Fidelity Investments May 2012 - December 2014
Lubin Lawrence July 2011 - August 2011
Skills
Market Research, Strategic Planning, Strategy, Management Consulting, Financial Modeling
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Studio Art Cum Laude
Prophet May 2015 - Present
Fidelity Investments December 2014 - April 2015
Fidelity Investments May 2012 - December 2014
Lubin Lawrence July 2011 - August 2011
Skills
Market Research, Strategic Planning, Strategy, Management Consulting, Financial Modeling
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Studio Art Cum Laude
Peter Brissette Peter Brissette's Fidelity Investments Experience October 2009 - Present
Job Brokerage Operations Rep III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Putnam Investments April 2000 - October 2009
Skills
Investments, Retirement Products, Mutual Funds, Financial Analysis, Client Relations and..., Series 7, Financial Services, Retirement Solutions, Process Improvement, Retirement, Microsoft Excel, Securities, Series 63, Retirement Planning, Customer Service, Call Centers, Wealth Management, FINRA
Education
Dean College
Associates, General Business
Fidelity Investments October 2009 - Present
Putnam Investments April 2000 - October 2009
Skills
Investments, Retirement Products, Mutual Funds, Financial Analysis, Client Relations and..., Series 7, Financial Services, Retirement Solutions, Process Improvement, Retirement, Microsoft Excel, Securities, Series 63, Retirement Planning, Customer Service, Call Centers, Wealth Management, FINRA
Education
Dean College
Associates, General Business
Edouard Salomon Edouard Salomon's Fidelity Investments Experience September 2000 - October 2001
Job Loan Professional
Industry Financial Services
Experience
Admirals Bank September 2014 - Present
Boston Private Bank August 2013 - November 2014
Berkley Point Capital July 2013 - August 2013
Toro Consulting Group January 2013 - July 2013
Salem Five Bank October 2012 - December 2012
P&P LAW March 2009 - June 2010
Mortgage Options of America June 2005 - March 2009
Global Home Loans Bank February 2003 - March 2005
Fidelity Investments September 2000 - October 2001
Skills
Real Estate, Investment Properties, Mortgage Lending, Residential Mortgages, Jumbo Mortgage, VA loans, FHA financing
Education
Harvard University 2013 — 2017
Master of Science (MS), Finance, General
Delaware State University 1995 — 1999
Bachelor of Science, Economics (Finance & Accounting) and Business Administration
Hesser College 1994 — 1995
Admirals Bank September 2014 - Present
Boston Private Bank August 2013 - November 2014
Berkley Point Capital July 2013 - August 2013
Toro Consulting Group January 2013 - July 2013
Salem Five Bank October 2012 - December 2012
P&P LAW March 2009 - June 2010
Mortgage Options of America June 2005 - March 2009
Global Home Loans Bank February 2003 - March 2005
Fidelity Investments September 2000 - October 2001
Skills
Real Estate, Investment Properties, Mortgage Lending, Residential Mortgages, Jumbo Mortgage, VA loans, FHA financing
Education
Harvard University 2013 — 2017
Master of Science (MS), Finance, General
Delaware State University 1995 — 1999
Bachelor of Science, Economics (Finance & Accounting) and Business Administration
Hesser College 1994 — 1995
Abhishek Vakil Abhishek Vakil's Fidelity Investments Experience August 2011 - June 2013
Job VP Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. March 2015 - Present
E*TRADE Financial June 2013 - March 2015
Fidelity Investments August 2011 - June 2013
Barclaycard June 2010 - August 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Financial Services, Asset Allocation, Retirement, Strategic Financial..., Finance, Financial Planners, Securities, IRAs, Wealth Management, ETFs, Wealth, 529 Plans, College Savings Plans, Personal Financial..., High Net Worth..., Roth IRA, Financial Advisory, Investment Advisory, 401k Rollovers, Series 65
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
De Anza College
J.P. Morgan Chase Bank, N.A. March 2015 - Present
E*TRADE Financial June 2013 - March 2015
Fidelity Investments August 2011 - June 2013
Barclaycard June 2010 - August 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Financial Services, Asset Allocation, Retirement, Strategic Financial..., Finance, Financial Planners, Securities, IRAs, Wealth Management, ETFs, Wealth, 529 Plans, College Savings Plans, Personal Financial..., High Net Worth..., Roth IRA, Financial Advisory, Investment Advisory, 401k Rollovers, Series 65
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
De Anza College
Peter Keshtkar's Fidelity Investments Experience June 2010 - August 2010
Job Associate, New Ventures at North Shore Ventures
Industry Venture Capital & Private Equity
Experience
North Shore Ventures August 2014 - Present
Opera Solutions July 2011 - July 2014
Evolving Vox LLC April 2009 - May 2011
Fidelity Investments June 2010 - August 2010
Skills
Analytics, Financial Modeling, Management Consulting, Data Analysis, Valuation, Consulting, Predictive Analytics, Financial Analysis, Strategic Consulting, Economics, Business Strategy
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
University of Oxford 2010 — 2010
Economics
North Shore Ventures August 2014 - Present
Opera Solutions July 2011 - July 2014
Evolving Vox LLC April 2009 - May 2011
Fidelity Investments June 2010 - August 2010
Skills
Analytics, Financial Modeling, Management Consulting, Data Analysis, Valuation, Consulting, Predictive Analytics, Financial Analysis, Strategic Consulting, Economics, Business Strategy
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
University of Oxford 2010 — 2010
Economics
Daniel Engracia Daniel Engracia's Fidelity Investments Experience September 2012 - Present
Job Defined Contribution Specialist
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Styletronics, Inc. 2010 - 2012
JJ Paramount International June 2008 - April 2010
SM Development Corporation September 2007 - February 2008
Greenfield Development Corpotion (Marketers One) July 2005 - August 2007
Community Innovations Inc. August 2003 - June 2005
HSBC May 2002 - May 2003
Skills
Adobe Creative Suite, Adobe Acrobat, Dreamweaver, InDesign, Photoshop, Illustrator, Logo Design, Typography, Microsoft Office, Design Drawings, Marketing Communications, Customer Service, Selling, Sculpting, Painting
Education
California International University 2008 — 2010
Master of Science (M.S.), International Business
De La Salle University 1998 — 2002
Bachelor of Arts (BA), Development Studies
De La Salle University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments September 2012 - Present
Styletronics, Inc. 2010 - 2012
JJ Paramount International June 2008 - April 2010
SM Development Corporation September 2007 - February 2008
Greenfield Development Corpotion (Marketers One) July 2005 - August 2007
Community Innovations Inc. August 2003 - June 2005
HSBC May 2002 - May 2003
Skills
Adobe Creative Suite, Adobe Acrobat, Dreamweaver, InDesign, Photoshop, Illustrator, Logo Design, Typography, Microsoft Office, Design Drawings, Marketing Communications, Customer Service, Selling, Sculpting, Painting
Education
California International University 2008 — 2010
Master of Science (M.S.), International Business
De La Salle University 1998 — 2002
Bachelor of Arts (BA), Development Studies
De La Salle University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Peggy (Engelhart) Zink's Fidelity Investments Experience April 1999 - July 2003
Job President, Cincinnati Works
Industry Nonprofit Organization Management
Experience
Cincinnati Works August 2009 - Present
T-Point Consulting November 2003 - July 2009
Fidelity Investments April 1999 - July 2003
Andersen Consulting 1985 - 1999
Skills
Non-profits, Strategic Planning, Fundraising, Organizational Change, Business Process..., Process Management, Board Leadership, Change Management, Leadership, Nonprofits, Leadership Development, Project Management, Customer Service, Program Management, Coaching, Team Building, Management Consulting, Training, Community Outreach, Program Development, Volunteer Management, Organizational..., Grant Writing, Public Relations, Marketing, Community Development
Education
The Athenaeum of Ohio 2007 — 2009
MA, Pastoral Ministry
Dartmouth College 1981 — 1985
BA, Engineering Sciences
Cincinnati Works August 2009 - Present
T-Point Consulting November 2003 - July 2009
Fidelity Investments April 1999 - July 2003
Andersen Consulting 1985 - 1999
Skills
Non-profits, Strategic Planning, Fundraising, Organizational Change, Business Process..., Process Management, Board Leadership, Change Management, Leadership, Nonprofits, Leadership Development, Project Management, Customer Service, Program Management, Coaching, Team Building, Management Consulting, Training, Community Outreach, Program Development, Volunteer Management, Organizational..., Grant Writing, Public Relations, Marketing, Community Development
Education
The Athenaeum of Ohio 2007 — 2009
MA, Pastoral Ministry
Dartmouth College 1981 — 1985
BA, Engineering Sciences
Patricia O'Hara Patricia O'Hara's Fidelity Investments Experience January 2005 - January 2008
Job Marketing Manager at CVS Health
Industry Marketing and Advertising
Experience
CVS Health June 2009 - Present
Fidelity Investments January 2005 - January 2008
Amica Mutual Insurance June 1998 - August 2005
RDW Group April 1996 - July 1998
Skills
Social Media, Marketing Strategy, Advertising, Customer Service, Social Media Marketing, Marketing Communications, Management, Public Relations, Account Management, Event Management, Leadership, Online Advertising, Digital Marketing
Education
Emerson College 2002 — 2004
Master's Degree, Integrated Marketing
Rhode Island College 1990 — 1992
Bachelor of Arts (B.A.), Communications
Dean College 1987 — 1989
Associate's Degree, Communiications
CVS Health June 2009 - Present
Fidelity Investments January 2005 - January 2008
Amica Mutual Insurance June 1998 - August 2005
RDW Group April 1996 - July 1998
Skills
Social Media, Marketing Strategy, Advertising, Customer Service, Social Media Marketing, Marketing Communications, Management, Public Relations, Account Management, Event Management, Leadership, Online Advertising, Digital Marketing
Education
Emerson College 2002 — 2004
Master's Degree, Integrated Marketing
Rhode Island College 1990 — 1992
Bachelor of Arts (B.A.), Communications
Dean College 1987 — 1989
Associate's Degree, Communiications
April Taylor's Fidelity Investments Experience February 2004 - October 2010
Job Experienced Financial Advisor & Author
Industry Financial Services
Experience
Diamond State Financial Group March 2015 - Present
Wallstreet Playdates July 2014 - Present
J.P. Morgan April 2013 - April 2015
Merrill Lynch June 2012 - July 2013
Fidelity Investments February 2004 - October 2010
Skills
Series 7, Wealth Management, FINRA, 401k Rollovers, Asset Allocation, Investments, Defined Benefit, Securities, Strategic Financial..., Life, IRAs, Fixed Annuities, 401k, Mutual Funds, Uniform Combined State..., Series 6, Series 63, Retirement Planning, Retirement, Finance, Series 65, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Banking, Estate Planning, Asset Management, Equities, Financial Advisory, Life Insurance, Investment Advisory, Relationship Management, Investment Strategies, Social Media, Small Business, Cash Management, Fixed Income, Credit, Alternative Investments, Disability Insurance, Financial Modeling, Wealth, Microsoft Office
Education
Delaware State University 1999 — 2003
Finance and Banking, Accounting and Finance
Delaware State University 1999 — 2003
Bachelor's degree, Finance and Financial Management Services
Diamond State Financial Group March 2015 - Present
Wallstreet Playdates July 2014 - Present
J.P. Morgan April 2013 - April 2015
Merrill Lynch June 2012 - July 2013
Fidelity Investments February 2004 - October 2010
Skills
Series 7, Wealth Management, FINRA, 401k Rollovers, Asset Allocation, Investments, Defined Benefit, Securities, Strategic Financial..., Life, IRAs, Fixed Annuities, 401k, Mutual Funds, Uniform Combined State..., Series 6, Series 63, Retirement Planning, Retirement, Finance, Series 65, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Banking, Estate Planning, Asset Management, Equities, Financial Advisory, Life Insurance, Investment Advisory, Relationship Management, Investment Strategies, Social Media, Small Business, Cash Management, Fixed Income, Credit, Alternative Investments, Disability Insurance, Financial Modeling, Wealth, Microsoft Office
Education
Delaware State University 1999 — 2003
Finance and Banking, Accounting and Finance
Delaware State University 1999 — 2003
Bachelor's degree, Finance and Financial Management Services
Jessica Dwyer Jessica Dwyer's Fidelity Investments Experience June 2014 - August 2014
Job Financial Services Analyst at Federal Reserve Board
Industry Financial Services
Experience
Fidelity Investments June 2014 - August 2014
Fidelity Investments August 2010 - May 2013
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc. European Studies
Davidson College 2004 — 2008
BA in Classics
Fidelity Investments June 2014 - August 2014
Fidelity Investments August 2010 - May 2013
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc. European Studies
Davidson College 2004 — 2008
BA in Classics
Margot Mims Margot Mims's Fidelity Investments Experience September 2004 - June 2006
Job Retail Sales Associate
Industry Retail
Experience
Neiman Marcus, Boston, MA November 2010 - Present
Richart Chocolates January 2008 - July 2009
State Street June 2007 - August 2007
Fidelity Investments September 2004 - June 2006
Hill Holliday September 1991 - June 2004
Education
Davidson College 1985 — 1989
BA, Art and Art History
Phillips Academy, Andover 1984 — 1985
High School
Neiman Marcus, Boston, MA November 2010 - Present
Richart Chocolates January 2008 - July 2009
State Street June 2007 - August 2007
Fidelity Investments September 2004 - June 2006
Hill Holliday September 1991 - June 2004
Education
Davidson College 1985 — 1989
BA, Art and Art History
Phillips Academy, Andover 1984 — 1985
High School
Stephen Conlin Stephen Conlin's Fidelity Investments Experience February 1996 - December 1998
Job Managing Director of Operations at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon Corp July 2010 - Present
PNC Financial Services Group January 1999 - June 2010
Fidelity Investments February 1996 - December 1998
Coopers & Lybrand L.L.P. June 1993 - February 1996
Fleet Bank of Massachusetts (Bank of New England) July 1989 - July 1991
Shearson Lehman Hutton Inc. July 1987 - June 1989
Skills
Leadership, Operations Management, Finance, Process Improvement, Risk Management, Change Management, Team Building, Business Analysis, Financial Analysis, Budgeting & Forecasting, Accounting & Auditing, Project Management, Financial Services, Mutual Funds, Commercial Banking, Investment Banking, Executive Management, CPA, MBA, Corporate Finance, Valuation
Education
Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration, General Management / Finance
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics / Computer Science Double Major
Bank of New York Mellon Corp July 2010 - Present
PNC Financial Services Group January 1999 - June 2010
Fidelity Investments February 1996 - December 1998
Coopers & Lybrand L.L.P. June 1993 - February 1996
Fleet Bank of Massachusetts (Bank of New England) July 1989 - July 1991
Shearson Lehman Hutton Inc. July 1987 - June 1989
Skills
Leadership, Operations Management, Finance, Process Improvement, Risk Management, Change Management, Team Building, Business Analysis, Financial Analysis, Budgeting & Forecasting, Accounting & Auditing, Project Management, Financial Services, Mutual Funds, Commercial Banking, Investment Banking, Executive Management, CPA, MBA, Corporate Finance, Valuation
Education
Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration, General Management / Finance
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics / Computer Science Double Major
Lori Kalahar Johnson Lori Kalahar Johnson's Fidelity Investments Experience 2007 - Present
Job VP Online Strategy, Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments 2007 - Present
Digitas Classic 2000 - 2006
Furniture.com 1999 - 2000
The Gillette Company 1996 - 1999
Skills
Strategy, Digital Marketing, Digital Strategy, Direct Marketing, Financial Services, Marketing Strategy, Social Media, Business Strategy, Customer Experience, E-commerce, International Marketing, Analytics
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
Davidson College
B.A., Economics
The Westminster Schools
Fidelity Investments 2007 - Present
Digitas Classic 2000 - 2006
Furniture.com 1999 - 2000
The Gillette Company 1996 - 1999
Skills
Strategy, Digital Marketing, Digital Strategy, Direct Marketing, Financial Services, Marketing Strategy, Social Media, Business Strategy, Customer Experience, E-commerce, International Marketing, Analytics
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
Davidson College
B.A., Economics
The Westminster Schools
Sarah Thornton's Fidelity Investments Experience June 2012 - August 2012
Job Marketing Coordinator at Rip van Wafels
Industry Marketing and Advertising
Experience
Rip van Wafels June 2014 - Present
Teaching Assistant Program in France USA 2013 - May 2014
Gap Inc./Banana Republic June 2013 - August 2013
Davidson College September 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Davidson Elementary School January 2010 - May 2010
Windridge Tennis Camps July 2007 - August 2007
Skills
Social Media, Public Speaking, Facebook, Research, Writing, Event Planning, PowerPoint, Microsoft Office, Event Management, Customer Service, Microsoft Word, Microsoft Excel, HTML, CSS, iPhoto, iMovie, Finale, Garageband, Twitter, Pinterest, YouTube, Flickr, Eventbrite, iContact, QuickBase, Basecamp, iDVD, Editing, Spanish, Marketing, Communication, French
Education
Davidson College 2009 — 2013
Bachelor of Arts (BA), Cum Laude, Comparative Literature, French and Spanish, GPA: 3.7 / 4.0, Major GPA: 3.9 / 4.0
La Sorbonne, Paris Université IV 2012 — 2012
3.9 / 4.0
Fundación Ortega y Gasset Argentina 2011 — 2011
3.9 / 4.0
Centro de Lenguas e Intercambio Cultural 2010 — 2010
Concord Academy 2005 — 2009
Rip van Wafels June 2014 - Present
Teaching Assistant Program in France USA 2013 - May 2014
Gap Inc./Banana Republic June 2013 - August 2013
Davidson College September 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Davidson Elementary School January 2010 - May 2010
Windridge Tennis Camps July 2007 - August 2007
Skills
Social Media, Public Speaking, Facebook, Research, Writing, Event Planning, PowerPoint, Microsoft Office, Event Management, Customer Service, Microsoft Word, Microsoft Excel, HTML, CSS, iPhoto, iMovie, Finale, Garageband, Twitter, Pinterest, YouTube, Flickr, Eventbrite, iContact, QuickBase, Basecamp, iDVD, Editing, Spanish, Marketing, Communication, French
Education
Davidson College 2009 — 2013
Bachelor of Arts (BA), Cum Laude, Comparative Literature, French and Spanish, GPA: 3.7 / 4.0, Major GPA: 3.9 / 4.0
La Sorbonne, Paris Université IV 2012 — 2012
3.9 / 4.0
Fundación Ortega y Gasset Argentina 2011 — 2011
3.9 / 4.0
Centro de Lenguas e Intercambio Cultural 2010 — 2010
Concord Academy 2005 — 2009
Torrey Bartlett Torrey Bartlett's Fidelity Investments Experience July 2001 - August 2006
Job Sr. Director, Head of Human Resources Enterprise Risk Management & Legal at TIAACREF
Industry Human Resources
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - March 2015
Bank of America June 2013 - September 2013
Bank of America September 2010 - June 2013
Bank of America June 2009 - September 2010
Bank of America 2008 - 2008
Fidelity Investments July 2001 - August 2006
Skills
Performance Management, Organizational..., Leadership Development, Leadership, Human Resources, Management, Analytics, Organizational..., Employee Benefits, Outsourcing, Consulting, Change Management, Process Improvement, Talent Management, Mutual Funds, Strategy, Organizational Design, Management Consulting, Strategic Planning, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Masters of Business Administration, General Management - Organizational Effectiveness
Davidson College 1997 — 2001
BA, Economics
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - March 2015
Bank of America June 2013 - September 2013
Bank of America September 2010 - June 2013
Bank of America June 2009 - September 2010
Bank of America 2008 - 2008
Fidelity Investments July 2001 - August 2006
Skills
Performance Management, Organizational..., Leadership Development, Leadership, Human Resources, Management, Analytics, Organizational..., Employee Benefits, Outsourcing, Consulting, Change Management, Process Improvement, Talent Management, Mutual Funds, Strategy, Organizational Design, Management Consulting, Strategic Planning, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Masters of Business Administration, General Management - Organizational Effectiveness
Davidson College 1997 — 2001
BA, Economics
Robert Morell's Fidelity Investments Experience October 2004 - Present
Job Mr. Robert Morell at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2004 - Present
Zambelli Fireworks April 2011 - Present
Fidelity Investments January 2001 - October 2004
Fidelity Investments July 1998 - December 2000
Putnam Investments August 1996 - July 1998
Skills
CICS, MVS, DB2, Software Development, COBOL, TSO, Easytrieve, Endeavor, Message Queue, SQL, Assembler, Remote Recovery Data..., SDLC, Disaster Recovery, JCL, 401k, Retirement, VSAM, Production Support, Mainframe, Intertest, Fileaid
Education
Dean College 1996 — 1998
Associates, Computer Science
Chubb Computers 2000 — 2000
COBOL Programmer Training
Fidelity Investments October 2004 - Present
Zambelli Fireworks April 2011 - Present
Fidelity Investments January 2001 - October 2004
Fidelity Investments July 1998 - December 2000
Putnam Investments August 1996 - July 1998
Skills
CICS, MVS, DB2, Software Development, COBOL, TSO, Easytrieve, Endeavor, Message Queue, SQL, Assembler, Remote Recovery Data..., SDLC, Disaster Recovery, JCL, 401k, Retirement, VSAM, Production Support, Mainframe, Intertest, Fileaid
Education
Dean College 1996 — 1998
Associates, Computer Science
Chubb Computers 2000 — 2000
COBOL Programmer Training
Melissa Ostromecki Melissa Ostromecki's Fidelity Investments Experience June 2005 - July 2011
Job Strategic Communications Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services September 2012 - April 2015
Fidelity Investments June 2005 - July 2011
Fidelity Investments 2000 - 2004
Skills
Financial Services, Relationship Management, Business Development, Marketing Communications, Strategy, Strategic Planning, Teamwork, Project Management, Strategic Communications, Leadership, 401k, Retirement
Education
Dean College 1994 — 1995
Business Administration-Marketing
Northeastern University
Paralegal, Law
Northeastern University
Business Administration
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services September 2012 - April 2015
Fidelity Investments June 2005 - July 2011
Fidelity Investments 2000 - 2004
Skills
Financial Services, Relationship Management, Business Development, Marketing Communications, Strategy, Strategic Planning, Teamwork, Project Management, Strategic Communications, Leadership, 401k, Retirement
Education
Dean College 1994 — 1995
Business Administration-Marketing
Northeastern University
Paralegal, Law
Northeastern University
Business Administration
Vineet Jain (cavineet@yahoo.com) Vineet Jain (cavineet@yahoo.com)'s Fidelity Investments Experience September 2005 - December 2007
Job Managing Consultant at IBM
Industry Information Technology and Services
Experience
IBM January 2013 - Present
HCL Technologies December 2007 - January 2013
Fidelity Investments September 2005 - December 2007
Oracle Corp September 2003 - September 2005
Skills
Corporate Finance,..., Corporate Finance,..., Financial Markets, Finance Transformation, Strategic Planning, Corporate Finance, Consulting, Business Strategy, Strategy, CRM, Analysis, Mergers & Acquisitions, Leadership, Management Consulting, Management, Finance, Executive Management, Forecasting, Business Planning, Business Analysis
Education
Symbiosis, Pune 2004 — 2006
MBA, Finance and Marketing
Institute of Chartered Accountants of India 1999 — 2002
CA, Finance, Laws and Taxes
Delhi University 1996 — 1999
B Com (H), Commerce
IBM January 2013 - Present
HCL Technologies December 2007 - January 2013
Fidelity Investments September 2005 - December 2007
Oracle Corp September 2003 - September 2005
Skills
Corporate Finance,..., Corporate Finance,..., Financial Markets, Finance Transformation, Strategic Planning, Corporate Finance, Consulting, Business Strategy, Strategy, CRM, Analysis, Mergers & Acquisitions, Leadership, Management Consulting, Management, Finance, Executive Management, Forecasting, Business Planning, Business Analysis
Education
Symbiosis, Pune 2004 — 2006
MBA, Finance and Marketing
Institute of Chartered Accountants of India 1999 — 2002
CA, Finance, Laws and Taxes
Delhi University 1996 — 1999
B Com (H), Commerce
Alok Sinha Alok Sinha's Fidelity Investments Experience July 2004 - January 2006
Job Sr. Vendor Manager at Amazon
Industry Retail
Experience
Amazon September 2014 - Present
Capital One September 2010 - August 2014
Accenture Consulting March 2010 - September 2010
Kelley School of Business August 2008 - May 2010
The Nielsen Company August 2009 - September 2009
Strategic Sustainability Consulting June 2009 - August 2009
Oracle January 2006 - July 2008
Fidelity Investments July 2004 - January 2006
Delhi University July 2000 - May 2004
Skills
Strategy, Business Process..., Process Improvement, Product Management, CRM, Operations Management, Management Consulting, Business Analysis, Leadership, Team Management, Mergers & Acquisitions, Customer Analysis &..., Customer Experience..., Credit Risk, Business & Data..., Project Management, Management, Risk Management, Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance & Management
Netaji Subhash Institute of Technology / DIT 2000 — 2004
BE, Engineering
Delhi Public School - R. K. Puram 1998 — 2000
High School, Science with Computers
De Nobili School 1987 — 1998
Senior School
TIME
Amazon September 2014 - Present
Capital One September 2010 - August 2014
Accenture Consulting March 2010 - September 2010
Kelley School of Business August 2008 - May 2010
The Nielsen Company August 2009 - September 2009
Strategic Sustainability Consulting June 2009 - August 2009
Oracle January 2006 - July 2008
Fidelity Investments July 2004 - January 2006
Delhi University July 2000 - May 2004
Skills
Strategy, Business Process..., Process Improvement, Product Management, CRM, Operations Management, Management Consulting, Business Analysis, Leadership, Team Management, Mergers & Acquisitions, Customer Analysis &..., Customer Experience..., Credit Risk, Business & Data..., Project Management, Management, Risk Management, Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance & Management
Netaji Subhash Institute of Technology / DIT 2000 — 2004
BE, Engineering
Delhi Public School - R. K. Puram 1998 — 2000
High School, Science with Computers
De Nobili School 1987 — 1998
Senior School
TIME
Arti Nair Arti Nair's Fidelity Investments Experience June 2007 - Present
Job Sr Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
Education
Delhi School of Economics 1990 — 1993
MCom, Finance
Mahatma Gandhi University 1987 — 1990
BSc, Physics
Fidelity Investments June 2007 - Present
Education
Delhi School of Economics 1990 — 1993
MCom, Finance
Mahatma Gandhi University 1987 — 1990
BSc, Physics
Bib Sahoo - MBA Bib Sahoo - MBA's Fidelity Investments Experience June 2003 - August 2007
Job Director (EITA) Big Data Technologies at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation April 2015 - Present
Bank of America May 2011 - April 2015
Bank of America Merrill Lynch August 2007 - May 2011
Fidelity Investments June 2003 - August 2007
Skills
Data Warehousing, Production Support, Prime Brokerage, Market Data, Trading Systems, Investment Banking, Capital Markets, Electronic Trading, Fixed Income, Hedge Funds, Trading, Derivatives, Credit Cards, Strategic Planning, Quantitative Analytics, Big Data, Hadoop, System Architecture, Enterprise Architecture, IT Outsourcing, Offshore Management, Offshore Software..., Trading System..., SDLC, DB2, Informatica, PL/SQL, Subversion, Sybase, SQL, Perl, Microsoft SQL Server, Business Objects, Vendor Management, Enterprise Software
Education
Delaware State University 2011 — 2013
MBA, Finance and Operations Management
First Data Corporation April 2015 - Present
Bank of America May 2011 - April 2015
Bank of America Merrill Lynch August 2007 - May 2011
Fidelity Investments June 2003 - August 2007
Skills
Data Warehousing, Production Support, Prime Brokerage, Market Data, Trading Systems, Investment Banking, Capital Markets, Electronic Trading, Fixed Income, Hedge Funds, Trading, Derivatives, Credit Cards, Strategic Planning, Quantitative Analytics, Big Data, Hadoop, System Architecture, Enterprise Architecture, IT Outsourcing, Offshore Management, Offshore Software..., Trading System..., SDLC, DB2, Informatica, PL/SQL, Subversion, Sybase, SQL, Perl, Microsoft SQL Server, Business Objects, Vendor Management, Enterprise Software
Education
Delaware State University 2011 — 2013
MBA, Finance and Operations Management
Emily Harwood's Fidelity Investments Experience 2013 - 2014
Job Independent Contractor at Self Employed
Industry Marketing and Advertising
Experience
Self Employed November 2014 - Present
Fidelity Investments 2013 - 2014
Fidelity Investments 2007 - 2014
Fidelity Investments 2011 - 2012
Gap Inc. 2007 - 2008
TPC Sawgrass Marriott 2007 - 2007
Smoothie King (SKFI) 2005 - 2007
GA Repple & Company 2002 - 2005
Bridgeway Learning Center; Riverbend Academy 2002 - 2005
Skills
Project Management, Editing, Microsoft Office, Research, Nonprofits, Community Outreach, Customer Experience, Composition, Process Improvement, Human Rights, Writing, Typing, Business Writing, Legal Research, Family Law, Appellate Law, Public Speaking, Legal Writing, Federal & State..., IRS, Data Analysis, Cross Functional..., Finance, Brand Loyalty, Collaboration, Event Planning, SaaS, HTML, CSS, SharePoint Designer, Operating Systems, Computer Repair, Cloud Computing, Google Products, Apple iWork, Community Service, Fundraising, Developmental Psychology, Working with Children &..., Advocacy, International Relations, Digital Communication, Leadership, Teaching, Development Coaching, Program Development, Stock Market, CRM, Series 7, Management
Education
University of North Florida 2005 — 2007
Bachelor's Degree, Psychology; Classical Civilizations
Daytona State College 2002 — 2005
Associate's Degree, Social Sciences; Human Sciences, Honor Student; Dual Enrollment; Graduated with Honors
Georgia Southern University 2004 — 2004
Child Development; Family Development
Self Employed November 2014 - Present
Fidelity Investments 2013 - 2014
Fidelity Investments 2007 - 2014
Fidelity Investments 2011 - 2012
Gap Inc. 2007 - 2008
TPC Sawgrass Marriott 2007 - 2007
Smoothie King (SKFI) 2005 - 2007
GA Repple & Company 2002 - 2005
Bridgeway Learning Center; Riverbend Academy 2002 - 2005
Skills
Project Management, Editing, Microsoft Office, Research, Nonprofits, Community Outreach, Customer Experience, Composition, Process Improvement, Human Rights, Writing, Typing, Business Writing, Legal Research, Family Law, Appellate Law, Public Speaking, Legal Writing, Federal & State..., IRS, Data Analysis, Cross Functional..., Finance, Brand Loyalty, Collaboration, Event Planning, SaaS, HTML, CSS, SharePoint Designer, Operating Systems, Computer Repair, Cloud Computing, Google Products, Apple iWork, Community Service, Fundraising, Developmental Psychology, Working with Children &..., Advocacy, International Relations, Digital Communication, Leadership, Teaching, Development Coaching, Program Development, Stock Market, CRM, Series 7, Management
Education
University of North Florida 2005 — 2007
Bachelor's Degree, Psychology; Classical Civilizations
Daytona State College 2002 — 2005
Associate's Degree, Social Sciences; Human Sciences, Honor Student; Dual Enrollment; Graduated with Honors
Georgia Southern University 2004 — 2004
Child Development; Family Development
Bhanu Vadhera's Fidelity Investments Experience December 2004 - December 2006
Job Experience IT Professional
Industry Computer Software
Experience
MIT Lincoln Laboratory August 2010 - Present
Massachusetts Public High Schools 2008 - Present
Harvard University March 2008 - August 2010
=> NewMMIS (Massachusetts Medicaid Implementation) December 2006 - March 2008
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2008
Fidelity Investments December 2004 - December 2006
=> deNovis Now HealthEdge 2003 - 2004
Investors Bank & Trust February 2001 - December 2003
iPhrase Technologies ( now part of IBM) 2000 - 2002
Marketmax (now division of SAS) 2000 - 2001
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Software Project..., Unix, Linux, SOA, Web Services, Software Engineering, SDLC, Enterprise Architecture, Oracle, C++, Java Enterprise Edition, Architecture, Programming, Software Design, Microsoft SQL Server, Leadership Technique, CAMEL, Maven, Spring, CRM, Scrum, Perl, Enterprise Software, Eclipse, Distributed Systems, Analysis, C, Business Process, Requirements Analysis, Testing, Data Warehousing, Start-ups, Web Applications, Business Intelligence, Database Design, Databases, Agile Project Management, Product Management, Project Management, Cloud Computing, UML, Solution Architecture, System Architecture, Process Improvement, .NET
Education
Massachusetts Institute of Technology 2012 — 2012
Paterns and Anti-Patterns for Service Oriented Architecture (SOA), Technical Education Program - Fall 2012 ( Oct 9 - Dec 18)
Harvard University 2008 — 2010
ALM, Technology, Operations and General Management
Indian Institute of Technology, Delhi 1991 — 1993
Masters of Technology, Computer Science
Dayalbagh Educational Institute 1988 — 1990
MS, Mathematics with Computer Applications
BNSD - Kanpur 1984 — 1986
XII
Ram Krishan Mission 1980 — 1984
High School
MIT Lincoln Laboratory August 2010 - Present
Massachusetts Public High Schools 2008 - Present
Harvard University March 2008 - August 2010
=> NewMMIS (Massachusetts Medicaid Implementation) December 2006 - March 2008
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2008
Fidelity Investments December 2004 - December 2006
=> deNovis Now HealthEdge 2003 - 2004
Investors Bank & Trust February 2001 - December 2003
iPhrase Technologies ( now part of IBM) 2000 - 2002
Marketmax (now division of SAS) 2000 - 2001
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Software Project..., Unix, Linux, SOA, Web Services, Software Engineering, SDLC, Enterprise Architecture, Oracle, C++, Java Enterprise Edition, Architecture, Programming, Software Design, Microsoft SQL Server, Leadership Technique, CAMEL, Maven, Spring, CRM, Scrum, Perl, Enterprise Software, Eclipse, Distributed Systems, Analysis, C, Business Process, Requirements Analysis, Testing, Data Warehousing, Start-ups, Web Applications, Business Intelligence, Database Design, Databases, Agile Project Management, Product Management, Project Management, Cloud Computing, UML, Solution Architecture, System Architecture, Process Improvement, .NET
Education
Massachusetts Institute of Technology 2012 — 2012
Paterns and Anti-Patterns for Service Oriented Architecture (SOA), Technical Education Program - Fall 2012 ( Oct 9 - Dec 18)
Harvard University 2008 — 2010
ALM, Technology, Operations and General Management
Indian Institute of Technology, Delhi 1991 — 1993
Masters of Technology, Computer Science
Dayalbagh Educational Institute 1988 — 1990
MS, Mathematics with Computer Applications
BNSD - Kanpur 1984 — 1986
XII
Ram Krishan Mission 1980 — 1984
High School
Manjunath Sivan Manjunath Sivan's Fidelity Investments Experience October 2013 - Present
Job Lead at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments July 2006 - September 2013
Wipro Technologies February 2004 - June 2006
Skills
Oracle HR, PL/SQL, SQL, Oracle, Agile Methodologies
Education
Symbiosis institute of Management Studies 2007 — 2009
MBA in Operations
Guru Gobind Singh Indraprastha University 2000 — 2003
MCA
Delhi University 1997 — 2000
Bsc(H)Statistics
Fidelity Investments October 2013 - Present
Fidelity Investments July 2006 - September 2013
Wipro Technologies February 2004 - June 2006
Skills
Oracle HR, PL/SQL, SQL, Oracle, Agile Methodologies
Education
Symbiosis institute of Management Studies 2007 — 2009
MBA in Operations
Guru Gobind Singh Indraprastha University 2000 — 2003
MCA
Delhi University 1997 — 2000
Bsc(H)Statistics
Alan Carita Alan Carita's Fidelity Investments Experience July 2012 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments April 2005 - July 2012
YourBookSwap.com January 2005 - February 2011
Fidelity Investments October 2000 - April 2005
Opinion Dynamics Corporation March 1999 - October 2000
Staples February 1998 - March 1999
United States Air Force January 1994 - January 1998
Skills
Data Center, VMware, Citrix, Vendor Management, Security, System Deployment, Disaster Recovery, System Administration, Troubleshooting, Windows, Virtualization, ITIL, SDLC, Requirements Analysis, Enterprise Architecture, IT Service Management, SQL, Networking, SCCM, Network Administration, Process Improvement, SharePoint, Agile Methodologies, Microsoft SQL Server, IIS, Technical Support, Hardware, DHCP, Visio, Business Analysis, IT Operations, Project Management, High Availability, Management, Servers, Software Installation, Integration, IT Strategy, Business Continuity, Active Directory, Solaris, Unix, Cloud Computing, Software Documentation, Databases, Computer Security, Infrastructure, VMware ESX, Windows Server, ITIL v3 Foundations...
Education
Emmanuel College 2007 — 2009
Management
Dean College 2005 — 2007
Tri County Reg Voc Tech 1986 — 1989
HS
Fidelity Investments July 2012 - Present
Fidelity Investments April 2005 - July 2012
YourBookSwap.com January 2005 - February 2011
Fidelity Investments October 2000 - April 2005
Opinion Dynamics Corporation March 1999 - October 2000
Staples February 1998 - March 1999
United States Air Force January 1994 - January 1998
Skills
Data Center, VMware, Citrix, Vendor Management, Security, System Deployment, Disaster Recovery, System Administration, Troubleshooting, Windows, Virtualization, ITIL, SDLC, Requirements Analysis, Enterprise Architecture, IT Service Management, SQL, Networking, SCCM, Network Administration, Process Improvement, SharePoint, Agile Methodologies, Microsoft SQL Server, IIS, Technical Support, Hardware, DHCP, Visio, Business Analysis, IT Operations, Project Management, High Availability, Management, Servers, Software Installation, Integration, IT Strategy, Business Continuity, Active Directory, Solaris, Unix, Cloud Computing, Software Documentation, Databases, Computer Security, Infrastructure, VMware ESX, Windows Server, ITIL v3 Foundations...
Education
Emmanuel College 2007 — 2009
Management
Dean College 2005 — 2007
Tri County Reg Voc Tech 1986 — 1989
HS
Vincent O'Neil Vincent O'Neil's Fidelity Investments Experience July 2011 - Present
Job Copywriter at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Harper Collins Publishing, Harlequin Worldwide Mystery March 2005 - Present
Fidelity Investments September 2007 - November 2008
Fleet Boston Financial August 1997 - September 2004
Charles River Analytics January 1996 - August 1997
US Army May 1985 - December 1994
Skills
Risk Management, Strategic Planning, Writing, Time Management, Proofreading, Public Speaking, Advertising, Strategic Thinking, Crisis Management, Team Building, Banking, Business Strategy, Books, Compliance, Analysis, Financial Analysis, Team Leadership, Planning, Problem Solving, Tactics, Management Consulting, PowerPoint, Mergers, Leadership Development, Leadership, Published Author, Project Management, Policy, Military Skills, Coaching, Change Management, Project Planning, Direct Mail, Email Marketing, Human Resources, Creative Writing, Program Management, Management, Training, Financial Services, Process Improvement, Finance, Budgets, CRM, Business Process..., Executive Management, Proposal Writing, Start-ups, Operations Management, Cross-functional Team...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MA, International Business Law, Asian Studies
Defense Language Institute 1992 — 1993
Language Certification, Mandarin Chinese
United States Military Academy at West Point 1981 — 1985
BS, Management
Norwood Senior High 1978 — 1981
Fidelity Investments July 2011 - Present
Harper Collins Publishing, Harlequin Worldwide Mystery March 2005 - Present
Fidelity Investments September 2007 - November 2008
Fleet Boston Financial August 1997 - September 2004
Charles River Analytics January 1996 - August 1997
US Army May 1985 - December 1994
Skills
Risk Management, Strategic Planning, Writing, Time Management, Proofreading, Public Speaking, Advertising, Strategic Thinking, Crisis Management, Team Building, Banking, Business Strategy, Books, Compliance, Analysis, Financial Analysis, Team Leadership, Planning, Problem Solving, Tactics, Management Consulting, PowerPoint, Mergers, Leadership Development, Leadership, Published Author, Project Management, Policy, Military Skills, Coaching, Change Management, Project Planning, Direct Mail, Email Marketing, Human Resources, Creative Writing, Program Management, Management, Training, Financial Services, Process Improvement, Finance, Budgets, CRM, Business Process..., Executive Management, Proposal Writing, Start-ups, Operations Management, Cross-functional Team...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MA, International Business Law, Asian Studies
Defense Language Institute 1992 — 1993
Language Certification, Mandarin Chinese
United States Military Academy at West Point 1981 — 1985
BS, Management
Norwood Senior High 1978 — 1981
Angela Gibson's Fidelity Investments Experience July 2007 - April 2011
Job Professional
Industry Financial Services
Experience
Fidelity Investments July 2007 - April 2011
Fidelity Investments 2004 - July 2007
Fidelity Investments 2003 - 2004
Fidelity Investments April 2002 - May 2003
Fidelity Investments 2003 - 2003
Fidelity Investments March 1998 - October 1998
Skills
Microsoft Office, Microsoft Works, Excel, Adobe, Photoshop, Access, Auditing, Quality Assurance, Project Management, Word, Assets Recovery, Project Implementation, Implementation Services, Business Analysis, Call Centers, Process Improvement, Management, PeopleSoft, Employee Benefits, Risk Management, Software Documentation, PowerPoint, Financial Services, 401k, SharePoint, Defined Benefit, Data Analysis, Account Management, Performance Management, Relationship Management, Microsoft Project, Asset Management, Retirement, Team Leadership, Systems Analysis, Business Process..., Adobe Acrobat, Program Management, Time Management, Business Process, Applicant Tracking..., Databases, Employee Relations, Change Management
Education
Davis and Elkins College 1990 — 1994
Psychology
Elkins High School
Fidelity Investments July 2007 - April 2011
Fidelity Investments 2004 - July 2007
Fidelity Investments 2003 - 2004
Fidelity Investments April 2002 - May 2003
Fidelity Investments 2003 - 2003
Fidelity Investments March 1998 - October 1998
Skills
Microsoft Office, Microsoft Works, Excel, Adobe, Photoshop, Access, Auditing, Quality Assurance, Project Management, Word, Assets Recovery, Project Implementation, Implementation Services, Business Analysis, Call Centers, Process Improvement, Management, PeopleSoft, Employee Benefits, Risk Management, Software Documentation, PowerPoint, Financial Services, 401k, SharePoint, Defined Benefit, Data Analysis, Account Management, Performance Management, Relationship Management, Microsoft Project, Asset Management, Retirement, Team Leadership, Systems Analysis, Business Process..., Adobe Acrobat, Program Management, Time Management, Business Process, Applicant Tracking..., Databases, Employee Relations, Change Management
Education
Davis and Elkins College 1990 — 1994
Psychology
Elkins High School
Matthew Landon, CFA Matthew Landon, CFA's Fidelity Investments Experience 2001 - 2002
Job Senior Vice President 401(k) Advisory Group at Fusion Analytics Investment Partners
Industry Investment Management
Experience
Fusion Analytics Investment Partners May 2015 - Present
F-Squared Investments September 2013 - April 2015
T. Rowe Price June 2008 - August 2013
MassMutual Financial Group 2006 - 2008
Intelligent Portfolio Services, LLC and Wellfleet Advisors 2002 - 2006
Fidelity Investments 2001 - 2002
MassMutual Financial Group 1994 - 2001
Friendly's Ice Cream, LLC 1992 - 1994
Skills
Chartered Financial..., Investments, Risk Management
Education
Dartmouth College 1987 — 1991
Fusion Analytics Investment Partners May 2015 - Present
F-Squared Investments September 2013 - April 2015
T. Rowe Price June 2008 - August 2013
MassMutual Financial Group 2006 - 2008
Intelligent Portfolio Services, LLC and Wellfleet Advisors 2002 - 2006
Fidelity Investments 2001 - 2002
MassMutual Financial Group 1994 - 2001
Friendly's Ice Cream, LLC 1992 - 1994
Skills
Chartered Financial..., Investments, Risk Management
Education
Dartmouth College 1987 — 1991
Sean Parrott's Fidelity Investments Experience February 2006 - January 2007
Job Project Manager at Primatics Financial
Industry Financial Services
Experience
Primatics Financial September 2015 - Present
Helix Education (Formerly Datamark) February 2014 - June 2015
Datamark October 2013 - February 2014
Alliance Health Networks January 2013 - August 2013
American Express January 2007 - January 2013
Fidelity Investments February 2006 - January 2007
Skills
Computer Repair, Project Management, Credit Cards, Account Reconciliation, TCP/IP, OSI Model, Table Tennis, Relationship Management, Financial Accounting, CompTIA A+ Certification, CompTIA Network+..., Wireless Networking, Wireless Security, Wireless Routers, Network Architecture, Network Administration, Computer Maintenance, Computer Hardware, MS Excel Pivot Tables, Network Security, Information Security, Computer Security, Security+, Vendor Management, Management, Help Desk Support, Process Improvement, Security, Technical Support, Analytics, Program Management, LAN-WAN, System Deployment, Networking, Financial Services, Financial Analysis, Business Analysis, Risk Management, Databases, Online Advertising, Customer Service, Leadership, Visio, SDLC, Microsoft Office, Testing
Education
Western Governors University 2015 — 2016
Bachelor’s Degree, Information Technology
Davis Applied Technology College 2012 — 2015
Certificate of Completion/Technical Degree, Information Technology Network Administration and Management/Cisco Technician, 3.9 GPA
Primatics Financial September 2015 - Present
Helix Education (Formerly Datamark) February 2014 - June 2015
Datamark October 2013 - February 2014
Alliance Health Networks January 2013 - August 2013
American Express January 2007 - January 2013
Fidelity Investments February 2006 - January 2007
Skills
Computer Repair, Project Management, Credit Cards, Account Reconciliation, TCP/IP, OSI Model, Table Tennis, Relationship Management, Financial Accounting, CompTIA A+ Certification, CompTIA Network+..., Wireless Networking, Wireless Security, Wireless Routers, Network Architecture, Network Administration, Computer Maintenance, Computer Hardware, MS Excel Pivot Tables, Network Security, Information Security, Computer Security, Security+, Vendor Management, Management, Help Desk Support, Process Improvement, Security, Technical Support, Analytics, Program Management, LAN-WAN, System Deployment, Networking, Financial Services, Financial Analysis, Business Analysis, Risk Management, Databases, Online Advertising, Customer Service, Leadership, Visio, SDLC, Microsoft Office, Testing
Education
Western Governors University 2015 — 2016
Bachelor’s Degree, Information Technology
Davis Applied Technology College 2012 — 2015
Certificate of Completion/Technical Degree, Information Technology Network Administration and Management/Cisco Technician, 3.9 GPA
Yetaik Brian Lee Yetaik Brian Lee's Fidelity Investments Experience January 2014 - Present
Job Client Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
IKEA Canada May 2012 - January 2014
University of Toronto November 2009 - April 2012
Skills
Customer Service, Microsoft Excel, Quantative Analysis, Administrative Work, Data Entry, Mutual Funds, Canadian Securities..., Microsoft Access, Project Management, VBA, SQL, Qualitative Research, Business Analysis, Business Intelligence, Analysis, Sales
Education
University of Toronto 2008 — 2013
Honours Bachelor of Arts, Philosophy, Economics
Dawson College 2006 — 2008
Diplome d'Etudes Collegiales, General Social Science
Fidelity Investments January 2014 - Present
IKEA Canada May 2012 - January 2014
University of Toronto November 2009 - April 2012
Skills
Customer Service, Microsoft Excel, Quantative Analysis, Administrative Work, Data Entry, Mutual Funds, Canadian Securities..., Microsoft Access, Project Management, VBA, SQL, Qualitative Research, Business Analysis, Business Intelligence, Analysis, Sales
Education
University of Toronto 2008 — 2013
Honours Bachelor of Arts, Philosophy, Economics
Dawson College 2006 — 2008
Diplome d'Etudes Collegiales, General Social Science
Donnie Poe Donnie Poe's Fidelity Investments Experience September 2014 - Present
Job Experienced Registered Investment Adviser Representative and Managed Accounts Support Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments August 2011 - August 2014
Fidelity Investments August 2010 - July 2011
Fidelity Investments September 2009 - July 2010
Fidelity Investments June 2008 - August 2009
Fidelity Investments July 2007 - May 2008
Fidelity Investments August 2006 - June 2007
Le Parker Meridien May 2004 - July 2006
Marriott Hotels July 2003 - April 2004
The Philippines Department of Foreign Affairs December 2002 - March 2003
Skills
FINRA Series 7, 63 and..., Investment Advisory, Financial Planning, Portfolio Management, Financial Services, Investments, Finance, Securities, Equities, Fixed Income, Relationship Management, Strategy, Derivatives, CRM
Education
Southern New Hampshire University 2010 — 2014
Masters of Science, Finance, General, 3.91
De La Salle University 1998 — 2003
Bachelor of Arts, International Relations and Affairs
Fidelity Investments September 2014 - Present
Fidelity Investments August 2011 - August 2014
Fidelity Investments August 2010 - July 2011
Fidelity Investments September 2009 - July 2010
Fidelity Investments June 2008 - August 2009
Fidelity Investments July 2007 - May 2008
Fidelity Investments August 2006 - June 2007
Le Parker Meridien May 2004 - July 2006
Marriott Hotels July 2003 - April 2004
The Philippines Department of Foreign Affairs December 2002 - March 2003
Skills
FINRA Series 7, 63 and..., Investment Advisory, Financial Planning, Portfolio Management, Financial Services, Investments, Finance, Securities, Equities, Fixed Income, Relationship Management, Strategy, Derivatives, CRM
Education
Southern New Hampshire University 2010 — 2014
Masters of Science, Finance, General, 3.91
De La Salle University 1998 — 2003
Bachelor of Arts, International Relations and Affairs
Dani Braun's Fidelity Investments Experience July 2015 - Present
Job Recruiting Financial Advisor Talent for Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
ThinkingPhones January 2013 - Present
Veritude, A Fidelity Investments Company April 2011 - December 2012
Windrose Technology Partners, LLC September 2000 - December 2012
Endeca 2010 - 2011
Veritude, A Fidelity Investments Company June 2007 - March 2010
United States Army Reserve January 1993 - September 2001
Breakaway Solutions February 1998 - February 2000
Skills
Sourcing, Recruiting, Technical Recruiting, Microsoft Excel, Research, Social Media, Sales, Negotiation, Networking, Team Building, Account Management, Business Development, Talent Acquisition, Contract Recruitment, Project Management, Leadership, Strategy, Management, Enterprise Software, Cold Calling, SDLC, Cloud Computing, Onboarding, Organizational..., Professional Services, Marketing, Salesforce.com, Entrepreneurship
Education
Mount Holyoke College 1994 — 1996
Bachelor's Degree, Eurasian Studies / Art History
Defense Language Institute 1993 — 1994
Language Certification, Russian Language
Fidelity Investments July 2015 - Present
ThinkingPhones January 2013 - Present
Veritude, A Fidelity Investments Company April 2011 - December 2012
Windrose Technology Partners, LLC September 2000 - December 2012
Endeca 2010 - 2011
Veritude, A Fidelity Investments Company June 2007 - March 2010
United States Army Reserve January 1993 - September 2001
Breakaway Solutions February 1998 - February 2000
Skills
Sourcing, Recruiting, Technical Recruiting, Microsoft Excel, Research, Social Media, Sales, Negotiation, Networking, Team Building, Account Management, Business Development, Talent Acquisition, Contract Recruitment, Project Management, Leadership, Strategy, Management, Enterprise Software, Cold Calling, SDLC, Cloud Computing, Onboarding, Organizational..., Professional Services, Marketing, Salesforce.com, Entrepreneurship
Education
Mount Holyoke College 1994 — 1996
Bachelor's Degree, Eurasian Studies / Art History
Defense Language Institute 1993 — 1994
Language Certification, Russian Language
Evan McCormick Evan McCormick's Fidelity Investments Experience August 2002 - September 2005
Job Founder & CEO of Investors Mosaic, LLC
Industry Investment Management
Experience
Investors Mosaic, LLC August 2013 - Present
Buy Side Coach August 2012 - December 2013
Investors Mosaic, Inc. May 2011 - August 2013
Putnam Investments June 2010 - September 2011
Fuqua School of Business July 2009 - May 2011
Fidelity Equity Partners August 2005 - May 2009
Fidelity Investments August 2002 - September 2005
Fidelity Investments June 2001 - September 2001
Colonial Asset Management June 2000 - September 2000
Skills
Financial Modeling, Valuation, Investments, Private Equity, Asset Managment, Investment Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Entrepreneurship
Davidson College 1998 — 2002
Bachelor of Arts, Economics
Investors Mosaic, LLC August 2013 - Present
Buy Side Coach August 2012 - December 2013
Investors Mosaic, Inc. May 2011 - August 2013
Putnam Investments June 2010 - September 2011
Fuqua School of Business July 2009 - May 2011
Fidelity Equity Partners August 2005 - May 2009
Fidelity Investments August 2002 - September 2005
Fidelity Investments June 2001 - September 2001
Colonial Asset Management June 2000 - September 2000
Skills
Financial Modeling, Valuation, Investments, Private Equity, Asset Managment, Investment Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Entrepreneurship
Davidson College 1998 — 2002
Bachelor of Arts, Economics
Nicole Araujo Nicole Araujo's Fidelity Investments Experience May 2011 - April 2014
Job Vice President and Counsel at State Street Bank and Trust Company
Industry Financial Services
Experience
State Street Bank and Trust Company May 2014 - Present
Fidelity Investments May 2011 - April 2014
Fidelity Investments January 2006 - September 2009
Bingham McCutchen 2003 - 2006
Shearman & Sterling LLP 2000 - 2003
Skills
Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 2000
Doctor of Law (J.D.)
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
State Street Bank and Trust Company May 2014 - Present
Fidelity Investments May 2011 - April 2014
Fidelity Investments January 2006 - September 2009
Bingham McCutchen 2003 - 2006
Shearman & Sterling LLP 2000 - 2003
Skills
Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 2000
Doctor of Law (J.D.)
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Reuel Stanley Reuel Stanley's Fidelity Investments Experience 1985 - 2007
Job
Industry Financial Services
Experience
Fidelity Investments 1985 - 2007
Chase Manhattan Bank 1979 - 1984
IBM 1963 - 1978
Skills
Mutual Funds, Relationship Management, Marketing, Investments, Series 7, Series 63, Asset Allocation, Fixed Income, Wealth Management, Alternative Investments, Securities, Management, Equities, Strategic Planning, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1960 — 1961
Master of Business Administration (MBA), Marketing/Marketing Management, General
Dartmouth College 1956 — 1960
Bachelor's degree, Economics
Fidelity Investments 1985 - 2007
Chase Manhattan Bank 1979 - 1984
IBM 1963 - 1978
Skills
Mutual Funds, Relationship Management, Marketing, Investments, Series 7, Series 63, Asset Allocation, Fixed Income, Wealth Management, Alternative Investments, Securities, Management, Equities, Strategic Planning, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1960 — 1961
Master of Business Administration (MBA), Marketing/Marketing Management, General
Dartmouth College 1956 — 1960
Bachelor's degree, Economics
Dwayne Cline's Fidelity Investments Experience September 2001 - March 2002
Job Market Research Analyst
Industry Market Research
Experience
Kadence International March 2014 - May 2014
Destination Weddings February 2012 - November 2013
Better Business Bureau September 2005 - June 2011
BJ's Wholesale Home Office May 2005 - August 2005
FedEx Kinko's Inc April 2002 - July 2005
Fidelity Investments September 2001 - March 2002
Adecco-General Dynamics December 1999 - August 2001
Skills
Microsoft Office, Non-profits, AS400, Customer Service, Oracle, Public Speaking, Email Marketing, Team Leadership, Fundraising, Event Planning, Data Analysis, Spanish, Trade Shows, Social Media, Project Management, Event Management, Adobe Creative Suite, Photography, Microsoft Excel, Time Management, Nonprofits, Marketing, Leadership
Education
Dean College 1997 — 1999
Associate's Credits Earned, Liberal Arts and Sciences, General Studies and Humanities
Kadence International March 2014 - May 2014
Destination Weddings February 2012 - November 2013
Better Business Bureau September 2005 - June 2011
BJ's Wholesale Home Office May 2005 - August 2005
FedEx Kinko's Inc April 2002 - July 2005
Fidelity Investments September 2001 - March 2002
Adecco-General Dynamics December 1999 - August 2001
Skills
Microsoft Office, Non-profits, AS400, Customer Service, Oracle, Public Speaking, Email Marketing, Team Leadership, Fundraising, Event Planning, Data Analysis, Spanish, Trade Shows, Social Media, Project Management, Event Management, Adobe Creative Suite, Photography, Microsoft Excel, Time Management, Nonprofits, Marketing, Leadership
Education
Dean College 1997 — 1999
Associate's Credits Earned, Liberal Arts and Sciences, General Studies and Humanities
Pradeep Kapur Pradeep Kapur's Fidelity Investments Experience June 2003 - December 2005
Job IT Principal Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle August 2012 - Present
EMC June 2008 - October 2012
EMC April 2008 - June 2008
Perot Systems February 2007 - February 2008
170 Systems January 2006 - January 2007
Fidelity Investments June 2003 - December 2005
Laclede Gas Company November 2002 - March 2003
GE Appliance June 2002 - November 2002
Skills
webMethods, webMethods Integration..., My WebMethods, Trading Network, SAS, SAS Administrator, SAS Management Console, SAS EG, Oracle Fusion Middleware, Webservices, Oracle E-Business Suite, Oracle Applications, Databases, Greenplum, Oracle 11g, Oracle 10g, Oracle 9i, Oracle RAC, Solaris, Windows, AIX, HP-UX, Red Hat Linux, SSL, HTTPS, Java, JDBC, VMware, Hyperiq, Peregrine, Tomcat, JBoss Application Server, Apache, X509, Oracle, Web Services, Oracle Enterprise..., Shell Scripting, Weblogic, Cloud Computing, Unix Shell Scripting, Linux, Virtualization, Oracle HR, Unix, Oracle Application..., Data Migration, Integration, Middleware, WebLogic
Education
Oracle University 2013 — 2013
Oracle SOA Suite 11g: Administration
SAS Inc. 2012 — 2012
Training at SAS, SAS Platform Administration
Oracle Corporation 2010 — 2010
Training at Oracle Corporation, Oracle Weblogic 11g
VMWare 2009 — 2009
Training at VMWare, Spring tc Administration
Oracle Corporation 2007 — 2007
Certificate, 10g and RAC
Digital equipment India 1995 — 1995
Certificate, Oracle
Tata-Unisys 1993 — 1993
Certificate, Oracle and UNIX
Delhi institute Of Management Studies 1986 — 1987
Post Graduate, Computers
Delhi University 1982 — 1985
Bachelor of Commerce (B.Com.), Accounting and Finance
Oracle August 2012 - Present
EMC June 2008 - October 2012
EMC April 2008 - June 2008
Perot Systems February 2007 - February 2008
170 Systems January 2006 - January 2007
Fidelity Investments June 2003 - December 2005
Laclede Gas Company November 2002 - March 2003
GE Appliance June 2002 - November 2002
Skills
webMethods, webMethods Integration..., My WebMethods, Trading Network, SAS, SAS Administrator, SAS Management Console, SAS EG, Oracle Fusion Middleware, Webservices, Oracle E-Business Suite, Oracle Applications, Databases, Greenplum, Oracle 11g, Oracle 10g, Oracle 9i, Oracle RAC, Solaris, Windows, AIX, HP-UX, Red Hat Linux, SSL, HTTPS, Java, JDBC, VMware, Hyperiq, Peregrine, Tomcat, JBoss Application Server, Apache, X509, Oracle, Web Services, Oracle Enterprise..., Shell Scripting, Weblogic, Cloud Computing, Unix Shell Scripting, Linux, Virtualization, Oracle HR, Unix, Oracle Application..., Data Migration, Integration, Middleware, WebLogic
Education
Oracle University 2013 — 2013
Oracle SOA Suite 11g: Administration
SAS Inc. 2012 — 2012
Training at SAS, SAS Platform Administration
Oracle Corporation 2010 — 2010
Training at Oracle Corporation, Oracle Weblogic 11g
VMWare 2009 — 2009
Training at VMWare, Spring tc Administration
Oracle Corporation 2007 — 2007
Certificate, 10g and RAC
Digital equipment India 1995 — 1995
Certificate, Oracle
Tata-Unisys 1993 — 1993
Certificate, Oracle and UNIX
Delhi institute Of Management Studies 1986 — 1987
Post Graduate, Computers
Delhi University 1982 — 1985
Bachelor of Commerce (B.Com.), Accounting and Finance
Kevin Brant Kevin Brant's Fidelity Investments Experience September 2008 - April 2014
Job Security Supervisor at Perkins School for the Blind
Industry Financial Services
Experience
Perkins School for the Blind March 2015 - Present
Securitas/EMC Corporation July 2014 - February 2015
Fidelity Investments September 2008 - April 2014
Fidelity Investments July 2004 - September 2008
Fidelity Investments 1997 - 2004
Skills
Security Operations, Training, Leadership, Risk Management, Process Improvement, Management, Financial Services, Customer Service, Team Building, Program Management, Operations Management, Team Leadership, Employee Training, Vendor Management, Relationship Management, Performance Management, Change Management, Leadership Development, Call Centers, Coaching
Education
Northeastern University 1994 — 1996
Bachelor of Science (B.S.), College of Criminal Justice
Dean College 1992 — 1994
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
Perkins School for the Blind March 2015 - Present
Securitas/EMC Corporation July 2014 - February 2015
Fidelity Investments September 2008 - April 2014
Fidelity Investments July 2004 - September 2008
Fidelity Investments 1997 - 2004
Skills
Security Operations, Training, Leadership, Risk Management, Process Improvement, Management, Financial Services, Customer Service, Team Building, Program Management, Operations Management, Team Leadership, Employee Training, Vendor Management, Relationship Management, Performance Management, Change Management, Leadership Development, Call Centers, Coaching
Education
Northeastern University 1994 — 1996
Bachelor of Science (B.S.), College of Criminal Justice
Dean College 1992 — 1994
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
Russ Priesing Russ Priesing's Fidelity Investments Experience 1995 - 2008
Job
Industry Information Technology and Services
Experience
American Public University System February 2012 - Present
Applied Computing Technologies September 2011 - February 2012
PC Connection October 2010 - September 2011
Lionbridge January 2009 - October 2010
Fidelity Investments 1995 - 2008
Stratus May 1993 - May 1995
United States Marine Corps August 1983 - August 1987
Skills
SSRS, SQL Server, SSIS, T-SQL, Windows Server, Servers, Databases, Disaster Recovery, Database Administration, Microsoft SQL Server, SQL Server 2000-2008, SQL Server 2005/2000, High Availability, Replication, Mirroring, Log Shipping, Clustering, SQL, System Administration, Performance Tuning, Windows Server 2008, DTS, MySQL, Systems Monitoring, SQL Tuning, Hyper-V, SSAS, Powershell, Microsoft Technologies, Oracle SQL, Active Directory, System Monitoring, Operating Systems, Windows, Troubleshooting, IIS, SharePoint
Education
Wentworth Institute of Technology 1993 — 1995
BS, Computer Science
Dean College 1989 — 1991
Associates, Math/Science
American Public University System February 2012 - Present
Applied Computing Technologies September 2011 - February 2012
PC Connection October 2010 - September 2011
Lionbridge January 2009 - October 2010
Fidelity Investments 1995 - 2008
Stratus May 1993 - May 1995
United States Marine Corps August 1983 - August 1987
Skills
SSRS, SQL Server, SSIS, T-SQL, Windows Server, Servers, Databases, Disaster Recovery, Database Administration, Microsoft SQL Server, SQL Server 2000-2008, SQL Server 2005/2000, High Availability, Replication, Mirroring, Log Shipping, Clustering, SQL, System Administration, Performance Tuning, Windows Server 2008, DTS, MySQL, Systems Monitoring, SQL Tuning, Hyper-V, SSAS, Powershell, Microsoft Technologies, Oracle SQL, Active Directory, System Monitoring, Operating Systems, Windows, Troubleshooting, IIS, SharePoint
Education
Wentworth Institute of Technology 1993 — 1995
BS, Computer Science
Dean College 1989 — 1991
Associates, Math/Science
Kent Culberson Kent Culberson's Fidelity Investments Experience January 1990 - January 1993
Job Sr. Manager, Emerging Technologies
Industry Logistics and Supply Chain
Experience
Saddle Creek Corporation April 2011 - Present
Saddle Creek Corporation March 2008 - April 2011
US Army May 2003 - March 2008
Saddle Creek Corporation January 1997 - January 2003
Pinnacle Sales Group, Inc January 1994 - January 1997
Fidelity Investments January 1990 - January 1993
Skills
Customer Relations, Logistics, Customer Service, Supply Chain Management, IT Management, Business Intelligence, SQL Server 2000-2008, Microstrategy, C#, Visual Studio, ASP, Infor WMS, TMW Maddocks, Lawson, Problem Analysis, Project Management, WMS Implementations
Education
Defense Language Institute 2003 — 2005
AA, Chinese - Mandarin
Florida Southern College 1997 — 2001
MBA, Business Administration
Taylor University 1986 — 1990
Bachelor of Science, Business Systems
Saddle Creek Corporation April 2011 - Present
Saddle Creek Corporation March 2008 - April 2011
US Army May 2003 - March 2008
Saddle Creek Corporation January 1997 - January 2003
Pinnacle Sales Group, Inc January 1994 - January 1997
Fidelity Investments January 1990 - January 1993
Skills
Customer Relations, Logistics, Customer Service, Supply Chain Management, IT Management, Business Intelligence, SQL Server 2000-2008, Microstrategy, C#, Visual Studio, ASP, Infor WMS, TMW Maddocks, Lawson, Problem Analysis, Project Management, WMS Implementations
Education
Defense Language Institute 2003 — 2005
AA, Chinese - Mandarin
Florida Southern College 1997 — 2001
MBA, Business Administration
Taylor University 1986 — 1990
Bachelor of Science, Business Systems
Scott Rankin's Fidelity Investments Experience August 2007 - March 2010
Job Vice President of Technology at Motus, LLC
Industry Computer Software
Experience
Motus, LLC August 2014 - Present
Corporate Reimbursement Services March 2010 - August 2014
Fidelity Investments August 2007 - March 2010
Peopleclick, Inc. February 2007 - August 2007
Peopleclick December 2004 - February 2007
Back Bay Technologies October 2001 - December 2004
Breakaway Solutions, Inc. August 1998 - August 2001
Skills
Java, Architecture, SaaS, Software Design, Technical Leadership, DevOps, Docker, Puppet, Cloud Applications, REST, Tomcat, Enterprise Architecture, MySQL, Hibernate, Architectures, Zend, Software Development, Agile Methodologies, JMS, System Architecture, AJAX, Spring, Integration, Web Applications, Linux, Web Services, PHP
Education
Dartmouth College 1994 — 1998
BA, Computer Science
Motus, LLC August 2014 - Present
Corporate Reimbursement Services March 2010 - August 2014
Fidelity Investments August 2007 - March 2010
Peopleclick, Inc. February 2007 - August 2007
Peopleclick December 2004 - February 2007
Back Bay Technologies October 2001 - December 2004
Breakaway Solutions, Inc. August 1998 - August 2001
Skills
Java, Architecture, SaaS, Software Design, Technical Leadership, DevOps, Docker, Puppet, Cloud Applications, REST, Tomcat, Enterprise Architecture, MySQL, Hibernate, Architectures, Zend, Software Development, Agile Methodologies, JMS, System Architecture, AJAX, Spring, Integration, Web Applications, Linux, Web Services, PHP
Education
Dartmouth College 1994 — 1998
BA, Computer Science
Sandipp Vijj, MBA, Engr.'s Fidelity Investments Experience June 2012 - December 2012
Job Crossing the Chasm & Enabling Digital Transformation, SMEeCommerce/PIMSTIBO/CRM/PAYMENTS
Industry Information Technology and Services
Experience
Home Depot January 2013 - November 2013
Fidelity Investments June 2012 - December 2012
Mphasis ( HP Enterprise Services) July 2011 - June 2012
netXert Inc July 2006 - June 2009
Mindteck 2004 - 2006
Easy Bill - - Idea to Launch ($40 mn Value in 3 years) January 2002 - September 2005
Rediff.com February 2001 - December 2001
Gemalto Inc. - Developed the First & World's Largest Smart Card based Pre-paid Card Loyalty Program January 1998 - May 2001
Escorts Finance 1995 - January 1998
Godfrey Phillips India Ltd July 1988 - August 1995
Skills
Strategic Planning, Software Development, Strategy, Cross-functional Team..., Business Analysis - CRM, Enterprise Resource..., Product Management, Innovation, SAP CRM Order to Cash..., Concept to Production..., Cards based Payment..., SAP CRM CIC, Cloud Computing, Loyalty Programs, Credit and Debit Cards, Mobile Value Added..., Bill Payment Systems, Oracle Service and..., ERP, Agile/Scrum, Project Management, SaaS, Agile Project Management, Oracle Metsolv M6, Scrum, Business Strategy, Change Management, Business Process..., SAP, SAP Marketing, Campaign Management, Pricing, Brand Building, CRM, Business Analysis, Management, Business Services, Marketing, Bill Payment, Brand Management, Product Development, Program Management, SDLC, Vendor Management, Leadership, Training, Business Development, Entrepreneurship, Start-ups, Agile Methodologies
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
PGDM
Delhi College of Engineering 1980 — 1984
B.Engg.
Southlake Focus Group 2010 — 2016
Director - Transitions
Montfort School 1971 — 1980
CBSE
Home Depot January 2013 - November 2013
Fidelity Investments June 2012 - December 2012
Mphasis ( HP Enterprise Services) July 2011 - June 2012
netXert Inc July 2006 - June 2009
Mindteck 2004 - 2006
Easy Bill - - Idea to Launch ($40 mn Value in 3 years) January 2002 - September 2005
Rediff.com February 2001 - December 2001
Gemalto Inc. - Developed the First & World's Largest Smart Card based Pre-paid Card Loyalty Program January 1998 - May 2001
Escorts Finance 1995 - January 1998
Godfrey Phillips India Ltd July 1988 - August 1995
Skills
Strategic Planning, Software Development, Strategy, Cross-functional Team..., Business Analysis - CRM, Enterprise Resource..., Product Management, Innovation, SAP CRM Order to Cash..., Concept to Production..., Cards based Payment..., SAP CRM CIC, Cloud Computing, Loyalty Programs, Credit and Debit Cards, Mobile Value Added..., Bill Payment Systems, Oracle Service and..., ERP, Agile/Scrum, Project Management, SaaS, Agile Project Management, Oracle Metsolv M6, Scrum, Business Strategy, Change Management, Business Process..., SAP, SAP Marketing, Campaign Management, Pricing, Brand Building, CRM, Business Analysis, Management, Business Services, Marketing, Bill Payment, Brand Management, Product Development, Program Management, SDLC, Vendor Management, Leadership, Training, Business Development, Entrepreneurship, Start-ups, Agile Methodologies
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
PGDM
Delhi College of Engineering 1980 — 1984
B.Engg.
Southlake Focus Group 2010 — 2016
Director - Transitions
Montfort School 1971 — 1980
CBSE
Krishma Dutia's Fidelity Investments Experience September 2015 - Present
Job
Industry Program Development
Experience
Fidelity Investments September 2015 - Present
Skills
SDLC, Asset Allocation, Agile Methodologies, Requirements Analysis, Software Project..., Portfolio Management, Requirements Gathering, Investments, ClearCase, Spring, Management, SOA, Software Development, Scrum, Agile Project Management
Education
Harvard University 2008 — 2010
MS
University of Massachusetts Lowell 2003 — 2005
MS
University of Mumbai 1998 — 2002
BS
Delhi University
ICSE
Fidelity Investments September 2015 - Present
Skills
SDLC, Asset Allocation, Agile Methodologies, Requirements Analysis, Software Project..., Portfolio Management, Requirements Gathering, Investments, ClearCase, Spring, Management, SOA, Software Development, Scrum, Agile Project Management
Education
Harvard University 2008 — 2010
MS
University of Massachusetts Lowell 2003 — 2005
MS
University of Mumbai 1998 — 2002
BS
Delhi University
ICSE
John Parris's Fidelity Investments Experience 1995 - 1997
Job Director, Field/Channel Marketing at Cox Communications
Industry Marketing and Advertising
Experience
Cox Communications 2012 - Present
Cox Communications 2010 - 2012
Cox Communications 2007 - 2010
Cox Communications 2004 - 2007
Cox Communications September 2001 - 2004
Cox Communications 2000 - 2001
Inacom Communications 1998 - 2000
Inacom Communications 1997 - 1998
Fidelity Investments 1995 - 1997
Skills
Integrated Marketing, Digital Marketing, Marketing Communications, Online Advertising, Social Media, Marketing Strategy, Marketing, Business Development, Social Media Marketing, Strategic Planning, Cross-functional Team..., Strategy, Sponsorship, Contract Negotiation, Competitive Analysis, Direct Mail, Broadcast, Digital Media, Segmentation, Blogging, Sales, PPC, Account Management, Google Analytics, Strategic Partnerships, Content Creation, Online Marketing, Content Strategy, Content Development, Email Marketing, SEO, Video Production, Salesforce.com, B2B, Video, Digital Strategy, Mobile Marketing, WordPress, Content Marketing, Online Video Marketing, HubSpot, Event Marketing Strategy, Creative Writing, Leadership, Lead Generation, Advertising, Sports Marketing, Television Programming, Sports
Education
University of Richmond 1991 — 1995
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1990 — 1991
Providence Country Day School 1983 — 1990
Cox Communications 2012 - Present
Cox Communications 2010 - 2012
Cox Communications 2007 - 2010
Cox Communications 2004 - 2007
Cox Communications September 2001 - 2004
Cox Communications 2000 - 2001
Inacom Communications 1998 - 2000
Inacom Communications 1997 - 1998
Fidelity Investments 1995 - 1997
Skills
Integrated Marketing, Digital Marketing, Marketing Communications, Online Advertising, Social Media, Marketing Strategy, Marketing, Business Development, Social Media Marketing, Strategic Planning, Cross-functional Team..., Strategy, Sponsorship, Contract Negotiation, Competitive Analysis, Direct Mail, Broadcast, Digital Media, Segmentation, Blogging, Sales, PPC, Account Management, Google Analytics, Strategic Partnerships, Content Creation, Online Marketing, Content Strategy, Content Development, Email Marketing, SEO, Video Production, Salesforce.com, B2B, Video, Digital Strategy, Mobile Marketing, WordPress, Content Marketing, Online Video Marketing, HubSpot, Event Marketing Strategy, Creative Writing, Leadership, Lead Generation, Advertising, Sports Marketing, Television Programming, Sports
Education
University of Richmond 1991 — 1995
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1990 — 1991
Providence Country Day School 1983 — 1990
Elizabeth Garozzo's Fidelity Investments Experience August 2015 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fashions By Elizabeth August 2014 - August 2015
Charles River Development October 2005 - July 2014
The Macgregor Group March 2003 - September 2005
Investors Bank & Trust January 2002 - March 2003
Omgeo March 2001 - October 2001
Thomson Financial February 1999 - March 2001
Core2 Business Consulting May 1998 - February 1999
Hunneman & Company Coldwell Banker Real Estate July 1994 - May 1998
Softworld May 1997 - April 1998
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Capital Markets, Equity Trading, Fixed Income, Back Office, Settlement, Exchange Connectivity, SQL, Unix, Hummingbird, Visio, Data Analysis, XML Spy, Office 365, Order Management, Derivatives, Portfolio Management, Trading Strategies, Electronic Trading..., Investment Management, Commodity, Trading, Financial Markets, FX Options, Low Latency, Options, Prime Brokerage, Financial Services, Sybase, Relationship Management, Equity Derivatives, Hedge Funds, Middle Office, Reference Data, FX trading, Swaps, Bloomberg, Securities, Asset Management, Credit Derivatives, Foreign Exchange, Investment Banking, Interest Rate..., Market Risk
Education
De Anza College
Fidelity Investments August 2015 - Present
Fashions By Elizabeth August 2014 - August 2015
Charles River Development October 2005 - July 2014
The Macgregor Group March 2003 - September 2005
Investors Bank & Trust January 2002 - March 2003
Omgeo March 2001 - October 2001
Thomson Financial February 1999 - March 2001
Core2 Business Consulting May 1998 - February 1999
Hunneman & Company Coldwell Banker Real Estate July 1994 - May 1998
Softworld May 1997 - April 1998
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Capital Markets, Equity Trading, Fixed Income, Back Office, Settlement, Exchange Connectivity, SQL, Unix, Hummingbird, Visio, Data Analysis, XML Spy, Office 365, Order Management, Derivatives, Portfolio Management, Trading Strategies, Electronic Trading..., Investment Management, Commodity, Trading, Financial Markets, FX Options, Low Latency, Options, Prime Brokerage, Financial Services, Sybase, Relationship Management, Equity Derivatives, Hedge Funds, Middle Office, Reference Data, FX trading, Swaps, Bloomberg, Securities, Asset Management, Credit Derivatives, Foreign Exchange, Investment Banking, Interest Rate..., Market Risk
Education
De Anza College
Bruce Fortier's Fidelity Investments Experience July 1997 - June 2010
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1997 - June 2010
Education
Dawson College 1982 — 1985
Fidelity Investments July 1997 - June 2010
Education
Dawson College 1982 — 1985
Michael Crotty's Fidelity Investments Experience July 1994 - April 1997
Job Senior Vice President, Financial Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2007 - October 2013
Merrill Lynch August 1997 - May 2007
Fidelity Investments July 1994 - April 1997
Education
Dartmouth College 1990 — 1994
Christian Brothers Academy HS 1986 — 1990
Morgan Stanley Smith Barney May 2007 - October 2013
Merrill Lynch August 1997 - May 2007
Fidelity Investments July 1994 - April 1997
Education
Dartmouth College 1990 — 1994
Christian Brothers Academy HS 1986 — 1990
Alka Agarwal's Fidelity Investments Experience April 2003 - February 2004
Job QA/Scrum Advisor, Volunteer and Consultant at Multiple Companies
Industry Information Technology and Services
Experience
QA July 2011 - Present
Wells Fargo March 2009 - June 2011
Barclays Global Investors October 2007 - March 2009
Wells Fargo February 2005 - March 2007
Charles Schwab June 2004 - January 2005
Fidelity Investments April 2003 - February 2004
GE Capital January 2003 - April 2003
Polaris Software Labs Ltd. September 2002 - December 2002
Education
Delhi College of Engineering 1990 — 1994
QA July 2011 - Present
Wells Fargo March 2009 - June 2011
Barclays Global Investors October 2007 - March 2009
Wells Fargo February 2005 - March 2007
Charles Schwab June 2004 - January 2005
Fidelity Investments April 2003 - February 2004
GE Capital January 2003 - April 2003
Polaris Software Labs Ltd. September 2002 - December 2002
Education
Delhi College of Engineering 1990 — 1994
Connor Quinn's Fidelity Investments Experience August 2012 - Present
Job Management Consultant, Fidelity Business Consulting at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments August 2012 - Present
Excel Academies 2012 - Present
NewSchools Venture Fund June 2011 - August 2011
Cambridge Associates December 2008 - July 2010
Cambridge Associates December 2008 - July 2010
Cambridge Associates September 2007 - December 2008
Newton Country Day School of the Sacred Heart September 2006 - June 2007
Eduventures June 2005 - August 2005
Skills
Entrepreneurship, Valuation, Financial Modeling, Management Consulting, Financial Analysis, Start-ups, Business Strategy, Data Analysis, Management, Strategy, Leadership, Consulting, Due Diligence, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Tufts University 2002 — 2006
Deerfield Academy 1998 — 2002
Fidelity Investments August 2012 - Present
Excel Academies 2012 - Present
NewSchools Venture Fund June 2011 - August 2011
Cambridge Associates December 2008 - July 2010
Cambridge Associates December 2008 - July 2010
Cambridge Associates September 2007 - December 2008
Newton Country Day School of the Sacred Heart September 2006 - June 2007
Eduventures June 2005 - August 2005
Skills
Entrepreneurship, Valuation, Financial Modeling, Management Consulting, Financial Analysis, Start-ups, Business Strategy, Data Analysis, Management, Strategy, Leadership, Consulting, Due Diligence, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Tufts University 2002 — 2006
Deerfield Academy 1998 — 2002
Jason Custodie's Fidelity Investments Experience September 1994 - November 1996
Job Global Markets Business/Project Manager,VP
Industry Financial Services
Experience
STATE STREET GLOBAL MARKETS November 2011 - Present
Pulse Trading April 2002 - November 2011
State Street November 1996 - April 2002
Fidelity Investments September 1994 - November 1996
Skills
Series 7, Series 63, Series 55, FINRA, Securities, Electronic Trading, Trading, Trading Systems, Equities, Series 24, Investments, Options, Hedge Funds, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Financial Markets, Asset Management, Middle Office
Education
Dean College
University of Nevada-Las Vegas
harwich
STATE STREET GLOBAL MARKETS November 2011 - Present
Pulse Trading April 2002 - November 2011
State Street November 1996 - April 2002
Fidelity Investments September 1994 - November 1996
Skills
Series 7, Series 63, Series 55, FINRA, Securities, Electronic Trading, Trading, Trading Systems, Equities, Series 24, Investments, Options, Hedge Funds, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Financial Markets, Asset Management, Middle Office
Education
Dean College
University of Nevada-Las Vegas
harwich
Kelley Hogan (Willson)'s Fidelity Investments Experience 1999 - 2002
Job Manager, Sales at Hemline Boutique
Industry Retail
Experience
Hemline Boutique 2007 - Present
Evergreen Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Education
Dean College 1984 — 1986
Hemline Boutique 2007 - Present
Evergreen Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Education
Dean College 1984 — 1986
Alex Arinsmier, CFP®'s Fidelity Investments Experience January 2013 - Present
Job Vice President, Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - January 2013
Fidelity Investments October 2009 - June 2010
Fidelity Investments December 2008 - October 2009
Fidelity Investments February 2007 - December 2008
Fidelity Investments June 2006 - February 2007
Education
Davidson College 2002 — 2006
B.A., Politcal Science and Economics
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - January 2013
Fidelity Investments October 2009 - June 2010
Fidelity Investments December 2008 - October 2009
Fidelity Investments February 2007 - December 2008
Fidelity Investments June 2006 - February 2007
Education
Davidson College 2002 — 2006
B.A., Politcal Science and Economics
Ishita Mookerjee's Fidelity Investments Experience September 2003 - June 2005
Job Senior Financial Analyst
Industry Computer Software
Experience
QAD August 2008 - August 2015
Societe Generale July 2007 - November 2007
Schneider Electric July 2006 - June 2007
Fidelity Investments September 2003 - June 2005
KPMG India June 1999 - September 2003
Skills
Customer Service, Microsoft Office, Hyperion Planning, Essbase, Workday, JD Edwards, SAP, ERP Oracle, Budgets, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting
Education
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant, Accounting and Finance, Internship with KPMG
University of Delhi 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Finance
Institute of Company Secretaries of India 1996 — 1998
Intermediate, Banking, Corporate, Finance, and Securities Law
QAD August 2008 - August 2015
Societe Generale July 2007 - November 2007
Schneider Electric July 2006 - June 2007
Fidelity Investments September 2003 - June 2005
KPMG India June 1999 - September 2003
Skills
Customer Service, Microsoft Office, Hyperion Planning, Essbase, Workday, JD Edwards, SAP, ERP Oracle, Budgets, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting
Education
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant, Accounting and Finance, Internship with KPMG
University of Delhi 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Finance
Institute of Company Secretaries of India 1996 — 1998
Intermediate, Banking, Corporate, Finance, and Securities Law
Eric Bradley's Fidelity Investments Experience July 2002 - September 2010
Job Senior Technical Operations Manager at Citizens Bank
Industry Facilities Services
Experience
Citizens Bank December 2014 - Present
Jones Lang LaSalle September 2013 - December 2014
DTZ March 2010 - August 2013
Fidelity Investments July 2002 - September 2010
Skills
Contract Negotiation
Education
Dean College 1997 — 2002
Suffolk University
Citizens Bank December 2014 - Present
Jones Lang LaSalle September 2013 - December 2014
DTZ March 2010 - August 2013
Fidelity Investments July 2002 - September 2010
Skills
Contract Negotiation
Education
Dean College 1997 — 2002
Suffolk University
Alicia Roach's Fidelity Investments Experience December 2012 - May 2013
Job Human Resources Administrator
Industry Human Resources
Experience
UNICOM Engineering (formerly NEI) May 2013 - Present
Fidelity Investments December 2012 - May 2013
Fallon Ambulance Service November 2008 - November 2012
Broadview Staffing Services March 2007 - October 2008
Volt Services Group August 2006 - January 2007
South Bay Mental Health October 2005 - June 2006
Randstad March 2005 - September 2005
Skills
Performance Management, Temporary Staffing, HRIS, Benefits Negotiation, Training, Deferred Compensation, Account Management, Contract Recruitment, Microsoft Office, Taleo, ADP ReportSmith, ADP Payroll, PeopleSoft, Employee Benefits, Benefits Administration, Voluntary Employee..., Interviews, Hiring Personnel, Visas, Corporate Relocation, Onboarding
Education
Emerson College 2001 — 2002
WLP Major (Writing, Literature & Publishing)
Dean College 1999 — 2001
AA, Liberal Arts and Sciences/Liberal Studies
UNICOM Engineering (formerly NEI) May 2013 - Present
Fidelity Investments December 2012 - May 2013
Fallon Ambulance Service November 2008 - November 2012
Broadview Staffing Services March 2007 - October 2008
Volt Services Group August 2006 - January 2007
South Bay Mental Health October 2005 - June 2006
Randstad March 2005 - September 2005
Skills
Performance Management, Temporary Staffing, HRIS, Benefits Negotiation, Training, Deferred Compensation, Account Management, Contract Recruitment, Microsoft Office, Taleo, ADP ReportSmith, ADP Payroll, PeopleSoft, Employee Benefits, Benefits Administration, Voluntary Employee..., Interviews, Hiring Personnel, Visas, Corporate Relocation, Onboarding
Education
Emerson College 2001 — 2002
WLP Major (Writing, Literature & Publishing)
Dean College 1999 — 2001
AA, Liberal Arts and Sciences/Liberal Studies
Ryan Wheeler's Fidelity Investments Experience July 2009 - August 2010
Job Strategic Marketing Leader, GE Power & Water
Industry Oil & Energy
Experience
ScottMadden, Inc. January 2012 - August 2012
ScottMadden, Inc. August 2010 - January 2012
Fidelity Investments July 2009 - August 2010
Fidelity Investments July 2007 - June 2009
EnerNOC June 2006 - August 2006
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Business Bridge Program
Dartmouth College - Thayer School of Engineering 2006 — 2007
B.E.
Dartmouth College 2002 — 2006
B.A.
ScottMadden, Inc. January 2012 - August 2012
ScottMadden, Inc. August 2010 - January 2012
Fidelity Investments July 2009 - August 2010
Fidelity Investments July 2007 - June 2009
EnerNOC June 2006 - August 2006
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Business Bridge Program
Dartmouth College - Thayer School of Engineering 2006 — 2007
B.E.
Dartmouth College 2002 — 2006
B.A.
Richard Flokos's Fidelity Investments Experience August 2006 - February 2008
Job Research and Development at Eagle Investment Systems
Industry Information Technology and Services
Experience
Eagle Investment Systems May 2008 - Present
Fidelity Investments August 2006 - February 2008
Fidelity Investments September 1995 - July 2006
Fidelity Investments December 1992 - August 1995
Education
Dartmouth College 1984 — 1987
Eagle Investment Systems May 2008 - Present
Fidelity Investments August 2006 - February 2008
Fidelity Investments September 1995 - July 2006
Fidelity Investments December 1992 - August 1995
Education
Dartmouth College 1984 — 1987
Barry Fritz's Fidelity Investments Experience January 1990 - April 2010
Job Senior Consultant at Hobbs | Madison, Inc.
Industry Financial Services
Experience
Hobbs Madison, Inc. November 2013 - Present
Fidelity Investments January 1990 - April 2010
Skills
Requirements Gathering, Vendor Management, Business Analysis, SDLC
Education
Dean College
Associate in Arts, Theatrical Design & Scenography
Eastern Nazarene College
Bachelor of Science, Business Administration
Northeastern University
Business Administration
Hobbs Madison, Inc. November 2013 - Present
Fidelity Investments January 1990 - April 2010
Skills
Requirements Gathering, Vendor Management, Business Analysis, SDLC
Education
Dean College
Associate in Arts, Theatrical Design & Scenography
Eastern Nazarene College
Bachelor of Science, Business Administration
Northeastern University
Business Administration
Zachary Seavey's Fidelity Investments Experience 2003 - 2006
Job Consultant at Towers Watson
Industry Hospital & Health Care
Experience
Towers Watson October 2011 - Present
Health Dialog April 2010 - November 2011
Health Dialog February 2008 - April 2010
Health Dialog July 2006 - February 2008
Fidelity Investments 2003 - 2006
Skills
Healthcare, Data Analysis, Healthcare Information...
Education
Dartmouth College 1998 — 2002
Towers Watson October 2011 - Present
Health Dialog April 2010 - November 2011
Health Dialog February 2008 - April 2010
Health Dialog July 2006 - February 2008
Fidelity Investments 2003 - 2006
Skills
Healthcare, Data Analysis, Healthcare Information...
Education
Dartmouth College 1998 — 2002
Scott Barry's Fidelity Investments Experience June 2004 - Present
Job Sr. Production Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2004 - Present
Education
Dean College 1990 — 1992
Fidelity Investments June 2004 - Present
Education
Dean College 1990 — 1992
Dustin Carlson's Fidelity Investments Experience October 2004 - May 2005
Job Associate at Hargrove & Associates, Inc.
Industry Information Services
Experience
Hargrove and Associates, Inc. (HAI) November 2007 - Present
Wilcox Paper April 2006 - November 2007
Accenture HR Services June 2005 - April 2006
Fidelity Investments October 2004 - May 2005
Skills
Business Development, Customer Service, Sales Management, Marketing Strategy, Salesforce.com, Social Media, Management, Microsoft Office, Project Management, Social Media Marketing, CRM
Education
Davidson College 2000 — 2004
Bachelor of Science (B.S.), Psychology
Brewster Academy 1998 — 2000
Hargrove and Associates, Inc. (HAI) November 2007 - Present
Wilcox Paper April 2006 - November 2007
Accenture HR Services June 2005 - April 2006
Fidelity Investments October 2004 - May 2005
Skills
Business Development, Customer Service, Sales Management, Marketing Strategy, Salesforce.com, Social Media, Management, Microsoft Office, Project Management, Social Media Marketing, CRM
Education
Davidson College 2000 — 2004
Bachelor of Science (B.S.), Psychology
Brewster Academy 1998 — 2000
Dominica Ribeiro's Fidelity Investments Experience January 2014 - July 2014
Job Experienced institutional marketing and events executive, Financial Engines
Industry Financial Services
Experience
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Sharon Cavanaugh's Fidelity Investments Experience February 2000 - August 2001
Job Sr Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Tracey Hoover's Fidelity Investments Experience Actuarial ConsultantCoopers & Lybrand1991 - 1996
Job Senior Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments Actuarial ConsultantCoopers & Lybrand1991 - 1996
Education
Dartmouth College 1987 — 1991
Fidelity Investments Actuarial ConsultantCoopers & Lybrand1991 - 1996
Education
Dartmouth College 1987 — 1991
Jyoti Prakash Malik, PMP's Fidelity Investments Experience June 2004 - January 2011
Job Experienced IT Professional at Walmart Technology
Industry Information Technology and Services
Experience
Walmart February 2011 - Present
Fidelity Investments June 2004 - January 2011
IRIS Software Inc. June 2003 - July 2004
NIIT December 2000 - July 2003
Cube Software Private Limited (CSPL) 1999 - 2000
Skills
Agile Methodologies, Vendor Management, PMP, .NET, SDLC, Enterprise Architecture, Software Project..., C#, Requirements Analysis, Oracle, Project Management, Web Services, WCF, SOA, Software Development, Management, Team Management, VB.NET, Requirements Gathering, PL/SQL, Project Coordination, Technical Leadership, Visio, DB2, Solution Architecture, Microsoft SQL Server, Agile Project Management, Scrum, Software Design, Project Team Management, SoapUI, Integration, Change Management, Unix, Agile, Business Management, Onsite-Offshore...
Education
Webster University 2011 — 2012
Master of Business Administration (MBA), 3.96
Punjab Technical University
Master of Science (MSc), Information Technology
Delhi University
Computer Engineering
Kendriya Vidyalaya
Walmart February 2011 - Present
Fidelity Investments June 2004 - January 2011
IRIS Software Inc. June 2003 - July 2004
NIIT December 2000 - July 2003
Cube Software Private Limited (CSPL) 1999 - 2000
Skills
Agile Methodologies, Vendor Management, PMP, .NET, SDLC, Enterprise Architecture, Software Project..., C#, Requirements Analysis, Oracle, Project Management, Web Services, WCF, SOA, Software Development, Management, Team Management, VB.NET, Requirements Gathering, PL/SQL, Project Coordination, Technical Leadership, Visio, DB2, Solution Architecture, Microsoft SQL Server, Agile Project Management, Scrum, Software Design, Project Team Management, SoapUI, Integration, Change Management, Unix, Agile, Business Management, Onsite-Offshore...
Education
Webster University 2011 — 2012
Master of Business Administration (MBA), 3.96
Punjab Technical University
Master of Science (MSc), Information Technology
Delhi University
Computer Engineering
Kendriya Vidyalaya
Prodipta Banerjee's Fidelity Investments Experience September 2005 - July 2011
Job HR Officer Onboarding Coordinator
Industry Human Resources
Experience
Rogers Communications February 2014 - Present
Fidelity Worldwide Investment July 2011 - October 2013
Fidelity Investments September 2005 - July 2011
Access Financial Services May 2003 - July 2005
KPMG March 2001 - April 2003
Abc Imagination Pvt Ltd August 1998 - February 2001
Skills
Human Resources, Analysis, Change Management, Talent Management, CRM, Employee Benefits, Employee Relations, Training, Management, Team Management, Organizational..., Process Improvement, Coaching, HRIS, Interviews, Payroll Processing, Business Travel, Accounts Payable, Vendor Management, Events Coordination, Leadership, MIS
Education
George Brown College 2014 — 2014
Human Resource Administration, Human Resources Management/Personnel Administration, General, A
Delhi University 1995 — 1998
Bachelor of Commerce (BCom), Commerce
Rogers Communications February 2014 - Present
Fidelity Worldwide Investment July 2011 - October 2013
Fidelity Investments September 2005 - July 2011
Access Financial Services May 2003 - July 2005
KPMG March 2001 - April 2003
Abc Imagination Pvt Ltd August 1998 - February 2001
Skills
Human Resources, Analysis, Change Management, Talent Management, CRM, Employee Benefits, Employee Relations, Training, Management, Team Management, Organizational..., Process Improvement, Coaching, HRIS, Interviews, Payroll Processing, Business Travel, Accounts Payable, Vendor Management, Events Coordination, Leadership, MIS
Education
George Brown College 2014 — 2014
Human Resource Administration, Human Resources Management/Personnel Administration, General, A
Delhi University 1995 — 1998
Bachelor of Commerce (BCom), Commerce
Shibani Rais's Fidelity Investments Experience July 2013 - Present
Job Senior Software Engineer at Fidelity
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments January 2010 - July 2013
Fidelity Investments July 2008 - December 2009
Fidelity Investments June 2007 - June 2008
Skills
Software Project..., Java Enterprise Edition, Java, PL/SQL, Agile Methodologies, Core Java, ASP.NET, Microsoft SQL Server, Spring, SQL, Oracle, .NET, C#, Web Services, Requirements Analysis, SDLC
Education
Manipal University 2003 — 2007
B.E, Computers
Delhi Public School - R. K. Puram
Fidelity Investments July 2013 - Present
Fidelity Investments January 2010 - July 2013
Fidelity Investments July 2008 - December 2009
Fidelity Investments June 2007 - June 2008
Skills
Software Project..., Java Enterprise Edition, Java, PL/SQL, Agile Methodologies, Core Java, ASP.NET, Microsoft SQL Server, Spring, SQL, Oracle, .NET, C#, Web Services, Requirements Analysis, SDLC
Education
Manipal University 2003 — 2007
B.E, Computers
Delhi Public School - R. K. Puram
Eileen Ridgway's Fidelity Investments Experience August 2011 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Citizens Bank/Royal Bank of Scotland May 2009 - July 2011
Fidelity Investments November 2003 - February 2009
Putnam Invesments 1995 - 2003
Skills
Product Management, Marketing Communications, Program Management, Management
Education
Dean College
Business
Fidelity Investments August 2011 - Present
Citizens Bank/Royal Bank of Scotland May 2009 - July 2011
Fidelity Investments November 2003 - February 2009
Putnam Invesments 1995 - 2003
Skills
Product Management, Marketing Communications, Program Management, Management
Education
Dean College
Business
Clint Sessler's Fidelity Investments Experience November 2011 - August 2013
Job Customer Solutions Coordinator at Contech Engineered Solutions
Industry Construction
Experience
Contech Engineered Solutions August 2013 - Present
Fidelity Investments November 2011 - August 2013
Olympus October 2010 - November 2011
National Semiconductor June 1980 - November 2008
Education
San Diego State University-California State University 1978 — 1980
Geography
De Anza College 1976 — 1978
General Education
Contech Engineered Solutions August 2013 - Present
Fidelity Investments November 2011 - August 2013
Olympus October 2010 - November 2011
National Semiconductor June 1980 - November 2008
Education
San Diego State University-California State University 1978 — 1980
Geography
De Anza College 1976 — 1978
General Education
Luke Gilroy's Fidelity Investments Experience July 2005 - May 2013
Job Masters in Public Policy candidate, Harvard Kennedy School
Industry Financial Services
Experience
California Office of Planning and Research June 2014 - August 2014
Accion June 2013 - August 2013
Fidelity Investments July 2005 - May 2013
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Data Analysis, Equities, Bloomberg, Fixed Income, Equity Research, Public Policy, Bonds, Capital Markets
Education
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master in Public Policy
Dartmouth College 2001 — 2005
BA, Economics, French
California Office of Planning and Research June 2014 - August 2014
Accion June 2013 - August 2013
Fidelity Investments July 2005 - May 2013
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Data Analysis, Equities, Bloomberg, Fixed Income, Equity Research, Public Policy, Bonds, Capital Markets
Education
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master in Public Policy
Dartmouth College 2001 — 2005
BA, Economics, French
Ann McDowell's Fidelity Investments Experience October 2012 - Present
Job Director, Project Management, Professional Services Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Booz Allen Hamilton August 2007 - September 2012
NGA April 2006 - August 2007
US Army July 1998 - November 2003
Skills
Leadership, Management, Portfolio Management, Program Management, Project Management, Product Management, PMP, Scrum, Agile & Waterfall..., Agile Methodologies, Certified Scrum Master..., Certified Scrum Product..., Requirements Gathering, Requirements Management, Risk Management, Executive Reporting, Mentoring, Change Management, People Development, Process Improvement, Cross-functional Team..., Global Management, Integration, Analysis, Proposal Writing, DoD, Defense, Policy, Intelligence Community, Foreign Languages, Defense Contracting, Communication, Government Contracting, Army, Military Experience, IT Strategy, Briefing, SIGINT, Military, Intelligence Analysis, Organizational..., Top Secret, Intelligence, Security Clearance, National Security
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Maryland University College 2005 — 2007
BA, Humanities
Defense Language Institute 1998 — 2000
Associate of Arts (A.A.), Modern Standard Arabic
Fidelity Investments October 2012 - Present
Booz Allen Hamilton August 2007 - September 2012
NGA April 2006 - August 2007
US Army July 1998 - November 2003
Skills
Leadership, Management, Portfolio Management, Program Management, Project Management, Product Management, PMP, Scrum, Agile & Waterfall..., Agile Methodologies, Certified Scrum Master..., Certified Scrum Product..., Requirements Gathering, Requirements Management, Risk Management, Executive Reporting, Mentoring, Change Management, People Development, Process Improvement, Cross-functional Team..., Global Management, Integration, Analysis, Proposal Writing, DoD, Defense, Policy, Intelligence Community, Foreign Languages, Defense Contracting, Communication, Government Contracting, Army, Military Experience, IT Strategy, Briefing, SIGINT, Military, Intelligence Analysis, Organizational..., Top Secret, Intelligence, Security Clearance, National Security
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Maryland University College 2005 — 2007
BA, Humanities
Defense Language Institute 1998 — 2000
Associate of Arts (A.A.), Modern Standard Arabic
Scott Kuldell's Fidelity Investments Experience SVP Research and InnovationFidelity InvestmentsApril 2014 - Present
Job Director of Portfolio Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments SVP Research and InnovationFidelity InvestmentsApril 2014 - Present
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Mutual Funds, Investment Strategies, Investments, Retirement Planning
Education
Dartmouth College 1983 — 1987
AB, Mathematics
Fidelity Investments SVP Research and InnovationFidelity InvestmentsApril 2014 - Present
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Mutual Funds, Investment Strategies, Investments, Retirement Planning
Education
Dartmouth College 1983 — 1987
AB, Mathematics
Brian Hepburn's Fidelity Investments Experience July 2012 - December 2013
Job IT Process Governace Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse January 2014 - June 2015
Fidelity Investments July 2012 - December 2013
PPD September 2006 - May 2012
SoftPro May 2005 - February 2006
SoftPro September 2001 - May 2005
Nortel Networks July 2000 - July 2001
MBNA April 1999 - April 2000
Skills
Software Documentation, Technical Support, SQL, SDLC, Oracle, Troubleshooting, Business Analysis, Requirements Analysis, Windows, Training, Certified Help Desk..., Database Administration, TCP/IP, Software Development, Cross-functional Team..., Visio, Leadership, CompTIA Network+..., CompTIA A+ Certification, Microsoft Office, ITIL v3 Foundations..., Disaster Recovery, Unix, Linux, Microsoft SQL Server
Education
Delaware Technical and Community College-Stanton-Wilmington
Engineering
Credit Suisse June 2015 - Present
Credit Suisse January 2014 - June 2015
Fidelity Investments July 2012 - December 2013
PPD September 2006 - May 2012
SoftPro May 2005 - February 2006
SoftPro September 2001 - May 2005
Nortel Networks July 2000 - July 2001
MBNA April 1999 - April 2000
Skills
Software Documentation, Technical Support, SQL, SDLC, Oracle, Troubleshooting, Business Analysis, Requirements Analysis, Windows, Training, Certified Help Desk..., Database Administration, TCP/IP, Software Development, Cross-functional Team..., Visio, Leadership, CompTIA Network+..., CompTIA A+ Certification, Microsoft Office, ITIL v3 Foundations..., Disaster Recovery, Unix, Linux, Microsoft SQL Server
Education
Delaware Technical and Community College-Stanton-Wilmington
Engineering
Lisa Kiefer's Fidelity Investments Experience July 2010 - Present
Job Director, Campaign management
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments 1997 - 2009
Skills
Database Marketing, Unica, Campaign Management, Segmentation, Analytics, Marketing, Lead Generation, Email Marketing, CRM, Direct Marketing, Mutual Funds, Financial Services
Education
Dean College 1983 — 1985
Associates, Business
Fidelity Investments July 2010 - Present
Fidelity Investments 1997 - 2009
Skills
Database Marketing, Unica, Campaign Management, Segmentation, Analytics, Marketing, Lead Generation, Email Marketing, CRM, Direct Marketing, Mutual Funds, Financial Services
Education
Dean College 1983 — 1985
Associates, Business
Steve Ganis's Fidelity Investments Experience 2002 - 2008
Job Member at Mintz Levin
Industry Law Practice
Experience
Mintz Levin 2008 - Present
Fidelity Investments 2002 - 2008
Goodwin Procter LLP 2000 - 2002
U.S. House of Representatives 1995 - 2000
US Securities and Exchange Commission 1992 - 1995
Skills
Broker-Dealer Compliance, FINRA, Investment Advisers Act, Investment Company Act, Transfer Agency, Global Custody, Derivatives, Futures, Hedge Funds, Mutual Funds, Money Transfers, Fund Administration, Swaps, Private Equity Firms, Securities Regulation, CFTC, FCPA, Anti-corruption, AML, OFAC, Alternative Investments, Internal Investigations, Due Diligence, Capital Markets, FATCA, Institutional..., Banking Law, Financial Services, Asset Management, Real Estate Private..., Closed-end Funds, ETFs, Currency Exchange, Foreign Currency, Enforcement, occ, Institutional Investors, Institutional Accounts, Separate Accounts, Commodity Pools, CTAs, Electronic Payments, Alternative Payments, Form PF, Financial Institutions, Securities Litigation, Investments, Anti Money Laundering, Economic Sanctions, Securities
Education
Harvard Law School 1989 — 1992
J.D.
Università di Bologna 1988 — 1989
Rotary Graduate Fellow
Dartmouth College
A.B. Summa Cum Laude
Mintz Levin 2008 - Present
Fidelity Investments 2002 - 2008
Goodwin Procter LLP 2000 - 2002
U.S. House of Representatives 1995 - 2000
US Securities and Exchange Commission 1992 - 1995
Skills
Broker-Dealer Compliance, FINRA, Investment Advisers Act, Investment Company Act, Transfer Agency, Global Custody, Derivatives, Futures, Hedge Funds, Mutual Funds, Money Transfers, Fund Administration, Swaps, Private Equity Firms, Securities Regulation, CFTC, FCPA, Anti-corruption, AML, OFAC, Alternative Investments, Internal Investigations, Due Diligence, Capital Markets, FATCA, Institutional..., Banking Law, Financial Services, Asset Management, Real Estate Private..., Closed-end Funds, ETFs, Currency Exchange, Foreign Currency, Enforcement, occ, Institutional Investors, Institutional Accounts, Separate Accounts, Commodity Pools, CTAs, Electronic Payments, Alternative Payments, Form PF, Financial Institutions, Securities Litigation, Investments, Anti Money Laundering, Economic Sanctions, Securities
Education
Harvard Law School 1989 — 1992
J.D.
Università di Bologna 1988 — 1989
Rotary Graduate Fellow
Dartmouth College
A.B. Summa Cum Laude
Ana Scheeler's Fidelity Investments Experience April 2007 - Present
Job Senior Client Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments February 2001 - April 2007
Fidelity Investments September 1999 - January 2001
Harvard Pilgrim Health Care January 1997 - March 1999
Skills
Defined Benefit, Process Improvement, Relationship Management, Employee Benefits, Retirement, Pensions, Vendor Management, Business Analysis, Risk Management, Salesforce.com, Program Management, FINRA, Team Leadership, Access, Financial Services, Leadership, Customer Service
Education
Western New England University 1993 — 1996
Bachelor, Business Administration
Dean College 1991 — 1993
Associates, Business Administration
Fidelity Investments April 2007 - Present
Fidelity Investments February 2001 - April 2007
Fidelity Investments September 1999 - January 2001
Harvard Pilgrim Health Care January 1997 - March 1999
Skills
Defined Benefit, Process Improvement, Relationship Management, Employee Benefits, Retirement, Pensions, Vendor Management, Business Analysis, Risk Management, Salesforce.com, Program Management, FINRA, Team Leadership, Access, Financial Services, Leadership, Customer Service
Education
Western New England University 1993 — 1996
Bachelor, Business Administration
Dean College 1991 — 1993
Associates, Business Administration
Chris Maxmin's Fidelity Investments Experience September 1997 - March 2000
Job Managing Director at Moon Capital
Industry Investment Management
Experience
Moon Capital March 2005 - Present
Level Global Investors 2003 - 2005
Zurich Scudder Investments 2001 - 2003
SoundView Technology Group 2000 - 2001
Fidelity Investments September 1997 - March 2000
Citi/Smith Barney August 1993 - September 1997
Airborne Express October 1991 - July 1993
United States Marine Corps July 1989 - October 1991
United States Marine Corps May 1986 - July 1989
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Electronic Trading, Equity Research, Derivatives, Equity Trading, Private Equity, Investment Strategies, Options, Global Macro, Emerging Markets, Equity Derivatives, Financial Markets, Asset Management, FINRA, Trading Systems, ETFs, Leadership, Finance, Bonds, Commodity, Mutual Funds, Securities, Series 63, Investment Banking, Hedging, Proprietary Trading, Trading Strategies, Series 7, Asset Allocation, Fund Of Funds, Structured Products, Series 24, Value Investing
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), International Relations/History
Deerfield Academy 1980 — 1982
Moon Capital March 2005 - Present
Level Global Investors 2003 - 2005
Zurich Scudder Investments 2001 - 2003
SoundView Technology Group 2000 - 2001
Fidelity Investments September 1997 - March 2000
Citi/Smith Barney August 1993 - September 1997
Airborne Express October 1991 - July 1993
United States Marine Corps July 1989 - October 1991
United States Marine Corps May 1986 - July 1989
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Electronic Trading, Equity Research, Derivatives, Equity Trading, Private Equity, Investment Strategies, Options, Global Macro, Emerging Markets, Equity Derivatives, Financial Markets, Asset Management, FINRA, Trading Systems, ETFs, Leadership, Finance, Bonds, Commodity, Mutual Funds, Securities, Series 63, Investment Banking, Hedging, Proprietary Trading, Trading Strategies, Series 7, Asset Allocation, Fund Of Funds, Structured Products, Series 24, Value Investing
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), International Relations/History
Deerfield Academy 1980 — 1982
Richard Spencer Sr's Fidelity Investments Experience June 1998 - February 2012
Job Sr. Systems/Network Engineer at Boston Heart Diagnostics
Industry Information Technology and Services
Experience
Boston Heart Diagnostics April 2015 - Present
Whalley Computer Associates, Inc January 2015 - Present
Boston Heart Diagnostics April 2014 - January 2015
First Marblehead Education Resources November 2012 - April 2014
Bit9 February 2012 - November 2012
Fidelity Investments June 1998 - February 2012
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Cisco Technologies, DNS, VMware ESX, IT Strategy, DHCP, Servers, Technical Support, VMware, Disaster Recovery, Infrastructure, Networking, Vendor Management, Virtualization
Education
Dean College 2003 — 2004
Associates, Business Administration and Management
Boston Heart Diagnostics April 2015 - Present
Whalley Computer Associates, Inc January 2015 - Present
Boston Heart Diagnostics April 2014 - January 2015
First Marblehead Education Resources November 2012 - April 2014
Bit9 February 2012 - November 2012
Fidelity Investments June 1998 - February 2012
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Cisco Technologies, DNS, VMware ESX, IT Strategy, DHCP, Servers, Technical Support, VMware, Disaster Recovery, Infrastructure, Networking, Vendor Management, Virtualization
Education
Dean College 2003 — 2004
Associates, Business Administration and Management
Rick Lauchnor's Fidelity Investments Experience 2003 - 2004
Job Institutional and Pension Consultant Business Development
Industry Investment Banking
Experience
J.P. Morgan 2008 - August 2013
Bear Stearns and Company 2005 - 2008
Fidelity Investments 2003 - 2004
UBS 1987 - 2003
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Securities, Bloomberg, Series 63, Alternative Investments, Capital Markets, Investment Management, Derivatives, Prime Brokerage, Electronic Trading, Bonds, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Equity Trading, Fund Of Funds, Options, Proprietary Trading, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
Master of Business Administration (MBA), Finance
Dartmouth College 1977 — 1981
Bachelor of Arts (BA), English Literature
J.P. Morgan 2008 - August 2013
Bear Stearns and Company 2005 - 2008
Fidelity Investments 2003 - 2004
UBS 1987 - 2003
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Securities, Bloomberg, Series 63, Alternative Investments, Capital Markets, Investment Management, Derivatives, Prime Brokerage, Electronic Trading, Bonds, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Equity Trading, Fund Of Funds, Options, Proprietary Trading, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
Master of Business Administration (MBA), Finance
Dartmouth College 1977 — 1981
Bachelor of Arts (BA), English Literature
Overton Alexandra's Fidelity Investments Experience February 2014 - Present
Job Branch Service Manager at Fidelity Investments
Industry
Experience
Fidelity Investments February 2014 - Present
Skills
Customer Service, Series 7, Series 63, series 9/10, series 66
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (B.A.), International Politics
Deerfield Academy 1996 — 1998
High School
Fidelity Investments February 2014 - Present
Skills
Customer Service, Series 7, Series 63, series 9/10, series 66
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (B.A.), International Politics
Deerfield Academy 1996 — 1998
High School
Todd Grabill's Fidelity Investments Experience October 2011 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments August 2008 - September 2011
Fidelity Investments December 2007 - July 2008
Fidelity Investments September 2007 - November 2007
RTI International August 2001 - August 2007
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Cross-functional Team..., Process Improvement, Defined Benefit, Project Management, Financial Coaching, Pension Administration, Budgets, Strategic Planning, Change Management, Operations Management
Education
Davidson College
B.A. cum laude, Economics, Spanish minor
Southeastern Baptist Theological Seminary
M.Div. coursework
Fidelity Investments October 2011 - Present
Fidelity Investments August 2008 - September 2011
Fidelity Investments December 2007 - July 2008
Fidelity Investments September 2007 - November 2007
RTI International August 2001 - August 2007
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Cross-functional Team..., Process Improvement, Defined Benefit, Project Management, Financial Coaching, Pension Administration, Budgets, Strategic Planning, Change Management, Operations Management
Education
Davidson College
B.A. cum laude, Economics, Spanish minor
Southeastern Baptist Theological Seminary
M.Div. coursework
Alexandra Overton's Fidelity Investments Experience August 2012 - Present
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments February 2011 - August 2012
Longwood Gardens 2002 - 2003
Skills
Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (B.A.), International/Global Studies
Deerfield Academy 1996 — 1998
Fidelity Investments August 2012 - Present
Fidelity Investments February 2011 - August 2012
Longwood Gardens 2002 - 2003
Skills
Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (B.A.), International/Global Studies
Deerfield Academy 1996 — 1998
Tracey Hoover's Fidelity Investments Experience ConsultantFidelity Investments
Job Senior Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments ConsultantFidelity Investments
Education
Dartmouth College 1987 — 1991
BA, Mathematcis
Fidelity Investments ConsultantFidelity Investments
Education
Dartmouth College 1987 — 1991
BA, Mathematcis
Joshua West, CIMA®'s Fidelity Investments Experience June 2008 - October 2013
Job Regional Vice President Advisor Consultant Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Fidelity Investments June 2008 - October 2013
The Hartford March 2005 - June 2008
Merrill Lynch 2003 - 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, 529 Plans, Series 7, CIMA
Education
University of Florida 2001 — 2003
Bachelor of Science (BS), Finance, General
Daytona Beach Community College 1999 — 2001
Associate's degree
Hartford Funds October 2013 - Present
Fidelity Investments June 2008 - October 2013
The Hartford March 2005 - June 2008
Merrill Lynch 2003 - 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, 529 Plans, Series 7, CIMA
Education
University of Florida 2001 — 2003
Bachelor of Science (BS), Finance, General
Daytona Beach Community College 1999 — 2001
Associate's degree
Tom Coogan's Fidelity Investments Experience Management ConsultantFidelity InvestmentsOctober 2009 - December 2010
Job Strategy Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Management ConsultantFidelity InvestmentsOctober 2009 - December 2010
Opera Solutions August 2005 - October 2009
Skills
Management Consulting, Financial Modeling, Strategy, Analytics, Business Strategy, Business Analytics, Program Management, Due Diligence, Valuation, Financial Services, Mergers & Acquisitions, Private Equity, Venture Capital
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Dartmouth College
BA, History, English
Fidelity Investments Management ConsultantFidelity InvestmentsOctober 2009 - December 2010
Opera Solutions August 2005 - October 2009
Skills
Management Consulting, Financial Modeling, Strategy, Analytics, Business Strategy, Business Analytics, Program Management, Due Diligence, Valuation, Financial Services, Mergers & Acquisitions, Private Equity, Venture Capital
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Dartmouth College
BA, History, English
Tamba Phipps's Fidelity Investments Experience January 2014 - June 2015
Job Senior Accountant at ERT
Industry Accounting
Experience
Fidelity Investments January 2014 - June 2015
Fidelity Investments July 2013 - January 2014
Brandon Copsync, LLC March 2013 - July 2013
Bullhorn August 2012 - October 2012
Dennis K. Burke, Inc. September 2009 - September 2011
Gray, Gray & Gray 1998 - April 2009
William Darling CPA 1989 - 1998
PwC September 1987 - December 1988
Skills
Accounting, Financial Reporting, QuickBooks, Financial Statements, Account Reconciliation, Microsoft Office, Great Plains Software, Peachtree, Tax Preparation, Internal Controls, NetSuite, Auditing, Prosystem FX suite., PAMS by ADD Systems, FRX Report Design, Timberline, Innovative Problem..., DTN TABS, Zytax, Certified Public..., Multitasker, Oracle, Essbase, Oracle Discoverer
Education
Northeastern University - Graduate School of Professional Accounting 1999 — 1999
MBA, Accounting
Northeastern University - Graduate School of Professional Accounting 1986 — 1987
Master of Science, Accounting
Dartmouth College
BA, Economics
Fidelity Investments January 2014 - June 2015
Fidelity Investments July 2013 - January 2014
Brandon Copsync, LLC March 2013 - July 2013
Bullhorn August 2012 - October 2012
Dennis K. Burke, Inc. September 2009 - September 2011
Gray, Gray & Gray 1998 - April 2009
William Darling CPA 1989 - 1998
PwC September 1987 - December 1988
Skills
Accounting, Financial Reporting, QuickBooks, Financial Statements, Account Reconciliation, Microsoft Office, Great Plains Software, Peachtree, Tax Preparation, Internal Controls, NetSuite, Auditing, Prosystem FX suite., PAMS by ADD Systems, FRX Report Design, Timberline, Innovative Problem..., DTN TABS, Zytax, Certified Public..., Multitasker, Oracle, Essbase, Oracle Discoverer
Education
Northeastern University - Graduate School of Professional Accounting 1999 — 1999
MBA, Accounting
Northeastern University - Graduate School of Professional Accounting 1986 — 1987
Master of Science, Accounting
Dartmouth College
BA, Economics
Nitya Rajgopal's Fidelity Investments Experience July 2013 - September 2013
Job Senior Business Analyst at EIU Canback
Industry Management Consulting
Experience
EIU Canback July 2015 - Present
Canback & Company July 2014 - Present
Fidelity Investments July 2013 - September 2013
Virtusa June 2013 - July 2013
Egon Zehnder January 2013 - March 2013
Skills
Research, Microsoft Office, Stata, ArcGIS, Community Outreach, Event Planning, Microsoft Word, Editing
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Geography
Concord-Carlisle High School 2006 — 2010
EIU Canback July 2015 - Present
Canback & Company July 2014 - Present
Fidelity Investments July 2013 - September 2013
Virtusa June 2013 - July 2013
Egon Zehnder January 2013 - March 2013
Skills
Research, Microsoft Office, Stata, ArcGIS, Community Outreach, Event Planning, Microsoft Word, Editing
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Geography
Concord-Carlisle High School 2006 — 2010
Gargi Mukherjee's Fidelity Investments Experience June 2004 - January 2006
Job Software QA Manager
Industry Computer Software
Experience
Cognizant January 2006 - July 2011
Fidelity Investments June 2004 - January 2006
Enterprise System Solutions January 2002 - May 2003
Avantsoft Inc June 2000 - December 2001
Stanford Health Care April 1998 - December 1999
Skills
HTML, QA Engineering, SAP CRM, Investment Banking, Variable Annuities, Fixed Annuities, Oracle Database, Business Process..., C, C++
Education
De Anza College 1996 — 1998
Certificate of Profienciecy, Computer informmation System, 3.8
university college of Science and Techcnology,Kolkata 1989 — 1992
Chemical Engineering
Cognizant January 2006 - July 2011
Fidelity Investments June 2004 - January 2006
Enterprise System Solutions January 2002 - May 2003
Avantsoft Inc June 2000 - December 2001
Stanford Health Care April 1998 - December 1999
Skills
HTML, QA Engineering, SAP CRM, Investment Banking, Variable Annuities, Fixed Annuities, Oracle Database, Business Process..., C, C++
Education
De Anza College 1996 — 1998
Certificate of Profienciecy, Computer informmation System, 3.8
university college of Science and Techcnology,Kolkata 1989 — 1992
Chemical Engineering
Kurt Branstrom's Fidelity Investments Experience March 2015 - Present
Job Senior Deployment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments July 2011 - March 2015
Fidelity Investments February 2004 - July 2011
Fidelity Investments February 2003 - February 2004
Fidelity Investments October 2000 - February 2003
Education
Providence College 1997 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Dean College 1995 — 1997
Associate of Science (A.S.), Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments July 2011 - March 2015
Fidelity Investments February 2004 - July 2011
Fidelity Investments February 2003 - February 2004
Fidelity Investments October 2000 - February 2003
Education
Providence College 1997 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Dean College 1995 — 1997
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank