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
Joseph Lust Joseph Lust's Fidelity Investments Experience January 2013 - January 2015
Job Senior Software Engineer at MC10 Inc.
Industry Biotechnology
Experience
MC10 Inc. January 2015 - Present
RunPartner.com July 2008 - Present
Fidelity Investments January 2013 - January 2015
Deutsche Bank July 2010 - January 2013
Massachusetts General Hospital July 2008 - January 2010
University of Rochester September 2006 - September 2007
University of Muenster May 2007 - August 2007
Harvard Medical School May 2006 - August 2006
University of Rochester Medical Center November 2005 - April 2006
Half.com May 2005 - February 2006
Skills
Java, Agile Methodologies, Cassandra, Apache Spark, Guice, Spring, Scala, Tomcat, Play Framework, Maven, GWT, SQL, Databases, Hibernate, Scrum, Data Analysis, XML, C#, Linux, HTML 5, Eclipse, JavaScript, PHP, Git, JUnit, MySQL, TeamCity, Matlab, Unit Testing, Continuous Integration, Amazon Web Services..., S3, C++, Google Analytics, Oracle, Dynatrace, JPA, Oracle SQL, T-SQL, Curl, Cucumber, Selenium, CSS3, Data Mining, Bash, SSH, MyBatis, Spring Webflow, Spring Batch, Jenkins
Education
Duke University
Masters in Engineering Management, (Engineering, Management, IP Law), 3.89
University of Rochester
Biomedical Engineering, Optical Engineering, 3.93
MC10 Inc. January 2015 - Present
RunPartner.com July 2008 - Present
Fidelity Investments January 2013 - January 2015
Deutsche Bank July 2010 - January 2013
Massachusetts General Hospital July 2008 - January 2010
University of Rochester September 2006 - September 2007
University of Muenster May 2007 - August 2007
Harvard Medical School May 2006 - August 2006
University of Rochester Medical Center November 2005 - April 2006
Half.com May 2005 - February 2006
Skills
Java, Agile Methodologies, Cassandra, Apache Spark, Guice, Spring, Scala, Tomcat, Play Framework, Maven, GWT, SQL, Databases, Hibernate, Scrum, Data Analysis, XML, C#, Linux, HTML 5, Eclipse, JavaScript, PHP, Git, JUnit, MySQL, TeamCity, Matlab, Unit Testing, Continuous Integration, Amazon Web Services..., S3, C++, Google Analytics, Oracle, Dynatrace, JPA, Oracle SQL, T-SQL, Curl, Cucumber, Selenium, CSS3, Data Mining, Bash, SSH, MyBatis, Spring Webflow, Spring Batch, Jenkins
Education
Duke University
Masters in Engineering Management, (Engineering, Management, IP Law), 3.89
University of Rochester
Biomedical Engineering, Optical Engineering, 3.93
Colin McGlynn Colin McGlynn's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
US Tax & Financial June 2014 - August 2014
Youth Marketing Connection January 2014 - May 2014
Noodles & Company July 2012 - August 2013
Skills
Social Media, Customer Service, Teamwork, PowerPoint, Marketing, Public Speaking, Microsoft Excel, Financial Analysis, Market Research, Microsoft Office, Microsoft Word, Research, Java, English, Tax Preparation, Beer, Brazilian Blowouts, First Aid Training, Maestro
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Drexel University 2011 — 2012
Fidelity Investments June 2015 - Present
US Tax & Financial June 2014 - August 2014
Youth Marketing Connection January 2014 - May 2014
Noodles & Company July 2012 - August 2013
Skills
Social Media, Customer Service, Teamwork, PowerPoint, Marketing, Public Speaking, Microsoft Excel, Financial Analysis, Market Research, Microsoft Office, Microsoft Word, Research, Java, English, Tax Preparation, Beer, Brazilian Blowouts, First Aid Training, Maestro
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Drexel University 2011 — 2012
Chime Xuan Chime Xuan's Fidelity Investments Experience July 2013 - Present
Job Benefits Consulting Actuarial Associate
Industry Hospital & Health Care
Experience
Fidelity Investments July 2013 - Present
Vision and Image Processing (VIP) Laboratory September 2011 - June 2013
Duke Biomedical Engineering June 2012 - August 2012
Pharmacology & Cancer Biology at Duke Medical Center January 2010 - April 2010
Education
Duke University
Bachelor of Science (B.S.), Mathematics
Duke University
Bachelor of Engineering (B.S.E.), Biomedical Engineering
Raffles Junior College
GCE - Advanced Level, Mathematics, Economics, Physics, Chemistry
Fidelity Investments July 2013 - Present
Vision and Image Processing (VIP) Laboratory September 2011 - June 2013
Duke Biomedical Engineering June 2012 - August 2012
Pharmacology & Cancer Biology at Duke Medical Center January 2010 - April 2010
Education
Duke University
Bachelor of Science (B.S.), Mathematics
Duke University
Bachelor of Engineering (B.S.E.), Biomedical Engineering
Raffles Junior College
GCE - Advanced Level, Mathematics, Economics, Physics, Chemistry
John Forbes John Forbes's Fidelity Investments Experience 2006 - 2008
Job Managing Director at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company Director, Early Stage Business Development3M2009 - 2011
Forbes 2007 - 2009
Fidelity Investments 2006 - 2008
Harvard Business School 2007 - 2007
Cox Communications 2004 - 2005
Mars 2001 - 2003
Dell 2000 - 2001
Koch Industries 1998 - 1999
Forbes 1996 - 1997
U.S. House of Representatives 1994 - 1995
Education
Duke University
Bachelor's Degree, Organizational Psychology
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Duke University School of Law
Doctor of Law (J.D.)
Harvard Business School
Executive Education - Family Owned Enterprise Management
The University of Texas at Austin - Red McCombs School of Business
Executive Entrepreneurship Program
McKinsey & Company Director, Early Stage Business Development3M2009 - 2011
Forbes 2007 - 2009
Fidelity Investments 2006 - 2008
Harvard Business School 2007 - 2007
Cox Communications 2004 - 2005
Mars 2001 - 2003
Dell 2000 - 2001
Koch Industries 1998 - 1999
Forbes 1996 - 1997
U.S. House of Representatives 1994 - 1995
Education
Duke University
Bachelor's Degree, Organizational Psychology
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Duke University School of Law
Doctor of Law (J.D.)
Harvard Business School
Executive Education - Family Owned Enterprise Management
The University of Texas at Austin - Red McCombs School of Business
Executive Entrepreneurship Program
Nick Vrabel Nick Vrabel's Fidelity Investments Experience May 2012 - Present
Job Director Operations Readiness Service Model, Workplace Participant Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments July 2010 - May 2012
Fidelity Investments May 2007 - July 2010
Fidelity Investments May 2005 - May 2007
Citigroup October 2003 - May 2005
Fidelity Investments June 2002 - October 2003
Skills
People Management, Team Leadership, Program Management, Project Management, Leadership, Change Management, Product Development, Corporate Actions, Training, CRM, Management, Process Improvement, Product Management, Risk Management, Vendor Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Business
Duke University 1998 — 2002
BA, Public Policy
University College London, U. of London 2000 — 2000
Noble & Greenough School 1994 — 1998
Fidelity Investments May 2012 - Present
Fidelity Investments July 2010 - May 2012
Fidelity Investments May 2007 - July 2010
Fidelity Investments May 2005 - May 2007
Citigroup October 2003 - May 2005
Fidelity Investments June 2002 - October 2003
Skills
People Management, Team Leadership, Program Management, Project Management, Leadership, Change Management, Product Development, Corporate Actions, Training, CRM, Management, Process Improvement, Product Management, Risk Management, Vendor Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Business
Duke University 1998 — 2002
BA, Public Policy
University College London, U. of London 2000 — 2000
Noble & Greenough School 1994 — 1998
Moses Kovalchuk Moses Kovalchuk's Fidelity Investments Experience March 2011 - December 2013
Job Accounting & Finance I Fund Operations I Process Improvement I Organizational Transformation I Systems Implementations
Industry Financial Services
Experience
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
carolyn keenan carolyn keenan's Fidelity Investments Experience
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
Duke University 1980 — 1984
BA, English, Social Sciences, Art
Holton-Arms School
Fidelity Investments
Education
Duke University 1980 — 1984
BA, English, Social Sciences, Art
Holton-Arms School
Ryan Tingey Ryan Tingey's Fidelity Investments Experience February 2000 - August 2002
Job Program Manager, CUSO Financial Services, L.P. at America First Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP November 2014 - Present
Wells Fargo Securities October 2011 - October 2014
Wells Fargo March 2010 - October 2011
Wells Fargo Investments March 2005 - March 2010
Wells Fargo February 2004 - June 2005
Wells Fargo August 2002 - February 2004
Fidelity Investments February 2000 - August 2002
Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development
Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
CUSO Financial Services, LP November 2014 - Present
Wells Fargo Securities October 2011 - October 2014
Wells Fargo March 2010 - October 2011
Wells Fargo Investments March 2005 - March 2010
Wells Fargo February 2004 - June 2005
Wells Fargo August 2002 - February 2004
Fidelity Investments February 2000 - August 2002
Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development
Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Emily Agnew Emily Agnew's Fidelity Investments Experience October 2003 - May 2006
Job Director
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Cambridge Associates April 2008 - June 2015
UBS May 2006 - April 2008
Lincoln Financial Group 1999 - 2007
Fidelity Investments October 2003 - May 2006
Delaware Investments 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Valuation
Education
Drexel University - College of Business and Administration 1991 — 1995
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch July 2015 - Present
Cambridge Associates April 2008 - June 2015
UBS May 2006 - April 2008
Lincoln Financial Group 1999 - 2007
Fidelity Investments October 2003 - May 2006
Delaware Investments 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Valuation
Education
Drexel University - College of Business and Administration 1991 — 1995
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Neel Vora Neel Vora's Fidelity Investments Experience May 2007 - August 2007
Job Equity Derivatives Trading at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Empire Angels October 2013 - Present
J.P. Morgan August 2010 - August 2015
The Duke Endowment August 2009 - December 2009
J.P. Morgan May 2009 - August 2009
J.P. Morgan May 2008 - August 2008
Fidelity Investments May 2007 - August 2007
Education
Duke University 2006 — 2010
BSc, Economics/Mathematics
St. John's High School
Goldman Sachs August 2015 - Present
Empire Angels October 2013 - Present
J.P. Morgan August 2010 - August 2015
The Duke Endowment August 2009 - December 2009
J.P. Morgan May 2009 - August 2009
J.P. Morgan May 2008 - August 2008
Fidelity Investments May 2007 - August 2007
Education
Duke University 2006 — 2010
BSc, Economics/Mathematics
St. John's High School
Claude Paillant, CISA Claude Paillant, CISA's Fidelity Investments Experience July 2006 - December 2006
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Information Technology and Services
Experience
Liberty Mutual Insurance June 2011 - July 2015
Management Leadership for Tomorrow (MLT) 2014 - 2015
Management Leadership for Tomorrow (MLT) 2014 - 2015
Liberty Mutual Insurance September 2010 - June 2011
Liberty Mutual July 2008 - September 2010
Liberty Mutual July 2007 - July 2008
Fidelity Investments July 2006 - December 2006
Fidelity Investments July 2005 - December 2005
Vector Marketing June 2003 - December 2005
Fidelity Investments July 2004 - December 2004
Skills
Information Security, Visio, CISSP, Information Security..., Microsoft Office, IT Audit, Network Security, Disaster Recovery, Management, Risk Assessment, Security, Public Speaking, Application Security, Team Leadership, Internal Audit, SDLC, Enterprise Software, CISA, Risk Management, Process Improvement, Leadership, Program Management, Computer Security, Business Analysis
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2002 — 2007
BS, Computer Engineering
Liberty Mutual Insurance June 2011 - July 2015
Management Leadership for Tomorrow (MLT) 2014 - 2015
Management Leadership for Tomorrow (MLT) 2014 - 2015
Liberty Mutual Insurance September 2010 - June 2011
Liberty Mutual July 2008 - September 2010
Liberty Mutual July 2007 - July 2008
Fidelity Investments July 2006 - December 2006
Fidelity Investments July 2005 - December 2005
Vector Marketing June 2003 - December 2005
Fidelity Investments July 2004 - December 2004
Skills
Information Security, Visio, CISSP, Information Security..., Microsoft Office, IT Audit, Network Security, Disaster Recovery, Management, Risk Assessment, Security, Public Speaking, Application Security, Team Leadership, Internal Audit, SDLC, Enterprise Software, CISA, Risk Management, Process Improvement, Leadership, Program Management, Computer Security, Business Analysis
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2002 — 2007
BS, Computer Engineering
David Koppel's Fidelity Investments Experience April 2015 - Present
Job Senior Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Accenture July 2012 - June 2014
Skills
Management Consulting, Business Strategy, Project Management, Retail, Supply Chain, Telecommunications, Life Science Industry
Education
Duke University 2008 — 2012
Bachelor of Arts (B.A.), Public Policy
Phillips Academy Andover 2004 — 2008
Fidelity Investments April 2015 - Present
Accenture July 2012 - June 2014
Skills
Management Consulting, Business Strategy, Project Management, Retail, Supply Chain, Telecommunications, Life Science Industry
Education
Duke University 2008 — 2012
Bachelor of Arts (B.A.), Public Policy
Phillips Academy Andover 2004 — 2008
Sharon Desmond Sharon Desmond's Fidelity Investments Experience April 2004 - October 2004
Job Business Analyst at GfK
Industry Information Technology and Services
Experience
GfK June 2014 - Present
Wayland Swim and Tennis Club July 2012 - November 2014
Fidelity Investments April 2004 - October 2004
Altiris December 2002 - November 2003
Peregrine Systems March 2000 - December 2002
Neuberger Berman August 1997 - March 2000
Cravath, Swaine & Moore LLP November 1995 - August 1997
Skills
Enterprise Software, Change Management, Solution Selling, Service Management, Cloud Computing, IT Service Management, Pre-sales, ITIL, Account Management, Professional Services, Sales Management, Cross-functional Team..., Management
Education
Stevens Institute of Technology 1997 — 1999
MS, Information Management
Drexel University 1992 — 1995
BS, Mathematics
GfK June 2014 - Present
Wayland Swim and Tennis Club July 2012 - November 2014
Fidelity Investments April 2004 - October 2004
Altiris December 2002 - November 2003
Peregrine Systems March 2000 - December 2002
Neuberger Berman August 1997 - March 2000
Cravath, Swaine & Moore LLP November 1995 - August 1997
Skills
Enterprise Software, Change Management, Solution Selling, Service Management, Cloud Computing, IT Service Management, Pre-sales, ITIL, Account Management, Professional Services, Sales Management, Cross-functional Team..., Management
Education
Stevens Institute of Technology 1997 — 1999
MS, Information Management
Drexel University 1992 — 1995
BS, Mathematics
Ellen Byars's Fidelity Investments Experience February 2008 - August 2010
Job RN at Duke Fertility Center
Industry Hospital & Health Care
Experience
Duke Fertility Center March 2015 - Present
Duke Regional Hospital February 2012 - March 2015
Fidelity Investments February 2008 - August 2010
Arts Together January 2008 - July 2010
The Flanders Group January 2007 - September 2007
Biogen Idec September 2004 - September 2006
VEE Corporation July 2003 - July 2004
Skills
Postpartum Nursing, Women's Health, Nursing, Health Promotion, Patient Education, Maternal-Child Health, Pediatric Nursing, Breastfeeding, Healthcare, Epic Systems, Yoga, NRP, BLS, Registered Nurses, Health Education, Medication..., OB/GYN, Gynecology, Fertility
Education
Duke University 2010 — 2011
BSN, Registered Nursing/Registered Nurse
University of North Carolina at Greensboro 1997 — 2001
Bachelor's degree, Dance
Duke Fertility Center March 2015 - Present
Duke Regional Hospital February 2012 - March 2015
Fidelity Investments February 2008 - August 2010
Arts Together January 2008 - July 2010
The Flanders Group January 2007 - September 2007
Biogen Idec September 2004 - September 2006
VEE Corporation July 2003 - July 2004
Skills
Postpartum Nursing, Women's Health, Nursing, Health Promotion, Patient Education, Maternal-Child Health, Pediatric Nursing, Breastfeeding, Healthcare, Epic Systems, Yoga, NRP, BLS, Registered Nurses, Health Education, Medication..., OB/GYN, Gynecology, Fertility
Education
Duke University 2010 — 2011
BSN, Registered Nursing/Registered Nurse
University of North Carolina at Greensboro 1997 — 2001
Bachelor's degree, Dance
John Yang John Yang's Fidelity Investments Experience May 2013 - December 2013
Job Analyst at BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners June 2014 - Present
Fidelity Investments May 2013 - December 2013
A Child's Place May 2011 - July 2011
Skills
Financial Modeling, Economics, Microsoft Excel, PowerPoint, Research, Microsoft Office
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Monte Vista High School 2006 — 2010
BlackArch Partners June 2014 - Present
Fidelity Investments May 2013 - December 2013
A Child's Place May 2011 - July 2011
Skills
Financial Modeling, Economics, Microsoft Excel, PowerPoint, Research, Microsoft Office
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Monte Vista High School 2006 — 2010
Jim Galdos Jim Galdos's Fidelity Investments Experience 2006 - 2010
Job Videographer & Editor
Industry Motion Pictures and Film
Experience
Galdos Pictures 2009 - Present
Uncommon Schools 2012 - Present
TERC 2010 - Present
NGSX Science Exemplar System 2012 - Present
Education Development Center 2012 - 2012
Fidelity Investments 2006 - 2010
Skills
Final Cut Pro, Video Editing, Video Production, Videography, Editing, Digital Media, Creative Writing, Photoshop, Videographer, Post Production, Adobe Creative Suite, Avid Media Composer, Cinematography, Directing, Motion Graphics
Education
Duke University 2002 — 2006
BA, Computer Science
Galdos Pictures 2009 - Present
Uncommon Schools 2012 - Present
TERC 2010 - Present
NGSX Science Exemplar System 2012 - Present
Education Development Center 2012 - 2012
Fidelity Investments 2006 - 2010
Skills
Final Cut Pro, Video Editing, Video Production, Videography, Editing, Digital Media, Creative Writing, Photoshop, Videographer, Post Production, Adobe Creative Suite, Avid Media Composer, Cinematography, Directing, Motion Graphics
Education
Duke University 2002 — 2006
BA, Computer Science
Emris Varghese's Fidelity Investments Experience June 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Unum May 2010 - June 2012
Unum March 2009 - February 2011
Unum January 2008 - March 2009
Unum March 2007 - December 2007
Unum November 2006 - March 2007
Bearingpoint 2005 - 2007
Xerox Global Services 2004 - 2005
Gaudenzia 2000 - 2004
Skills
ITIL v3 Foundations..., Systems Analysis, System Testing, System Design, Project Management, Problem Solving, Program Management, IT Strategy, Change Management, Quality Assurance, Software Quality..., Quality Center, Conversion Optimization, Rationalisation, TSRM, IT Service Management, Iterative Methodologies, Agile Methodologies, Test Automation, Test Planning, Test Cases, Black Box Testing, Yellow Belt, Test Strategy, Talent Management, Talent Acquisition, Roadmap, Business Analysis, Use Case Analysis, Use Case Diagrams, Functional Requirements, Service Delivery, Service Operations, Service Design, Service Level Management, Service Level Agreements, Full SDLC, Strategy Implementation, Organizational Design, Project Delivery, SDLC, User Acceptance Testing, Waterfall
Education
Drexel University 2000 — 2004
BS, Computer Information Systems
Drexel University 2000 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences, General
Fidelity Investments June 2012 - Present
Unum May 2010 - June 2012
Unum March 2009 - February 2011
Unum January 2008 - March 2009
Unum March 2007 - December 2007
Unum November 2006 - March 2007
Bearingpoint 2005 - 2007
Xerox Global Services 2004 - 2005
Gaudenzia 2000 - 2004
Skills
ITIL v3 Foundations..., Systems Analysis, System Testing, System Design, Project Management, Problem Solving, Program Management, IT Strategy, Change Management, Quality Assurance, Software Quality..., Quality Center, Conversion Optimization, Rationalisation, TSRM, IT Service Management, Iterative Methodologies, Agile Methodologies, Test Automation, Test Planning, Test Cases, Black Box Testing, Yellow Belt, Test Strategy, Talent Management, Talent Acquisition, Roadmap, Business Analysis, Use Case Analysis, Use Case Diagrams, Functional Requirements, Service Delivery, Service Operations, Service Design, Service Level Management, Service Level Agreements, Full SDLC, Strategy Implementation, Organizational Design, Project Delivery, SDLC, User Acceptance Testing, Waterfall
Education
Drexel University 2000 — 2004
BS, Computer Information Systems
Drexel University 2000 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences, General
Erich S. Gerlach, CFP® Erich S. Gerlach, CFP®'s Fidelity Investments Experience December 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Citi October 2011 - December 2012
Citi June 2010 - October 2011
Vanguard March 2010 - July 2010
Vanguard July 2007 - April 2010
Duke University September 2003 - May 2007
Education
Duke University
Master of Arts (M.A.), Philosophy
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Psychology, Philosophy
Fidelity Investments December 2012 - Present
Citi October 2011 - December 2012
Citi June 2010 - October 2011
Vanguard March 2010 - July 2010
Vanguard July 2007 - April 2010
Duke University September 2003 - May 2007
Education
Duke University
Master of Arts (M.A.), Philosophy
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Psychology, Philosophy
Conor Mullen Conor Mullen's Fidelity Investments Experience March 2013 - January 2015
Job Principal Software Engineer at Pegasystems
Industry Information Technology and Services
Experience
Pegasystems January 2015 - Present
Railway Games LLC January 2013 - Present
Fidelity Investments March 2013 - January 2015
Fidelity Investments September 2010 - March 2013
Fidelity Investments September 2008 - September 2010
Skills
Spring, Java, Git, Maven, JavaScript, MongoDB, jQuery, Groovy, Web Development, Jenkins, Agile Methodologies, Test Driven Development, Android, libgdx, Facebook API, Google API, Game Development, Node.js, Heroku
Education
Dublin City University 2004 — 2008
BSC, Computer Application: Software Engineering
National University of Ireland, Galway
HDIP in Web application Development, Software
Pegasystems January 2015 - Present
Railway Games LLC January 2013 - Present
Fidelity Investments March 2013 - January 2015
Fidelity Investments September 2010 - March 2013
Fidelity Investments September 2008 - September 2010
Skills
Spring, Java, Git, Maven, JavaScript, MongoDB, jQuery, Groovy, Web Development, Jenkins, Agile Methodologies, Test Driven Development, Android, libgdx, Facebook API, Google API, Game Development, Node.js, Heroku
Education
Dublin City University 2004 — 2008
BSC, Computer Application: Software Engineering
National University of Ireland, Galway
HDIP in Web application Development, Software
Laura Bowden, SPHR, GPHR's Fidelity Investments Experience April 2004 - March 2005
Job HR Manager
Industry Human Resources
Experience
Philips Healthcare August 2014 - Present
National Dentex Corp November 2013 - August 2014
ADP TotalSource October 2005 - June 2013
Fidelity Investments April 2004 - March 2005
Skills
Employee Relations, Human Resources, HR Consulting, Performance Management, HRIS, Talent Acquisition, Payroll, Benefits Administration, HR Policies, Employee Benefits, Employment Law, Organizational..., Employee Training, Training
Education
Duke University 2010 — 2010
Certificate in Global Human Resources
Duke University 2009 — 2010
Continuing Education Certificate, Human Resources
UMass Lowell 1998 — 2002
Bachelor of Science, Business
Philips Healthcare August 2014 - Present
National Dentex Corp November 2013 - August 2014
ADP TotalSource October 2005 - June 2013
Fidelity Investments April 2004 - March 2005
Skills
Employee Relations, Human Resources, HR Consulting, Performance Management, HRIS, Talent Acquisition, Payroll, Benefits Administration, HR Policies, Employee Benefits, Employment Law, Organizational..., Employee Training, Training
Education
Duke University 2010 — 2010
Certificate in Global Human Resources
Duke University 2009 — 2010
Continuing Education Certificate, Human Resources
UMass Lowell 1998 — 2002
Bachelor of Science, Business
Deborah Gaitan Deborah Gaitan's Fidelity Investments Experience May 2010 - June 2011
Job Personal Banker (S.A.F.E) Wells Fargo Bank NA
Industry Management Consulting
Experience
Wells Fargo Bank, N A June 2011 - November 2013
Fidelity Investments May 2010 - June 2011
Fidelity Investments May 2010 - June 2011
Verizon Wireless April 2002 - April 2010
KB Home 2006 - 2007
Verizon Communications January 1999 - January 2002
Petre Co January 1997 - January 1999
Social Research Center January 1996 - January 1997
Skills
Sales, Sales Operations, Project Planning, Management, Customer Service, CRM, Employee Benefits, Leadership, Account Management, Sales Management, Teamwork, Time Management, Analysis
Education
Stayer University 2003 — 2008
Business Administration, International Business
Duke University
Human Resource Management
Universidad de Puerto Rico 1993 — 1999
Bachelor's Degree, Social Sciences
Wells Fargo Bank, N A June 2011 - November 2013
Fidelity Investments May 2010 - June 2011
Fidelity Investments May 2010 - June 2011
Verizon Wireless April 2002 - April 2010
KB Home 2006 - 2007
Verizon Communications January 1999 - January 2002
Petre Co January 1997 - January 1999
Social Research Center January 1996 - January 1997
Skills
Sales, Sales Operations, Project Planning, Management, Customer Service, CRM, Employee Benefits, Leadership, Account Management, Sales Management, Teamwork, Time Management, Analysis
Education
Stayer University 2003 — 2008
Business Administration, International Business
Duke University
Human Resource Management
Universidad de Puerto Rico 1993 — 1999
Bachelor's Degree, Social Sciences
Diane Gaquin Diane Gaquin's Fidelity Investments Experience March 2006 - June 2012
Job Fulltime leisure expert
Industry Information Technology and Services
Experience
Gaquin Travel June 2012 - Present
Fidelity Investments March 2006 - June 2012
Liberty Mutual Insurance 2002 - 2004
Education
Duke University
Gaquin Travel June 2012 - Present
Fidelity Investments March 2006 - June 2012
Liberty Mutual Insurance 2002 - 2004
Education
Duke University
Kristie Campbell Kristie Campbell's Fidelity Investments Experience June 1996 - March 2002
Job CEO/coFounder firefly grill
Industry Food & Beverages
Experience
Samuel Music Co. 2011 - Present
firefly grill October 2004 - Present
Fidelity Investments June 1996 - March 2002
Independent Mobile Veterinarian 1993 - 1996
McDonald's 1988 - 1990
Hillside Stables 1981 - 1985
Skills
Entrepreneurship, Food, Start-ups, Restaurants, Customer Service, Strategic Planning, Management, Online Marketing, Marketing Strategy, Public Speaking, Sales, Sales Management, Business Planning, Event Planning, Small Business, New Business Development, Team Building, Social Media Marketing, Marketing, Social Networking, Culinary Skills
Education
University of Miami 1993 — 1996
BS, Biology/Math
Duke University 1992 — 1993
Marine Science
Samuel Music Co. 2011 - Present
firefly grill October 2004 - Present
Fidelity Investments June 1996 - March 2002
Independent Mobile Veterinarian 1993 - 1996
McDonald's 1988 - 1990
Hillside Stables 1981 - 1985
Skills
Entrepreneurship, Food, Start-ups, Restaurants, Customer Service, Strategic Planning, Management, Online Marketing, Marketing Strategy, Public Speaking, Sales, Sales Management, Business Planning, Event Planning, Small Business, New Business Development, Team Building, Social Media Marketing, Marketing, Social Networking, Culinary Skills
Education
University of Miami 1993 — 1996
BS, Biology/Math
Duke University 1992 — 1993
Marine Science
Vinay Aggarwal, MD, MPH Vinay Aggarwal, MD, MPH's Fidelity Investments Experience August 2001 - August 2002
Job Chief Medical Officer & Cofounder at Lucirix, Inc.
Industry Hospital & Health Care
Experience
Lucirix, Inc. December 2011 - Present
PlatinumCare LA March 2010 - Present
Kansal Inc January 2010 - Present
Cedars-Sinai Medical Center July 2009 - Present
Cedars Sinai June 2006 - July 2009
Fidelity Investments August 2001 - August 2002
Watson Wyatt June 1996 - May 2001
Skills
Healthcare, Healthcare Information..., Entrepreneurship, Start-ups, Strategic Planning, Medical Devices, Management Consulting, Wellness, Public Speaking, Strategy, Strategic Partnerships, Business Development, Medicine, Product Management, Business Strategy, Venture Capital, Social Media, Executive Management, Product Development, Research
Education
Drexel University College of Medicine 2002 — 2006
MD, Medicine
Yale University 1995 — 1999
MPH, Health Policy & Management
University of Pennsylvania 1991 — 1995
BA, Neuroscience, Economics
University of Leuven 1994 — 1994
NA, Program in European Culture and Society
Lucirix, Inc. December 2011 - Present
PlatinumCare LA March 2010 - Present
Kansal Inc January 2010 - Present
Cedars-Sinai Medical Center July 2009 - Present
Cedars Sinai June 2006 - July 2009
Fidelity Investments August 2001 - August 2002
Watson Wyatt June 1996 - May 2001
Skills
Healthcare, Healthcare Information..., Entrepreneurship, Start-ups, Strategic Planning, Medical Devices, Management Consulting, Wellness, Public Speaking, Strategy, Strategic Partnerships, Business Development, Medicine, Product Management, Business Strategy, Venture Capital, Social Media, Executive Management, Product Development, Research
Education
Drexel University College of Medicine 2002 — 2006
MD, Medicine
Yale University 1995 — 1999
MPH, Health Policy & Management
University of Pennsylvania 1991 — 1995
BA, Neuroscience, Economics
University of Leuven 1994 — 1994
NA, Program in European Culture and Society
Deidre Dennis's Fidelity Investments Experience October 2011 - May 2012
Job [Human Resources Professional][Payroll and Benefits Expertise][Seeking New Opportunities]
Industry Human Resources
Experience
Fidelity Investments October 2011 - May 2012
Fidelity Investments August 2007 - October 2011
Fidelity Investments September 2006 - August 2007
Skills
Requirements Gathering, Lotus Notes, Insurance, CRM, Management, Business Analysis, Investments, Software Documentation, Quality Assurance, PL/SQL, Process Improvement, Vendor Management, Requirements Analysis, Access, Customer Service, Visio, Project Management, Data Analysis, Analysis, Oracle Applications, Relationship Management, SQL, Team Leadership, Risk Management, SAP, Business Requirements, Performance Management, Windows, Call Centers, Training, Human Resources, Program Management, Leadership, Financial Services, PeopleSoft, Troubleshooting, Team Building, Employee Benefits, Cross-functional Team..., SharePoint, Database Design, Six Sigma, Teamwork, Oracle E-Business Suite, Business Process, System Administration, Business Process..., PMP, Change Management
Education
Drexel University - College of Business and Administration 2011 — 2014
Roger Williams University 2001 — 2004
Spanish, Elementary Education
Fidelity Investments October 2011 - May 2012
Fidelity Investments August 2007 - October 2011
Fidelity Investments September 2006 - August 2007
Skills
Requirements Gathering, Lotus Notes, Insurance, CRM, Management, Business Analysis, Investments, Software Documentation, Quality Assurance, PL/SQL, Process Improvement, Vendor Management, Requirements Analysis, Access, Customer Service, Visio, Project Management, Data Analysis, Analysis, Oracle Applications, Relationship Management, SQL, Team Leadership, Risk Management, SAP, Business Requirements, Performance Management, Windows, Call Centers, Training, Human Resources, Program Management, Leadership, Financial Services, PeopleSoft, Troubleshooting, Team Building, Employee Benefits, Cross-functional Team..., SharePoint, Database Design, Six Sigma, Teamwork, Oracle E-Business Suite, Business Process, System Administration, Business Process..., PMP, Change Management
Education
Drexel University - College of Business and Administration 2011 — 2014
Roger Williams University 2001 — 2004
Spanish, Elementary Education
Andrew Christensen's Fidelity Investments Experience 1998 - 1998
Job Senior Product Manager at Pearson plc
Industry Publishing
Experience
Pearson plc August 2013 - Present
Harvard Business Publishing December 2009 - August 2013
Bitstream Inc. December 2005 - December 2009
Thomson January 2002 - November 2005
Bitstream Inc. November 1998 - December 2001
Thomson - PWS Publishing July 1996 - March 1998
Fidelity Investments 1998 - 1998
Skills
Project Management, Usability Testing, Technical Writing, User Interface Design, Creative Direction, Graphic Design, Contract Negotiation, Publishing, Content Management, Content Development, Product Management, Online Publishing, Process Improvement, Strategic Partnerships, Marketing Communications, Competitive Analysis, Enterprise Software, Marketing Strategy, Product Development, Market Research, Product Marketing, Management, Press Releases
Education
Drexel University 1993 — 1995
M.S.
University of Virginia 1985 — 1989
B.A.
Pearson plc August 2013 - Present
Harvard Business Publishing December 2009 - August 2013
Bitstream Inc. December 2005 - December 2009
Thomson January 2002 - November 2005
Bitstream Inc. November 1998 - December 2001
Thomson - PWS Publishing July 1996 - March 1998
Fidelity Investments 1998 - 1998
Skills
Project Management, Usability Testing, Technical Writing, User Interface Design, Creative Direction, Graphic Design, Contract Negotiation, Publishing, Content Management, Content Development, Product Management, Online Publishing, Process Improvement, Strategic Partnerships, Marketing Communications, Competitive Analysis, Enterprise Software, Marketing Strategy, Product Development, Market Research, Product Marketing, Management, Press Releases
Education
Drexel University 1993 — 1995
M.S.
University of Virginia 1985 — 1989
B.A.
Joseph Pisoni's Fidelity Investments Experience July 2013 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Vanguard August 2011 - July 2013
Vanguard May 2007 - August 2011
Towers Perrin October 2000 - May 2007
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Relationship Management, Investment Strategies, Defined Benefit, Series 6, Marketing Strategy, Marketing Management, Strategic Planning, Business Strategy, New Business Development, Business Analysis, Defined Contribution
Education
NYU Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, Marketing, Entrepreneurship & Innovation
Drexel University
Bachelor of Science (BS), Finance, Marketing
Fidelity Investments July 2013 - Present
Vanguard August 2011 - July 2013
Vanguard May 2007 - August 2011
Towers Perrin October 2000 - May 2007
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Relationship Management, Investment Strategies, Defined Benefit, Series 6, Marketing Strategy, Marketing Management, Strategic Planning, Business Strategy, New Business Development, Business Analysis, Defined Contribution
Education
NYU Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, Marketing, Entrepreneurship & Innovation
Drexel University
Bachelor of Science (BS), Finance, Marketing
Stefani Koorey's Fidelity Investments Experience September 2012 - January 2014
Job Publisher, Theatre Educator, Storyteller, Librarian, Editor, and Graphic Designer
Industry Publishing
Experience
PearTree Press 2002 - Present
Fall River Historical Society December 2009 - Present
Dighton Rehoboth Regional School District January 2014 - March 2014
Fidelity Investments September 2012 - January 2014
Arcadia Press August 2011 - August 2012
Dean College 2009 - 2010
Internet Public Library September 2009 - December 2009
Valencia Community College 2000 - 2008
Orange County Public Library 1991 - 1999
Skills
Instructional Design, Budget Management, Organizational..., Teaching, Grant Writing, Web Design, Editing, Indexing, Web 2.0, Publishing, Writing, Graphic Design, Curriculum Design, Research, E-learning, Public Speaking, Social Media, Classroom Instruction, Proofreading, Blogging, Web Development, Copy Editing, Instructor-led Training, Photoshop, Adult Education, Non-profits, Community Outreach, Copywriting, Dreamweaver, Press Releases, User Interface Design, Wordpress, Learning Management, Courses, Fundraising, Social Networking, Facebook, InDesign, Books, Wikis, Theatre, Higher Education, Multimedia, Content Development, Distance Learning, Content Management, Drupal, PHP, Technical Writing, Creative Writing
Education
Drexel University 2009 — 2010
MS, Library Science, Digital Libraries
Penn State University 1986 — 1988
Ph.D., Theatre History and Dramatic Criticism
Penn State University 1984 — 1986
MFA, Theatre Management
Penn State University 1983 — 1984
MA, Theatre Arts
University of Central Florida 1977 — 1981
BA, Film/Theatre
PearTree Press 2002 - Present
Fall River Historical Society December 2009 - Present
Dighton Rehoboth Regional School District January 2014 - March 2014
Fidelity Investments September 2012 - January 2014
Arcadia Press August 2011 - August 2012
Dean College 2009 - 2010
Internet Public Library September 2009 - December 2009
Valencia Community College 2000 - 2008
Orange County Public Library 1991 - 1999
Skills
Instructional Design, Budget Management, Organizational..., Teaching, Grant Writing, Web Design, Editing, Indexing, Web 2.0, Publishing, Writing, Graphic Design, Curriculum Design, Research, E-learning, Public Speaking, Social Media, Classroom Instruction, Proofreading, Blogging, Web Development, Copy Editing, Instructor-led Training, Photoshop, Adult Education, Non-profits, Community Outreach, Copywriting, Dreamweaver, Press Releases, User Interface Design, Wordpress, Learning Management, Courses, Fundraising, Social Networking, Facebook, InDesign, Books, Wikis, Theatre, Higher Education, Multimedia, Content Development, Distance Learning, Content Management, Drupal, PHP, Technical Writing, Creative Writing
Education
Drexel University 2009 — 2010
MS, Library Science, Digital Libraries
Penn State University 1986 — 1988
Ph.D., Theatre History and Dramatic Criticism
Penn State University 1984 — 1986
MFA, Theatre Management
Penn State University 1983 — 1984
MA, Theatre Arts
University of Central Florida 1977 — 1981
BA, Film/Theatre
Eoin O'Connor Eoin O'Connor's Fidelity Investments Experience January 2015 - Present
Job Director, Mobile Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments April 2012 - Present
Fidelity Investments January 2010 - April 2012
Fidelity Investments August 2007 - December 2009
Fidelity Investments September 2006 - August 2007
Storm Technology Ltd April 2004 - September 2004
Skills
HTML 5, Spring Framework, CSS, Android, Software Engineering, HTML5, JUnit, Eclipse, Hibernate, .NET, Java Enterprise Edition, Java, JavaScript, Spring, Software Development, Mobile Applications, Agile Methodologies, XML, J2EE, iPhone, Splunk, XUL
Education
Harvard Extension School 2010 — 2010
Microeconomic Theory
Graduate Training Program with Fidelity Investments Ireland 2006 — 2007
Postgraduate Diploma, Web Application Development
Dublin City University 2005 — 2006
MSc, Security & Forensic Computing
National University of Ireland, Galway 2001 — 2005
BSc, Information Technology
Fidelity Investments January 2015 - Present
Fidelity Investments April 2012 - Present
Fidelity Investments January 2010 - April 2012
Fidelity Investments August 2007 - December 2009
Fidelity Investments September 2006 - August 2007
Storm Technology Ltd April 2004 - September 2004
Skills
HTML 5, Spring Framework, CSS, Android, Software Engineering, HTML5, JUnit, Eclipse, Hibernate, .NET, Java Enterprise Edition, Java, JavaScript, Spring, Software Development, Mobile Applications, Agile Methodologies, XML, J2EE, iPhone, Splunk, XUL
Education
Harvard Extension School 2010 — 2010
Microeconomic Theory
Graduate Training Program with Fidelity Investments Ireland 2006 — 2007
Postgraduate Diploma, Web Application Development
Dublin City University 2005 — 2006
MSc, Security & Forensic Computing
National University of Ireland, Galway 2001 — 2005
BSc, Information Technology
Leigh Doheny Leigh Doheny's Fidelity Investments Experience June 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments April 2012 - May 2015
Doheny & Reese, LLC July 2010 - March 2012
Doheny Asset Management, LLC January 2007 - May 2010
Doheny Asset Management, LLC November 2004 - May 2010
Doheny Asset Management, LLC January 2001 - November 2004
Doheny Asset Management, LLC December 1999 - January 2001
Education
Duke University
Loyola Marymount University
B.A., Fine Arts
Wharton School, University of Pennsylvania
Certified Investment Management Analyst
Fidelity Investments June 2015 - Present
Fidelity Investments April 2012 - May 2015
Doheny & Reese, LLC July 2010 - March 2012
Doheny Asset Management, LLC January 2007 - May 2010
Doheny Asset Management, LLC November 2004 - May 2010
Doheny Asset Management, LLC January 2001 - November 2004
Doheny Asset Management, LLC December 1999 - January 2001
Education
Duke University
Loyola Marymount University
B.A., Fine Arts
Wharton School, University of Pennsylvania
Certified Investment Management Analyst
Mayra Aguas Mayra Aguas's Fidelity Investments Experience July 2011 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2011 - Present
Drexel University September 2010 - June 2011
Thomson Reuters March 2010 - September 2010
Independence Blue Cross March 2009 - September 2009
Skills
C++, Java, JavaBeans, C#, .NET, Silverlight, Vala, AJAX, JavaScript, JSP, JSON, UML, HTML/XML, XML-RPC, Oracle SQL, Spring, iBatis, Perl, Python, Mason, Bash, Awk, Ant, Web Services, Linux, Unix
Education
Drexel University 2008 — 2011
BS, Computer Science
Mercer County Community College 2005 — 2008
BS, Computer Science, Mathematics
Fidelity Investments July 2011 - Present
Drexel University September 2010 - June 2011
Thomson Reuters March 2010 - September 2010
Independence Blue Cross March 2009 - September 2009
Skills
C++, Java, JavaBeans, C#, .NET, Silverlight, Vala, AJAX, JavaScript, JSP, JSON, UML, HTML/XML, XML-RPC, Oracle SQL, Spring, iBatis, Perl, Python, Mason, Bash, Awk, Ant, Web Services, Linux, Unix
Education
Drexel University 2008 — 2011
BS, Computer Science
Mercer County Community College 2005 — 2008
BS, Computer Science, Mathematics
Jamie Scarborough Jamie Scarborough's Fidelity Investments Experience September 1994 - October 1998
Job Business Development and Strategic Marketing Professional
Industry Marketing and Advertising
Experience
Wellesley College Alumnae Association June 2012 - Present
Wellesley College Alumnae Club of Boston June 2009 - June 2011
Wellesley College Alumnae Club of Boston June 2007 - June 2009
Arnold Worldwide October 1998 - October 1999
Fidelity Investments September 1994 - October 1998
Mars August 1993 - July 1994
Arnold Worldwide September 1988 - July 1991
Skills
Strategic Planning, New Business Development, Account Management, Nonprofits, Project Management, Event Management, Business Planning, Product Development, Leadership, Entrepreneurship, Strategy, Marketing Strategy, Management, Integrated Marketing, Start-ups, Advertising, Marketing Communications, Business Strategy, Public Relations, Market Research, Social Media
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business
Wellesley College 1983 — 1987
BA, History, French Studies
Wellesley College Alumnae Association June 2012 - Present
Wellesley College Alumnae Club of Boston June 2009 - June 2011
Wellesley College Alumnae Club of Boston June 2007 - June 2009
Arnold Worldwide October 1998 - October 1999
Fidelity Investments September 1994 - October 1998
Mars August 1993 - July 1994
Arnold Worldwide September 1988 - July 1991
Skills
Strategic Planning, New Business Development, Account Management, Nonprofits, Project Management, Event Management, Business Planning, Product Development, Leadership, Entrepreneurship, Strategy, Marketing Strategy, Management, Integrated Marketing, Start-ups, Advertising, Marketing Communications, Business Strategy, Public Relations, Market Research, Social Media
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business
Wellesley College 1983 — 1987
BA, History, French Studies
M Nicolle Stewart M Nicolle Stewart's Fidelity Investments Experience April 2010 - Present
Job Human Resources Administrator
Industry Human Resources
Experience
Fidelity Investments April 2010 - Present
Woods Charter School Foundation May 2007 - August 2009
Rollason Cancer Care Foundation July 2002 - July 2006
Skills
Marketing, Public Relations, Fundraising, Event Planning, Public Speaking, Program Management, Training, Advertising, Human Resources, Project Management, Leadership, Leadership Development, Coaching, Customer Service, Organizational..., Nonprofits, Microsoft Office, Project Planning
Education
Duke University 2009 — 2011
Certificate, Nonprofit Management
University of San Francisco Continuing Studies 2009 — 2009
Certificate, Integrated Online Strategies
North Carolina Wesleyan College 1985 — 1988
B.S., Business Administration
Fidelity Investments April 2010 - Present
Woods Charter School Foundation May 2007 - August 2009
Rollason Cancer Care Foundation July 2002 - July 2006
Skills
Marketing, Public Relations, Fundraising, Event Planning, Public Speaking, Program Management, Training, Advertising, Human Resources, Project Management, Leadership, Leadership Development, Coaching, Customer Service, Organizational..., Nonprofits, Microsoft Office, Project Planning
Education
Duke University 2009 — 2011
Certificate, Nonprofit Management
University of San Francisco Continuing Studies 2009 — 2009
Certificate, Integrated Online Strategies
North Carolina Wesleyan College 1985 — 1988
B.S., Business Administration
Matt Schott Matt Schott's Fidelity Investments Experience January 2014 - Present
Job Director, Investment Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Veritude February 2012 - January 2014
Financial Research Corporation January 2011 - September 2011
Veritude August 2010 - January 2011
Independence Enterprises LLC May 2009 - July 2010
Placemark Investments March 2007 - December 2008
TowerGroup January 2001 - March 2007
Fidelity Investments August 1987 - December 2000
Skills
Business Analysis, Project Planning, Project Implementation, Product Development, Product Marketing, Product Design, Product Launch, Project Portfolio..., Project Execution, Strategic Planning, Annu, Separately Managed..., Retirement Solutions, Retirement Income..., Financial Planning, Quality Assurance, Research, Survey Design
Education
Duke University
AB, Economics
Fidelity Investments January 2014 - Present
Veritude February 2012 - January 2014
Financial Research Corporation January 2011 - September 2011
Veritude August 2010 - January 2011
Independence Enterprises LLC May 2009 - July 2010
Placemark Investments March 2007 - December 2008
TowerGroup January 2001 - March 2007
Fidelity Investments August 1987 - December 2000
Skills
Business Analysis, Project Planning, Project Implementation, Product Development, Product Marketing, Product Design, Product Launch, Project Portfolio..., Project Execution, Strategic Planning, Annu, Separately Managed..., Retirement Solutions, Retirement Income..., Financial Planning, Quality Assurance, Research, Survey Design
Education
Duke University
AB, Economics
Robert Falstad Robert Falstad's Fidelity Investments Experience June 2006 - February 2009
Job Software Consultant
Industry Computer Software
Experience
Fidelity Investments June 2006 - February 2009
Chubb January 2006 - March 2006
Fidelity Investments May 2004 - December 2005
Boston Web Services November 2003 - May 2004
Harvard Pilgrim Healthcare April 2003 - October 2003
Manulife Financial July 2002 - April 2003
Fidelity Investments August 2000 - November 2001
Morgan Stanley September 1988 - August 1991
KPMG Peat Marwick May 1986 - September 1988
IBM February 1982 - August 1983
Education
Duke University
BA/BS, Economics, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
MBA, Information Technology
Fidelity Investments June 2006 - February 2009
Chubb January 2006 - March 2006
Fidelity Investments May 2004 - December 2005
Boston Web Services November 2003 - May 2004
Harvard Pilgrim Healthcare April 2003 - October 2003
Manulife Financial July 2002 - April 2003
Fidelity Investments August 2000 - November 2001
Morgan Stanley September 1988 - August 1991
KPMG Peat Marwick May 1986 - September 1988
IBM February 1982 - August 1983
Education
Duke University
BA/BS, Economics, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
MBA, Information Technology
John Harmon, PMP's Fidelity Investments Experience 2002 - 2008
Job Global IT Program Manager
Industry Information Technology and Services
Experience
Biogen Idec August 2013 - Present
Brown University November 2010 - July 2013
Merrill Lynch June 2010 - November 2010
MIT March 2009 - May 2010
Fidelity Investments 2002 - 2008
Vignette 1998 - 2002
Open Market 1998 - 1998
Electronic Press Services Group 1996 - 1998
Atlantic Media Company 1994 - 1996
Bedford Books of St. Martin's Press 1993 - 1993
Skills
Program Management, Project Portfolio..., Project Planning, Vendor Management, Requirements Analysis, Quality Assurance, Budget Management, SOA, MS Project, PMO, Waterfall, SharePoint, Excel, PowerPoint, Visio, SDLC, Risk Management, Earned Value Management, Data Marts, Business Analysis, Software Project..., Process Improvement, Business Process..., Change Management, Process Development, Project Delivery, Team Leadership, Cross-functional Team..., Business Process, Team Building, Requirements Gathering, Integration, ERP, Resource Management, Documentation, Software Development, IT Management, Mentoring, Problem Solving, Cloud Computing, HR Transformation, RFI, Process Modeling, Process Engineering, RFP, PMP, Business Requirements, IT Governance, Systems Analysis, Project Implementation
Education
Duke University 1989 — 1993
BA, English
Weston High School 1986 — 1989
Biogen Idec August 2013 - Present
Brown University November 2010 - July 2013
Merrill Lynch June 2010 - November 2010
MIT March 2009 - May 2010
Fidelity Investments 2002 - 2008
Vignette 1998 - 2002
Open Market 1998 - 1998
Electronic Press Services Group 1996 - 1998
Atlantic Media Company 1994 - 1996
Bedford Books of St. Martin's Press 1993 - 1993
Skills
Program Management, Project Portfolio..., Project Planning, Vendor Management, Requirements Analysis, Quality Assurance, Budget Management, SOA, MS Project, PMO, Waterfall, SharePoint, Excel, PowerPoint, Visio, SDLC, Risk Management, Earned Value Management, Data Marts, Business Analysis, Software Project..., Process Improvement, Business Process..., Change Management, Process Development, Project Delivery, Team Leadership, Cross-functional Team..., Business Process, Team Building, Requirements Gathering, Integration, ERP, Resource Management, Documentation, Software Development, IT Management, Mentoring, Problem Solving, Cloud Computing, HR Transformation, RFI, Process Modeling, Process Engineering, RFP, PMP, Business Requirements, IT Governance, Systems Analysis, Project Implementation
Education
Duke University 1989 — 1993
BA, English
Weston High School 1986 — 1989
Shawn Brandt Shawn Brandt's Fidelity Investments Experience April 2015 - Present
Job Vice President, Fidelity Business Consulting at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments June 2013 - April 2015
Monitor Deloitte August 2012 - June 2013
Deloitte Consulting September 2010 - August 2012
Kenan-Flagler Business School July 2008 - May 2010
Liberty Mutual June 2009 - August 2009
Rockwell Collins May 2006 - June 2008
Geek Squad May 2005 - May 2006
Brightleaf Partners February 2004 - June 2004
Skills
Analytical Abilities, PowerPoint, Excel, Competitive Analysis, Strategic Planning, Healthcare, Mergers, Cross-functional Team..., Management Consulting, Business Strategy, Financial Modeling, Mergers & Acquisitions, Analytical Skills, New Business Development, Valuation, Leadership, Strategy, Financial Analysis, Microsoft Excel, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Consulting
Duke University 1999 — 2003
Bachelor of Science, Economics
Fidelity Investments April 2015 - Present
Fidelity Investments June 2013 - April 2015
Monitor Deloitte August 2012 - June 2013
Deloitte Consulting September 2010 - August 2012
Kenan-Flagler Business School July 2008 - May 2010
Liberty Mutual June 2009 - August 2009
Rockwell Collins May 2006 - June 2008
Geek Squad May 2005 - May 2006
Brightleaf Partners February 2004 - June 2004
Skills
Analytical Abilities, PowerPoint, Excel, Competitive Analysis, Strategic Planning, Healthcare, Mergers, Cross-functional Team..., Management Consulting, Business Strategy, Financial Modeling, Mergers & Acquisitions, Analytical Skills, New Business Development, Valuation, Leadership, Strategy, Financial Analysis, Microsoft Excel, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Consulting
Duke University 1999 — 2003
Bachelor of Science, Economics
Claire Lough Claire Lough's Fidelity Investments Experience July 2005 - October 2008
Job Risk Management at DTCC
Industry Financial Services
Experience
DTCC October 2008 - Present
Fidelity Investments July 2005 - October 2008
Skills
Pivot Tables, Risk Management, Business Requirements, User Acceptance Testing, Situational Leadership, Market Risk, Equities, Collateral, Margin, Bloomberg Terminal, Microsoft Office, Trading, Analysis, Derivatives, Financial Analysis, Financial Risk, Bloomberg, Securities, Project Management
Education
Drexel University 2000 — 2005
BS, Business
Middletown High School South 1996 — 2000
Diploma
DTCC October 2008 - Present
Fidelity Investments July 2005 - October 2008
Skills
Pivot Tables, Risk Management, Business Requirements, User Acceptance Testing, Situational Leadership, Market Risk, Equities, Collateral, Margin, Bloomberg Terminal, Microsoft Office, Trading, Analysis, Derivatives, Financial Analysis, Financial Risk, Bloomberg, Securities, Project Management
Education
Drexel University 2000 — 2005
BS, Business
Middletown High School South 1996 — 2000
Diploma
Diana Besseghini, BSN, RN Diana Besseghini, BSN, RN's Fidelity Investments Experience April 2006 - February 2009
Job
Industry Hospital & Health Care
Experience
Banner Good Samaritan Medical Center May 2014 - Present
Duke University Hospital 2012 - April 2014
Fidelity Investments April 2006 - February 2009
Fidelity Investments January 2005 - March 2006
Skills
Healthcare Management, Requirements Gathering, Healthcare Information..., Mergers & Acquisitions, Management, Strategic Financial..., Hospitals
Education
Duke University 2010 — 2011
BSN, Nursing
University of Connecticut
MBA, Concentrations: Finance
University of Massachusetts, Amherst
BA, Economics
Banner Good Samaritan Medical Center May 2014 - Present
Duke University Hospital 2012 - April 2014
Fidelity Investments April 2006 - February 2009
Fidelity Investments January 2005 - March 2006
Skills
Healthcare Management, Requirements Gathering, Healthcare Information..., Mergers & Acquisitions, Management, Strategic Financial..., Hospitals
Education
Duke University 2010 — 2011
BSN, Nursing
University of Connecticut
MBA, Concentrations: Finance
University of Massachusetts, Amherst
BA, Economics
Sandra D Miller Sandra D Miller's Fidelity Investments Experience September 2012 - June 2013
Job Mobile Solutions Architect/Developer
Industry Computer Software
Experience
Just Noticeabe, LLC September 2014 - Present
Elementum SCM November 2013 - July 2014
Fidelity Investments September 2012 - June 2013
Shoeboxed December 2011 - September 2012
Epocrates, Inc. 2009 - December 2011
IBM 2006 - 2008
IBM T.J. Watson Research Center 2000 - 2003
IBM T.J. Watson Research Center 1994 - 1997
IBM T.J. Watson Research Center 1991 - 1994
Skills
Software Engineering, Mobile Applications, PhoneGap, Apache Cordova, JavaScript, iOS development, Android Development, RESTful architecture, Test Driven Development
Education
Duke University
MS CS, Computer Science
Purdue University
BS CS, Computer Science
Just Noticeabe, LLC September 2014 - Present
Elementum SCM November 2013 - July 2014
Fidelity Investments September 2012 - June 2013
Shoeboxed December 2011 - September 2012
Epocrates, Inc. 2009 - December 2011
IBM 2006 - 2008
IBM T.J. Watson Research Center 2000 - 2003
IBM T.J. Watson Research Center 1994 - 1997
IBM T.J. Watson Research Center 1991 - 1994
Skills
Software Engineering, Mobile Applications, PhoneGap, Apache Cordova, JavaScript, iOS development, Android Development, RESTful architecture, Test Driven Development
Education
Duke University
MS CS, Computer Science
Purdue University
BS CS, Computer Science
Timothy Burrill Timothy Burrill's Fidelity Investments Experience July 2010 - February 2012
Job Vice President, Community Development Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2013 - Present
Fidelity Charitable February 2012 - July 2013
Fidelity Investments July 2010 - February 2012
Fidelity Investments October 2008 - July 2010
Fidelity Investments July 2007 - October 2008
Fidelity Investments July 2002 - July 2007
Fidelity Investments February 2001 - July 2002
MMG Worldwide April 1997 - December 2000
MMG Worldwide March 1996 - April 1997
Skills
Corporate Social..., Community Investment, Philanthropy, Corporate Fundraising, Marketing Communications, Event Marketing, Corporate Sponsorships, Trade Show Management, Community Development, Internal Communications, Corporate Communications, Event Planning, Fundraising, Sponsorship, Non-profits, Volunteer Management, Nonprofits, Event Management, Employee Engagement, Community Outreach, Program Development, Leadership, Media Relations, Management, Strategy, Newsletters
Education
Drury University 1992 — 1996
Bachelor of Arts, Communication and Sociology
Citizens Bank September 2013 - Present
Fidelity Charitable February 2012 - July 2013
Fidelity Investments July 2010 - February 2012
Fidelity Investments October 2008 - July 2010
Fidelity Investments July 2007 - October 2008
Fidelity Investments July 2002 - July 2007
Fidelity Investments February 2001 - July 2002
MMG Worldwide April 1997 - December 2000
MMG Worldwide March 1996 - April 1997
Skills
Corporate Social..., Community Investment, Philanthropy, Corporate Fundraising, Marketing Communications, Event Marketing, Corporate Sponsorships, Trade Show Management, Community Development, Internal Communications, Corporate Communications, Event Planning, Fundraising, Sponsorship, Non-profits, Volunteer Management, Nonprofits, Event Management, Employee Engagement, Community Outreach, Program Development, Leadership, Media Relations, Management, Strategy, Newsletters
Education
Drury University 1992 — 1996
Bachelor of Arts, Communication and Sociology
Michael Mercieca Michael Mercieca's Fidelity Investments Experience October 2014 - Present
Job Product Manager, IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments January 2011 - Present
Fidelity Investments July 2010 - December 2010
Ethicon April 2009 - September 2009
BlackRock April 2008 - September 2008
Ford Models April 2007 - September 2007
Skills
Agile Methodologies, SDLC, Requirements Gathering, Business Analysis, System Requirements, Scrum, Java, SQL, HTML, JavaScript, Unix, C#, XML, Python, CSS, Analysis, Design Specifications, Quality Center
Education
Drexel University 2005 — 2010
Bachelor of Science, Computer Engineering
Fidelity Investments October 2014 - Present
Fidelity Investments January 2011 - Present
Fidelity Investments July 2010 - December 2010
Ethicon April 2009 - September 2009
BlackRock April 2008 - September 2008
Ford Models April 2007 - September 2007
Skills
Agile Methodologies, SDLC, Requirements Gathering, Business Analysis, System Requirements, Scrum, Java, SQL, HTML, JavaScript, Unix, C#, XML, Python, CSS, Analysis, Design Specifications, Quality Center
Education
Drexel University 2005 — 2010
Bachelor of Science, Computer Engineering
Amanda Salyer, CFP® Amanda Salyer, CFP®'s Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments May 2013 - December 2014
Fidelity Investments September 2011 - May 2013
John Hancock Financial Services August 2007 - September 2011
Ameriprise Financial September 2006 - July 2007
American Brokerage Services April 2005 - August 2006
Susquehanna International Group September 2004 - March 2005
Delaware Investments, a member of the Macquarie Group September 2003 - March 2004
Skills
Insurance, Strategic Financial..., Marketing, Sales, Customer Service, Outlook, Microsoft Excel, Series 7, Mutual Funds, Microsoft Office, PowerPoint
Education
The American College 2008 — 2011
CLU, Chartered Life Underwriter
Drexel University 2001 — 2006
BSBaBA, Finance
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science, Business Administration, Finance Concentration
Fidelity Investments December 2014 - Present
Fidelity Investments May 2013 - December 2014
Fidelity Investments September 2011 - May 2013
John Hancock Financial Services August 2007 - September 2011
Ameriprise Financial September 2006 - July 2007
American Brokerage Services April 2005 - August 2006
Susquehanna International Group September 2004 - March 2005
Delaware Investments, a member of the Macquarie Group September 2003 - March 2004
Skills
Insurance, Strategic Financial..., Marketing, Sales, Customer Service, Outlook, Microsoft Excel, Series 7, Mutual Funds, Microsoft Office, PowerPoint
Education
The American College 2008 — 2011
CLU, Chartered Life Underwriter
Drexel University 2001 — 2006
BSBaBA, Finance
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science, Business Administration, Finance Concentration
Shawn Cousins Shawn Cousins's Fidelity Investments Experience March 2015 - Present
Job Management Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2015 - Present
Slalom Consulting March 2014 - February 2015
Accenture December 2012 - March 2014
EMC June 2012 - December 2012
EMC September 2010 - June 2012
Skills
Cross-functional Team..., Storage, Agile Methodologies, Program Management..., Risk Management, Customer Interaction, Product Design, PMP, Complex Project..., Strategic Planning, Business Strategy, New Business Development, Software Development..., Requirements Analysis, Program Management, ITIL, Strategy, SDLC, Business Process, PMO
Education
Northeastern University 2011 — 2012
Master of Science, Engineering Management
Northeastern University 2011 — 2012
Graduate Certificate, Engineering Leadership
Drexel University 2006 — 2010
Bachelor of Science, Computer Engineering
Drexel University 2006 — 2010
Bachelor of Science, Electrical Engineering
Boston College High School
Fidelity Investments March 2015 - Present
Slalom Consulting March 2014 - February 2015
Accenture December 2012 - March 2014
EMC June 2012 - December 2012
EMC September 2010 - June 2012
Skills
Cross-functional Team..., Storage, Agile Methodologies, Program Management..., Risk Management, Customer Interaction, Product Design, PMP, Complex Project..., Strategic Planning, Business Strategy, New Business Development, Software Development..., Requirements Analysis, Program Management, ITIL, Strategy, SDLC, Business Process, PMO
Education
Northeastern University 2011 — 2012
Master of Science, Engineering Management
Northeastern University 2011 — 2012
Graduate Certificate, Engineering Leadership
Drexel University 2006 — 2010
Bachelor of Science, Computer Engineering
Drexel University 2006 — 2010
Bachelor of Science, Electrical Engineering
Boston College High School
Tisha Lancaster Tisha Lancaster's Fidelity Investments Experience 2007 - Present
Job Quantitative Business Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Skills
Analytics, Business Analysis, Financial Modeling, Data Analysis, Financial Services, Management, Strategic Financial..., Database Marketing, Microsoft Excel, Visio, Business Intelligence, Relationship Management, Strategy, Investments, Financial Analysis, Metadata, SAS, Quantitative Analytics, Marketing Analytics, Segmentation, Requirements Gathering, Program Management, Financial Planning, Analysis, Presentations, Brio Explorer, Tableau
Education
Drexel University - LeBow College of Business 1998 — 1999
MBA, Marketing
University of Pennsylvania 1988 — 1993
BA, Women's Studies
Fidelity Investments 2007 - Present
Skills
Analytics, Business Analysis, Financial Modeling, Data Analysis, Financial Services, Management, Strategic Financial..., Database Marketing, Microsoft Excel, Visio, Business Intelligence, Relationship Management, Strategy, Investments, Financial Analysis, Metadata, SAS, Quantitative Analytics, Marketing Analytics, Segmentation, Requirements Gathering, Program Management, Financial Planning, Analysis, Presentations, Brio Explorer, Tableau
Education
Drexel University - LeBow College of Business 1998 — 1999
MBA, Marketing
University of Pennsylvania 1988 — 1993
BA, Women's Studies
Katrina Forgacic's Fidelity Investments Experience May 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
TIAA-CREF January 2014 - May 2015
Vanguard October 2010 - January 2014
Vanguard 2009 - 2010
Vanguard 2004 - 2009
Skills
Manage Client..., Series 7, General Securities..., Asset Allocation, Mutual Funds, Series 63, Financial Planning, 401k, Financial Services, Retirement Planning, Securities, Wealth Management, Investments, CRM, High Net Worth..., Book of Business...
Education
Drexel University
Bachelor of Science (BS), Professional Studies
Fidelity Investments May 2015 - Present
TIAA-CREF January 2014 - May 2015
Vanguard October 2010 - January 2014
Vanguard 2009 - 2010
Vanguard 2004 - 2009
Skills
Manage Client..., Series 7, General Securities..., Asset Allocation, Mutual Funds, Series 63, Financial Planning, 401k, Financial Services, Retirement Planning, Securities, Wealth Management, Investments, CRM, High Net Worth..., Book of Business...
Education
Drexel University
Bachelor of Science (BS), Professional Studies
Ashlie Tyler's Fidelity Investments Experience October 2010 - September 2011
Job National Director of Recruitment at SAGA Innovations
Industry Education Management
Experience
SAGA Innovations April 2015 - Present
Match Education July 2014 - April 2015
Match Education July 2013 - June 2014
Bain Capital September 2011 - June 2013
Fidelity Investments October 2010 - September 2011
PAREXEL International May 2011 - August 2011
Duke Child and Family Study Center September 2008 - May 2010
Goodwin Procter LLP May 2009 - August 2009
Duke Center for Child and Family Policy 2008 - 2008
Skills
Talent Acquisition, Recruiting, Research, Microsoft Office, Data Analysis, Event Management, Event Planning, Interviews, Public Speaking, PowerPoint, Fundraising, Leadership, Microsoft Excel, Social Networking, Social Media, Community Outreach, Staff Development, Outlook, Nonprofits
Education
Duke University 2006 — 2010
B.A., Psychology
SAGA Innovations April 2015 - Present
Match Education July 2014 - April 2015
Match Education July 2013 - June 2014
Bain Capital September 2011 - June 2013
Fidelity Investments October 2010 - September 2011
PAREXEL International May 2011 - August 2011
Duke Child and Family Study Center September 2008 - May 2010
Goodwin Procter LLP May 2009 - August 2009
Duke Center for Child and Family Policy 2008 - 2008
Skills
Talent Acquisition, Recruiting, Research, Microsoft Office, Data Analysis, Event Management, Event Planning, Interviews, Public Speaking, PowerPoint, Fundraising, Leadership, Microsoft Excel, Social Networking, Social Media, Community Outreach, Staff Development, Outlook, Nonprofits
Education
Duke University 2006 — 2010
B.A., Psychology
Gevon Lockhart, MSL, PHR Gevon Lockhart, MSL, PHR's Fidelity Investments Experience April 2010 - August 2011
Job Senior Analyst HR Systems & Process Improvement at AICPA
Industry Accounting
Experience
AICPA October 2014 - Present
Self-Help Services Corporation August 2011 - August 2014
Fidelity Investments April 2010 - August 2011
Durham Public Schools September 2009 - April 2010
Greater Durham Chamber of Commerce January 2005 - February 2010
InStepp, Inc. October 2009 - November 2009
Fidelity Investments March 2007 - August 2009
Epicor Software, formerly Activant Solutions December 2004 - March 2007
Dancik International June 2003 - October 2004
Durham Technical Community College August 1999 - May 2003
Skills
Generalist Duties, Benefits Administration, Employee Relations, Training Needs Analysis, Curriculum Development, Instructor-led Training, E-Learning, New Hire Orientations, Process Improvement, Problem Solving, Leadership, Corporate Communications, Survey Design, Customer Service, Presenter, Change Management, Subject Matter Experts, Vendor Management, High Deductible Health..., PPO, Cross-functional Team..., Project Management, Virtual Teams, Oracle Applications, AS400 Administration, JAD, Budget, Data Mining, Data Analysis, Business Analysis, Technical Writing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, MS Project, Lotus Notes, iVantage, SharePoint, Visio, Business Travel, Access, Human Resources, Recruiting, Budgets, Program Management, Employee Benefits, Software Documentation, Management
Education
Duke University 2010 — 2010
Certificate
MoreSteam University 2008 — 2008
Pfeiffer University 2002 — 2004
Master of Science
University of North Carolina at Greensboro 1989 — 1993
Bachelor of Arts
AICPA October 2014 - Present
Self-Help Services Corporation August 2011 - August 2014
Fidelity Investments April 2010 - August 2011
Durham Public Schools September 2009 - April 2010
Greater Durham Chamber of Commerce January 2005 - February 2010
InStepp, Inc. October 2009 - November 2009
Fidelity Investments March 2007 - August 2009
Epicor Software, formerly Activant Solutions December 2004 - March 2007
Dancik International June 2003 - October 2004
Durham Technical Community College August 1999 - May 2003
Skills
Generalist Duties, Benefits Administration, Employee Relations, Training Needs Analysis, Curriculum Development, Instructor-led Training, E-Learning, New Hire Orientations, Process Improvement, Problem Solving, Leadership, Corporate Communications, Survey Design, Customer Service, Presenter, Change Management, Subject Matter Experts, Vendor Management, High Deductible Health..., PPO, Cross-functional Team..., Project Management, Virtual Teams, Oracle Applications, AS400 Administration, JAD, Budget, Data Mining, Data Analysis, Business Analysis, Technical Writing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, MS Project, Lotus Notes, iVantage, SharePoint, Visio, Business Travel, Access, Human Resources, Recruiting, Budgets, Program Management, Employee Benefits, Software Documentation, Management
Education
Duke University 2010 — 2010
Certificate
MoreSteam University 2008 — 2008
Pfeiffer University 2002 — 2004
Master of Science
University of North Carolina at Greensboro 1989 — 1993
Bachelor of Arts
Max Dufour (maxd@alumni.duke.edu) Max Dufour (maxd@alumni.duke.edu)'s Fidelity Investments Experience March 1999 - December 2000
Job Digital Strategy Advisor
Industry Venture Capital & Private Equity
Experience
Harmeda September 2007 - Present
Putnam Investments August 2014 - Present
General Atlantic November 2012 - July 2014
SunGard Global Services October 2006 - November 2012
CMGI - Moduslink August 2004 - September 2006
Bearingpoint (formerly KPMG Consulting, KPMG LLP and now Deloitte) December 2000 - August 2004
Fidelity Investments March 1999 - December 2000
Skills
IT Strategy, Strategy, Risk Management, Change Management, Program Management, Portfolio Management, Management Consulting, Mergers & Acquisitions, Integration, Business Process, Business Transformation, Mergers, Strategic Partnerships, Business Intelligence, Project Management, Agile, Executive Management, Consulting, Restructuring, Process Improvement, Management, Business Strategy, PMP, Private Equity, Six Sigma, Basel II, Sarbanes-Oxley Act, Financial Services, Start-ups, Investment Banking, Venture Capital, Operational Excellence, Business Analysis, Investments, Leadership, Divestiture, Merger, Acquisition, Black Belt, SOX, Business Process..., PMO, Corporate Finance, Investment, Lean, Strategy Formulation, CRM, Entrepreneurship, French, Corporate Advisory
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Harvard University 1999 — 2000
Graduate Classes, IT
Northeastern University 1999 — 1999
BA, International Business
NEOMA Business School 1995 — 1999
BA, Management
Harmeda September 2007 - Present
Putnam Investments August 2014 - Present
General Atlantic November 2012 - July 2014
SunGard Global Services October 2006 - November 2012
CMGI - Moduslink August 2004 - September 2006
Bearingpoint (formerly KPMG Consulting, KPMG LLP and now Deloitte) December 2000 - August 2004
Fidelity Investments March 1999 - December 2000
Skills
IT Strategy, Strategy, Risk Management, Change Management, Program Management, Portfolio Management, Management Consulting, Mergers & Acquisitions, Integration, Business Process, Business Transformation, Mergers, Strategic Partnerships, Business Intelligence, Project Management, Agile, Executive Management, Consulting, Restructuring, Process Improvement, Management, Business Strategy, PMP, Private Equity, Six Sigma, Basel II, Sarbanes-Oxley Act, Financial Services, Start-ups, Investment Banking, Venture Capital, Operational Excellence, Business Analysis, Investments, Leadership, Divestiture, Merger, Acquisition, Black Belt, SOX, Business Process..., PMO, Corporate Finance, Investment, Lean, Strategy Formulation, CRM, Entrepreneurship, French, Corporate Advisory
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Harvard University 1999 — 2000
Graduate Classes, IT
Northeastern University 1999 — 1999
BA, International Business
NEOMA Business School 1995 — 1999
BA, Management
Cheryl Fisk Cheryl Fisk's Fidelity Investments Experience April 2006 - August 2008
Job Sr. Business Analyst Agile at Southwest Airlines
Industry Information Technology and Services
Experience
Southwest Airlines Sr. Business Analyst - AgileSouthwest AirlinesAugust 2015 - Present
CRES, LLC May 2011 - Present
American Airlines Contractor/Insight Global September 2013 - August 2015
Midwest Consulting/Brinker International June 2012 - May 2013
U. S. Bank/Elan Financial March 2009 - June 2011
NCH Corporation January 2009 - March 2009
Fidelity Investments April 2006 - August 2008
Fidelity Investments March 2005 - April 2006
Fidelity Investments December 2004 - March 2005
Service Electronics September 2000 - December 2004
Skills
Program Management, Leadership, Management, Recruiting, Operations Management, Marketing, Training, Real Estate, Project Management, Customer Service, Process Improvement, Vendor Management, Business Analysis, Strategic Planning, Sales, Certified Scrum Master...
Education
Duke University 2013 — 2013
Business Analyst Certification, Business Analysis
Microtek 2013 — 2013
SCRUM Master Certification
Corp Ed Group
Southwest Airlines Sr. Business Analyst - AgileSouthwest AirlinesAugust 2015 - Present
CRES, LLC May 2011 - Present
American Airlines Contractor/Insight Global September 2013 - August 2015
Midwest Consulting/Brinker International June 2012 - May 2013
U. S. Bank/Elan Financial March 2009 - June 2011
NCH Corporation January 2009 - March 2009
Fidelity Investments April 2006 - August 2008
Fidelity Investments March 2005 - April 2006
Fidelity Investments December 2004 - March 2005
Service Electronics September 2000 - December 2004
Skills
Program Management, Leadership, Management, Recruiting, Operations Management, Marketing, Training, Real Estate, Project Management, Customer Service, Process Improvement, Vendor Management, Business Analysis, Strategic Planning, Sales, Certified Scrum Master...
Education
Duke University 2013 — 2013
Business Analyst Certification, Business Analysis
Microtek 2013 — 2013
SCRUM Master Certification
Corp Ed Group
Monica Davis, NCCP Monica Davis, NCCP's Fidelity Investments Experience September 2006 - October 2008
Job Bankruptcy Specialist II at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage January 2013 - Present
Sessoms and Rogers, P.A. November 2010 - May 2012
Fidelity Investments September 2006 - October 2008
Fidelity Investments July 2005 - September 2006
Fidelity Investments September 2003 - July 2005
Skills
Lexis, Westlaw, Microsoft Word, Oracle AR, Health & Welfare..., Microsoft Excel, Customer Satisfaction, Payroll, Pivot, PACER, Bankruptcy, Chapter 7 & 13, National Data Center
Education
Duke University 2012 — 2012
Certificate, Paralegal Studies
Livingstone College 1997 — 2002
B.S., Business Administration
Wells Fargo Home Mortgage January 2013 - Present
Sessoms and Rogers, P.A. November 2010 - May 2012
Fidelity Investments September 2006 - October 2008
Fidelity Investments July 2005 - September 2006
Fidelity Investments September 2003 - July 2005
Skills
Lexis, Westlaw, Microsoft Word, Oracle AR, Health & Welfare..., Microsoft Excel, Customer Satisfaction, Payroll, Pivot, PACER, Bankruptcy, Chapter 7 & 13, National Data Center
Education
Duke University 2012 — 2012
Certificate, Paralegal Studies
Livingstone College 1997 — 2002
B.S., Business Administration
Hannah McCormack's Fidelity Investments Experience May 2015 - July 2015
Job Consulting Intern at Fidelity Investments
Industry
Experience
Fidelity Investments May 2015 - July 2015
Constant Contact May 2014 - August 2014
Calypso St. Barth June 2013 - August 2013
Skills
Salesforce.com, SaaS, Product Marketing, Product Management, Competitive Analysis, Leadership, Event Planning, Research, Microsoft Office, Microsoft Excel
Education
Duke University 2013 — 2017
Fidelity Investments May 2015 - July 2015
Constant Contact May 2014 - August 2014
Calypso St. Barth June 2013 - August 2013
Skills
Salesforce.com, SaaS, Product Marketing, Product Management, Competitive Analysis, Leadership, Event Planning, Research, Microsoft Office, Microsoft Excel
Education
Duke University 2013 — 2017
Janet Rhodes Friedman, CFP®, CDFA™ Janet Rhodes Friedman, CFP®, CDFA™'s Fidelity Investments Experience 1987 - 1995
Job Feeonly Financial Planner, Investment Advisor and Divorce Financial Planner at Abaris Financial Group, LLC
Industry Financial Services
Experience
Abaris Financial Group LLC 2009 - Present
Concord Public Schools & Concord Carlisle Regional School District 2006 - Present
Insight Experience, Inc. 2005 - 2009
Fidelity Investments 1987 - 1995
KPMG Peat Marwick 1984 - 1987
First Atlanta (now Wells Fargo) 1978 - 1982
Skills
Financial Planning, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Retirement, Investment Management, Divorce Financial..., Divorce, College Funding, College Funding..., Financial Literacy, Financial Advisory, Estate Planning, Mutual Funds, Freelance Writing, Personal Finance, Finance, Financial Services, Budgeting, Strategy, Strategic Planning, Management, Leadership, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
MBA
Duke University 1974 — 1978
AB cum laude, Management Science
Abaris Financial Group LLC 2009 - Present
Concord Public Schools & Concord Carlisle Regional School District 2006 - Present
Insight Experience, Inc. 2005 - 2009
Fidelity Investments 1987 - 1995
KPMG Peat Marwick 1984 - 1987
First Atlanta (now Wells Fargo) 1978 - 1982
Skills
Financial Planning, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Retirement, Investment Management, Divorce Financial..., Divorce, College Funding, College Funding..., Financial Literacy, Financial Advisory, Estate Planning, Mutual Funds, Freelance Writing, Personal Finance, Finance, Financial Services, Budgeting, Strategy, Strategic Planning, Management, Leadership, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
MBA
Duke University 1974 — 1978
AB cum laude, Management Science
Nemanja Bogdanovic Nemanja Bogdanovic's Fidelity Investments Experience July 2012 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Syracuse University June 2011 - May 2012
Syracuse University January 2010 - May 2010
Rowing Club Partizan June 2009 - August 2009
Skills
Teamwork, SQL, System Administration, Troubleshooting, HTML, Visual C#, ASP.NET, ASP.NET MVC, jQuery, Visual Studio, JSON, .NET, Web Applications, Web Development, C#, Java, Object Oriented Design, JavaScript, Databases, Linux, CSS, AJAX, Software Development, Eclipse, Web Services, HTML 5, Unix, Agile Methodologies, REST
Education
Syracuse University 2009 — 2012
Bachelor of Science (B.S.), Information Management and Technology
Drexel University 2008 — 2009
Information management
Fidelity Investments July 2012 - Present
Syracuse University June 2011 - May 2012
Syracuse University January 2010 - May 2010
Rowing Club Partizan June 2009 - August 2009
Skills
Teamwork, SQL, System Administration, Troubleshooting, HTML, Visual C#, ASP.NET, ASP.NET MVC, jQuery, Visual Studio, JSON, .NET, Web Applications, Web Development, C#, Java, Object Oriented Design, JavaScript, Databases, Linux, CSS, AJAX, Software Development, Eclipse, Web Services, HTML 5, Unix, Agile Methodologies, REST
Education
Syracuse University 2009 — 2012
Bachelor of Science (B.S.), Information Management and Technology
Drexel University 2008 — 2009
Information management
Cormac Doyle, CISSP Cormac Doyle, CISSP's Fidelity Investments Experience August 2015 - Present
Job Senior Cyber Security Engineer at Fidelity Investments
Industry Computer & Network Security
Experience
Fidelity Investments August 2015 - Present
MCMCSE Certification Forums October 2006 - Present
Fidelity Investments August 2014 - January 2015
Aspect Software April 2013 - April 2014
DataSolutions April 2012 - October 2012
RTE Performing Groups September 2007 - August 2012
Symantec November 2007 - April 2012
Mjolnir LLC (Iron Crown Enterprises) March 2006 - January 2010
Symantec November 2006 - November 2007
Symantec October 2005 - November 2006
Skills
Network Security, Active Directory, Windows Server 2003, CISSP, Windows Server 2008, A+ Certified, Security+, Security, Windows, Linux, Java, Antivirus, Troubleshooting, System Administration, TCP/IP, Servers, Operating Systems, VPN, Virtualization, VMware, Firewalls, Windows Server, Citrix, Computer Security, Symantec Endpoint..., ITIL, Enterprise Software, Microsoft Certified..., Data Center, Networking, Checkpoint, Information Security, Disaster Recovery, Windows 7, Network Administration, Microsoft Exchange, Cisco Technologies, Cloud Computing, Windows XP, Technical Support, Information Security..., VoIP, VMware ESX, DNS, Infrastructure, CompTIA Security+
Education
University of Glamorgan 2008 — 2011
Post Graduate Diploma
Dublin City University 1998 — 2001
Diploma
University College Dublin 1993 — 1998
BSc
Fidelity Investments August 2015 - Present
MCMCSE Certification Forums October 2006 - Present
Fidelity Investments August 2014 - January 2015
Aspect Software April 2013 - April 2014
DataSolutions April 2012 - October 2012
RTE Performing Groups September 2007 - August 2012
Symantec November 2007 - April 2012
Mjolnir LLC (Iron Crown Enterprises) March 2006 - January 2010
Symantec November 2006 - November 2007
Symantec October 2005 - November 2006
Skills
Network Security, Active Directory, Windows Server 2003, CISSP, Windows Server 2008, A+ Certified, Security+, Security, Windows, Linux, Java, Antivirus, Troubleshooting, System Administration, TCP/IP, Servers, Operating Systems, VPN, Virtualization, VMware, Firewalls, Windows Server, Citrix, Computer Security, Symantec Endpoint..., ITIL, Enterprise Software, Microsoft Certified..., Data Center, Networking, Checkpoint, Information Security, Disaster Recovery, Windows 7, Network Administration, Microsoft Exchange, Cisco Technologies, Cloud Computing, Windows XP, Technical Support, Information Security..., VoIP, VMware ESX, DNS, Infrastructure, CompTIA Security+
Education
University of Glamorgan 2008 — 2011
Post Graduate Diploma
Dublin City University 1998 — 2001
Diploma
University College Dublin 1993 — 1998
BSc
Jeffrey Holdsworth Jeffrey Holdsworth's Fidelity Investments Experience July 2010 - November 2011
Job Software Engineer II at ESPN
Industry Financial Services
Experience
ESPN December 2011 - Present
Fidelity Investments July 2010 - November 2011
Lincoln Financial Group April 2008 - May 2009
Philadelphia Water Department April 2007 - September 2007
Skills
Microsoft SQL Server, SQL, Agile Methodologies, Visio, Databases, Visual Studio, ASP.NET, MySQL, HTML, Business Analysis, Python, C++, Web Applications, Data Analysis, VB.NET, Systems Analysis
Education
Drexel University 2005 — 2010
B.S., Information Technology
ESPN December 2011 - Present
Fidelity Investments July 2010 - November 2011
Lincoln Financial Group April 2008 - May 2009
Philadelphia Water Department April 2007 - September 2007
Skills
Microsoft SQL Server, SQL, Agile Methodologies, Visio, Databases, Visual Studio, ASP.NET, MySQL, HTML, Business Analysis, Python, C++, Web Applications, Data Analysis, VB.NET, Systems Analysis
Education
Drexel University 2005 — 2010
B.S., Information Technology
Robert C. Weatherbee, MBA, CSSBB's Fidelity Investments Experience January 2002 - August 2005
Job Director, Business Analyst Practice
Industry Insurance
Experience
Guardian Life September 2015 - Present
Vanguard October 2012 - Present
Vanguard April 2011 - October 2012
The Vanguard Group February 2007 - 2009
The Vanguard Group September 2005 - January 2008
Fidelity Investments January 2002 - August 2005
Skills
Six Sigma, Project Management, Process Improvement, Relationship Management, Business Analysis, Change Management, Data Analysis, Visio, Program Management, Project Portfolio..., Leadership, Project Planning, Risk Management, Process Engineering, MS Project, Analysis, Operations Management, Adjunct Faculty, Business Process..., Coaching, Strategy, Business Process, Strategic Planning, Management, Forecasting, CRM, Cross-functional Team..., SDLC, Finance, Vendor Management, Team Leadership, Team Building
Education
Villanova University 2012 — 2013
Lean Six Sigma
Drexel University 2006 — 2008
MBA
Penn State University 2002 — 2005
BA, LAS
Guardian Life September 2015 - Present
Vanguard October 2012 - Present
Vanguard April 2011 - October 2012
The Vanguard Group February 2007 - 2009
The Vanguard Group September 2005 - January 2008
Fidelity Investments January 2002 - August 2005
Skills
Six Sigma, Project Management, Process Improvement, Relationship Management, Business Analysis, Change Management, Data Analysis, Visio, Program Management, Project Portfolio..., Leadership, Project Planning, Risk Management, Process Engineering, MS Project, Analysis, Operations Management, Adjunct Faculty, Business Process..., Coaching, Strategy, Business Process, Strategic Planning, Management, Forecasting, CRM, Cross-functional Team..., SDLC, Finance, Vendor Management, Team Leadership, Team Building
Education
Villanova University 2012 — 2013
Lean Six Sigma
Drexel University 2006 — 2008
MBA
Penn State University 2002 — 2005
BA, LAS
David Rollins David Rollins's Fidelity Investments Experience 2000 - 2000
Job
Industry Investment Banking
Experience
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
Myra Harris Myra Harris's Fidelity Investments Experience June 2006 - February 2007
Job Experienced Benefits Analyst at Fidelity, MBA Looking for Human Resource Opportunities
Industry Financial Services
Experience
Fidelity February 2007 - Present
Fidelity Investments June 2006 - February 2007
Fidelity Investments January 2005 - June 2006
Mellon HR Solutions July 2003 - December 2004
Progress Energy June 1997 - May 2004
Skills
Employee Benefits, Employee Relations, Process Improvement, HRIS, Benefits Administration, Deferred Compensation, Talent Acquisition, Payroll, SQL, Six Sigma, Microsoft Excel, PowerPoint, Microsoft Word, Access, Call Center, Customer Service, Defined Benefit, Retirement, Call Centers, 401k, Administration, Analysis, Human Resources, Interviews, Management, PeopleSoft, Recruiting
Education
Strayer University 2004 — 2006
MBA, Human Resources Management
Duke University
Certificate, Human Resources Management/Personnel Administration, General
North Carolina State University
Bachelor of Science (B.S.), Agricultural Business and Management
Fidelity February 2007 - Present
Fidelity Investments June 2006 - February 2007
Fidelity Investments January 2005 - June 2006
Mellon HR Solutions July 2003 - December 2004
Progress Energy June 1997 - May 2004
Skills
Employee Benefits, Employee Relations, Process Improvement, HRIS, Benefits Administration, Deferred Compensation, Talent Acquisition, Payroll, SQL, Six Sigma, Microsoft Excel, PowerPoint, Microsoft Word, Access, Call Center, Customer Service, Defined Benefit, Retirement, Call Centers, 401k, Administration, Analysis, Human Resources, Interviews, Management, PeopleSoft, Recruiting
Education
Strayer University 2004 — 2006
MBA, Human Resources Management
Duke University
Certificate, Human Resources Management/Personnel Administration, General
North Carolina State University
Bachelor of Science (B.S.), Agricultural Business and Management
Nicholas Wetherbee's Fidelity Investments Experience June 2015 - August 2015
Job Student at Duke University
Industry Public Policy
Experience
Duke University August 2012 - Present
Fidelity Investments June 2015 - August 2015
PITME May 2014 - August 2014
Nordstrom June 2013 - August 2013
LaunchBrite June 2013 - July 2013
Paystik (Now EverGive) May 2013 - July 2013
Fuqua School of Business October 2012 - May 2013
Youth Theatre Conservatory May 2011 - August 2011
Deans and Homer Insurance June 2009 - July 2011
Skills
Microsoft Excel, Audience Measurement, Microsoft Word, Customer Service, Public Speaking, Marketing Strategy, Market Research, Research, Microsoft Office, Editing, Google Chrome
Education
Duke University 2012 — 2016
Bachelor’s Degree, Public Policy Analysis, Economics (Minor), Junior
San Mateo High School 2008 — 2012
Diploma (With School and CSF Honors)
Duke University August 2012 - Present
Fidelity Investments June 2015 - August 2015
PITME May 2014 - August 2014
Nordstrom June 2013 - August 2013
LaunchBrite June 2013 - July 2013
Paystik (Now EverGive) May 2013 - July 2013
Fuqua School of Business October 2012 - May 2013
Youth Theatre Conservatory May 2011 - August 2011
Deans and Homer Insurance June 2009 - July 2011
Skills
Microsoft Excel, Audience Measurement, Microsoft Word, Customer Service, Public Speaking, Marketing Strategy, Market Research, Research, Microsoft Office, Editing, Google Chrome
Education
Duke University 2012 — 2016
Bachelor’s Degree, Public Policy Analysis, Economics (Minor), Junior
San Mateo High School 2008 — 2012
Diploma (With School and CSF Honors)
Jennifer Lan's Fidelity Investments Experience September 2007 - June 2008
Job Attorney at Lan Smith Sosolik, PLLC
Industry Law Practice
Experience
Lan Smith Sosolik, PLLC July 2015 - Present
Kroney Morse Lan, PC June 2008 - June 2015
Fidelity Investments September 2007 - June 2008
Waters & Kraus LLP May 2006 - August 2006
The Elrod Law Firm, PLLC March 2005 - August 2005
Skills
Estate Planning, Tax, Business Planning, Probate, Trusts, Estate Tax Planning, Asset Protection, Corporate Law, Legal Research, Tax Law, Legal Advice, Westlaw
Education
Southern Methodist University Dedman School of Law 2003 — 2007
J.D., Law
Duke University 1999 — 2003
B.S., Economics
Lan Smith Sosolik, PLLC July 2015 - Present
Kroney Morse Lan, PC June 2008 - June 2015
Fidelity Investments September 2007 - June 2008
Waters & Kraus LLP May 2006 - August 2006
The Elrod Law Firm, PLLC March 2005 - August 2005
Skills
Estate Planning, Tax, Business Planning, Probate, Trusts, Estate Tax Planning, Asset Protection, Corporate Law, Legal Research, Tax Law, Legal Advice, Westlaw
Education
Southern Methodist University Dedman School of Law 2003 — 2007
J.D., Law
Duke University 1999 — 2003
B.S., Economics
Kaush Amin's Fidelity Investments Experience March 2002 - June 2008
Job Assistant Vice President, Research and Investment
Industry Venture Capital & Private Equity
Experience
Fort Washington Capital Partners August 2013 - July 2015
Cintrifuse July 2013 - June 2015
Western & Southern Financial Group August 2010 - July 2013
Fidelity Investments March 2002 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance, Strategy
Northeastern University
MS, Computer Engineering
University of Mumbai
BS, Electrical and Computer Engineering
Fort Washington Capital Partners August 2013 - July 2015
Cintrifuse July 2013 - June 2015
Western & Southern Financial Group August 2010 - July 2013
Fidelity Investments March 2002 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance, Strategy
Northeastern University
MS, Computer Engineering
University of Mumbai
BS, Electrical and Computer Engineering
Jeffrey R. (Jeff) Rockwell - High's Fidelity Investments Experience 2012 - 2014
Job Senior Manager Fair Value Measurements
Industry Financial Services
Experience
CAPTRUST 2014 - 2015
Fidelity Investments 2012 - 2014
AECOM 2011 - 2012
Wells Fargo 2009 - 2010
Deutsche Bank EVS Chile S.A. 2007 - 2009
Wachovia 2006 - 2007
Wachovia July 2005 - December 2005
Wachovia 2004 - 2005
Wachovia 2001 - 2002
Skills
Bloomberg, Credit Derivatives, VBA, Derivatives, Trading, Equities, Equity Derivatives, Financial Markets, Investment Banking, Valuation, Options, Financial Risk, Financial Analysis, Credit Risk, SAS, Securities, Investments, Electronic Trading
Education
Duke University
Finance & Economics - in progress, 4.00 GPA
North Carolina State University
Doctor of Philosophy (Ph.D.), Financial Economics, 4.00 GPA
North Carolina State University
Master of Science (M.S.) - in progress, Financial Mathematics, 4.00 GPA
University of North Carolina at Greensboro
Master of Economics (M.Econ), Financial Econometrics
University of North Carolina
B.S., Finance and Financial Economics
University of Cape Town
B.Com. Management Science, Honours Finance and Applied Statistics
CAPTRUST 2014 - 2015
Fidelity Investments 2012 - 2014
AECOM 2011 - 2012
Wells Fargo 2009 - 2010
Deutsche Bank EVS Chile S.A. 2007 - 2009
Wachovia 2006 - 2007
Wachovia July 2005 - December 2005
Wachovia 2004 - 2005
Wachovia 2001 - 2002
Skills
Bloomberg, Credit Derivatives, VBA, Derivatives, Trading, Equities, Equity Derivatives, Financial Markets, Investment Banking, Valuation, Options, Financial Risk, Financial Analysis, Credit Risk, SAS, Securities, Investments, Electronic Trading
Education
Duke University
Finance & Economics - in progress, 4.00 GPA
North Carolina State University
Doctor of Philosophy (Ph.D.), Financial Economics, 4.00 GPA
North Carolina State University
Master of Science (M.S.) - in progress, Financial Mathematics, 4.00 GPA
University of North Carolina at Greensboro
Master of Economics (M.Econ), Financial Econometrics
University of North Carolina
B.S., Finance and Financial Economics
University of Cape Town
B.Com. Management Science, Honours Finance and Applied Statistics
Vishal K Verma's Fidelity Investments Experience April 2005 - June 2006
Job Business Intelligence | Data Analytics | Product/Program Management | Strategy
Industry Information Technology and Services
Experience
EMC July 2015 - Present
EMC June 2010 - July 2015
Staples Inc. June 2006 - May 2010
Fidelity Investments April 2005 - June 2006
Smith Barney, Citigroup September 2002 - April 2005
Digitas Classic February 2001 - August 2002
Skills
Business Intelligence, BI Infrastructure and..., Cloud Computing, SOA, PMO, Product Development, Program/Product..., Enterprise Architecture, Cross-functional Team..., IT Strategy and..., Business Requirements, SDLC, Vendor Management, Business Process..., Agile Methodologies, Strategic Planning, Enterprise Software, CRM, Software Development, Strategy, Supply Chain Management, Business Readiness, Business Analysis
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Analytics and Healthcare Management
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Advanced Certificate for Executives (ACE), Management, Innovation and Technology
Harvard University
Masters in Management, International Management
University of Mumbai
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
EMC July 2015 - Present
EMC June 2010 - July 2015
Staples Inc. June 2006 - May 2010
Fidelity Investments April 2005 - June 2006
Smith Barney, Citigroup September 2002 - April 2005
Digitas Classic February 2001 - August 2002
Skills
Business Intelligence, BI Infrastructure and..., Cloud Computing, SOA, PMO, Product Development, Program/Product..., Enterprise Architecture, Cross-functional Team..., IT Strategy and..., Business Requirements, SDLC, Vendor Management, Business Process..., Agile Methodologies, Strategic Planning, Enterprise Software, CRM, Software Development, Strategy, Supply Chain Management, Business Readiness, Business Analysis
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Analytics and Healthcare Management
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Advanced Certificate for Executives (ACE), Management, Innovation and Technology
Harvard University
Masters in Management, International Management
University of Mumbai
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bill Prindle's Fidelity Investments Experience 1996 - 1997
Job President at Prindle Consulting
Industry Marketing and Advertising
Experience
Cushing Academy 2007 - 2009
Boston University 2001 - 2005
Genuity 1998 - 2001
Prindle Communications 1991 - 1998
Fidelity Investments 1996 - 1997
Envision 1989 - 1991
Digital Equipment Corporation 1983 - 1989
Old Ebbitt Grill 1970 - 1971
Old Ebbitt Grill 1970 - 1971
Skills
Marketing Communications, Non-profits, Strategic Communications, Marketing, Event Planning, Brand Development, Fundraising, Integrated Marketing, Public Relations, Editing, Higher Education, Management, Advertising, Stewardship, Strategy, Event Management, Strategic Planning, Program Management, Social Media, Web Design, Press Releases
Education
Duke University
BA
Harvard University Graduate School of Design
Simmons College
MS
Syracuse University
The George Washington University
Publication Program
University of Maryland College Park
University of Virginia
Cushing Academy 2007 - 2009
Boston University 2001 - 2005
Genuity 1998 - 2001
Prindle Communications 1991 - 1998
Fidelity Investments 1996 - 1997
Envision 1989 - 1991
Digital Equipment Corporation 1983 - 1989
Old Ebbitt Grill 1970 - 1971
Old Ebbitt Grill 1970 - 1971
Skills
Marketing Communications, Non-profits, Strategic Communications, Marketing, Event Planning, Brand Development, Fundraising, Integrated Marketing, Public Relations, Editing, Higher Education, Management, Advertising, Stewardship, Strategy, Event Management, Strategic Planning, Program Management, Social Media, Web Design, Press Releases
Education
Duke University
BA
Harvard University Graduate School of Design
Simmons College
MS
Syracuse University
The George Washington University
Publication Program
University of Maryland College Park
University of Virginia
Rudra Sen's Fidelity Investments Experience August 2007 - May 2010
Job Project Manager at Owens Corning
Industry Building Materials
Experience
Fidelity Investments August 2007 - May 2010
Hanson North America 2006 - 2007
Hanson North America 2004 - 2006
Ensoftek LLC 1998 - 2003
Key Management Group September 1996 - 1998
Skills
Cross-functional Team..., Business Process, Business Analysis, Project Management, ERP, Business Intelligence, Strategy, Management, IT Strategy, Change Management, Enterprise Software, Requirements Gathering, Business Process..., Process Improvement, Leadership, Mergers & Acquisitions, Budgets, Financial Modeling, People Management, Problem Solving, Strategic Leadership, SaaS, Strategic Planning, Risk Management, Analysis, Vendor Management, Decision Science, Disruptive Innovation, Finance
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA, Finance
University of Calcutta 1993 — 1996
MS, Biological Sciences
Fidelity Investments August 2007 - May 2010
Hanson North America 2006 - 2007
Hanson North America 2004 - 2006
Ensoftek LLC 1998 - 2003
Key Management Group September 1996 - 1998
Skills
Cross-functional Team..., Business Process, Business Analysis, Project Management, ERP, Business Intelligence, Strategy, Management, IT Strategy, Change Management, Enterprise Software, Requirements Gathering, Business Process..., Process Improvement, Leadership, Mergers & Acquisitions, Budgets, Financial Modeling, People Management, Problem Solving, Strategic Leadership, SaaS, Strategic Planning, Risk Management, Analysis, Vendor Management, Decision Science, Disruptive Innovation, Finance
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA, Finance
University of Calcutta 1993 — 1996
MS, Biological Sciences
Jeffrey Sandler's Fidelity Investments Experience 1995 - 1999
Job Strategic Marketing and Business Development Professional
Industry Financial Services
Experience
Northern Trust 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
H.I.G. Capital 2000 - 2002
Sunglass Hut 1999 - 2000
Fidelity Investments 1995 - 1999
NewLeaf Entertainment 1994 - 1995
MicroTouch Systems 1992 - 1994
Bain & Company 1986 - 1992
Education
Harvard Business School 1988 — 1990
MBA
Duke University 1982 — 1986
Bachelor of Arts
Northern Trust 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
H.I.G. Capital 2000 - 2002
Sunglass Hut 1999 - 2000
Fidelity Investments 1995 - 1999
NewLeaf Entertainment 1994 - 1995
MicroTouch Systems 1992 - 1994
Bain & Company 1986 - 1992
Education
Harvard Business School 1988 — 1990
MBA
Duke University 1982 — 1986
Bachelor of Arts
Randi Rousseau's Fidelity Investments Experience August 2000 - October 2003
Job Head of Cataloging at Clark University
Industry Libraries
Experience
Clark University November 2003 - Present
Fidelity Investments August 2000 - October 2003
Fidelity Investments July 1999 - August 2000
Framingham State University September 1998 - June 1999
Skills
Voyager/ExLibris, OCLC Connexion, ClassWeb, AACR2R, LCSH, Time Management, Library, Library Instruction, Circulation, Editing, Books, Databases, Cataloging, Library Science, Research, Leadership, Management, Library Reference, Web Content, Data Analysis
Education
Drexel University 2004 — 2008
MS, Library and Information Science
University of Massachusetts, Amherst 1990 — 1994
B.A., English
Clark University November 2003 - Present
Fidelity Investments August 2000 - October 2003
Fidelity Investments July 1999 - August 2000
Framingham State University September 1998 - June 1999
Skills
Voyager/ExLibris, OCLC Connexion, ClassWeb, AACR2R, LCSH, Time Management, Library, Library Instruction, Circulation, Editing, Books, Databases, Cataloging, Library Science, Research, Leadership, Management, Library Reference, Web Content, Data Analysis
Education
Drexel University 2004 — 2008
MS, Library and Information Science
University of Massachusetts, Amherst 1990 — 1994
B.A., English
Noelle Shack's Fidelity Investments Experience September 2000 - August 2003
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments September 2000 - August 2003
Vedior 1996 - 2000
Education
Drexel University
University of Delaware
Fidelity Investments September 2000 - August 2003
Vedior 1996 - 2000
Education
Drexel University
University of Delaware
Jason Carroll's Fidelity Investments Experience July 2014 - Present
Job Director, Workforce Planning at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments April 2012 - December 2013
Fidelity Investments July 2010 - June 2012
Fidelity Investments May 2007 - July 2010
BAE Systems January 2001 - March 2007
Lockheed Martin 1997 - 2000
United States Marine Corps September 1993 - June 1997
Skills
SDLC, Product Management, Requirements Analysis, Portfolio Management, Program Management, Strategy, Vendor Management, Leadership, Business Analysis, IT Strategy, Training, Enterprise Architecture, Process Improvement, Project Management
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Central Florida 1997 — 2000
BSc, Computer Engineering
Fidelity Investments July 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments April 2012 - December 2013
Fidelity Investments July 2010 - June 2012
Fidelity Investments May 2007 - July 2010
BAE Systems January 2001 - March 2007
Lockheed Martin 1997 - 2000
United States Marine Corps September 1993 - June 1997
Skills
SDLC, Product Management, Requirements Analysis, Portfolio Management, Program Management, Strategy, Vendor Management, Leadership, Business Analysis, IT Strategy, Training, Enterprise Architecture, Process Improvement, Project Management
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Central Florida 1997 — 2000
BSc, Computer Engineering
Laura Hutchinson's Fidelity Investments Experience May 2005 - April 2006
Job Senior Director, North America Marketing Strategy & Insights
Industry Consumer Services
Experience
Vistaprint June 2013 - Present
Circles August 2008 - April 2012
Fidelity Family Office Services April 2006 - July 2008
Fidelity Investments May 2005 - April 2006
Circles 2002 - 2005
Mercer Management Consulting 2000 - 2002
Mitchell Madison Group 1999 - 1999
Dialog Bank, Moscow Russia 1997 - 1998
Credit Suisse First Boston, Moscow Russia 1996 - 1997
Skills
Strategy, Marketing Strategy, Segmentation, Marketing, Product Development, Strategic Partnerships, Competitive Analysis, Start-ups, Analytics, Business Strategy, Product Management, Strategic Planning, Cross-functional Team..., E-commerce, Product Marketing, CRM, Business Development, Market Research, Digital Marketing, Email Marketing
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Duke University 1991 — 1995
BA
Vistaprint June 2013 - Present
Circles August 2008 - April 2012
Fidelity Family Office Services April 2006 - July 2008
Fidelity Investments May 2005 - April 2006
Circles 2002 - 2005
Mercer Management Consulting 2000 - 2002
Mitchell Madison Group 1999 - 1999
Dialog Bank, Moscow Russia 1997 - 1998
Credit Suisse First Boston, Moscow Russia 1996 - 1997
Skills
Strategy, Marketing Strategy, Segmentation, Marketing, Product Development, Strategic Partnerships, Competitive Analysis, Start-ups, Analytics, Business Strategy, Product Management, Strategic Planning, Cross-functional Team..., E-commerce, Product Marketing, CRM, Business Development, Market Research, Digital Marketing, Email Marketing
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Duke University 1991 — 1995
BA
Conor Muldoon's Fidelity Investments Experience June 1997 - June 2003
Job Portfolio Manager at Causeway Capital Management LLC
Industry Financial Services
Experience
Causeway Capital Management LLC September 2010 - Present
Causeway Capital Management LLC December 2007 - September 2010
Causeway Capital Management LLC August 2003 - December 2007
Fidelity Investments June 1997 - June 2003
Fidelity Investments December 1995 - June 1997
Skills
Equities, Hedge Funds, Series 7, Investment Policy..., Long/Short Equity, Investment Policy, Absolute Return, Manager Selection, Separate Accounts
Education
University of Chicago 2001 — 2003
MBA, Accounting and Finance
Dublin Institute of Technology 1991 — 1995
Advanced Diploma in business studies, Accounting and Finance
Trinity College, Dublin 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Trinity College, Dublin
Master's degree, Mgmt studies
Causeway Capital Management LLC September 2010 - Present
Causeway Capital Management LLC December 2007 - September 2010
Causeway Capital Management LLC August 2003 - December 2007
Fidelity Investments June 1997 - June 2003
Fidelity Investments December 1995 - June 1997
Skills
Equities, Hedge Funds, Series 7, Investment Policy..., Long/Short Equity, Investment Policy, Absolute Return, Manager Selection, Separate Accounts
Education
University of Chicago 2001 — 2003
MBA, Accounting and Finance
Dublin Institute of Technology 1991 — 1995
Advanced Diploma in business studies, Accounting and Finance
Trinity College, Dublin 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Trinity College, Dublin
Master's degree, Mgmt studies
Shekhar Subramaniam's Fidelity Investments Experience December 2014 - Present
Job Director Risk Data Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2001 - December 2014
Interactive Business Systems July 1997 - February 2001
CIBER November 1996 - July 1997
IPC July 1995 - November 1996
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Business Administration
St Patricks
Osmania University
BE, Mechanical Engineering
Texas Tech University
Fidelity Investments December 2014 - Present
Fidelity Investments February 2001 - December 2014
Interactive Business Systems July 1997 - February 2001
CIBER November 1996 - July 1997
IPC July 1995 - November 1996
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Business Administration
St Patricks
Osmania University
BE, Mechanical Engineering
Texas Tech University
Carmine Greco's Fidelity Investments Experience November 2007 - Present
Job Senior Manager
Industry Information Technology and Services
Experience
Fidelity Investments November 2007 - Present
Cisco Systems October 2000 - November 2007
IBM March 1997 - October 2000
Skills
Linux, Java, Software Development, Software Engineering, Shell Scripting, Distributed Systems, TCP/IP, Unix, Java Enterprise Edition, C, Enterprise Architecture, Cloud Computing, Perl, Software Project..., Agile Methodologies, System Architecture, ClearCase, XML, Ethernet, Solaris, Integration, J2EE, Continuous Integration
Education
Duke University 1995 — 1997
MS, Computer Science
University of Pennsylvania 1991 — 1995
Bachelor of Science in Engineering, Computer Science and Engineering
Fidelity Investments November 2007 - Present
Cisco Systems October 2000 - November 2007
IBM March 1997 - October 2000
Skills
Linux, Java, Software Development, Software Engineering, Shell Scripting, Distributed Systems, TCP/IP, Unix, Java Enterprise Edition, C, Enterprise Architecture, Cloud Computing, Perl, Software Project..., Agile Methodologies, System Architecture, ClearCase, XML, Ethernet, Solaris, Integration, J2EE, Continuous Integration
Education
Duke University 1995 — 1997
MS, Computer Science
University of Pennsylvania 1991 — 1995
Bachelor of Science in Engineering, Computer Science and Engineering
Mike Hoysak's Fidelity Investments Experience September 2012 - February 2014
Job Business Analyst at GMO LLC
Industry Investment Management
Experience
GMO February 2014 - Present
Fidelity Investments September 2012 - February 2014
Wellington Management April 2008 - September 2012
David J. Greene 2004 - 2008
NeoNet Securities 2000 - 2004
Northstar Capital January 1997 - January 2000
Skills
Trading Systems, Trading, Market Data, Financial Markets, Derivatives, Project Management, Equities, Electronic Trading, Equity Trading, Bloomberg, Fixed Income, FX Options, Equity Derivatives, Low Latency, Compliance, Business Analysis, Data Analysis, FX trading, Hedge Funds, Agile Methodology, Data Quality Analysis, Account and fund..., Agile Methodologies
Education
The Juilliard School 1995 — 1997
Duke University 1991 — 1992
GMO February 2014 - Present
Fidelity Investments September 2012 - February 2014
Wellington Management April 2008 - September 2012
David J. Greene 2004 - 2008
NeoNet Securities 2000 - 2004
Northstar Capital January 1997 - January 2000
Skills
Trading Systems, Trading, Market Data, Financial Markets, Derivatives, Project Management, Equities, Electronic Trading, Equity Trading, Bloomberg, Fixed Income, FX Options, Equity Derivatives, Low Latency, Compliance, Business Analysis, Data Analysis, FX trading, Hedge Funds, Agile Methodology, Data Quality Analysis, Account and fund..., Agile Methodologies
Education
The Juilliard School 1995 — 1997
Duke University 1991 — 1992
Dallas Foster's Fidelity Investments Experience June 2008 - Present
Job Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments June 2007 - June 2008
LabCorp 2004 - 2007
IBM 1988 - 2003
Skills
MS Project, Software Development, Vendor Management, Quality Assurance, SDLC
Education
Duke University
Bachelor of Science (B.S.)
North Carolina State University
Master of Science (M.S.), Computer Science
Fidelity Investments June 2008 - Present
Fidelity Investments June 2007 - June 2008
LabCorp 2004 - 2007
IBM 1988 - 2003
Skills
MS Project, Software Development, Vendor Management, Quality Assurance, SDLC
Education
Duke University
Bachelor of Science (B.S.)
North Carolina State University
Master of Science (M.S.), Computer Science
Dana Keithley's Fidelity Investments Experience June 2012 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
RidgeWorth Capital Management (formerly known as Trusco Capital Management) November 2010 - May 2012
RidgeWorth Investments July 2006 - November 2010
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Asset Management, Equities, Organizational Structure, Basketball, MS Project, Project Planning, Project Implementation, Project Coordination, Business Planning, Asset Managment, Economics, Bloomberg Terminal
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2012 - Present
RidgeWorth Capital Management (formerly known as Trusco Capital Management) November 2010 - May 2012
RidgeWorth Investments July 2006 - November 2010
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Asset Management, Equities, Organizational Structure, Basketball, MS Project, Project Planning, Project Implementation, Project Coordination, Business Planning, Asset Managment, Economics, Bloomberg Terminal
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Anne Mosley's Fidelity Investments Experience August 2000 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
Metropolitan Life Insurance Company January 1998 - August 2000
Bankers Trust January 1991 - December 1997
American General November 1988 - January 1991
Equitable Life 1982 - 1988
Education
Duke University
Masters, Environmental management
Gettysburg College
BA, Biology
Vanderbilt University
Executive MBA, Business
Fidelity Investments August 2000 - Present
Metropolitan Life Insurance Company January 1998 - August 2000
Bankers Trust January 1991 - December 1997
American General November 1988 - January 1991
Equitable Life 1982 - 1988
Education
Duke University
Masters, Environmental management
Gettysburg College
BA, Biology
Vanderbilt University
Executive MBA, Business
Christopher Deter's Fidelity Investments Experience July 2011 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2011 - Present
Razorfish September 2009 - March 2010
Siemens Medical Solutions October 2008 - March 2009
Skills
Agile Methodologies, Scrum, Program Management, Project Management, Requirements Analysis, Testing
Education
Drexel University 2006 — 2011
Information Technology
Fidelity Investments July 2011 - Present
Razorfish September 2009 - March 2010
Siemens Medical Solutions October 2008 - March 2009
Skills
Agile Methodologies, Scrum, Program Management, Project Management, Requirements Analysis, Testing
Education
Drexel University 2006 — 2011
Information Technology
Geoffrey Pancoast's Fidelity Investments Experience June 2012 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments January 2008 - July 2012
Fidelity Investments January 2003 - January 2008
Skills
Program Management, Financial Modeling, Cross-functional Team..., Competitive Analysis, Vendor Management, Strategic Planning, Financial Services, Portfolio Management, Strategy, Management, Business Development, IT Strategy, Project Portfolio..., Analytics, Business Analysis, Enterprise Software, Leadership
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, General MBA
Ohio Wesleyan University 1987 — 1991
BA, Economics Management
Fidelity Investments June 2012 - Present
Fidelity Investments January 2008 - July 2012
Fidelity Investments January 2003 - January 2008
Skills
Program Management, Financial Modeling, Cross-functional Team..., Competitive Analysis, Vendor Management, Strategic Planning, Financial Services, Portfolio Management, Strategy, Management, Business Development, IT Strategy, Project Portfolio..., Analytics, Business Analysis, Enterprise Software, Leadership
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, General MBA
Ohio Wesleyan University 1987 — 1991
BA, Economics Management
Amber McCormick, CFP®'s Fidelity Investments Experience June 2003 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2003 - Present
Campbell\Carlson Executive Search June 2002 - June 2003
Education
University of North Carolina at Wilmington 1997 — 2002
Bachelor's Degree, Finance, Mgmt, and Marketing
Duke University
CFP
Fidelity Investments June 2003 - Present
Campbell\Carlson Executive Search June 2002 - June 2003
Education
University of North Carolina at Wilmington 1997 — 2002
Bachelor's Degree, Finance, Mgmt, and Marketing
Duke University
CFP
Colin Starks's Fidelity Investments Experience 1994 - 1997
Job EVP and National Sales Director at Federated Investors
Industry Financial Services
Experience
Federated Investors 2015 - Present
Federated Investors 2007 - 2014
Federated Investors 2005 - 2006
Federated Investors, Inc. 1998 - 2004
Fidelity Investments 1994 - 1997
IBM 1992 - 1993
IBM 1990 - 1991
Skills
Alternative Investments, Series 7, Series 63, Mutual Funds, Separately Managed..., Wealth Management, Financial Services, Asset Allocation, 401k, Securities, Strategic Planning, Asset Management, Investments, Retirement Planning, Finance, Leadership, Portfolio Management, Sales, Investment Advisory, Equities, Investment Strategies, Fixed Income, Retirement, Sales Management, Investment Management, Marketing, Financial Advisory, Financial Planning, Financial Analysis, Relationship Management, Hedge Funds, FINRA, ETFs, Insurance, Financial Modeling, Capital Markets, Series 6, Management, Fixed Annuities, Business Development, Series 24
Education
Duke University
Bachelor of Arts (BA), Accounting
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Marketing
Federated Investors 2015 - Present
Federated Investors 2007 - 2014
Federated Investors 2005 - 2006
Federated Investors, Inc. 1998 - 2004
Fidelity Investments 1994 - 1997
IBM 1992 - 1993
IBM 1990 - 1991
Skills
Alternative Investments, Series 7, Series 63, Mutual Funds, Separately Managed..., Wealth Management, Financial Services, Asset Allocation, 401k, Securities, Strategic Planning, Asset Management, Investments, Retirement Planning, Finance, Leadership, Portfolio Management, Sales, Investment Advisory, Equities, Investment Strategies, Fixed Income, Retirement, Sales Management, Investment Management, Marketing, Financial Advisory, Financial Planning, Financial Analysis, Relationship Management, Hedge Funds, FINRA, ETFs, Insurance, Financial Modeling, Capital Markets, Series 6, Management, Fixed Annuities, Business Development, Series 24
Education
Duke University
Bachelor of Arts (BA), Accounting
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Marketing
Peter Denham's Fidelity Investments Experience September 2008 - November 2012
Job Software Engineer at Crimson Hexagon
Industry Computer Software
Experience
Crimson Hexagon November 2012 - Present
Fidelity Investments September 2008 - November 2012
Red Circle Technologies March 2006 - August 2007
Acid Web Solutions June 2000 - June 2007
Skills
Java, C#, PHP, ASP.NET, Microsoft SQL Server, Oracle, PostgreSQL, Agile Methodologies, Software Design, Software Engineering, Software Development, XML, SQL, .NET, Eclipse, Web Services, XHTML, CSS, JavaScript, jQuery, Scrum, Java Enterprise Edition, Spring, Hibernate, REST
Education
National University of Ireland, Galway 2008 — 2009
Post Graduate Diploma, Web Application Development
Dublin City University 2003 — 2008
B.S, Computer Applications, Software Engineering
Crimson Hexagon November 2012 - Present
Fidelity Investments September 2008 - November 2012
Red Circle Technologies March 2006 - August 2007
Acid Web Solutions June 2000 - June 2007
Skills
Java, C#, PHP, ASP.NET, Microsoft SQL Server, Oracle, PostgreSQL, Agile Methodologies, Software Design, Software Engineering, Software Development, XML, SQL, .NET, Eclipse, Web Services, XHTML, CSS, JavaScript, jQuery, Scrum, Java Enterprise Edition, Spring, Hibernate, REST
Education
National University of Ireland, Galway 2008 — 2009
Post Graduate Diploma, Web Application Development
Dublin City University 2003 — 2008
B.S, Computer Applications, Software Engineering
Karina Melkonyan, MPA's Fidelity Investments Experience February 2011 - July 2011
Job Financial and Business Planning Analyst at Public Health Solutions
Industry Hospital & Health Care
Experience
Public Health Solutions June 2014 - Present
Mount Sinai Health System September 2011 - May 2014
Fidelity Investments February 2011 - July 2011
Partners HealthCare June 2010 - August 2010
Massachusetts Educational Financing Authority September 2009 - June 2010
Allied Innovative Systems, LLC May 2007 - September 2009
Artann Labs, Inc May 2007 - May 2009
Tyco International Inc May 2008 - December 2008
Skills
Microsoft Excel, Data Analysis, Healthcare, Analysis, Business Process..., Forecasting, Strategy, Finance, Social Media, Budgets, Financial Analysis, Business Analysis, Nonprofits, Program Management
Education
New York University 2013 — 2015
Master of Public Administration (MPA)
Dublin City University 2010 — 2011
Northeastern University 2006 — 2011
Bachelor of Science Degree
Princeton High School 2004 — 2006
High School Diploma
Public Health Solutions June 2014 - Present
Mount Sinai Health System September 2011 - May 2014
Fidelity Investments February 2011 - July 2011
Partners HealthCare June 2010 - August 2010
Massachusetts Educational Financing Authority September 2009 - June 2010
Allied Innovative Systems, LLC May 2007 - September 2009
Artann Labs, Inc May 2007 - May 2009
Tyco International Inc May 2008 - December 2008
Skills
Microsoft Excel, Data Analysis, Healthcare, Analysis, Business Process..., Forecasting, Strategy, Finance, Social Media, Budgets, Financial Analysis, Business Analysis, Nonprofits, Program Management
Education
New York University 2013 — 2015
Master of Public Administration (MPA)
Dublin City University 2010 — 2011
Northeastern University 2006 — 2011
Bachelor of Science Degree
Princeton High School 2004 — 2006
High School Diploma
Shelley Santulli's Fidelity Investments Experience 2001 - 2004
Job Senior Vice President at Berkshire Group
Industry Real Estate
Experience
Berkshire Group 2014 - Present
The Congress Group, Inc. 2011 - 2013
Broadview Investors, LLC 2009 - 2011
AEW Capital Management 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 1999
Coopers & Lybrand 1990 - 1994
Laventhol & Horwath 1989 - 1990
Skills
Due Diligence, Valuation, Investments, Real Estate, Portfolio Management, Investment Properties, Acquisitions, Strategy, Equities, Loans, Restructuring, Investment Management, Investors, Real Estate Private..., Property, Asset Management, Real Estate Economics, Real Estate Development, Investment Banking, CMBS
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Marketing
Duke University 1982 — 1986
AB, Economics, Political Science
Berkshire Group 2014 - Present
The Congress Group, Inc. 2011 - 2013
Broadview Investors, LLC 2009 - 2011
AEW Capital Management 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 1999
Coopers & Lybrand 1990 - 1994
Laventhol & Horwath 1989 - 1990
Skills
Due Diligence, Valuation, Investments, Real Estate, Portfolio Management, Investment Properties, Acquisitions, Strategy, Equities, Loans, Restructuring, Investment Management, Investors, Real Estate Private..., Property, Asset Management, Real Estate Economics, Real Estate Development, Investment Banking, CMBS
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Marketing
Duke University 1982 — 1986
AB, Economics, Political Science
Howard Quinn's Fidelity Investments Experience March 2005 - November 2006
Job Marketing Manager at Manulife Financial
Industry Financial Services
Experience
Manulife Financial April 2012 - Present
TD Bank Group November 2006 - November 2011
Fidelity Investments March 2005 - November 2006
Marketing Manager 1999 - 2003
CIBC 1997 - 1999
Prudential Assurance 1995 - 1997
Skills
Marketing, Management, Direct Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Market Research, Marketing Management, Integrated Marketing, Social Media Marketing, Segmentation, Online Marketing, Business Strategy, Advertising, Email Marketing
Education
Queen's University 2007 — 2008
MBA, Business Administration
Dublin City University 1989 — 2003
Bachelor of Business Studies
Manulife Financial April 2012 - Present
TD Bank Group November 2006 - November 2011
Fidelity Investments March 2005 - November 2006
Marketing Manager 1999 - 2003
CIBC 1997 - 1999
Prudential Assurance 1995 - 1997
Skills
Marketing, Management, Direct Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Market Research, Marketing Management, Integrated Marketing, Social Media Marketing, Segmentation, Online Marketing, Business Strategy, Advertising, Email Marketing
Education
Queen's University 2007 — 2008
MBA, Business Administration
Dublin City University 1989 — 2003
Bachelor of Business Studies
Sajal Desai's Fidelity Investments Experience July 2012 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Medical Devices
Experience
Fidelity Investments July 2012 - Present
Siemens Healthcare October 2008 - June 2012
Daskalakis Athletic Center at Drexel University December 2007 - December 2011
Skills
C++, Healthcare Information..., Java, C#, Agile Methodologies, Software Engineering, SQL, Programming
Education
Drexel University 2006 — 2011
BA, Computer Science
Fidelity Investments July 2012 - Present
Siemens Healthcare October 2008 - June 2012
Daskalakis Athletic Center at Drexel University December 2007 - December 2011
Skills
C++, Healthcare Information..., Java, C#, Agile Methodologies, Software Engineering, SQL, Programming
Education
Drexel University 2006 — 2011
BA, Computer Science
Kyle Binns's Fidelity Investments Experience July 2013 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
ICF International April 2012 - July 2013
Lockheed Martin January 2010 - March 2012
Lockheed Martin 2007 - 2010
Skills
SQL, Java, JavaScript, JUnit, Subversion, Full SDLC, Spring, jQuery, JSON, XML, Eclipse, UML, GUI development, Maven, MVC, JIRA, Web Services, Android Development, Git, Node.js, Sails, AngularJS, Gradle
Education
Drexel University 2008 — 2010
MS, Software Engineering, 3.6/4.0
Miami University 2003 — 2007
BS, Electrical Engineering, 3.6/4.0
Fidelity Investments July 2013 - Present
ICF International April 2012 - July 2013
Lockheed Martin January 2010 - March 2012
Lockheed Martin 2007 - 2010
Skills
SQL, Java, JavaScript, JUnit, Subversion, Full SDLC, Spring, jQuery, JSON, XML, Eclipse, UML, GUI development, Maven, MVC, JIRA, Web Services, Android Development, Git, Node.js, Sails, AngularJS, Gradle
Education
Drexel University 2008 — 2010
MS, Software Engineering, 3.6/4.0
Miami University 2003 — 2007
BS, Electrical Engineering, 3.6/4.0
Aaron Bopp's Fidelity Investments Experience June 2015 - Present
Job Director, Fidelity Business Consulting at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Gongyi Liu's Fidelity Investments Experience July 2010 - Present
Job System Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
GE June 2007 - October 2007
Skills
SQL, Financial Modeling, CFA, Decision Modeling, Monte Carlo Simulation, Data Analysis, Decision Trees, Optimization, Crystal Ball, Solver, Sensitivity Analysis, Equity Research, ITIL, C++, MS Office Suite, SAS, VBA
Education
Duke University 2012 — 2014
Master's degree, Engineering Management / Financial Engineering
North Carolina State University 2008 — 2009
Master's degree, Computer Engineering, 3.6/4.0
Shanghai Jiao Tong University 2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering, 3.3/4.0
Fidelity Investments July 2010 - Present
GE June 2007 - October 2007
Skills
SQL, Financial Modeling, CFA, Decision Modeling, Monte Carlo Simulation, Data Analysis, Decision Trees, Optimization, Crystal Ball, Solver, Sensitivity Analysis, Equity Research, ITIL, C++, MS Office Suite, SAS, VBA
Education
Duke University 2012 — 2014
Master's degree, Engineering Management / Financial Engineering
North Carolina State University 2008 — 2009
Master's degree, Computer Engineering, 3.6/4.0
Shanghai Jiao Tong University 2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering, 3.3/4.0
Alfred Flanagan's Fidelity Investments Experience September 1997 - December 1998
Job Chief Information Officer at Robeco Investment Management
Industry Financial Services
Experience
Robeco Investment Management September 2001 - Present
MetraTech Corp November 2000 - June 2001
John Hancock Funds, Boston MA December 1998 - November 2000
Fidelity Investments September 1997 - December 1998
Microsoft (Ireland) October 1996 - September 1997
Education
National University of Ireland, Galway 1995 — 1996
Higher Diploma in Systems Analysis and Design, Techniques.
Dublin Institute of Technology 1989 — 1993
Advanced Diploma in Marketing Techniques, Marketing Management
Trinity College Dublin 1989 — 1993
B.Sc. Mgmt., Marketing Management
Robeco Investment Management September 2001 - Present
MetraTech Corp November 2000 - June 2001
John Hancock Funds, Boston MA December 1998 - November 2000
Fidelity Investments September 1997 - December 1998
Microsoft (Ireland) October 1996 - September 1997
Education
National University of Ireland, Galway 1995 — 1996
Higher Diploma in Systems Analysis and Design, Techniques.
Dublin Institute of Technology 1989 — 1993
Advanced Diploma in Marketing Techniques, Marketing Management
Trinity College Dublin 1989 — 1993
B.Sc. Mgmt., Marketing Management
Briana Sommer's Fidelity Investments Experience September 2010 - December 2011
Job Contractor Veritude LLC
Industry Financial Services
Experience
Veolia Energy North America December 2011 - May 2013
Fidelity Investments September 2010 - December 2011
Partners for the Common Good May 2010 - September 2011
Aerie May 2008 - August 2009
Federal Deposit Insurance Corporation May 2007 - August 2007
Skills
Risk Management, Accounting, Sales, Financial Analysis, Financial Reporting, Access, Financial Services, Business Analysis, Process Improvement, Financial Modeling, Finance, Analysis
Education
Westfield State College 2005 — 2010
B.S., Business Management with a concentration in Accounting
Dublin Business School 2008 — 2008
Business Management
Veolia Energy North America December 2011 - May 2013
Fidelity Investments September 2010 - December 2011
Partners for the Common Good May 2010 - September 2011
Aerie May 2008 - August 2009
Federal Deposit Insurance Corporation May 2007 - August 2007
Skills
Risk Management, Accounting, Sales, Financial Analysis, Financial Reporting, Access, Financial Services, Business Analysis, Process Improvement, Financial Modeling, Finance, Analysis
Education
Westfield State College 2005 — 2010
B.S., Business Management with a concentration in Accounting
Dublin Business School 2008 — 2008
Business Management
Chike Onyemenam's Fidelity Investments Experience January 2014 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Drexel University August 2012 - Present
Fidelity Investments July 2012 - December 2013
Drexel University College of IST September 2010 - June 2012
Drexel University September 2009 - June 2012
PJM Interconnection March 2011 - September 2011
Drexel University September 2009 - March 2011
Beta Computers Limited September 2007 - October 2007
Skills
Microsoft Office, Python, Data Analysis, HTML, SQL, JavaScript, Visio, Databases, CSS, Access, Mac OS X, Microsoft Excel, PHP, MySQL, SharePoint, Requirements Analysis, Requirements Gathering, Agile & Waterfall..., Agile Methodologies, Quality Center, IBM Optim, Release Management, RTC, Project Management, SDS, Linux, SDLC
Education
Drexel University 2013 — 2015
Master of Science, Information Systems
Drexel University 2008 — 2012
Bachelor of Science, Information Systems
Fidelity Investments January 2014 - Present
Drexel University August 2012 - Present
Fidelity Investments July 2012 - December 2013
Drexel University College of IST September 2010 - June 2012
Drexel University September 2009 - June 2012
PJM Interconnection March 2011 - September 2011
Drexel University September 2009 - March 2011
Beta Computers Limited September 2007 - October 2007
Skills
Microsoft Office, Python, Data Analysis, HTML, SQL, JavaScript, Visio, Databases, CSS, Access, Mac OS X, Microsoft Excel, PHP, MySQL, SharePoint, Requirements Analysis, Requirements Gathering, Agile & Waterfall..., Agile Methodologies, Quality Center, IBM Optim, Release Management, RTC, Project Management, SDS, Linux, SDLC
Education
Drexel University 2013 — 2015
Master of Science, Information Systems
Drexel University 2008 — 2012
Bachelor of Science, Information Systems
Sharon Plunkett's Fidelity Investments Experience 1997 - 2004
Job Front End Developer & Designer
Industry Computer Software
Experience
Independent 2005 - Present
Greater Los Angeles Chapter of USNC for UN Women July 2013 - February 2014
Holmes - Defenders of the Faith July 2012 - August 2013
Fidelity Investments 1997 - 2004
I-Cube 1996 - 1997
Corel Corporation 1995 - 1996
Skills
Web Content, SEO Copywriting, WordPress, SEO, HTML 5, CSS, Twitter Bootstrap, Photoshop, Lightroom, Writing, Technical Writing, Digital Photography, Agile, Web Development, Custom CMS Development, UX Design & Development, Axure RP, Illustrator, Customer Relations, XHTML, HTML5, jQuery, PHP, JavaScript, C++, Drupal, AJAX, Object Oriented Design, Java, SQL, Unix, Linux, Hardware Support, Wireless Networking, Innovative Problem..., Windows, .NET, Mac OS X, Satellite Systems
Education
Dublin City University 1990 — 1995
B.Sc. in Computer Applications, Bachelor of Science, Bachelor Honours Degree
Independent 2005 - Present
Greater Los Angeles Chapter of USNC for UN Women July 2013 - February 2014
Holmes - Defenders of the Faith July 2012 - August 2013
Fidelity Investments 1997 - 2004
I-Cube 1996 - 1997
Corel Corporation 1995 - 1996
Skills
Web Content, SEO Copywriting, WordPress, SEO, HTML 5, CSS, Twitter Bootstrap, Photoshop, Lightroom, Writing, Technical Writing, Digital Photography, Agile, Web Development, Custom CMS Development, UX Design & Development, Axure RP, Illustrator, Customer Relations, XHTML, HTML5, jQuery, PHP, JavaScript, C++, Drupal, AJAX, Object Oriented Design, Java, SQL, Unix, Linux, Hardware Support, Wireless Networking, Innovative Problem..., Windows, .NET, Mac OS X, Satellite Systems
Education
Dublin City University 1990 — 1995
B.Sc. in Computer Applications, Bachelor of Science, Bachelor Honours Degree
Nick Blank's Fidelity Investments Experience August 2012 - Present
Job Equity Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2012 - Present
Chicago Growth Partners June 2011 - August 2011
National Junior Disability Championships July 2011 - July 2011
Education
Duke University 2008 — 2012
Fidelity Investments August 2012 - Present
Chicago Growth Partners June 2011 - August 2011
National Junior Disability Championships July 2011 - July 2011
Education
Duke University 2008 — 2012
Marley Baer's Fidelity Investments Experience 2006 - 2008
Job Strategic Sourcing at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company June 2014 - Present
Mars Petcare June 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - May 2012
State Street Corporation January 2008 - April 2010
Fidelity Investments 2006 - 2008
Education
Vanderbilt University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and Operations
Duke University 2002 — 2006
Bachelor of Arts, English
The Walt Disney Company June 2014 - Present
Mars Petcare June 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - May 2012
State Street Corporation January 2008 - April 2010
Fidelity Investments 2006 - 2008
Education
Vanderbilt University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and Operations
Duke University 2002 — 2006
Bachelor of Arts, English
Lana Beskina's Fidelity Investments Experience January 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Skills
Mutual Funds, Series 7, Retirement, Investments, Series 63, 401k, Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Securities, Fixed Annuities, Uniform Combined State..., Series 65, Financial Services, Variable Annuities, Fixed Income, Charitable Giving, Financial Planning
Education
William E. Simon School of Business 2010 — 2017
Master of Business Administration (M.B.A.), finance and competetive strategy
Duke University 2006 — 2007
CFP®, Certified Financial Planner
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1994 — 2000
MS, Computer Systems Engineering
Fidelity Investments January 2012 - Present
Skills
Mutual Funds, Series 7, Retirement, Investments, Series 63, 401k, Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Securities, Fixed Annuities, Uniform Combined State..., Series 65, Financial Services, Variable Annuities, Fixed Income, Charitable Giving, Financial Planning
Education
William E. Simon School of Business 2010 — 2017
Master of Business Administration (M.B.A.), finance and competetive strategy
Duke University 2006 — 2007
CFP®, Certified Financial Planner
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1994 — 2000
MS, Computer Systems Engineering
Mitchell Reinhardt's Fidelity Investments Experience March 2005 - Present
Job Vice President Collateral, Market & Operations Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2005 - Present
Skills
Equities
Education
Drexel University - College of Business and Administration 1984 — 1989
BS, Accounting and Finance
Fidelity Investments March 2005 - Present
Skills
Equities
Education
Drexel University - College of Business and Administration 1984 — 1989
BS, Accounting and Finance
Birkes Williams's Fidelity Investments Experience February 2009 - May 2010
Job at
Industry Insurance
Experience
Air Force Global Strike Command December 2014 - Present
Wells Fargo Insurance Services May 2010 - Present
HCL Technologies April 2014 - October 2014
Fidelity Investments February 2009 - May 2010
Skills
Insurance, Financial Markets, Business Analysis, Public Speaking, Analysis, Process Improvement, Leadership, Employee Benefits, Management, Visio, CRM, PowerPoint, Microsoft Office, Financial Services, Property, Umbrella Insurance
Education
Winston-Salem State University 2011 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General
Duke University 2002 — 2004
Air Force Global Strike Command December 2014 - Present
Wells Fargo Insurance Services May 2010 - Present
HCL Technologies April 2014 - October 2014
Fidelity Investments February 2009 - May 2010
Skills
Insurance, Financial Markets, Business Analysis, Public Speaking, Analysis, Process Improvement, Leadership, Employee Benefits, Management, Visio, CRM, PowerPoint, Microsoft Office, Financial Services, Property, Umbrella Insurance
Education
Winston-Salem State University 2011 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General
Duke University 2002 — 2004
Matt Stansky's Fidelity Investments Experience August 2011 - June 2014
Job High Yield Debt Research Associate at Fidelity Investments
Industry Financial Services
Experience
Boston Warriors AAU Basketball Program February 2014 - June 2014
Fidelity Investments August 2011 - June 2014
Duke University Women's Basketball Team August 2009 - May 2011
John Avery Boys & Girls Club October 2008 - May 2011
The Charlie Rose Show June 2009 - August 2009
Skills
Financial Analysis, Financial Accounting, Communication, Equity Research, Leadership, Financial Modeling, Leading Meetings, High Yield Bonds, Primary Research
Education
Duke University 2007 — 2011
Bachelor of Arts (BA), American History (United States)
Noble and Greenough School
Boston Warriors AAU Basketball Program February 2014 - June 2014
Fidelity Investments August 2011 - June 2014
Duke University Women's Basketball Team August 2009 - May 2011
John Avery Boys & Girls Club October 2008 - May 2011
The Charlie Rose Show June 2009 - August 2009
Skills
Financial Analysis, Financial Accounting, Communication, Equity Research, Leadership, Financial Modeling, Leading Meetings, High Yield Bonds, Primary Research
Education
Duke University 2007 — 2011
Bachelor of Arts (BA), American History (United States)
Noble and Greenough School
Davis Martin's Fidelity Investments Experience February 1993 - May 2000
Job
Industry Information Technology and Services
Experience
Performance Food Group IT ManagerPerformance Food Equipment Group, IncJuly 2012 - Present
Morton Consulting February 2012 - June 2012
Strategic Staffing Solutions February 2010 - February 2012
City of Richmond, Virginia November 2006 - January 2010
TEKsystems September 2005 - November 2006
Capital One July 2002 - July 2005
AG CONSULTING (An ADP COMPANY) June 2000 - June 2002
Fidelity Investments February 1993 - May 2000
Education
Drexel University 1977 — 1982
Bachelor of Science (B.S.), Business Administration
Performance Food Group IT ManagerPerformance Food Equipment Group, IncJuly 2012 - Present
Morton Consulting February 2012 - June 2012
Strategic Staffing Solutions February 2010 - February 2012
City of Richmond, Virginia November 2006 - January 2010
TEKsystems September 2005 - November 2006
Capital One July 2002 - July 2005
AG CONSULTING (An ADP COMPANY) June 2000 - June 2002
Fidelity Investments February 1993 - May 2000
Education
Drexel University 1977 — 1982
Bachelor of Science (B.S.), Business Administration
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank