Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Diane Ciomperlik Diane Ciomperlik's Fidelity Investments Experience September 2015 - Present
Job Investment Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Sethi Financial Group January 2014 - May 2015
Leaders in Trust Risk Relationship Management in Greater Dallas/Fort Worth Area 2013 - January 2014
Wells Fargo February 1991 - December 2012
JPMorgan Chase February 1991 - June 2001
Skills
Emlolyee Benefits, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Investments, Risk Management, Portfolio Management, Investment Management, Series 63, Mutual Funds, Management, Trust Management, Fiduciary Management, Relationship Management, New Business Development, Wealth Management, Money Purchase, Non-Qualified, 401k, 457 Plans, Plan Compliance, Risk Tolerance, Investment Selection, Investment Policy..., Rebalancing, Investment Policy..., Institutional Consulting, Institutional Business..., Institutional Accounts, Cross Selling, Building Relationships, Consultative Selling..., Leveraging Relationships, New Account Management, Insurance, Selling, Series 7, Financial Services, Leadership, Financial Risk, Corporate Finance, CRM, Finance, Investment Advisory, Due Diligence, Investment Strategies, Wealth Management..., Series 6, Uniform Combined State..., Financial Analysis
Education
Eastfield College
Finance, General
Series 7 and Series 66
Fidelity Investments September 2015 - Present
Sethi Financial Group January 2014 - May 2015
Leaders in Trust Risk Relationship Management in Greater Dallas/Fort Worth Area 2013 - January 2014
Wells Fargo February 1991 - December 2012
JPMorgan Chase February 1991 - June 2001
Skills
Emlolyee Benefits, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Investments, Risk Management, Portfolio Management, Investment Management, Series 63, Mutual Funds, Management, Trust Management, Fiduciary Management, Relationship Management, New Business Development, Wealth Management, Money Purchase, Non-Qualified, 401k, 457 Plans, Plan Compliance, Risk Tolerance, Investment Selection, Investment Policy..., Rebalancing, Investment Policy..., Institutional Consulting, Institutional Business..., Institutional Accounts, Cross Selling, Building Relationships, Consultative Selling..., Leveraging Relationships, New Account Management, Insurance, Selling, Series 7, Financial Services, Leadership, Financial Risk, Corporate Finance, CRM, Finance, Investment Advisory, Due Diligence, Investment Strategies, Wealth Management..., Series 6, Uniform Combined State..., Financial Analysis
Education
Eastfield College
Finance, General
Series 7 and Series 66
Devin Woolf Devin Woolf's Fidelity Investments Experience June 2015 - Present
Job Legal Intern at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments June 2015 - Present
Law Office of George F. Miller, P.C. September 2010 - August 2014
District Attorney's Office Chemung County September 2013 - February 2014
Arnot Art Museum October 2010 - May 2011
Skills
Legal Assistance, Document Review, Legal Research, Social Networking, Legal Documents, Legal Writing, Document Drafting, Legal Contract Review, Microsoft Excel, Research
Education
Suffolk University Law School 2014 — 2017
Juris Doctor (J.D.), Business and Financial Services, 2L
Elmira College 2010 — 2014
Bachelor’s Degree, Political Science and Government and International Studies
Fontbonne Academy 2006 — 2010
High School Diploma
Fidelity Investments June 2015 - Present
Law Office of George F. Miller, P.C. September 2010 - August 2014
District Attorney's Office Chemung County September 2013 - February 2014
Arnot Art Museum October 2010 - May 2011
Skills
Legal Assistance, Document Review, Legal Research, Social Networking, Legal Documents, Legal Writing, Document Drafting, Legal Contract Review, Microsoft Excel, Research
Education
Suffolk University Law School 2014 — 2017
Juris Doctor (J.D.), Business and Financial Services, 2L
Elmira College 2010 — 2014
Bachelor’s Degree, Political Science and Government and International Studies
Fontbonne Academy 2006 — 2010
High School Diploma
Sandy Knott, CAP-OM Sandy Knott, CAP-OM's Fidelity Investments Experience January 2014 - Present
Job Senior Assistant to President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2014 - Present
Bridgeport Associates February 2008 - December 2013
Putnam Investments 1995 - 2008
Wild Acre Inns January 1993 - March 1994
Skills
Calendaring, Travel Arrangements, Executive Support, Administrative..., Calendars, Confidentiality, Executive Level..., Notary Public, Heavy Calendaring, Office Management, Concur, Expenses, Expense Reports, Outlook, Office Administration, Spreadsheets, Time Management, Access, Lotus Notes, Expense Management, Telephone Skills, Fax, Travel Planning, Office Equipment, Executive..., Executive Calendar..., File Management, C-Level Executive..., Meeting Scheduling, Meeting Planning, Organizing Meetings, High Level Of..., Internet Explorer, Microsoft Office 2007, Records Management, Executive Administrative, Administrative...
Education
Eastern Nazarene College 1996 — 1998
BSBA, Business Administration and Management, General
Westboro High School
High School Diploma, College prep
Fidelity Investments January 2014 - Present
Fidelity Investments January 2014 - Present
Bridgeport Associates February 2008 - December 2013
Putnam Investments 1995 - 2008
Wild Acre Inns January 1993 - March 1994
Skills
Calendaring, Travel Arrangements, Executive Support, Administrative..., Calendars, Confidentiality, Executive Level..., Notary Public, Heavy Calendaring, Office Management, Concur, Expenses, Expense Reports, Outlook, Office Administration, Spreadsheets, Time Management, Access, Lotus Notes, Expense Management, Telephone Skills, Fax, Travel Planning, Office Equipment, Executive..., Executive Calendar..., File Management, C-Level Executive..., Meeting Scheduling, Meeting Planning, Organizing Meetings, High Level Of..., Internet Explorer, Microsoft Office 2007, Records Management, Executive Administrative, Administrative...
Education
Eastern Nazarene College 1996 — 1998
BSBA, Business Administration and Management, General
Westboro High School
High School Diploma, College prep
Charles Maynes's Fidelity Investments Experience June 2005 - August 2008
Job Client Service & New Business Specialist at B.O.S.S. Retirement Solutions
Industry Financial Services
Experience
B.O.S.S. Retirement Solutions May 2014 - Present
Wells Fargo Advisors January 2009 - May 2014
Fidelity Investments June 2005 - August 2008
Skills
Customer Service, Financial Services, Insurance, Banking, Microsoft Excel, Relationship Management, Investments, New Business Development, Portfolio Management, Fixed Annuities, Outlook, Client Services, Operations Management
Education
Ellis University
BS, Professional, Technical, Business, and Scientific Writing
The University of Utah
English Language and Literature, General
B.O.S.S. Retirement Solutions May 2014 - Present
Wells Fargo Advisors January 2009 - May 2014
Fidelity Investments June 2005 - August 2008
Skills
Customer Service, Financial Services, Insurance, Banking, Microsoft Excel, Relationship Management, Investments, New Business Development, Portfolio Management, Fixed Annuities, Outlook, Client Services, Operations Management
Education
Ellis University
BS, Professional, Technical, Business, and Scientific Writing
The University of Utah
English Language and Literature, General
Andrew Tuttle Andrew Tuttle's Fidelity Investments Experience June 2015 - Present
Job Sr. Defined Benefits Specialist at Fidelity Investmentsestments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
U.S. Eagle Federal Credit Union March 2014 - May 2015
Sandia Resort & Casino September 2013 - March 2014
Fidelity Investments September 2012 - October 2012
Porky's Pride Real Pitt BBQ May 2010 - August 2010
Skills
Proficient in all..., Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Have expertise in..., Employee Benefits, Customer Service, Financial Advisory, Finance, Leadership, Securities, Hospitality Management, Tenacious Work Ethic, Compassion, Management, Integrity, Public Speaking, Microsoft Office
Education
Eastern New Mexico University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eldorado High School 2004 — 2008
Fidelity Investments June 2015 - Present
U.S. Eagle Federal Credit Union March 2014 - May 2015
Sandia Resort & Casino September 2013 - March 2014
Fidelity Investments September 2012 - October 2012
Porky's Pride Real Pitt BBQ May 2010 - August 2010
Skills
Proficient in all..., Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Have expertise in..., Employee Benefits, Customer Service, Financial Advisory, Finance, Leadership, Securities, Hospitality Management, Tenacious Work Ethic, Compassion, Management, Integrity, Public Speaking, Microsoft Office
Education
Eastern New Mexico University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eldorado High School 2004 — 2008
Rose Abbl Rose Abbl's Fidelity Investments Experience March 2012 - October 2013
Job Project Manager/Scrum Master at Southwest Airlines (via Apex Systems contract)
Industry Computer Software
Experience
Southwest Airlines (via Apex Systems contract) October 2014 - Present
Southwest Airlines (via Apex Systems contract) October 2013 - September 2014
Fidelity Investments March 2012 - October 2013
TEKsystems January 2012 - March 2012
Harland Financial Solutions January 2006 - December 2011
ACS October 2001 - October 2005
Freddie Mac April 1996 - September 2001
Skills
scrum master, Agile Methodologies, Scrum, Project Management, SDLC, Process Improvement, Web Applications, Software Quality..., User Acceptance Testing, Test Planning, Quality Center, TFS, Requirements Analysis, SQL Server Management..., SQL, SoapUI, Integration
Education
The George Washington University 2000 — 2004
Masters Certificate, Project mgmt
Elizabethtown College
BS, Business and Computer Science
Southwest Airlines (via Apex Systems contract) October 2014 - Present
Southwest Airlines (via Apex Systems contract) October 2013 - September 2014
Fidelity Investments March 2012 - October 2013
TEKsystems January 2012 - March 2012
Harland Financial Solutions January 2006 - December 2011
ACS October 2001 - October 2005
Freddie Mac April 1996 - September 2001
Skills
scrum master, Agile Methodologies, Scrum, Project Management, SDLC, Process Improvement, Web Applications, Software Quality..., User Acceptance Testing, Test Planning, Quality Center, TFS, Requirements Analysis, SQL Server Management..., SQL, SoapUI, Integration
Education
The George Washington University 2000 — 2004
Masters Certificate, Project mgmt
Elizabethtown College
BS, Business and Computer Science
Greg Cromer Greg Cromer's Fidelity Investments Experience 2008 - 2013
Job Owner at PostNet
Industry Printing
Experience
Fidelity Investments 2008 - 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Financial/Operations..., Strategic Planning, Staff Selection &..., Operations Management, Project Management, Communication, Account Management, Analysis, Business Development, Coaching, Cross-functional Team..., Customer Satisfaction, Leadership, Marketing, Program Management, Team Leadership, Portfolio Management, Customer Service, CRM, New Business Development, Management, Team Building
Education
Eastern New Mexico University
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments 2008 - 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Financial/Operations..., Strategic Planning, Staff Selection &..., Operations Management, Project Management, Communication, Account Management, Analysis, Business Development, Coaching, Cross-functional Team..., Customer Satisfaction, Leadership, Marketing, Program Management, Team Leadership, Portfolio Management, Customer Service, CRM, New Business Development, Management, Team Building
Education
Eastern New Mexico University
Bachelor of Business Administration (BBA), Marketing
Miles Ertel Miles Ertel's Fidelity Investments Experience December 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
JPMorgan Chase October 2013 - Present
Fidelity Investments February 2011 - October 2013
Self-Employed Contractor March 2006 - February 2011
Education
Eastern Washington University 2006 — 2010
BA, Business Administration and Management, General
Fidelity Investments December 2014 - Present
JPMorgan Chase October 2013 - Present
Fidelity Investments February 2011 - October 2013
Self-Employed Contractor March 2006 - February 2011
Education
Eastern Washington University 2006 — 2010
BA, Business Administration and Management, General
Colleen Dubois Colleen Dubois's Fidelity Investments Experience December 2001 - August 2003
Job Colleen Dubois Photographry
Industry Sporting Goods
Experience
Fischer Sports OwnerColleen Dubois Photography2011 - Present
Fidelity Investments December 2001 - August 2003
Skills
Photography, Sales Management, Marketing Strategy, Social Media, New Business Development, Customer Service, Retail, Social Media Marketing, Adobe Creative Suite, Merchandising
Education
Boston University Center for Digital Imaging 2009 — 2011
Photography
Eckerd College 1997 — 2001
B.A, Business Management
Fischer Sports OwnerColleen Dubois Photography2011 - Present
Fidelity Investments December 2001 - August 2003
Skills
Photography, Sales Management, Marketing Strategy, Social Media, New Business Development, Customer Service, Retail, Social Media Marketing, Adobe Creative Suite, Merchandising
Education
Boston University Center for Digital Imaging 2009 — 2011
Photography
Eckerd College 1997 — 2001
B.A, Business Management
Audrey CERVONI Audrey CERVONI's Fidelity Investments Experience 2015 - Present
Job Recruitment Consultant Bilingual at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments 2015 - Present
VIA Rail Canada 2012 - 2015
Amadeus 2011 - 2012
Assystem 2007 - 2011
Astek 2006 - 2007
Organic 2004 - 2005
INRIA 2002 - 2004
Le Meridien Hotels & Resorts March 2002 - August 2002
Skills
Human Resources, Recruiting, Project Management, Technical Recruiting
Education
Université Nice Sophia Antipolis 2002 — 2003
Master, Project Management
EDHEC Business School 2000 — 2002
Bachelor's, Marketing, Communication
Fidelity Investments 2015 - Present
VIA Rail Canada 2012 - 2015
Amadeus 2011 - 2012
Assystem 2007 - 2011
Astek 2006 - 2007
Organic 2004 - 2005
INRIA 2002 - 2004
Le Meridien Hotels & Resorts March 2002 - August 2002
Skills
Human Resources, Recruiting, Project Management, Technical Recruiting
Education
Université Nice Sophia Antipolis 2002 — 2003
Master, Project Management
EDHEC Business School 2000 — 2002
Bachelor's, Marketing, Communication
demarcus newton demarcus newton's Fidelity Investments Experience September 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
CSX Technology June 2011 - April 2013
Education
Edward Waters College 2006 — 2011
Bachelor of Science (BS), Mathematics
Fidelity Investments September 2012 - Present
CSX Technology June 2011 - April 2013
Education
Edward Waters College 2006 — 2011
Bachelor of Science (BS), Mathematics
Stephen (J.) Ketchum Stephen (J.) Ketchum's Fidelity Investments Experience September 2012 - Present
Job Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2012
Fidelity Investments April 2007 - March 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Skills
Employee Engagement, Management Development, Consensus Building, Cross-functional Team..., Budgeting, Budgets, Social Influence, Customer Service, Financial Services, Recruiting, Performance Management, Management, Hiring, Leadership, Employee Benefits, Strategy, Training, Team Building, Retirement Planning, CRM, Relationship Management, Business Planning, Risk Management, Team Leadership, Change Management, Sales, Leadership Development, Operations Management, Customer Satisfaction, Insurance, Executive Management, Marketing, Mergers & Acquisitions
Education
Eastern Michigan University
Fidelity Investments September 2012 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2012
Fidelity Investments April 2007 - March 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Skills
Employee Engagement, Management Development, Consensus Building, Cross-functional Team..., Budgeting, Budgets, Social Influence, Customer Service, Financial Services, Recruiting, Performance Management, Management, Hiring, Leadership, Employee Benefits, Strategy, Training, Team Building, Retirement Planning, CRM, Relationship Management, Business Planning, Risk Management, Team Leadership, Change Management, Sales, Leadership Development, Operations Management, Customer Satisfaction, Insurance, Executive Management, Marketing, Mergers & Acquisitions
Education
Eastern Michigan University
Kami-Lii (York) Ward's Fidelity Investments Experience January 2001 - May 2003
Job Administrative Assistant, Senior Associate at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
Massachusetts State Lottery Commission April 2014 - September 2014
Egon Zehnder April 2013 - April 2014
Harvard Management Company April 2009 - March 2013
Harvard Management Company January 2006 - April 2009
Harvard Management Company July 2004 - January 2006
WilmerHale June 2003 - July 2004
Fidelity Investments January 2001 - May 2003
Fidelity Investments January 1998 - January 2001
Fidelity Investments January 1996 - January 1998
Skills
Visio, PowerPoint, Microsoft Excel, Project Management, Time Management, Customer Service, Interviews, Outlook, Microsoft Office, Marketing, Research, Event Planning, Training, Social Networking, Human Resources, Public Speaking, Microsoft Word, MS Project, Access, Internet Explorer, InDesign, FileMaker, Community Outreach, Nonprofits, Editing, Administrative..., Proposal Writing, Accounting, Leadership, Vignette, Adobe, Directors Desk Board..., BoardVantage, Concur, Management
Education
Eastern Nazarene College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
Sanford-Brown College, (formerly Gibbs School) 1991 — 1991
Associate of Arts and Sciences (A.A.S.), Executive Assistant/Executive Secretary
State Street September 2014 - Present
Massachusetts State Lottery Commission April 2014 - September 2014
Egon Zehnder April 2013 - April 2014
Harvard Management Company April 2009 - March 2013
Harvard Management Company January 2006 - April 2009
Harvard Management Company July 2004 - January 2006
WilmerHale June 2003 - July 2004
Fidelity Investments January 2001 - May 2003
Fidelity Investments January 1998 - January 2001
Fidelity Investments January 1996 - January 1998
Skills
Visio, PowerPoint, Microsoft Excel, Project Management, Time Management, Customer Service, Interviews, Outlook, Microsoft Office, Marketing, Research, Event Planning, Training, Social Networking, Human Resources, Public Speaking, Microsoft Word, MS Project, Access, Internet Explorer, InDesign, FileMaker, Community Outreach, Nonprofits, Editing, Administrative..., Proposal Writing, Accounting, Leadership, Vignette, Adobe, Directors Desk Board..., BoardVantage, Concur, Management
Education
Eastern Nazarene College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
Sanford-Brown College, (formerly Gibbs School) 1991 — 1991
Associate of Arts and Sciences (A.A.S.), Executive Assistant/Executive Secretary
Jeffrey Farnell's Fidelity Investments Experience February 2003 - November 2008
Job Regional Vice President, Sales (QPFC) Voya Financial Partners, LLC
Industry Financial Services
Experience
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
Amanda Martin Amanda Martin's Fidelity Investments Experience September 2014 - Present
Job Procurement Category Operations
Industry Security and Investigations
Experience
Fidelity Investments September 2014 - Present
Senspex, Inc. June 2013 - April 2014
ARA 2012 - 2013
Guardsmark June 2009 - April 2012
CUTCO Cutlery June 2003 - September 2004
Skills
Recruitment/Retention, Employee Hiring, Employee Benefits, Payroll Processing, ISO 9000: 2008, Training & Development, New Hire Orientation, OSHA, Performance Management, Customer Service, Leadership Development, Employee Relations, Sales Presentations, Training, Payroll, New Hire Orientations, Management, Employee Training, Recruiting, Human Resources, Account Management, Coaching, Talent Acquisition, Team Building, Customer Retention, Time Management, Leadership, Cold Calling, Benefits Administration, Background Checks, Negotiation, FMLA, Inventory Management, Sales Management, Operations Management, Applicant Tracking..., College Recruiting, EEO, Labor Relations, 401k, Conflict Resolution, Organizational..., Interviews, COBRA, Succession Planning, Team Management, Budgets, Workforce Planning, Deferred Compensation, ADP Payroll
Education
Eastern New Mexico University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
New Mexico Institute of Mining and Technology 2005 — 2009
Bachelors, Business Administration and Management, General, 3.83
Fidelity Investments September 2014 - Present
Senspex, Inc. June 2013 - April 2014
ARA 2012 - 2013
Guardsmark June 2009 - April 2012
CUTCO Cutlery June 2003 - September 2004
Skills
Recruitment/Retention, Employee Hiring, Employee Benefits, Payroll Processing, ISO 9000: 2008, Training & Development, New Hire Orientation, OSHA, Performance Management, Customer Service, Leadership Development, Employee Relations, Sales Presentations, Training, Payroll, New Hire Orientations, Management, Employee Training, Recruiting, Human Resources, Account Management, Coaching, Talent Acquisition, Team Building, Customer Retention, Time Management, Leadership, Cold Calling, Benefits Administration, Background Checks, Negotiation, FMLA, Inventory Management, Sales Management, Operations Management, Applicant Tracking..., College Recruiting, EEO, Labor Relations, 401k, Conflict Resolution, Organizational..., Interviews, COBRA, Succession Planning, Team Management, Budgets, Workforce Planning, Deferred Compensation, ADP Payroll
Education
Eastern New Mexico University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
New Mexico Institute of Mining and Technology 2005 — 2009
Bachelors, Business Administration and Management, General, 3.83
Horatio Watkins's Fidelity Investments Experience 2006 - 2008
Job System Administrator, ICS Technologies
Industry Information Technology and Services
Experience
ICS Technologies March 2012 - Present
Nflatables Fun Land Rentals January 2009 - Present
Time Warner Cable 2008 - 2012
Fidelity Investments 2006 - 2008
Foot Locker 2003 - 2005
Skills
Windows 7, Active Directory, Microsoft Exchange, Windows Server, DHCP, XP, Group Policy, Servers, Computer Hardware, Symantec Endpoint..., DNS, Printers, Lync Server 2010, IP PBX, Networking, Security, VPN, Customer Service
Education
ECPI College of Technology 2001 — 2003
Network Security
ICS Technologies March 2012 - Present
Nflatables Fun Land Rentals January 2009 - Present
Time Warner Cable 2008 - 2012
Fidelity Investments 2006 - 2008
Foot Locker 2003 - 2005
Skills
Windows 7, Active Directory, Microsoft Exchange, Windows Server, DHCP, XP, Group Policy, Servers, Computer Hardware, Symantec Endpoint..., DNS, Printers, Lync Server 2010, IP PBX, Networking, Security, VPN, Customer Service
Education
ECPI College of Technology 2001 — 2003
Network Security
Agnes Doherty's Fidelity Investments Experience August 2014 - Present
Job Business Development Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments March 2014 - August 2014
CI Investments Inc. November 2012 - March 2014
Skills
Mutual Funds, Economics, Financial Services, Customer Service, Data Analysis, Microsoft Office, Corporate Finance, Investments, Finance, Financial Analysis, Sales, Financial Planning, Investment Strategies, Leadership, Relationship Management, Asset Management, Teamwork
Education
NUI Maynooth 2008 — 2012
Bachelor's degree, International Finance and Economics
ESC Rennes 2010 — 2011
Bachelor's degree, International Business
CFA Institute
Fidelity Investments August 2014 - Present
Fidelity Investments March 2014 - August 2014
CI Investments Inc. November 2012 - March 2014
Skills
Mutual Funds, Economics, Financial Services, Customer Service, Data Analysis, Microsoft Office, Corporate Finance, Investments, Finance, Financial Analysis, Sales, Financial Planning, Investment Strategies, Leadership, Relationship Management, Asset Management, Teamwork
Education
NUI Maynooth 2008 — 2012
Bachelor's degree, International Finance and Economics
ESC Rennes 2010 — 2011
Bachelor's degree, International Business
CFA Institute
Danielle Fleet Danielle Fleet's Fidelity Investments Experience August 2012 - April 2013
Job Portfolio Oversight Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2015 - Present
U.S. Trust September 2014 - March 2015
U.S. Trust April 2013 - September 2014
Fidelity Investments August 2012 - April 2013
Tomorrow BioFuels 2011 - August 2012
University of Rhode Island January 2011 - May 2011
AmWINS Group December 2009 - July 2010
Skills
Financial Analysis, Communication Skills, Microsoft Excel, Mainframe, PowerPoint, Microsoft Office, Corporate Finance, Financial Reporting, Marketing, Series 7, Finance, Trading, Customer Service, Data Analysis, Financial Services, Strategic Financial..., Investments, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor's degree, Finance, General
Eckerd College 2007 — 2008
Psychology
U.S. Trust March 2015 - Present
U.S. Trust September 2014 - March 2015
U.S. Trust April 2013 - September 2014
Fidelity Investments August 2012 - April 2013
Tomorrow BioFuels 2011 - August 2012
University of Rhode Island January 2011 - May 2011
AmWINS Group December 2009 - July 2010
Skills
Financial Analysis, Communication Skills, Microsoft Excel, Mainframe, PowerPoint, Microsoft Office, Corporate Finance, Financial Reporting, Marketing, Series 7, Finance, Trading, Customer Service, Data Analysis, Financial Services, Strategic Financial..., Investments, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor's degree, Finance, General
Eckerd College 2007 — 2008
Psychology
Paul Sheehan's Fidelity Investments Experience September 2014 - February 2015
Job Ameriprise Financial
Industry Financial Services
Experience
Paul Fragala and Associates March 2015 - Present
Fidelity Investments September 2014 - February 2015
Fidelity Investments June 2014 - September 2014
Putnam Investments February 2012 - May 2014
IDC July 2011 - September 2011
Shareholder.com October 2009 - July 2011
Mercer April 2009 - July 2009
Mercer Outsourcing April 2009 - July 2009
Cammack LaRhette Consulting August 2007 - October 2008
Cammack LaRhette Consulting August 2007 - October 2008
Education
North Andover High School 1991 — 1994
Eastern Nazarene College
Bachelors of Science Degree, Business Administration
Paul Fragala and Associates March 2015 - Present
Fidelity Investments September 2014 - February 2015
Fidelity Investments June 2014 - September 2014
Putnam Investments February 2012 - May 2014
IDC July 2011 - September 2011
Shareholder.com October 2009 - July 2011
Mercer April 2009 - July 2009
Mercer Outsourcing April 2009 - July 2009
Cammack LaRhette Consulting August 2007 - October 2008
Cammack LaRhette Consulting August 2007 - October 2008
Education
North Andover High School 1991 — 1994
Eastern Nazarene College
Bachelors of Science Degree, Business Administration
Aleksandr Gidenko's Fidelity Investments Experience March 2015 - Present
Job Software Engineer in Test at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments March 2015 - Present
American Red Cross June 2013 - March 2015
Ancora Counseling Center January 2012 - January 2015
Cleaned By Vera January 2012 - January 2015
LSSiDATA August 2011 - June 2013
Erie Strayer Company June 2010 - June 2013
Erie Strayer Company May 2005 - June 2010
Skills
Linux, XML, Shell Scripting, Unix, CVS, SQL, Software Development, REST, JavaScript, Java, MySQL, Databases, C++, Perl, C, Subversion, HTML, PHP, Git, DB2, C/C++, Unix Shell Scripting, Windows, PostgreSQL, SQLite, OpenGL, Qt, Web Development, System Administration, Cloud Computing, Amazon Web Services..., HTML5, Responsive Web Design, Backbone.js, Bootstrap, OS X, LAMP administration, LAMP, Laravel, jQuery, R
Education
Edinboro University of Pennsylvania 2004 — 2010
BS, Computer Science
Udacity
Computer Science
Fidelity Investments March 2015 - Present
American Red Cross June 2013 - March 2015
Ancora Counseling Center January 2012 - January 2015
Cleaned By Vera January 2012 - January 2015
LSSiDATA August 2011 - June 2013
Erie Strayer Company June 2010 - June 2013
Erie Strayer Company May 2005 - June 2010
Skills
Linux, XML, Shell Scripting, Unix, CVS, SQL, Software Development, REST, JavaScript, Java, MySQL, Databases, C++, Perl, C, Subversion, HTML, PHP, Git, DB2, C/C++, Unix Shell Scripting, Windows, PostgreSQL, SQLite, OpenGL, Qt, Web Development, System Administration, Cloud Computing, Amazon Web Services..., HTML5, Responsive Web Design, Backbone.js, Bootstrap, OS X, LAMP administration, LAMP, Laravel, jQuery, R
Education
Edinboro University of Pennsylvania 2004 — 2010
BS, Computer Science
Udacity
Computer Science
Emil Iantchev Emil Iantchev's Fidelity Investments Experience January 2015 - Present
Job Senior Research Analyst, Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - December 2014
Boston University September 2012 - December 2012
Bentley University September 2012 - December 2012
Syracuse University August 2006 - May 2012
Center for Population Economics, University of Chicago May 2004 - August 2006
RCF Economic & Financial Consulting June 2003 - December 2003
Skills
Behavioral Finance, Matlab, Mathematica, Stata, Macroeconomics, Microeconomics, Quantitative Analytics, Asset Allocation, Risk Analysis, Dynamic Programming, Robust Control, Markov Chains, Monte Carlo Simulation, Economic Research
Education
University of Chicago 2001 — 2006
Doctor of Philosophy (PhD), Economics
Eckerd College 1997 — 2001
Bachelor's degree, Economics, Mathematics
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - December 2014
Boston University September 2012 - December 2012
Bentley University September 2012 - December 2012
Syracuse University August 2006 - May 2012
Center for Population Economics, University of Chicago May 2004 - August 2006
RCF Economic & Financial Consulting June 2003 - December 2003
Skills
Behavioral Finance, Matlab, Mathematica, Stata, Macroeconomics, Microeconomics, Quantitative Analytics, Asset Allocation, Risk Analysis, Dynamic Programming, Robust Control, Markov Chains, Monte Carlo Simulation, Economic Research
Education
University of Chicago 2001 — 2006
Doctor of Philosophy (PhD), Economics
Eckerd College 1997 — 2001
Bachelor's degree, Economics, Mathematics
Winnie Chen's Fidelity Investments Experience January 2015 - May 2015
Job Graduating Business Student at Wilfrid Laurier University
Industry Marketing and Advertising
Experience
Fidelity Investments January 2015 - May 2015
LinkedIn Canada December 2013 - April 2014
DECA U Laurier April 2013 - April 2014
CIBC April 2013 - August 2013
DECA U Laurier April 2012 - April 2013
School of Business and Economics Students Society April 2012 - April 2013
Pizza Pizza, Toronto August 2010 - March 2011
Baird Sampson Neuert Architects October 2009 - May 2010
Skills
Creative Concept..., Adobe Creative Suite, Visual Effects, Innovative Problem..., Microsoft Office, Team Leadership, Presentations, Organization, Product Development, Time Management, Marketing Strategy, Marketing Communications, Teamwork, Event Planning, Microsoft Excel, Marketing, Social Media, PowerPoint, Advertising, Leadership, Social Media Marketing, Event Management, Public Speaking, Customer Service, Data Analysis, Microsoft Word, Photoshop, Social Networking, Market Research, Access
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Business Administration (BBA)
Ecole supérieure de Commerce de Rennes 2014 — 2014
Undergraduate Exchange Program
Fidelity Investments January 2015 - May 2015
LinkedIn Canada December 2013 - April 2014
DECA U Laurier April 2013 - April 2014
CIBC April 2013 - August 2013
DECA U Laurier April 2012 - April 2013
School of Business and Economics Students Society April 2012 - April 2013
Pizza Pizza, Toronto August 2010 - March 2011
Baird Sampson Neuert Architects October 2009 - May 2010
Skills
Creative Concept..., Adobe Creative Suite, Visual Effects, Innovative Problem..., Microsoft Office, Team Leadership, Presentations, Organization, Product Development, Time Management, Marketing Strategy, Marketing Communications, Teamwork, Event Planning, Microsoft Excel, Marketing, Social Media, PowerPoint, Advertising, Leadership, Social Media Marketing, Event Management, Public Speaking, Customer Service, Data Analysis, Microsoft Word, Photoshop, Social Networking, Market Research, Access
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Business Administration (BBA)
Ecole supérieure de Commerce de Rennes 2014 — 2014
Undergraduate Exchange Program
Brendan Corcoran Brendan Corcoran's Fidelity Investments Experience September 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments April 2015 - August 2015
Exact Sciences June 2014 - March 2015
RedPath Integrated Pathology December 2013 - May 2014
RedPath Integrated Pathology June 2012 - December 2013
RedPath Integrated Pathology June 2011 - June 2012
Polo Ralph Lauren January 2009 - June 2011
Skills
Research, Molecular Diagnostics, Gastroenterology, Sales, Coaching, Clinical Trials, Management, Data Analysis, Oncology
Education
Elizabethtown College 2008 — 2012
Bachelor of Science (BS), Biology, Pre-Medicine
Fidelity Investments September 2015 - Present
Fidelity Investments April 2015 - August 2015
Exact Sciences June 2014 - March 2015
RedPath Integrated Pathology December 2013 - May 2014
RedPath Integrated Pathology June 2012 - December 2013
RedPath Integrated Pathology June 2011 - June 2012
Polo Ralph Lauren January 2009 - June 2011
Skills
Research, Molecular Diagnostics, Gastroenterology, Sales, Coaching, Clinical Trials, Management, Data Analysis, Oncology
Education
Elizabethtown College 2008 — 2012
Bachelor of Science (BS), Biology, Pre-Medicine
Debra Salvador's Fidelity Investments Experience June 2012 - Present
Job Performance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Nokia 2000 - February 2012
Nokia 2000 - 2010
AT&T Wireless 1995 - 1998
Skills
Account Management, Telecommunications, Marketing, Strategic Partnerships, Customer Focus, Solution Selling, Value Based Selling, Virtual Teams, Wireless, Retail, B2B, Sales, Management, Direct Sales, Sales Operations, Selling, Training, Product Marketing, Sales Presentations, Vendor Management, Salesforce.com, Call Centers, Managed Services, Contract Negotiation
Education
Elizabethtown College 1989 — 1993
BA
Fidelity Investments June 2012 - Present
Nokia 2000 - February 2012
Nokia 2000 - 2010
AT&T Wireless 1995 - 1998
Skills
Account Management, Telecommunications, Marketing, Strategic Partnerships, Customer Focus, Solution Selling, Value Based Selling, Virtual Teams, Wireless, Retail, B2B, Sales, Management, Direct Sales, Sales Operations, Selling, Training, Product Marketing, Sales Presentations, Vendor Management, Salesforce.com, Call Centers, Managed Services, Contract Negotiation
Education
Elizabethtown College 1989 — 1993
BA
Ellen Flood Ellen Flood's Fidelity Investments Experience July 1998 - December 2000
Job Paralegal at Lee, Goodwin, Lee, Lewis & Dobson
Industry Legal Services
Experience
Lee, Goodwin, Lee, Lewis & Dobson August 2015 - Present
Law Offices of Aaron K. Mulvey April 2013 - February 2015
Legal Aid of NorthWest Texas December 2012 - February 2015
Mothers Against Drunk Driving January 2011 - September 2011
Egon Zehnder March 2006 - May 2010
National Fiduciary Services November 2004 - December 2005
Retail Forward June 2001 - October 2004
Fidelity Investments July 1998 - December 2000
Fidelity Investments January 1996 - July 1998
Fidelity Investments February 1994 - January 1996
Skills
OneSource, Capital IQ, Factiva, Research, Hoovers, Word, Outlook, Excel, Microsoft Office, PowerPoint, Executive Search, Microsoft Word, Microsoft Excel, Market Research, Human Resources, Start-ups, Consulting, Analysis
Education
Texas State University 1981 — 1986
BA, Journalism, Public Relations; Minor: Marketing
El Centro College 2011 — 2012
Associate of Applied Sciences, Paralegal Studies, 3.8 GPA
Lee, Goodwin, Lee, Lewis & Dobson August 2015 - Present
Law Offices of Aaron K. Mulvey April 2013 - February 2015
Legal Aid of NorthWest Texas December 2012 - February 2015
Mothers Against Drunk Driving January 2011 - September 2011
Egon Zehnder March 2006 - May 2010
National Fiduciary Services November 2004 - December 2005
Retail Forward June 2001 - October 2004
Fidelity Investments July 1998 - December 2000
Fidelity Investments January 1996 - July 1998
Fidelity Investments February 1994 - January 1996
Skills
OneSource, Capital IQ, Factiva, Research, Hoovers, Word, Outlook, Excel, Microsoft Office, PowerPoint, Executive Search, Microsoft Word, Microsoft Excel, Market Research, Human Resources, Start-ups, Consulting, Analysis
Education
Texas State University 1981 — 1986
BA, Journalism, Public Relations; Minor: Marketing
El Centro College 2011 — 2012
Associate of Applied Sciences, Paralegal Studies, 3.8 GPA
Frederick Ness Frederick Ness's Fidelity Investments Experience November 1989 - July 1992
Job Experienced Management and Education Consultant
Industry Management Consulting
Experience
Frederick Ness Consulting August 1992 - Present
Fidelity Investments November 1989 - July 1992
Law Offices of Ness and Hanson June 1985 - October 1989
Education
Teachers College of Columbia University 2006 — 2009
Doctor of Education, Organization and Leadership
University of Oxford 2000 — 2002
Doctor of Philosophy, Philosophy
1995 — 1996
Master of Advanced Studies, Finance
University of Cambridge 1988 — 1989
Master of Business Administration, Economics and Organisational Behaviour
Stanford University Law School 1982 — 1985
Juris Doctor, Human Rights Law and Business Law
Harvard University 1979 — 1982
Bachelor of Arts, Economics, French, and Philosophy
Frederick Ness Consulting August 1992 - Present
Fidelity Investments November 1989 - July 1992
Law Offices of Ness and Hanson June 1985 - October 1989
Education
Teachers College of Columbia University 2006 — 2009
Doctor of Education, Organization and Leadership
University of Oxford 2000 — 2002
Doctor of Philosophy, Philosophy
1995 — 1996
Master of Advanced Studies, Finance
University of Cambridge 1988 — 1989
Master of Business Administration, Economics and Organisational Behaviour
Stanford University Law School 1982 — 1985
Juris Doctor, Human Rights Law and Business Law
Harvard University 1979 — 1982
Bachelor of Arts, Economics, French, and Philosophy
Michael Okamoto's Fidelity Investments Experience February 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - February 2015
Alpha Kappa Psi: Eta Phi September 2012 - June 2013
Dessert Pals December 2012 - May 2013
Eagle Espresso May 2012 - February 2013
Ross Stores July 2011 - February 2012
Skills
Customer Service, Leadership, Marketing Strategy, Friendly Personality, Social Networking, Computer-savvy, Internet Entrepreneur, Microsoft Excel, Microsoft Office, Team Effectiveness, Outspoken, Organizational Agility, Networking, Telephone Skills, Sales, Teamwork, Innovativeness, Highly Dedicated, Microsoft Word, PowerPoint, Time Management, Finance, Communication
Education
Eastern Washington University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.18 (cumulative) 3.05 (major)
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - February 2015
Alpha Kappa Psi: Eta Phi September 2012 - June 2013
Dessert Pals December 2012 - May 2013
Eagle Espresso May 2012 - February 2013
Ross Stores July 2011 - February 2012
Skills
Customer Service, Leadership, Marketing Strategy, Friendly Personality, Social Networking, Computer-savvy, Internet Entrepreneur, Microsoft Excel, Microsoft Office, Team Effectiveness, Outspoken, Organizational Agility, Networking, Telephone Skills, Sales, Teamwork, Innovativeness, Highly Dedicated, Microsoft Word, PowerPoint, Time Management, Finance, Communication
Education
Eastern Washington University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.18 (cumulative) 3.05 (major)
Loreen Studley Loreen Studley's Fidelity Investments Experience October 2011 - Present
Job Director, Product Manager at Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments February 2010 - October 2011
Fidelity Investments September 2007 - February 2010
Fidelity Investments January 2004 - September 2007
Fidelity Investments September 2001 - January 2004
The Hartford October 1998 - September 2001
Manulife Financial August 1994 - June 1998
Skills
Process Improvement
Education
Life Office Management Association
Fellow, Life Management Institute - FLMI, With Distinction
The American College 1996 — 2006
6 exams completed towards Chartered Life Underwriter (CLU) designation
Life Office Management Association
Associate Insurance Agency Administration - AIAA, With Honors
Life Office Management Association
Associate Customer Service - ACS, With Honors
Eckerd College 1990 — 1994
BA, Economics, With Honors
University of Notre Dame
Summer Program - PWMEGS, Economic Status of the Minority Elderly
Fidelity Investments October 2011 - Present
Fidelity Investments February 2010 - October 2011
Fidelity Investments September 2007 - February 2010
Fidelity Investments January 2004 - September 2007
Fidelity Investments September 2001 - January 2004
The Hartford October 1998 - September 2001
Manulife Financial August 1994 - June 1998
Skills
Process Improvement
Education
Life Office Management Association
Fellow, Life Management Institute - FLMI, With Distinction
The American College 1996 — 2006
6 exams completed towards Chartered Life Underwriter (CLU) designation
Life Office Management Association
Associate Insurance Agency Administration - AIAA, With Honors
Life Office Management Association
Associate Customer Service - ACS, With Honors
Eckerd College 1990 — 1994
BA, Economics, With Honors
University of Notre Dame
Summer Program - PWMEGS, Economic Status of the Minority Elderly
Jacob Guevara's Fidelity Investments Experience February 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
BURNDY LLC May 2012 - February 2014
MorganStanley SmithBarney LLC June 2011 - August 2011
Skills
•Proficient in Word..., Microsoft Excel, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Team Building, Sales, Financial Analysis
Education
Eastern Nazarene College 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Fidelity Investments February 2014 - Present
BURNDY LLC May 2012 - February 2014
MorganStanley SmithBarney LLC June 2011 - August 2011
Skills
•Proficient in Word..., Microsoft Excel, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Team Building, Sales, Financial Analysis
Education
Eastern Nazarene College 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Will Butts's Fidelity Investments Experience June 2005 - September 2006
Job Senior Accountant at The Aberdeen Group
Industry Financial Services
Experience
The Aberdeen Group August 2015 - Present
ADS Financial Services Solutions February 2011 - Present
Massachusetts Medical Society December 2010 - February 2011
American Personnel April 2007 - November 2010
CitiStreet Financial September 2006 - April 2007
Fidelity Investments June 2005 - September 2006
Fidelity Investments March 2001 - June 2005
Koster Insurance Agency December 1999 - March 2001
State Street Bank August 1999 - October 1999
Bank of Boston October 1996 - August 1999
Skills
Payroll, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Outlook, Customer Service
Education
Eastern Nazarene College 1998 — 2001
Business
The Aberdeen Group August 2015 - Present
ADS Financial Services Solutions February 2011 - Present
Massachusetts Medical Society December 2010 - February 2011
American Personnel April 2007 - November 2010
CitiStreet Financial September 2006 - April 2007
Fidelity Investments June 2005 - September 2006
Fidelity Investments March 2001 - June 2005
Koster Insurance Agency December 1999 - March 2001
State Street Bank August 1999 - October 1999
Bank of Boston October 1996 - August 1999
Skills
Payroll, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Outlook, Customer Service
Education
Eastern Nazarene College 1998 — 2001
Business
Donna Richard's Fidelity Investments Experience November 1998 - June 2005
Job Executive Assistant at Marketing Solutions Center (MSC) a WPP Company
Industry Marketing and Advertising
Experience
Marketing Solutions Center (MSC) a WPP Company April 2014 - Present
Iron Mountain March 2012 - November 2013
State Street Corporation June 2009 - January 2012
Biogen Idec December 2008 - June 2009
ITT September 2006 - November 2008
Asset Management Finance June 2005 - September 2006
Fidelity Investments November 1998 - June 2005
Skills
Executive Support, Office Management, Executive..., Project Management, Team Leadership, Coordinating Events, Teamwork, Executive Presentations, Risk Management, Information Security, Secretarial Skills, Confidentiality, Office Administration, Microsoft Office, PowerPoint, Messaging, Customer Service, Salesforce.com, Team Building, Sales, Management, Event Planning, Outlook, Leadership, SharePoint, Strategic Planning
Education
Eastern Nazarene College 2003 — 2006
Bachelor's degree, Business Management
Katharine Gibbs 1993 — 1994
Certificate, Information Processing
Marketing Solutions Center (MSC) a WPP Company April 2014 - Present
Iron Mountain March 2012 - November 2013
State Street Corporation June 2009 - January 2012
Biogen Idec December 2008 - June 2009
ITT September 2006 - November 2008
Asset Management Finance June 2005 - September 2006
Fidelity Investments November 1998 - June 2005
Skills
Executive Support, Office Management, Executive..., Project Management, Team Leadership, Coordinating Events, Teamwork, Executive Presentations, Risk Management, Information Security, Secretarial Skills, Confidentiality, Office Administration, Microsoft Office, PowerPoint, Messaging, Customer Service, Salesforce.com, Team Building, Sales, Management, Event Planning, Outlook, Leadership, SharePoint, Strategic Planning
Education
Eastern Nazarene College 2003 — 2006
Bachelor's degree, Business Management
Katharine Gibbs 1993 — 1994
Certificate, Information Processing
Christina Derome Christina Derome's Fidelity Investments Experience February 2012 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Shields MRI January 1995 - July 2011
Skills
Microsoft Office, Social Media, Meeting Planning, Notary Public, Travel Arrangements, Expense Reports, Calendaring, Outlook, Budgets, Customer Service, Leadership, Management, PowerPoint
Education
Eastern Nazarene College
Certificate, Paralegal Studies
Quinsigamond Community College
Certificate, Pharmacy Technician/Assistant
Fidelity Investments February 2012 - Present
Shields MRI January 1995 - July 2011
Skills
Microsoft Office, Social Media, Meeting Planning, Notary Public, Travel Arrangements, Expense Reports, Calendaring, Outlook, Budgets, Customer Service, Leadership, Management, PowerPoint
Education
Eastern Nazarene College
Certificate, Paralegal Studies
Quinsigamond Community College
Certificate, Pharmacy Technician/Assistant
Catherine Newcomb-White's Fidelity Investments Experience Sr. Training CoordinatorFidelity Investments1999 - 2006
Job Training Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sr. Training CoordinatorFidelity Investments1999 - 2006
Mr. Tux 1992 - 1999
Skills
Leadership Development, Project Management, Vendor Management, Program Management, Performance Management, Process Improvement, Business Analysis, Management, Training, PowerPoint, Organizational...
Education
Eastern Nazarene College 2002 — 2003
Bachelor, Management
Eastern Nazarene College 1999 — 2001
Associates, Business
Fidelity Investments Sr. Training CoordinatorFidelity Investments1999 - 2006
Mr. Tux 1992 - 1999
Skills
Leadership Development, Project Management, Vendor Management, Program Management, Performance Management, Process Improvement, Business Analysis, Management, Training, PowerPoint, Organizational...
Education
Eastern Nazarene College 2002 — 2003
Bachelor, Management
Eastern Nazarene College 1999 — 2001
Associates, Business
Steve Weissenfluh Steve Weissenfluh's Fidelity Investments Experience 2005 - 2006
Job Retired Telecommunications Manager
Industry Telecommunications
Experience
Carroll ISD September 2006 - Present
Fidelity Investments 2005 - 2006
Verizon 1973 - 2003
Skills
Process Improvement, Operations Management, Vendor Management, Telecommunications, Strategic Planning, Government
Education
Eastern Oregon University 1971 — 1975
Carroll ISD September 2006 - Present
Fidelity Investments 2005 - 2006
Verizon 1973 - 2003
Skills
Process Improvement, Operations Management, Vendor Management, Telecommunications, Strategic Planning, Government
Education
Eastern Oregon University 1971 — 1975
Jennifer Pacitti's Fidelity Investments Experience November 2009 - Present
Job Director Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
MFS Investment Management May 2008 - November 2008
MFS Investment Management January 2005 - May 2008
MFS Investment Management January 2000 - January 2005
MFS Investment Management February 1996 - January 2000
Skills
Process Improvement, Risk Management, Teamwork, Mentoring, Financial Risk, Project Management, Risk Assessment, Asset Management, Business Analysis, Fixed Income, Equities, Portfolio Management
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management
Fidelity Investments November 2009 - Present
MFS Investment Management May 2008 - November 2008
MFS Investment Management January 2005 - May 2008
MFS Investment Management January 2000 - January 2005
MFS Investment Management February 1996 - January 2000
Skills
Process Improvement, Risk Management, Teamwork, Mentoring, Financial Risk, Project Management, Risk Assessment, Asset Management, Business Analysis, Fixed Income, Equities, Portfolio Management
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management
Carole Meyre, PMP, CSM Carole Meyre, PMP, CSM's Fidelity Investments Experience May 2007 - December 2008
Job Senior Project Lead Global Technology Operations Application Development at MetLife
Industry Information Technology and Services
Experience
MetLife July 2014 - Present
Contract Project Manager January 2013 - July 2014
Buck Consultants (a Xerox Company) November 2010 - December 2012
Various contracts January 2009 - October 2010
Fidelity Investments May 2007 - December 2008
ACS (Affiliated Computer Services) June 2000 - May 2007
ING May 1999 - April 2000
Dun & Bradstreet HealthPlan Services May 1994 - May 1999
Prior Experience 1983 - 1994
Skills
Project Management, Program Management, SDLC, Business Analysis, Process Improvement, PMP, Software Project..., Vendor Management, Requirements Analysis, Change Management, Outsourcing, Marketing Communications, Account Management, Product Launch, Creative Solutions, User Experience, Start-ups, Employee Benefits, Total Rewards, Web Application Design, Consulting, Health Insurance, Marketing Strategy, Ektron Content..., DotNetNuke, User Acceptance Testing, Global Teams, Defined Contribution, Web Content Management, Solution Delivery, Service Delivery, Leadership, SEO, Requirements Gathering, Team Leadership, Management, Team Building, Business Requirements, Enterprise Software, Web Analytics, Project Portfolio..., Project Planning, Strategy, Human Resources, CRM, Integration, Resource Management, PMO, Strategic Planning
Education
Eckerd College
BA
Virgina Tech
MetLife July 2014 - Present
Contract Project Manager January 2013 - July 2014
Buck Consultants (a Xerox Company) November 2010 - December 2012
Various contracts January 2009 - October 2010
Fidelity Investments May 2007 - December 2008
ACS (Affiliated Computer Services) June 2000 - May 2007
ING May 1999 - April 2000
Dun & Bradstreet HealthPlan Services May 1994 - May 1999
Prior Experience 1983 - 1994
Skills
Project Management, Program Management, SDLC, Business Analysis, Process Improvement, PMP, Software Project..., Vendor Management, Requirements Analysis, Change Management, Outsourcing, Marketing Communications, Account Management, Product Launch, Creative Solutions, User Experience, Start-ups, Employee Benefits, Total Rewards, Web Application Design, Consulting, Health Insurance, Marketing Strategy, Ektron Content..., DotNetNuke, User Acceptance Testing, Global Teams, Defined Contribution, Web Content Management, Solution Delivery, Service Delivery, Leadership, SEO, Requirements Gathering, Team Leadership, Management, Team Building, Business Requirements, Enterprise Software, Web Analytics, Project Portfolio..., Project Planning, Strategy, Human Resources, CRM, Integration, Resource Management, PMO, Strategic Planning
Education
Eckerd College
BA
Virgina Tech
Joe Brophy's Fidelity Investments Experience 1996 - 2009
Job IT Professional
Industry Individual & Family Services
Experience
EMC Corporation January 2012 - April 2014
Fidelity Investments 1996 - 2009
Putnam Investments 1990 - 1996
State Street Bank 1988 - 1990
Northrop Grumman Corporation January 1985 - May 1987
Skills
Analysis, Business Requirements, Team Building, Budgets, Business Analysis, Project Planning, Quality Assurance, DB2, Financial Services, Leadership, SDLC, SQL, Systems Analysis, COBOL
Education
Eastern Nazarene College 1994 — 1996
yes, Business Administration
EMC Corporation January 2012 - April 2014
Fidelity Investments 1996 - 2009
Putnam Investments 1990 - 1996
State Street Bank 1988 - 1990
Northrop Grumman Corporation January 1985 - May 1987
Skills
Analysis, Business Requirements, Team Building, Budgets, Business Analysis, Project Planning, Quality Assurance, DB2, Financial Services, Leadership, SDLC, SQL, Systems Analysis, COBOL
Education
Eastern Nazarene College 1994 — 1996
yes, Business Administration
Malek Atallah's Fidelity Investments Experience August 2013 - May 2014
Job Senior Analyst, Pricing & Data Analytics at Shutterfly, Inc.
Industry Internet
Experience
Shutterfly, Inc. June 2015 - Present
Moody's Corporation July 2014 - June 2015
UC Berkeley, EE department / California Institute for Energy & Environment March 2014 - May 2014
Fidelity Investments August 2013 - May 2014
CapitalMap (Early-stage startup) October 2013 - April 2014
World Bank Group June 2012 - June 2013
Laboratoire Ville Mobilité Transport (LVMT) January 2012 - June 2012
Faculty of Engineering, University of Porto April 2011 - July 2011
Education
University of California, Berkeley
Master of Engineering (M.Eng.), Operations Research
Ecole Nationale des Ponts et Chaussées
Master of Science (M.Sc.), Financial Engineering and Computer Science
Ecole nationale des Ponts et Chaussées
Bachelor of Science (B.Sc.), Financial Engineering and Computer Science
London School of Economics and Political Science
International Finance
Peking University
Chinese economy
HEC Paris
Entrepreneurship/Entrepreneurial Studies
Shutterfly, Inc. June 2015 - Present
Moody's Corporation July 2014 - June 2015
UC Berkeley, EE department / California Institute for Energy & Environment March 2014 - May 2014
Fidelity Investments August 2013 - May 2014
CapitalMap (Early-stage startup) October 2013 - April 2014
World Bank Group June 2012 - June 2013
Laboratoire Ville Mobilité Transport (LVMT) January 2012 - June 2012
Faculty of Engineering, University of Porto April 2011 - July 2011
Education
University of California, Berkeley
Master of Engineering (M.Eng.), Operations Research
Ecole Nationale des Ponts et Chaussées
Master of Science (M.Sc.), Financial Engineering and Computer Science
Ecole nationale des Ponts et Chaussées
Bachelor of Science (B.Sc.), Financial Engineering and Computer Science
London School of Economics and Political Science
International Finance
Peking University
Chinese economy
HEC Paris
Entrepreneurship/Entrepreneurial Studies
Charles F Trulear V Charles F Trulear V's Fidelity Investments Experience August 2006 - August 2007
Job
Industry Human Resources
Experience
Towers Watson November 2013 - Present
Mercer October 2011 - October 2013
ACS, a Xerox Company August 2010 - September 2011
Hewlett-Packard August 2009 - July 2010
EDS August 2008 - July 2009
EDS September 2007 - July 2008
Fidelity Investments August 2006 - August 2007
EDS April 2005 - July 2006
Towers Perrin June 1997 - March 2005
Prudential April 1978 - May 1997
Skills
Benefits Administration, Business Analysis, Business Process..., Change Management, Consulting, Defined Benefit, Employee Benefits, HRIS, Leadership, Outsourcing, Performance Management, Process Improvement, Program Management, Requirements Analysis, SDLC, Service Delivery, Vendor Management, BPO, Requirements Gathering
Education
Eastern University 1994 — 1999
MBA
Towers Watson November 2013 - Present
Mercer October 2011 - October 2013
ACS, a Xerox Company August 2010 - September 2011
Hewlett-Packard August 2009 - July 2010
EDS August 2008 - July 2009
EDS September 2007 - July 2008
Fidelity Investments August 2006 - August 2007
EDS April 2005 - July 2006
Towers Perrin June 1997 - March 2005
Prudential April 1978 - May 1997
Skills
Benefits Administration, Business Analysis, Business Process..., Change Management, Consulting, Defined Benefit, Employee Benefits, HRIS, Leadership, Outsourcing, Performance Management, Process Improvement, Program Management, Requirements Analysis, SDLC, Service Delivery, Vendor Management, BPO, Requirements Gathering
Education
Eastern University 1994 — 1999
MBA
Nate Simon's Fidelity Investments Experience June 2011 - August 2011
Job Director of Web Development at Greater Boston Real Estate Board
Industry Graphic Design
Experience
Greater Boston Real Estate Board August 2014 - Present
Vantage Deluxe World Travel February 2012 - August 2014
CMAccess October 2011 - February 2012
The Creative Group March 2011 - October 2011
Haus Of Realty February 2011 - October 2011
Fidelity Investments June 2011 - August 2011
Sooshi Clothing December 2010 - January 2011
Loudbus January 2010 - November 2010
LaVoie Group October 2009 - January 2010
JustJaw May 2009 - November 2009
Skills
Drawing, Painting, sports, XHTML, Microsoft Office, XML, XP, Leopard, Photoshop, Dreamweaver, Illustrator, QuarkXPress, Adobe Creative Suite, Final Cut Pro, Wordpress, Graphic Design, InDesign, Photography, Web Design, HTML, Fireworks, CSS, Logo Design, Adobe Acrobat, Mac, User Interface Design, Web Development, jQuery, Brochures, Illustration, Graphics, Typography, JavaScript, Art Direction, Layout, CMS, PowerPoint, Video Editing, Logos, Word, Corporate Identity, Social Media, Pre-press, Posters, HTML + CSS, User Experience, Microsoft Word, WordPress, Content Management, Newsletters
Education
Boston University: Center for Digital Imaging Arts (CDIABU) 2008 — 2009
Eckerd College 2003 — 2007
Bachelors of Arts, Visual Art
Hopkinton High School 1999 — 2003
High school Degree, Everything
Greater Boston Real Estate Board August 2014 - Present
Vantage Deluxe World Travel February 2012 - August 2014
CMAccess October 2011 - February 2012
The Creative Group March 2011 - October 2011
Haus Of Realty February 2011 - October 2011
Fidelity Investments June 2011 - August 2011
Sooshi Clothing December 2010 - January 2011
Loudbus January 2010 - November 2010
LaVoie Group October 2009 - January 2010
JustJaw May 2009 - November 2009
Skills
Drawing, Painting, sports, XHTML, Microsoft Office, XML, XP, Leopard, Photoshop, Dreamweaver, Illustrator, QuarkXPress, Adobe Creative Suite, Final Cut Pro, Wordpress, Graphic Design, InDesign, Photography, Web Design, HTML, Fireworks, CSS, Logo Design, Adobe Acrobat, Mac, User Interface Design, Web Development, jQuery, Brochures, Illustration, Graphics, Typography, JavaScript, Art Direction, Layout, CMS, PowerPoint, Video Editing, Logos, Word, Corporate Identity, Social Media, Pre-press, Posters, HTML + CSS, User Experience, Microsoft Word, WordPress, Content Management, Newsletters
Education
Boston University: Center for Digital Imaging Arts (CDIABU) 2008 — 2009
Eckerd College 2003 — 2007
Bachelors of Arts, Visual Art
Hopkinton High School 1999 — 2003
High school Degree, Everything
Tony Fontes's Fidelity Investments Experience December 1986 - November 1998
Job Assoc. Professor & Business Dept. Chair
Industry Executive Office
Experience
Harvest Real Estate Investments LLC August 2015 - Present
Bunker Hill Community College September 2010 - Present
Eastern Nazarene College January 2005 - Present
GMH Real Estate January 2015 - Present
Life Resources, Inc. May 2009 - December 2013
East Coast Printing, Inc June 1999 - May 2009
Hypertone Personal Fitness Training, Inc. January 2000 - January 2005
Fidelity Investments December 1986 - November 1998
Skills
Risk Management, Team Leadership, Employee Relations, Fundraising, Social Media, Strategic Planning, Data Analysis, Graphic Design, Community Outreach, Finance, Process Improvement, E-Learning, Access, Business Analysis, Event Planning, Marketing Communications, Leadership, Microsoft Excel, Editing, PowerPoint, Accounting, Financial Analysis, Customer Service, Training, Analysis, Coaching, Student Affairs, Team Building, Sales, Policy, Social Networking, Organizational..., Microsoft Word, Time Management, Program Management, Business Strategy
Education
Lesley University
Master of Science, Management
Eastern Nazarene College
B.S., Magna Cum Laude, Management
Harvest Real Estate Investments LLC August 2015 - Present
Bunker Hill Community College September 2010 - Present
Eastern Nazarene College January 2005 - Present
GMH Real Estate January 2015 - Present
Life Resources, Inc. May 2009 - December 2013
East Coast Printing, Inc June 1999 - May 2009
Hypertone Personal Fitness Training, Inc. January 2000 - January 2005
Fidelity Investments December 1986 - November 1998
Skills
Risk Management, Team Leadership, Employee Relations, Fundraising, Social Media, Strategic Planning, Data Analysis, Graphic Design, Community Outreach, Finance, Process Improvement, E-Learning, Access, Business Analysis, Event Planning, Marketing Communications, Leadership, Microsoft Excel, Editing, PowerPoint, Accounting, Financial Analysis, Customer Service, Training, Analysis, Coaching, Student Affairs, Team Building, Sales, Policy, Social Networking, Organizational..., Microsoft Word, Time Management, Program Management, Business Strategy
Education
Lesley University
Master of Science, Management
Eastern Nazarene College
B.S., Magna Cum Laude, Management
Shawn Corcoran's Fidelity Investments Experience July 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments June 2014 - December 2014
Fidelity Investments August 2012 - May 2014
Neiman February 2012 - May 2012
Neiman September 2011 - January 2012
Clark Associates June 2011 - September 2011
Impact Performance Group June 2010 - August 2010
Skills
Social Media, Strategic Partnerships, Marketing, Budgets, Coaching, Research
Education
Elizabethtown College 2008 — 2012
Bachelor of Arts (B.A.), Communications
Fidelity Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments June 2014 - December 2014
Fidelity Investments August 2012 - May 2014
Neiman February 2012 - May 2012
Neiman September 2011 - January 2012
Clark Associates June 2011 - September 2011
Impact Performance Group June 2010 - August 2010
Skills
Social Media, Strategic Partnerships, Marketing, Budgets, Coaching, Research
Education
Elizabethtown College 2008 — 2012
Bachelor of Arts (B.A.), Communications
Gina Cross's Fidelity Investments Experience 1997 - 1999
Job Deputy Director, AmeriCorps NCCC
Industry Government Administration
Experience
AmeriCorps NCCC December 2014 - Present
AmeriCorps NCCC, Corporation for National and Community Service April 2012 - December 2014
Corporation for National and Community Service May 2011 - April 2012
Corporation for National and Community Service November 2010 - April 2011
Corporation for National and Community Service July 2009 - November 2010
Freddie Mac July 2007 - July 2009
NeighborWorks America 2004 - 2007
Corporation for National and Community Service 2003 - 2004
Corporation for National Service 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Non-profits, Fundraising, Strategic Communications, Marketing Communications, Strategic Planning, Nonprofits, Program Development, Public Speaking, Public Relations, Leadership Development, Budgets, Program Management, Community Development, Grants, Leadership, Community Outreach, Policy, Volunteer Management, Philanthropy, Non-profit..., Social Media, Policy Analysis, Public Policy, Grant Writing, Proposal Writing, Program Evaluation
Education
Eckerd College 1992 — 1995
Holmes High School 1987 — 1992
RCIA
AmeriCorps NCCC December 2014 - Present
AmeriCorps NCCC, Corporation for National and Community Service April 2012 - December 2014
Corporation for National and Community Service May 2011 - April 2012
Corporation for National and Community Service November 2010 - April 2011
Corporation for National and Community Service July 2009 - November 2010
Freddie Mac July 2007 - July 2009
NeighborWorks America 2004 - 2007
Corporation for National and Community Service 2003 - 2004
Corporation for National Service 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Non-profits, Fundraising, Strategic Communications, Marketing Communications, Strategic Planning, Nonprofits, Program Development, Public Speaking, Public Relations, Leadership Development, Budgets, Program Management, Community Development, Grants, Leadership, Community Outreach, Policy, Volunteer Management, Philanthropy, Non-profit..., Social Media, Policy Analysis, Public Policy, Grant Writing, Proposal Writing, Program Evaluation
Education
Eckerd College 1992 — 1995
Holmes High School 1987 — 1992
RCIA
Amy Detwiler Amy Detwiler's Fidelity Investments Experience March 2002 - July 2002
Job Sr. Auditor at Xerox
Industry Accounting
Experience
Xerox January 2015 - Present
Xerox June 2012 - January 2015
OptumInsight November 2006 - June 2012
AIM Healthcare August 2002 - November 2006
Fidelity Investments March 2002 - July 2002
Fidelity Investments January 2001 - March 2002
Deutsche Bank June 1999 - November 2000
Putnam Investments May 1998 - June 1999
Skills
Accounting, Account Reconciliation, General Ledger, Auditing, Process Improvement, Access, Analysis, Accounts Receivable, Microsoft Excel, Due Diligence, Banking, Financial Analysis, Financial Reporting, Forecasting, Financial Statements, PeopleSoft, Budgets, Outlook, Team Leadership
Education
Trevecca Nazarene University 2005 — 2007
MBA
Eastern Nazarene College 1995 — 1999
BA, Business Admin./Accounting
Southern NH University
Xerox January 2015 - Present
Xerox June 2012 - January 2015
OptumInsight November 2006 - June 2012
AIM Healthcare August 2002 - November 2006
Fidelity Investments March 2002 - July 2002
Fidelity Investments January 2001 - March 2002
Deutsche Bank June 1999 - November 2000
Putnam Investments May 1998 - June 1999
Skills
Accounting, Account Reconciliation, General Ledger, Auditing, Process Improvement, Access, Analysis, Accounts Receivable, Microsoft Excel, Due Diligence, Banking, Financial Analysis, Financial Reporting, Forecasting, Financial Statements, PeopleSoft, Budgets, Outlook, Team Leadership
Education
Trevecca Nazarene University 2005 — 2007
MBA
Eastern Nazarene College 1995 — 1999
BA, Business Admin./Accounting
Southern NH University
Geoffrey Erwin, CFP® Geoffrey Erwin, CFP®'s Fidelity Investments Experience May 2015 - Present
Job Branch Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments March 2009 - May 2015
Fidelity Investments June 2006 - February 2009
Fidelity Investments February 2001 - May 2006
Skills
Annuities, internal wholesaling, Financial Planning, Financial Advisory, Mutual Funds, Portfolio Management, Project Planning, Retirement Planning, Sales, Series 7, Strategic Financial..., Strategy, Wealth Management
Education
Eastern New Mexico University 1992 — 1996
Bachelor of Science, Broadcast Production
Redlands Junior College 1992 — 1993
Fidelity Investments May 2015 - Present
Fidelity Investments March 2009 - May 2015
Fidelity Investments June 2006 - February 2009
Fidelity Investments February 2001 - May 2006
Skills
Annuities, internal wholesaling, Financial Planning, Financial Advisory, Mutual Funds, Portfolio Management, Project Planning, Retirement Planning, Sales, Series 7, Strategic Financial..., Strategy, Wealth Management
Education
Eastern New Mexico University 1992 — 1996
Bachelor of Science, Broadcast Production
Redlands Junior College 1992 — 1993
Leslie Proulx Cutler, LMHC's Fidelity Investments Experience 1995 - 1997
Job Owner & Psychotherapist, Cutler Counseling & Wellness
Industry Mental Health Care
Experience
Cutler Counseling October 2004 - Present
Northeast Health Services/Duxbury Counseling September 2001 - May 2005
IBM 1999 - 2001
Mainspring 1998 - 2000
Devine & Pearson 1997 - 1998
Fitch Inc. 1995 - 1997
Fidelity Investments 1995 - 1997
Better Communications Inc. 1992 - 1995
Skills
Family Therapy, Substance Use Disorders, Group Therapy, CBT, Life Transitions, Adults, Psychotherapy, DBT, Mental Health Counseling, Crisis Intervention, Clinical Supervision, Mental Health, Young Adults, EMDR, Psychodynamic..., Play Therapy, Counseling Psychology, Anger Management, Self-esteem, Motivational..., Behavioral Health, Chronic Illness, Mindfulness, Social Services, Grief Counseling, Treatment, Case Managment, Therapists, Stress Management, Adolescents, Addiction Recovery, Interventions, Psychological Assessment, Phobias, Art Therapy, Cognition, Stress, Psychology, Google Groups, Hypnotherapy, Co-occurring Disorders, Meditation, Dual Diagnosis, Treatment of depression, Chemical Dependency, Child Development, Adolescent Therapy, Psychoanalysis, Psychological Testing, Mindfulness-based...
Education
Lesley University 2001 — 2004
Master of Arts
Eastern Nazarene College 1990 — 1993
Bachelors
Cornwall Central High School 1984 — 1988
Cutler Counseling October 2004 - Present
Northeast Health Services/Duxbury Counseling September 2001 - May 2005
IBM 1999 - 2001
Mainspring 1998 - 2000
Devine & Pearson 1997 - 1998
Fitch Inc. 1995 - 1997
Fidelity Investments 1995 - 1997
Better Communications Inc. 1992 - 1995
Skills
Family Therapy, Substance Use Disorders, Group Therapy, CBT, Life Transitions, Adults, Psychotherapy, DBT, Mental Health Counseling, Crisis Intervention, Clinical Supervision, Mental Health, Young Adults, EMDR, Psychodynamic..., Play Therapy, Counseling Psychology, Anger Management, Self-esteem, Motivational..., Behavioral Health, Chronic Illness, Mindfulness, Social Services, Grief Counseling, Treatment, Case Managment, Therapists, Stress Management, Adolescents, Addiction Recovery, Interventions, Psychological Assessment, Phobias, Art Therapy, Cognition, Stress, Psychology, Google Groups, Hypnotherapy, Co-occurring Disorders, Meditation, Dual Diagnosis, Treatment of depression, Chemical Dependency, Child Development, Adolescent Therapy, Psychoanalysis, Psychological Testing, Mindfulness-based...
Education
Lesley University 2001 — 2004
Master of Arts
Eastern Nazarene College 1990 — 1993
Bachelors
Cornwall Central High School 1984 — 1988
Lisa Stepanic Lisa Stepanic's Fidelity Investments Experience July 2008 - December 2008
Job HR Business Partner at PNC
Industry Banking
Experience
PNC October 2014 - Present
Hewlett-Packard March 2014 - October 2014
Hewlett-Packard January 2013 - February 2014
HP Autonomy November 2009 - December 2012
Fidelity Investments July 2008 - December 2008
John Hancock Life Insurance Company (U.S.A.) April 2008 - July 2008
John Hancock Life Insurance Company (U.S.A.) August 2007 - April 2008
John Hancock July 2004 - August 2007
Goodwin Procter LLP September 2001 - April 2004
Skills
Employee Relations, Recruiting, Human Resources, Temporary Placement, Project Management, Outlook, Microsoft Excel, Data Analysis, Customer Service, PowerPoint, Account Management, Microsoft Word, Strategy, Market Analysis, Internet Explorer, Policy Analysis, Process Improvement, College Recruiting, University Recruitment, HRIS, Management, Talent Acquisition
Education
Eckerd College
Bachelor's Degree, Human Development and Family Studies, General, 3.5
Nova Southeastern University
MBA, Business Administration, 3.8
PNC October 2014 - Present
Hewlett-Packard March 2014 - October 2014
Hewlett-Packard January 2013 - February 2014
HP Autonomy November 2009 - December 2012
Fidelity Investments July 2008 - December 2008
John Hancock Life Insurance Company (U.S.A.) April 2008 - July 2008
John Hancock Life Insurance Company (U.S.A.) August 2007 - April 2008
John Hancock July 2004 - August 2007
Goodwin Procter LLP September 2001 - April 2004
Skills
Employee Relations, Recruiting, Human Resources, Temporary Placement, Project Management, Outlook, Microsoft Excel, Data Analysis, Customer Service, PowerPoint, Account Management, Microsoft Word, Strategy, Market Analysis, Internet Explorer, Policy Analysis, Process Improvement, College Recruiting, University Recruitment, HRIS, Management, Talent Acquisition
Education
Eckerd College
Bachelor's Degree, Human Development and Family Studies, General, 3.5
Nova Southeastern University
MBA, Business Administration, 3.8
Antin Milukas, PMP Antin Milukas, PMP's Fidelity Investments Experience June 2015 - Present
Job Experienced Project Manager, with MBA analytic skills
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments February 2013 - June 2015
Vanguard June 2010 - July 2011
Vanguard June 2008 - July 2010
Vanguard February 2007 - June 2008
Vanguard November 2005 - February 2007
Vanguard August 2004 - November 2005
Skills
PL/SQL, Oracle SQL, Database Administration, Project Management, MBA, Strategic Planning, Quality Assurance, Quality Center, System Testing, Change Management, Actuarial Science, Healthcare, Financial Analysis, Defined Benefit, Financial Services, Business Analysis, SQL, PMP, Agile Methodologies, Scrum, Iso 9000, Cognos, Project Planning, IT Project Leadership, ITIL, Analysis, SDLC, Testing, Process Improvement, HP Quality Center
Education
Temple University - Fox School of Business and Management 2011 — 2012
MBA, International Business
École des Ponts Business School 2011 — 2012
MBA, International Business Administration
Ursinus College 2000 — 2004
Bachelor of Arts (BA), International Business, International Politics
Mount Everett
Fidelity Investments June 2015 - Present
Fidelity Investments February 2013 - June 2015
Vanguard June 2010 - July 2011
Vanguard June 2008 - July 2010
Vanguard February 2007 - June 2008
Vanguard November 2005 - February 2007
Vanguard August 2004 - November 2005
Skills
PL/SQL, Oracle SQL, Database Administration, Project Management, MBA, Strategic Planning, Quality Assurance, Quality Center, System Testing, Change Management, Actuarial Science, Healthcare, Financial Analysis, Defined Benefit, Financial Services, Business Analysis, SQL, PMP, Agile Methodologies, Scrum, Iso 9000, Cognos, Project Planning, IT Project Leadership, ITIL, Analysis, SDLC, Testing, Process Improvement, HP Quality Center
Education
Temple University - Fox School of Business and Management 2011 — 2012
MBA, International Business
École des Ponts Business School 2011 — 2012
MBA, International Business Administration
Ursinus College 2000 — 2004
Bachelor of Arts (BA), International Business, International Politics
Mount Everett
Jan Boer Jan Boer's Fidelity Investments Experience 2012 - 2014
Job CTO at Novaranda
Industry Information Technology and Services
Experience
Novaranda 2014 - Present
Fidelity Investments 2012 - 2014
Brinkman Trans-Holland 2008 - 2013
Convexity Capital Management LP 2005 - 2011
Putnam Investments 2000 - 2005
Exchange Applications 1997 - 2000
Unisys 1994 - 1997
Concord Communications 1992 - 1994
Boston Water & Sewer Commission 1991 - 1993
Atex 1985 - 1990
Skills
Enterprise Architecture, SDLC, Enterprise Software, Java Enterprise Edition, Data Warehousing, Software Engineering, Program Management, SOA, Software Development, Java, Scrum, Agile Methodologies, Financial Services, XML, Unix, CRM, Business Intelligence, UML, Outsourcing, Strategy, Start-ups
Education
Harvard Extension School 2007 — 2011
Eindhoven University of Technology
Candidate Ph.D. [ABD], Electrical Engineering
Openbaar Lyceum Schoonoord te Zeist
Novaranda 2014 - Present
Fidelity Investments 2012 - 2014
Brinkman Trans-Holland 2008 - 2013
Convexity Capital Management LP 2005 - 2011
Putnam Investments 2000 - 2005
Exchange Applications 1997 - 2000
Unisys 1994 - 1997
Concord Communications 1992 - 1994
Boston Water & Sewer Commission 1991 - 1993
Atex 1985 - 1990
Skills
Enterprise Architecture, SDLC, Enterprise Software, Java Enterprise Edition, Data Warehousing, Software Engineering, Program Management, SOA, Software Development, Java, Scrum, Agile Methodologies, Financial Services, XML, Unix, CRM, Business Intelligence, UML, Outsourcing, Strategy, Start-ups
Education
Harvard Extension School 2007 — 2011
Eindhoven University of Technology
Candidate Ph.D. [ABD], Electrical Engineering
Openbaar Lyceum Schoonoord te Zeist
Pamela Corey Keogh's Fidelity Investments Experience April 2004 - April 2014
Job Executive Assistant at Fidelity
Industry Financial Services
Experience
Fidelity Investments April 2004 - April 2014
Audax Group April 2000 - April 2004
Bain Capital, Inc September 1997 - April 2000
Skills
Private Equity, Mutual Funds, Financial Services, Securities
Education
Eastern Nazarene College 2008 — 2010
Managment
Katharine Gibbs 1991 — 1993
Fidelity Investments April 2004 - April 2014
Audax Group April 2000 - April 2004
Bain Capital, Inc September 1997 - April 2000
Skills
Private Equity, Mutual Funds, Financial Services, Securities
Education
Eastern Nazarene College 2008 — 2010
Managment
Katharine Gibbs 1991 — 1993
Nick Sachs Nick Sachs's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments July 2015 - Present
Homewatch CareGivers Cincinnati - Metro June 2008 - July 2015
The Oliver Group January 2007 - January 2008
Louisville Trust Company 2000 - 2007
The Sachs Company January 1999 - January 2006
Skills
Strategic Planning, Succession Planning, Conflict Resolution, Board Development, Coaching, Elder Care, Healthcare, Non-profits, New Business Development, Home Care, Leadership, Leadership Development, Organizational..., Small Business, Healthcare Management, Business Planning, Public Relations, Nonprofits, Fundraising, Management Consulting, Start-ups, Strategy, Team Building
Education
Sullivan University 2004 — 2005
Certificate, Conflict Resolution
Cannon Financial Institute 1998 — 2001
Trust School, Personal Trust Administration
University of Louisville 1985 — 1987
BA, Political Science
Eckerd College 1982 — 1983
University of Kentucky 1981 — 1982
KCD 1979 — 1981
Fidelity Investments July 2015 - Present
Homewatch CareGivers Cincinnati - Metro June 2008 - July 2015
The Oliver Group January 2007 - January 2008
Louisville Trust Company 2000 - 2007
The Sachs Company January 1999 - January 2006
Skills
Strategic Planning, Succession Planning, Conflict Resolution, Board Development, Coaching, Elder Care, Healthcare, Non-profits, New Business Development, Home Care, Leadership, Leadership Development, Organizational..., Small Business, Healthcare Management, Business Planning, Public Relations, Nonprofits, Fundraising, Management Consulting, Start-ups, Strategy, Team Building
Education
Sullivan University 2004 — 2005
Certificate, Conflict Resolution
Cannon Financial Institute 1998 — 2001
Trust School, Personal Trust Administration
University of Louisville 1985 — 1987
BA, Political Science
Eckerd College 1982 — 1983
University of Kentucky 1981 — 1982
KCD 1979 — 1981
Jesse Diliberto Jesse Diliberto's Fidelity Investments Experience February 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments April 2013 - February 2014
BCM Global Equity Group November 2012 - March 2013
Self employed, Shellfish Digger May 2009 - December 2012
Boyd Hill Nature Preserve September 2011 - November 2011
Oyster Bay Marine Center May 2007 - October 2007
Skills
Social Networking, Entrepreneurship, Project Management, Sales, Marketing, Public Relations, Marketing Strategy, Series 7, Social Media Marketing, Microsoft Office 2007, Business Development, Cold Calling, Finance, Problem Solving, Series 63, Outlook, Series 66, Mainframe, Siebel, Consultative Sales...
Education
Eckerd College 2008 — 2012
Bachelor of Arts (B.A.), International Business
Oyster Bay High School 2004 — 2008
Fidelity Investments February 2014 - Present
Fidelity Investments April 2013 - February 2014
BCM Global Equity Group November 2012 - March 2013
Self employed, Shellfish Digger May 2009 - December 2012
Boyd Hill Nature Preserve September 2011 - November 2011
Oyster Bay Marine Center May 2007 - October 2007
Skills
Social Networking, Entrepreneurship, Project Management, Sales, Marketing, Public Relations, Marketing Strategy, Series 7, Social Media Marketing, Microsoft Office 2007, Business Development, Cold Calling, Finance, Problem Solving, Series 63, Outlook, Series 66, Mainframe, Siebel, Consultative Sales...
Education
Eckerd College 2008 — 2012
Bachelor of Arts (B.A.), International Business
Oyster Bay High School 2004 — 2008
Samuel Harley Samuel Harley's Fidelity Investments Experience October 1999 - February 2006
Job Training Programs Manager at Total Quality Logistics
Industry Logistics and Supply Chain
Experience
Total Quality Logistics June 2006 - Present
TQL 2006 - Present
Fidelity Investments October 1999 - February 2006
United States Air Force July 1990 - August 1997
Skills
Sales Training, Written Communication, Verbal/Presentation..., Building Relationships, Customer Satisfaction, Recruiting, Leadership Development, Time Management, Selling Skills, Sales, Coaching, Direct Sales, Employee Engagement, Inside Sales, Account Management, Training, Employee Training, B2B, Negotiation, Strategic Planning, Solution Selling, Cold Calling, Sales Process, Employee Relations, Leadership, Transportation, Interviews, Sales Operations, Sales Management, Logistics, Team Building
Education
Xavier University 2005 — 2008
Masters Degree, Education, 4.0 GPA
Eastern New Mexico University 1992 — 1997
Bachelor of Science, Biology/Chemistry
Total Quality Logistics June 2006 - Present
TQL 2006 - Present
Fidelity Investments October 1999 - February 2006
United States Air Force July 1990 - August 1997
Skills
Sales Training, Written Communication, Verbal/Presentation..., Building Relationships, Customer Satisfaction, Recruiting, Leadership Development, Time Management, Selling Skills, Sales, Coaching, Direct Sales, Employee Engagement, Inside Sales, Account Management, Training, Employee Training, B2B, Negotiation, Strategic Planning, Solution Selling, Cold Calling, Sales Process, Employee Relations, Leadership, Transportation, Interviews, Sales Operations, Sales Management, Logistics, Team Building
Education
Xavier University 2005 — 2008
Masters Degree, Education, 4.0 GPA
Eastern New Mexico University 1992 — 1997
Bachelor of Science, Biology/Chemistry
Carmen DiGiandomenico Carmen DiGiandomenico's Fidelity Investments Experience January 1997 - January 2012
Job Vice President, Retirement Plan Services at TRowe Price
Industry Financial Services
Experience
T. Rowe Price September 2012 - Present
Fifth Third Bank January 2012 - August 2012
Fidelity Investments January 1997 - January 2012
Fidelity Investments October 2002 - February 2008
The Vanguard Group 1986 - 1996
Skills
Mutual Funds
Education
Elmira College 1983 — 1985
B.S., Business Administration
University of New Haven 1981 — 1983
Business
T. Rowe Price September 2012 - Present
Fifth Third Bank January 2012 - August 2012
Fidelity Investments January 1997 - January 2012
Fidelity Investments October 2002 - February 2008
The Vanguard Group 1986 - 1996
Skills
Mutual Funds
Education
Elmira College 1983 — 1985
B.S., Business Administration
University of New Haven 1981 — 1983
Business
Gary S. Barham Gary S. Barham's Fidelity Investments Experience May 2008 - February 2012
Job Apple iOS Product & Software Advisor (US/Canada) at Convergys
Industry Information Technology and Services
Experience
Convergys July 2015 - Present
Brown Mackie College September 2012 - October 2014
Fidelity Investments May 2008 - February 2012
Pueblo Of Sandia 2008 - 2012
Lovelace Health System June 1997 - April 2001
Telemet America, Inc. February 1996 - February 1997
Netrix Corporation February 1993 - February 1996
National Renewable Energy Laboratory January 1992 - January 1993
Hall & Evans, LLC January 1988 - January 1992
Skills
Networking, Technical Support, Information Technology, Hardware, Network Security, Testing, Firewalls, Technical Writing, Troubleshooting, Training, Management, Problem Solving, Project Management, Microsoft Office, System Administration, Windows, Team Leadership, Security, Telecommunications, Help Desk Support, Software Installation, Customer Service
Education
Brown Mackie College 2012 — 2014
Associate's Degree, Information Technology, 3.84 GPA
Eastern New Mexico University 1980 — 1985
Bachelor's Degree, Communications
Convergys July 2015 - Present
Brown Mackie College September 2012 - October 2014
Fidelity Investments May 2008 - February 2012
Pueblo Of Sandia 2008 - 2012
Lovelace Health System June 1997 - April 2001
Telemet America, Inc. February 1996 - February 1997
Netrix Corporation February 1993 - February 1996
National Renewable Energy Laboratory January 1992 - January 1993
Hall & Evans, LLC January 1988 - January 1992
Skills
Networking, Technical Support, Information Technology, Hardware, Network Security, Testing, Firewalls, Technical Writing, Troubleshooting, Training, Management, Problem Solving, Project Management, Microsoft Office, System Administration, Windows, Team Leadership, Security, Telecommunications, Help Desk Support, Software Installation, Customer Service
Education
Brown Mackie College 2012 — 2014
Associate's Degree, Information Technology, 3.84 GPA
Eastern New Mexico University 1980 — 1985
Bachelor's Degree, Communications
Caren Montgomery's Fidelity Investments Experience 1995 - 2003
Job
Industry Computer Software
Experience
Autodesk, Inc. January 2006 - Present
Fisher Scientific 2003 - 2005
Fidelity Investments 1995 - 2003
Skills
SharePoint, Outlook, Visio, Management, Project Management, Microsoft Office, Customer Service, Onboarding, Event Planning, Project Coordination, PowerPoint, Project Planning, Microsoft Word, Administrative...
Education
Eastern Nazarene College 1998 — 2001
Bachelor of Arts, Business Management
Katharine Gibbs 1993 — 1994
EA Program, Information Processing
Autodesk, Inc. January 2006 - Present
Fisher Scientific 2003 - 2005
Fidelity Investments 1995 - 2003
Skills
SharePoint, Outlook, Visio, Management, Project Management, Microsoft Office, Customer Service, Onboarding, Event Planning, Project Coordination, PowerPoint, Project Planning, Microsoft Word, Administrative...
Education
Eastern Nazarene College 1998 — 2001
Bachelor of Arts, Business Management
Katharine Gibbs 1993 — 1994
EA Program, Information Processing
Karen Keirstead's Fidelity Investments Experience March 2010 - March 2011
Job Lead QA / BA
Industry Information Technology and Services
Experience
CVS Health July 2014 - January 2015
EMC July 2011 - March 2014
FM Global April 2011 - June 2011
Fidelity Investments March 2010 - March 2011
OneShield May 2007 - October 2009
Hanover Insurance May 2003 - December 2006
Travelers Life & Annuity March 2000 - December 2002
ASE Technologies, Inc. 2000 - 2002
Allmerica Financial 1995 - 1999
NER Xplor 1992 - 1999
Skills
Teamster (the real..., Databases, Testing, Software Quality..., SQL, Quality Assurance, Quality Center, SDLC, Software Documentation, Integration
Education
Eastern Nazarene College 1999 — 2001
CVS Health July 2014 - January 2015
EMC July 2011 - March 2014
FM Global April 2011 - June 2011
Fidelity Investments March 2010 - March 2011
OneShield May 2007 - October 2009
Hanover Insurance May 2003 - December 2006
Travelers Life & Annuity March 2000 - December 2002
ASE Technologies, Inc. 2000 - 2002
Allmerica Financial 1995 - 1999
NER Xplor 1992 - 1999
Skills
Teamster (the real..., Databases, Testing, Software Quality..., SQL, Quality Assurance, Quality Center, SDLC, Software Documentation, Integration
Education
Eastern Nazarene College 1999 — 2001
Rachel Besch's Fidelity Investments Experience February 2011 - Present
Job Director, Talent Acquisition, Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments February 2011 - Present
Veritude, Fidelity Investments Company August 1997 - February 2011
Investors Bank & Trust April 1996 - July 1997
Education
Eckerd College 1990 — 1994
Fidelity Investments February 2011 - Present
Veritude, Fidelity Investments Company August 1997 - February 2011
Investors Bank & Trust April 1996 - July 1997
Education
Eckerd College 1990 — 1994
Aaron Hassinger, CIMA®, C(k)P®'s Fidelity Investments Experience May 2013 - Present
Job Regional Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - April 2013
Fidelity Investments July 2007 - June 2011
Fidelity Investments January 2006 - June 2007
Putnam Investments February 2000 - December 2005
State Street May 1998 - February 2000
Education
Wharton Executive Education 2012 — 2012
Certified Investment Management Analyst
Suffolk University 2003 — 2006
MBA
Eastern Nazarene College 1990 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - April 2013
Fidelity Investments July 2007 - June 2011
Fidelity Investments January 2006 - June 2007
Putnam Investments February 2000 - December 2005
State Street May 1998 - February 2000
Education
Wharton Executive Education 2012 — 2012
Certified Investment Management Analyst
Suffolk University 2003 — 2006
MBA
Eastern Nazarene College 1990 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Holly Rowe, GPHR®'s Fidelity Investments Experience September 2006 - August 2007
Job Human Resources, Corporate Trust Division at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2013 - Present
ISBAN, affiliate of the Santander Group October 2009 - May 2013
Promotions 2005 - 2012
Cengage Learning 2008 - 2008
KNF&T Staffing Resources August 2007 - 2008
Fidelity Investments September 2006 - August 2007
Hewlett Packard January 2005 - June 2006
John Hancock 2003 - 2004
Mercer HR Consulting April 2000 - November 2001
Onsett International Corporation July 1999 - April 2000
Skills
Deferred Compensation, HRIS, Talent Management, Recruiting, Management, Talent Acquisition, Employee Benefits, Training, Interviews, Benefits Administration, Workforce Planning, Employee Relations, Executive Search, Personnel Management, Human Resources, Vendor Management, CRM, Temporary Placement, Program Management
Education
Northeastern University 2008 — 2008
Certificate, SHRM: Essentials of HR Management
Eastern Nazarene College
U.S. Bank November 2013 - Present
ISBAN, affiliate of the Santander Group October 2009 - May 2013
Promotions 2005 - 2012
Cengage Learning 2008 - 2008
KNF&T Staffing Resources August 2007 - 2008
Fidelity Investments September 2006 - August 2007
Hewlett Packard January 2005 - June 2006
John Hancock 2003 - 2004
Mercer HR Consulting April 2000 - November 2001
Onsett International Corporation July 1999 - April 2000
Skills
Deferred Compensation, HRIS, Talent Management, Recruiting, Management, Talent Acquisition, Employee Benefits, Training, Interviews, Benefits Administration, Workforce Planning, Employee Relations, Executive Search, Personnel Management, Human Resources, Vendor Management, CRM, Temporary Placement, Program Management
Education
Northeastern University 2008 — 2008
Certificate, SHRM: Essentials of HR Management
Eastern Nazarene College
Wayne Douglas's Fidelity Investments Experience June 1990 - December 2004
Job Independent Human Resources Professional
Industry Financial Services
Experience
Douglas & Associates January 2005 - Present
Fidelity Investments June 1990 - December 2004
Deloitte & Touche July 1981 - June 1990
Deloitte 1981 - 1990
Eastern Michigan University 1970 - 1981
Skills
Onboarding, Succession Planning, Workforce Planning, Organizational Design, Talent Management, Labor Relations, Organizational..., Performance Management, Deferred Compensation, Executive Coaching
Education
Eastern Michigan University 1972 — 1976
Masters of Education, Educational Leadership and Administration, General
Hillsdale College
Bachelor's degree, Business
Douglas & Associates January 2005 - Present
Fidelity Investments June 1990 - December 2004
Deloitte & Touche July 1981 - June 1990
Deloitte 1981 - 1990
Eastern Michigan University 1970 - 1981
Skills
Onboarding, Succession Planning, Workforce Planning, Organizational Design, Talent Management, Labor Relations, Organizational..., Performance Management, Deferred Compensation, Executive Coaching
Education
Eastern Michigan University 1972 — 1976
Masters of Education, Educational Leadership and Administration, General
Hillsdale College
Bachelor's degree, Business
Erika King's Fidelity Investments Experience June 2008 - February 2011
Job Sr. Associate at PwC
Industry Financial Services
Experience
PwC October 2012 - Present
PwC October 2014 - April 2015
RBS Global Banking & Markets February 2011 - October 2012
Fidelity Investments June 2008 - February 2011
Fidelity Investments October 2000 - January 2008
Skills
Securities, Management, Equities, Fixed Income, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Analysis, Investments, Finance, Entrepreneurship, Marketing, Business Strategy, Small Business, Strategic Planning, Business Development, UAT Coordination, Business Requirements
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.7
Eastern Nazarene College 1991 — 1995
BA, Business Mgmt
Cardinal Spellman 1987 — 1991
PwC October 2012 - Present
PwC October 2014 - April 2015
RBS Global Banking & Markets February 2011 - October 2012
Fidelity Investments June 2008 - February 2011
Fidelity Investments October 2000 - January 2008
Skills
Securities, Management, Equities, Fixed Income, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Analysis, Investments, Finance, Entrepreneurship, Marketing, Business Strategy, Small Business, Strategic Planning, Business Development, UAT Coordination, Business Requirements
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.7
Eastern Nazarene College 1991 — 1995
BA, Business Mgmt
Cardinal Spellman 1987 — 1991
Richard Lucas's Fidelity Investments Experience June 2011 - June 2012
Job Customer Service Manager at DataXu
Industry Investment Banking
Experience
DataXu June 2012 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments April 2008 - May 2012
Fidelity Investments - eBusiness 2003 - 2008
CommerceTV 1998 - 2003
Open Development Corporation 1996 - 1998
Skills
ITIL, Financial Services, Vendor Management, Equities, SQL*Plus, Crisis Management, India, Metrics, Building Strong Teams, Unix, Unix Shell Scripting, Performance Monitoring, Systems Monitoring, Operations Management, SQL, Databases, Performance Management, Troubleshooting, System Monitoring, PMO, Process Improvement, High Performance Teams, Technical Support, Requirements Analysis, Business Analysis, SDLC, Software Project..., Integration, Management, Enterprise Architecture, Project Management, Agile Methodologies
Education
Elizabethtown College 1992 — 1996
Bachelor of Science, Computer Science
DataXu June 2012 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments April 2008 - May 2012
Fidelity Investments - eBusiness 2003 - 2008
CommerceTV 1998 - 2003
Open Development Corporation 1996 - 1998
Skills
ITIL, Financial Services, Vendor Management, Equities, SQL*Plus, Crisis Management, India, Metrics, Building Strong Teams, Unix, Unix Shell Scripting, Performance Monitoring, Systems Monitoring, Operations Management, SQL, Databases, Performance Management, Troubleshooting, System Monitoring, PMO, Process Improvement, High Performance Teams, Technical Support, Requirements Analysis, Business Analysis, SDLC, Software Project..., Integration, Management, Enterprise Architecture, Project Management, Agile Methodologies
Education
Elizabethtown College 1992 — 1996
Bachelor of Science, Computer Science
Melanie Daly's Fidelity Investments Experience October 2008 - Present
Job Senior Director at Fidelity Investments
Industry Banking
Experience
Fidelity Investments October 2008 - Present
Countrywide Bank September 2007 - September 2008
Accredited Home Lenders 2006 - 2007
Bank of America 1996 - 2000
NationsCredit 1997 - 1998
Skills
Financial Services, Banking, Marketing Communications, Management, Mutual Funds, Relationship Management, Strategic Planning, Sales, Leadership
Education
Edinboro University of Pennsylvania
Bachelor's degree, English
McDowell High School
Fidelity Investments October 2008 - Present
Countrywide Bank September 2007 - September 2008
Accredited Home Lenders 2006 - 2007
Bank of America 1996 - 2000
NationsCredit 1997 - 1998
Skills
Financial Services, Banking, Marketing Communications, Management, Mutual Funds, Relationship Management, Strategic Planning, Sales, Leadership
Education
Edinboro University of Pennsylvania
Bachelor's degree, English
McDowell High School
Timothy Hurd's Fidelity Investments Experience October 2001 - September 2004
Job Senior Information Systems & Technology Manager at Sodexo
Industry Information Technology and Services
Experience
Sodexo February 2015 - Present
Greatbatch, Inc. August 2014 - February 2015
Greatbatch, Inc. May 2012 - July 2014
Greatbatch, Inc. June 2008 - April 2012
Greatbatch, Inc. March 2006 - June 2008
BISYS October 2004 - February 2006
Fidelity Investments October 2001 - September 2004
US Power Solutions May 2001 - October 2001
Bridgewater State University 1999 - 2001
Skills
MCSE 2003, ITIL Certified, Project Management, Vendor Management, VCP 4, Infrastructure, ITIL, Microsoft Exchange, Cisco Technologies, Data Center, Storage, PMP, VMware, Firewalls, Management, IT Operations, Troubleshooting, SDLC, Active Directory, SharePoint, Servers, Networking, IT Strategy, Help Desk Support, Disaster Recovery, Windows Server, VMware ESX, VMware Infrastructure, System Administration, Virtualization, Business Strategy, Network Security, Information Technology, Technical Support, IT Service Management, Software Documentation, IT Management
Education
Bridgewater State University 1998 — 2001
Bachelor's degree, Music Performance, General
Eastern Nazarene College 1997 — 1998
Bachelors, Music
East Bridgewater HS 1994 — 1997
High School, Academic
Sodexo February 2015 - Present
Greatbatch, Inc. August 2014 - February 2015
Greatbatch, Inc. May 2012 - July 2014
Greatbatch, Inc. June 2008 - April 2012
Greatbatch, Inc. March 2006 - June 2008
BISYS October 2004 - February 2006
Fidelity Investments October 2001 - September 2004
US Power Solutions May 2001 - October 2001
Bridgewater State University 1999 - 2001
Skills
MCSE 2003, ITIL Certified, Project Management, Vendor Management, VCP 4, Infrastructure, ITIL, Microsoft Exchange, Cisco Technologies, Data Center, Storage, PMP, VMware, Firewalls, Management, IT Operations, Troubleshooting, SDLC, Active Directory, SharePoint, Servers, Networking, IT Strategy, Help Desk Support, Disaster Recovery, Windows Server, VMware ESX, VMware Infrastructure, System Administration, Virtualization, Business Strategy, Network Security, Information Technology, Technical Support, IT Service Management, Software Documentation, IT Management
Education
Bridgewater State University 1998 — 2001
Bachelor's degree, Music Performance, General
Eastern Nazarene College 1997 — 1998
Bachelors, Music
East Bridgewater HS 1994 — 1997
High School, Academic
Christine McGilvray's Fidelity Investments Experience 1997 - 2003
Job Executive Assistant at McKinsey & Co.
Industry Management Consulting
Experience
McKinsey & Company April 2015 - Present
STAG Insdustrial October 2014 - January 2015
The Parthenon Group July 2013 - October 2014
Bain Capital August 2006 - March 2013
PwC 2004 - 2006
Fidelity Investments 1997 - 2003
Randstad 1997 - 1997
Reebok 1988 - 1996
Skills
Lotus Notes, File Management, Marketing, Outlook, Calendaring, Administrative..., Strategic Planning
Education
Eastern Nazarene College
Bachelor of Science (B.S.), Business Administration
Aquinas Jr. College 1982 — 1984
Associate of Science (A.S.), Retail Merchandising
Fontbonne Academy 1979 — 1982
College Preparatory High School
USCG Master License
100 Ton Inland Steam or Motor Vessels & 25 Ton Aux. Sail Vessels
McKinsey & Company April 2015 - Present
STAG Insdustrial October 2014 - January 2015
The Parthenon Group July 2013 - October 2014
Bain Capital August 2006 - March 2013
PwC 2004 - 2006
Fidelity Investments 1997 - 2003
Randstad 1997 - 1997
Reebok 1988 - 1996
Skills
Lotus Notes, File Management, Marketing, Outlook, Calendaring, Administrative..., Strategic Planning
Education
Eastern Nazarene College
Bachelor of Science (B.S.), Business Administration
Aquinas Jr. College 1982 — 1984
Associate of Science (A.S.), Retail Merchandising
Fontbonne Academy 1979 — 1982
College Preparatory High School
USCG Master License
100 Ton Inland Steam or Motor Vessels & 25 Ton Aux. Sail Vessels
Steve Levesque's Fidelity Investments Experience March 2013 - November 2013
Job Principal Architect Virtualization, Vice President CitizensBank
Industry Financial Services
Experience
Citizens Bank November 2013 - Present
Fidelity Investments March 2013 - November 2013
Fidelity Investments October 2009 - April 2013
Fidelity Investments June 2005 - October 2009
Fidelity Investments October 1998 - June 2005
Entex Information Services August 1993 - October 1998
Memorex Telex March 1988 - August 1993
Skills
Disaster Recovery, Enterprise Architecture, Cloud Computing, Data Center, Virtualization, VMware Infrastructure, Vendor Management, VMware, Integration, IT Operations, High Availability, Process Improvement, Requirements Analysis, ITIL, HP, Hyper-V, Veritas, Linux, Hadoop, Microsoft Server..., Enterprise Storage, Big Data, Business Continuity
Education
Eastern Nazarene College 1998 — 2002
Business
Eastern Nazarene College
Citizens Bank November 2013 - Present
Fidelity Investments March 2013 - November 2013
Fidelity Investments October 2009 - April 2013
Fidelity Investments June 2005 - October 2009
Fidelity Investments October 1998 - June 2005
Entex Information Services August 1993 - October 1998
Memorex Telex March 1988 - August 1993
Skills
Disaster Recovery, Enterprise Architecture, Cloud Computing, Data Center, Virtualization, VMware Infrastructure, Vendor Management, VMware, Integration, IT Operations, High Availability, Process Improvement, Requirements Analysis, ITIL, HP, Hyper-V, Veritas, Linux, Hadoop, Microsoft Server..., Enterprise Storage, Big Data, Business Continuity
Education
Eastern Nazarene College 1998 — 2002
Business
Eastern Nazarene College
Valaire Geyer's Fidelity Investments Experience April 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments October 2009 - April 2012
Fidelity Investments May 2006 - October 2009
Fidelity Investments April 2005 - May 2006
Fidelity Investments February 2004 - May 2006
Skills
Sales, Training Skills, Direct Marketing, Mutual Funds, Marketing Communications, Marketing, Market Research, Project Management, Sales Presentation..., Sales Rep Training, Instructor-led Training, Virtual Training
Education
Northern Kentucky University 2002 — 2004
BS, Marketing
Edinboro University of Pennsylvania
Fidelity Investments April 2012 - Present
Fidelity Investments October 2009 - April 2012
Fidelity Investments May 2006 - October 2009
Fidelity Investments April 2005 - May 2006
Fidelity Investments February 2004 - May 2006
Skills
Sales, Training Skills, Direct Marketing, Mutual Funds, Marketing Communications, Marketing, Market Research, Project Management, Sales Presentation..., Sales Rep Training, Instructor-led Training, Virtual Training
Education
Northern Kentucky University 2002 — 2004
BS, Marketing
Edinboro University of Pennsylvania
Joe Roy's Fidelity Investments Experience March 2014 - Present
Job Lead Pastor
Industry Information Technology and Services
Experience
Fellowship of Lake Worth December 2014 - Present
Fidelity Investments March 2014 - Present
AIG/Contractor November 2012 - October 2013
Video Equipment Rentals July 2010 - September 2012
Generations Church September 2007 - January 2010
First Assembly of God Kingman AZ February 2006 - September 2007
Cambridge Assembly of God December 2005 - February 2006
Skills
Audio Engineering, Preaching, Computer Repair, Public Speaking, Sound, Music, Coaching, Social Media, Leadership Development, Volunteer Management, Community Outreach, Singing, Video Production, Live Sound, Corporate Events, AV, Event Planning, Customer Service, Live Events, Creative Writing, Broadcast, Photoshop, Network Administration, Strategic Planning, Youth Ministry, Camera, Troubleshooting, Technical Support, Social Networking, Software Installation
Education
University of Maryland University College
Bachelor's Degree, Political Science and Government
El Centro College
Global University
Ministerial, Ministry
Fellowship of Lake Worth December 2014 - Present
Fidelity Investments March 2014 - Present
AIG/Contractor November 2012 - October 2013
Video Equipment Rentals July 2010 - September 2012
Generations Church September 2007 - January 2010
First Assembly of God Kingman AZ February 2006 - September 2007
Cambridge Assembly of God December 2005 - February 2006
Skills
Audio Engineering, Preaching, Computer Repair, Public Speaking, Sound, Music, Coaching, Social Media, Leadership Development, Volunteer Management, Community Outreach, Singing, Video Production, Live Sound, Corporate Events, AV, Event Planning, Customer Service, Live Events, Creative Writing, Broadcast, Photoshop, Network Administration, Strategic Planning, Youth Ministry, Camera, Troubleshooting, Technical Support, Social Networking, Software Installation
Education
University of Maryland University College
Bachelor's Degree, Political Science and Government
El Centro College
Global University
Ministerial, Ministry
Kristina Callaghan's Fidelity Investments Experience November 1998 - February 2009
Job Senior Product Development Analyst at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems February 2014 - Present
Wipro Technologies July 2011 - January 2014
Fleur de Lis Florals NH October 2010 - January 2012
CCA Global Partners July 2009 - October 2010
Fidelity Investments November 1998 - February 2009
Paymentech December 1995 - November 1998
RICAL Corporation 1991 - 1995
Skills
Business Analysis, Project Management, Management, Leadership, Fixed Income, Derivatives, Business Process..., Training, Requirements Analysis, Cross-functional Team..., Customer Service, Floral Design, Analysis, Back Office, Business Requirements, Consulting, Financial Services, Process Improvement, Integration, Project Planning, Risk Management, SDLC, Testing
Education
Floral Design Institute 2009 — 2009
CFD, Certified Floral Design
Eastern New Mexico University 1992 — 1994
Elementary Education
Clovis Community College 1991 — 1992
General Arts
Eastern High School, Beaver, Ohio 1976 — 1988
Eagle Investment Systems February 2014 - Present
Wipro Technologies July 2011 - January 2014
Fleur de Lis Florals NH October 2010 - January 2012
CCA Global Partners July 2009 - October 2010
Fidelity Investments November 1998 - February 2009
Paymentech December 1995 - November 1998
RICAL Corporation 1991 - 1995
Skills
Business Analysis, Project Management, Management, Leadership, Fixed Income, Derivatives, Business Process..., Training, Requirements Analysis, Cross-functional Team..., Customer Service, Floral Design, Analysis, Back Office, Business Requirements, Consulting, Financial Services, Process Improvement, Integration, Project Planning, Risk Management, SDLC, Testing
Education
Floral Design Institute 2009 — 2009
CFD, Certified Floral Design
Eastern New Mexico University 1992 — 1994
Elementary Education
Clovis Community College 1991 — 1992
General Arts
Eastern High School, Beaver, Ohio 1976 — 1988
Pat Mattoon's Fidelity Investments Experience 1998 - 2009
Job Telecom Technician at Travizon
Industry Information Technology and Services
Experience
Travizon July 2011 - Present
Robert Half Technology October 2010 - July 2011
Revere TV August 2010 - August 2010
Telos Corporation January 2010 - April 2010
Fidelity Investments 1998 - 2009
Entex Information Services 1988 - 1995
Jwp Inc. 1991 - 1993
Businessland 1988 - 1991
Computer Information Systems 1987 - 1989
Eastern Nazarene College 1987 - 1987
Education
Wentworth Institute of Technology 1987 — 1988
Certificate, Computer electronics
Eastern Nazarene College 1978 — 1981
BA, Psychology
Travizon July 2011 - Present
Robert Half Technology October 2010 - July 2011
Revere TV August 2010 - August 2010
Telos Corporation January 2010 - April 2010
Fidelity Investments 1998 - 2009
Entex Information Services 1988 - 1995
Jwp Inc. 1991 - 1993
Businessland 1988 - 1991
Computer Information Systems 1987 - 1989
Eastern Nazarene College 1987 - 1987
Education
Wentworth Institute of Technology 1987 — 1988
Certificate, Computer electronics
Eastern Nazarene College 1978 — 1981
BA, Psychology
Judith Cole's Fidelity Investments Experience 2000 - 2008
Job Executive Assistant to the Chairman’s Office at Brigham and Womens Hospital
Industry Design
Experience
Brigham and Womens Hospital March 2014 - Present
Judith Cole for JDI Couture 2008 - Present
Procter & Gamble January 2013 - January 2014
Apogee Adminstrative Services 2009 - November 2011
Fidelity Investments 2000 - 2008
Corporate Software Solutions 1994 - 1998
Ryerson Steel 1984 - 1987
Skills
Interviews, Event Planning, Sales, Management, System Administration, Executive Management, Project Management
Education
Eastern Nazarene College
BSBA, Business
Quincy College
Dental Technology certification, Dental Technology
Eastern Nazarene College
Business/Music, Business/Vocal Performance
Katharine Gibbs
Certificate, Secretarial/Computer Studies
Quincy College
AS, Business
Brigham and Womens Hospital March 2014 - Present
Judith Cole for JDI Couture 2008 - Present
Procter & Gamble January 2013 - January 2014
Apogee Adminstrative Services 2009 - November 2011
Fidelity Investments 2000 - 2008
Corporate Software Solutions 1994 - 1998
Ryerson Steel 1984 - 1987
Skills
Interviews, Event Planning, Sales, Management, System Administration, Executive Management, Project Management
Education
Eastern Nazarene College
BSBA, Business
Quincy College
Dental Technology certification, Dental Technology
Eastern Nazarene College
Business/Music, Business/Vocal Performance
Katharine Gibbs
Certificate, Secretarial/Computer Studies
Quincy College
AS, Business
Barbara Nisbet's Fidelity Investments Experience October 2005 - December 2010
Job Senior Administrative Assistant at Human Resources BNY Mellon
Industry Financial Services
Experience
Human Resources BNY Mellon July 2012 - Present
BNY Mellon May 2011 - December 2011
Fidelity Investment Management Technology May 2010 - December 2010
Fidelity Investments October 2005 - December 2010
Fidelity Investment Management Technology July 2006 - May 2010
Fidelity Investments November 2005 - July 2006
Hearts On Fire June 2005 - November 2005
Fidelity Investments Brokerage Group October 2000 - March 2005
Fidelity Brokerage Group September 1995 - October 2000
National Financial Retail Services June 1989 - September 1995
Skills
Event Management, Administrative...
Education
Andover Institute of Business
2, Certification - Administrative Assistance
Bentley College
Eastern Nazarene College
BS Degree, Business
Massasoit Community College
Associates Degree, Business Administration
Human Resources BNY Mellon July 2012 - Present
BNY Mellon May 2011 - December 2011
Fidelity Investment Management Technology May 2010 - December 2010
Fidelity Investments October 2005 - December 2010
Fidelity Investment Management Technology July 2006 - May 2010
Fidelity Investments November 2005 - July 2006
Hearts On Fire June 2005 - November 2005
Fidelity Investments Brokerage Group October 2000 - March 2005
Fidelity Brokerage Group September 1995 - October 2000
National Financial Retail Services June 1989 - September 1995
Skills
Event Management, Administrative...
Education
Andover Institute of Business
2, Certification - Administrative Assistance
Bentley College
Eastern Nazarene College
BS Degree, Business
Massasoit Community College
Associates Degree, Business Administration
DJ Atba's Fidelity Investments Experience July 2011 - May 2014
Job Trading Production Business Analyst at State Street
Industry Information Technology and Services
Experience
State Street June 2014 - Present
Fidelity Investments July 2011 - May 2014
Aspect Software June 2009 - June 2011
Fidelity Investments May 2006 - January 2009
Getronics at Private Healthcare Systems November 2004 - May 2006
MassBay Community College July 2003 - October 2004
Skills
Troubleshooting, Active Directory, Networking, Technical Support, Windows Server, Servers, Windows, System Administration, Operating Systems, Computer Hardware, Trading Systems, Digital Signage, Agile Methodologies, Call Centers
Education
Ecole Nationale Polytechnique (ENP) - Algeria
BS engineering technology option chemical engineering, trading systems
State Street June 2014 - Present
Fidelity Investments July 2011 - May 2014
Aspect Software June 2009 - June 2011
Fidelity Investments May 2006 - January 2009
Getronics at Private Healthcare Systems November 2004 - May 2006
MassBay Community College July 2003 - October 2004
Skills
Troubleshooting, Active Directory, Networking, Technical Support, Windows Server, Servers, Windows, System Administration, Operating Systems, Computer Hardware, Trading Systems, Digital Signage, Agile Methodologies, Call Centers
Education
Ecole Nationale Polytechnique (ENP) - Algeria
BS engineering technology option chemical engineering, trading systems
Patricia Pericola's Fidelity Investments Experience April 1999 - February 2009
Job Telecommunications Professional
Industry Telecommunications
Experience
Fidelity Investments April 1999 - February 2009
AT&T January 1995 - December 1998
Education
Eastern Nazarene College 1997 — 1998
BS, Business Administration
Fidelity Investments April 1999 - February 2009
AT&T January 1995 - December 1998
Education
Eastern Nazarene College 1997 — 1998
BS, Business Administration
Lucy Gitonga's Fidelity Investments Experience August 2007 - February 2012
Job Administrative Support at TU Delft
Industry Financial Services
Experience
TU Delft April 2015 - Present
Fidelity Investments August 2007 - February 2012
Citi April 2007 - August 2007
Heritage Hotels Ltd - Kenya March 2002 - June 2003
Safari Park Hotel January 2001 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Retirement, Investments, Securities, Financial Services, 401k, IRAs, Equities, Accounting, Retirement Planning
Education
University of Northern Iowa 2004 — 2006
MBA
Egerton University 1993 — 1998
Bachelor of Science (BSc), Horticulture
TU Delft April 2015 - Present
Fidelity Investments August 2007 - February 2012
Citi April 2007 - August 2007
Heritage Hotels Ltd - Kenya March 2002 - June 2003
Safari Park Hotel January 2001 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Retirement, Investments, Securities, Financial Services, 401k, IRAs, Equities, Accounting, Retirement Planning
Education
University of Northern Iowa 2004 — 2006
MBA
Egerton University 1993 — 1998
Bachelor of Science (BSc), Horticulture
Alice Edmiston's Fidelity Investments Experience November 1993 - February 2009
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fidelity Investments November 1993 - February 2009
Fidelity Investments September 2000 - March 2007
Education
Edinboro University of Pennsylvania 1965 — 1968
Liberal Arts
Fidelity Investments November 1993 - February 2009
Fidelity Investments September 2000 - March 2007
Education
Edinboro University of Pennsylvania 1965 — 1968
Liberal Arts
Hazel Vogel's Fidelity Investments Experience December 1994 - February 2001
Job Sr. Manager at Sun Microsystems
Industry Information Technology and Services
Experience
Sun Microsystems April 2003 - February 2010
Fidelity Investments December 1994 - February 2001
KPMG Peat Marwick October 1991 - December 1994
The Omni Group February 1987 - May 1991
ISC Systems 1981 - 1985
Skills
Change Management, Sales Compensation, Strategy, Organizational Design, Workforce Planning, Program Management, Talent Management, Performance Management, Personnel Management, Organizational..., Organizational..., Vendor Management, Deferred Compensation, Succession Planning, Talent Acquisition, Management
Education
Eastern Washington University 1983 — 1991
Eastern Washington University 1967 — 1973
Sun Microsystems April 2003 - February 2010
Fidelity Investments December 1994 - February 2001
KPMG Peat Marwick October 1991 - December 1994
The Omni Group February 1987 - May 1991
ISC Systems 1981 - 1985
Skills
Change Management, Sales Compensation, Strategy, Organizational Design, Workforce Planning, Program Management, Talent Management, Performance Management, Personnel Management, Organizational..., Organizational..., Vendor Management, Deferred Compensation, Succession Planning, Talent Acquisition, Management
Education
Eastern Washington University 1983 — 1991
Eastern Washington University 1967 — 1973
Paula Achorn's Fidelity Investments Experience 2000 - 2009
Job Mental Health Professional
Industry Mental Health Care
Experience
Mental Health Professional August 2008 - May 2011
Fidelity Investments 2000 - 2009
Benchmark Consultants (Boston) 1990 - 2000
The Gillette Co. (Now P & G) 1976 - 1990
Education
Eastern Nazarene College
M.S., Marriage & Family Therapy
Mass. Bay Community College
A.S.
Quincy College
A.S.
Mental Health Professional August 2008 - May 2011
Fidelity Investments 2000 - 2009
Benchmark Consultants (Boston) 1990 - 2000
The Gillette Co. (Now P & G) 1976 - 1990
Education
Eastern Nazarene College
M.S., Marriage & Family Therapy
Mass. Bay Community College
A.S.
Quincy College
A.S.
Danielle Virgil's Fidelity Investments Experience August 2004 - November 2004
Job Service Level Coordinator at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation April 2015 - Present
Duke Energy Corporation 2005 - Present
Duke Energy Progress March 2011 - December 2013
Duke Energy Progress March 2005 - April 2012
Randstad/Ceridian February 2005 - March 2005
Fidelity Investments August 2004 - November 2004
ITC Deltacom/BTI Inc August 2002 - March 2004
Skills
Human Resources, Training, Employee Relations, Access, Energy, Process Improvement, Customer Service, Management, Leadership, Software Documentation, Microsoft Office, Employee Benefits, Payroll, Time Management, Benefits Administration, Troubleshooting, PeopleSoft, Onboarding, HRIS, Interviewing Skills, Telephone Interviewing, Business Process..., Service Coordination, Team Coordination
Education
University of Phoenix 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Elizabeth City State University 1995 — 2000
Bachelor of Arts, English; Mass Communications
Duke Energy Corporation April 2015 - Present
Duke Energy Corporation 2005 - Present
Duke Energy Progress March 2011 - December 2013
Duke Energy Progress March 2005 - April 2012
Randstad/Ceridian February 2005 - March 2005
Fidelity Investments August 2004 - November 2004
ITC Deltacom/BTI Inc August 2002 - March 2004
Skills
Human Resources, Training, Employee Relations, Access, Energy, Process Improvement, Customer Service, Management, Leadership, Software Documentation, Microsoft Office, Employee Benefits, Payroll, Time Management, Benefits Administration, Troubleshooting, PeopleSoft, Onboarding, HRIS, Interviewing Skills, Telephone Interviewing, Business Process..., Service Coordination, Team Coordination
Education
University of Phoenix 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Elizabeth City State University 1995 — 2000
Bachelor of Arts, English; Mass Communications
Dawn Egelstrom, CFA's Fidelity Investments Experience 1999 - 2009
Job Business Analyst Consultant Fund Performance and Attribution at Veritude
Industry Financial Services
Experience
Veritude March 2013 - Present
Consultant January 2010 - February 2013
Fidelity Investments 1999 - 2009
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Securities, Equities, Derivatives, Risk Management, Excel, Fund Accounting, PowerPoint, Word, Fixed Income, Bloomberg, Portfolio Management, Mutual Funds, Investments, Trading, Asset Allocation, Asset Management, Financial Analysis, Capital Markets, Financial Markets, Alternative Investments, Cash Management, Bonds, Client Service, Securities Lending, Equity Trading, ETFs, Analysis, Series 7, Wealth Management, Valuation, Equity Research, Series 63, Structured Products, Investment Strategies, Risk, Corporate Actions, Electronic Trading, Emerging Markets, Equity Derivatives, Money Market, Prime Brokerage, Trading Systems, Back Office, Client Service Oriented, Relationship Management, Relationship Management..., Microsoft Excel, Microsoft Word, Financial Services, Financial Risk
Education
Eastern Nazarene College
BS
Veritude March 2013 - Present
Consultant January 2010 - February 2013
Fidelity Investments 1999 - 2009
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Securities, Equities, Derivatives, Risk Management, Excel, Fund Accounting, PowerPoint, Word, Fixed Income, Bloomberg, Portfolio Management, Mutual Funds, Investments, Trading, Asset Allocation, Asset Management, Financial Analysis, Capital Markets, Financial Markets, Alternative Investments, Cash Management, Bonds, Client Service, Securities Lending, Equity Trading, ETFs, Analysis, Series 7, Wealth Management, Valuation, Equity Research, Series 63, Structured Products, Investment Strategies, Risk, Corporate Actions, Electronic Trading, Emerging Markets, Equity Derivatives, Money Market, Prime Brokerage, Trading Systems, Back Office, Client Service Oriented, Relationship Management, Relationship Management..., Microsoft Excel, Microsoft Word, Financial Services, Financial Risk
Education
Eastern Nazarene College
BS
Niranjan S's Fidelity Investments Experience June 2007 - May 2008
Job Senior Product Manager at NetApp
Industry Computer Hardware
Experience
NetApp October 2014 - Present
NetApp September 2013 - October 2014
NetApp May 2010 - September 2013
Fidelity Investments June 2007 - May 2008
Skills
Product Management, Customer Interactions, Storage, NetApp, Product Strategy, Competitive Analysis, Business Strategy, Virtualization, Product Development, Product Launch, Integration, Partner Management, Product Lifecycle..., Customer Interaction, Business Analysis, Strategy, Enterprise Software, Management
Education
Management Development Institute 2008 — 2010
MBA, Marketing
EDHEC Business School 2009 — 2009
Msc Capital Markets, Finance
R. V. College of Engineering, Bangalore 2003 — 2007
B.E, Electrical and Electronics engineering
NetApp October 2014 - Present
NetApp September 2013 - October 2014
NetApp May 2010 - September 2013
Fidelity Investments June 2007 - May 2008
Skills
Product Management, Customer Interactions, Storage, NetApp, Product Strategy, Competitive Analysis, Business Strategy, Virtualization, Product Development, Product Launch, Integration, Partner Management, Product Lifecycle..., Customer Interaction, Business Analysis, Strategy, Enterprise Software, Management
Education
Management Development Institute 2008 — 2010
MBA, Marketing
EDHEC Business School 2009 — 2009
Msc Capital Markets, Finance
R. V. College of Engineering, Bangalore 2003 — 2007
B.E, Electrical and Electronics engineering
Eric Heizer's Fidelity Investments Experience November 2014 - Present
Job Sr. Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments November 2014 - Present
BNY Mellon May 2005 - November 2014
CitiStreet 2004 - 2005
Skills
Websphere, Software Documentation, Shell Scripting, SDLC, Oracle, AIX, Business Analysis, Process Improvement, Project Management, Requirements Gathering, Risk Management, SQL, Vendor Management
Education
Eastern Nazarene College 1989 — 1993
Bachelor of Science, Physical Education
Fidelity Investments November 2014 - Present
Fidelity Investments November 2014 - Present
BNY Mellon May 2005 - November 2014
CitiStreet 2004 - 2005
Skills
Websphere, Software Documentation, Shell Scripting, SDLC, Oracle, AIX, Business Analysis, Process Improvement, Project Management, Requirements Gathering, Risk Management, SQL, Vendor Management
Education
Eastern Nazarene College 1989 — 1993
Bachelor of Science, Physical Education
Raphael Cundari's Fidelity Investments Experience December 2011 - September 2014
Job District VicePresident at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments October 2014 - Present
Fidelity Investments December 2011 - September 2014
Fidelity Investments September 2011 - November 2011
UBS August 2010 - August 2011
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Investment Strategies, Securities, Investment Advisory, Retirement Planning
Education
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Elmira College 2005 — 2008
Bachelor of Science, Business
Mackenzie Investments October 2014 - Present
Fidelity Investments December 2011 - September 2014
Fidelity Investments September 2011 - November 2011
UBS August 2010 - August 2011
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Investment Strategies, Securities, Investment Advisory, Retirement Planning
Education
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Elmira College 2005 — 2008
Bachelor of Science, Business
Aaron Hassinger's Fidelity Investments Experience
Job Director, Investment Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Series 7, Bloomberg, Mutual Funds, Series 63, Factset
Education
Eastern Nazarene College 1990 — 1994
Fidelity Investments
Skills
Series 7, Bloomberg, Mutual Funds, Series 63, Factset
Education
Eastern Nazarene College 1990 — 1994
Kevin McNeil's Fidelity Investments Experience January 2012 - June 2013
Job CTE Teacher at Winfree Academy Lewisville Campus
Industry Financial Services
Experience
Principal Financial Group June 2013 - March 2015
Fidelity Investments January 2012 - June 2013
Clark Consulting June 2008 - December 2011
Clark Consulting June 2008 - December 2010
Clark Consulting June 2008 - December 2009
Bank of America August 2007 - June 2008
HD Vest March 2006 - August 2007
Wells Fargo August 2005 - March 2006
Education
Eastern New Mexico University 2000 — 2005
Bachelor, Business Administration
Principal Financial Group June 2013 - March 2015
Fidelity Investments January 2012 - June 2013
Clark Consulting June 2008 - December 2011
Clark Consulting June 2008 - December 2010
Clark Consulting June 2008 - December 2009
Bank of America August 2007 - June 2008
HD Vest March 2006 - August 2007
Wells Fargo August 2005 - March 2006
Education
Eastern New Mexico University 2000 — 2005
Bachelor, Business Administration
Amie Winn's Fidelity Investments Experience February 2013 - Present
Job Senior Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
RBA Consulting October 2012 - February 2013
ViaSat May 2011 - October 2012
Webroot Software April 2010 - March 2011
Moog September 2008 - April 2010
Rivet Software 2010 - 2010
NPF Networks 2006 - August 2008
MBP (McDonough Bolyard Peck) 1998 - 2003
Skills
VMware, SharePoint, Virtualization, Microsoft Exchange, System Administration, Active Directory, Microsoft Technologies, Microsoft SQL Server, Lync Server 2010, OCS 2007, Blackberry, Blackberry Enterprise..., Hyper-V
Education
ECPI College of Technology 1996 — 1998
Associate's degree, Computer Science, 3.94
Fidelity Investments February 2013 - Present
RBA Consulting October 2012 - February 2013
ViaSat May 2011 - October 2012
Webroot Software April 2010 - March 2011
Moog September 2008 - April 2010
Rivet Software 2010 - 2010
NPF Networks 2006 - August 2008
MBP (McDonough Bolyard Peck) 1998 - 2003
Skills
VMware, SharePoint, Virtualization, Microsoft Exchange, System Administration, Active Directory, Microsoft Technologies, Microsoft SQL Server, Lync Server 2010, OCS 2007, Blackberry, Blackberry Enterprise..., Hyper-V
Education
ECPI College of Technology 1996 — 1998
Associate's degree, Computer Science, 3.94
Melissa Kane's Fidelity Investments Experience May 2002 - January 2013
Job Senior Executive Assistant
Industry Financial Services
Experience
J.P.MORGAN SECURITIES LLC August 2013 - Present
Fidelity Investments May 2002 - January 2013
Education
Quincy College
Legal Assistant/Paralegal
ECPI College of Technology
Diploma, Business Administration
American College for the Applied Arts
Fashion/Apparel Design
J.P.MORGAN SECURITIES LLC August 2013 - Present
Fidelity Investments May 2002 - January 2013
Education
Quincy College
Legal Assistant/Paralegal
ECPI College of Technology
Diploma, Business Administration
American College for the Applied Arts
Fashion/Apparel Design
Paula Achorn's Fidelity Investments Experience 2000 - 2009
Job Master'sLevel Clinician
Industry Mental Health Care
Experience
Private Client 2011 - 2014
Private Client 2011 - 2014
Fidelity Investments 2000 - 2009
Private Consulting Firm, Boston 1991 - 2000
Skills
Teamwork, Administrative..., Office Management, Microsoft Office, Confidentiality, Workshop Facilitation, Event Planning, Mental Health, Group Therapy, Case Management, Customer Service
Education
Eastern Nazarene College 2008 — 2011
MS, Marriage & Family Therapy/Counseling (Psychology), Magna cum Laude
Eastern Nazarene College 1994 — 1996
BS, Business Administration
Private Client 2011 - 2014
Private Client 2011 - 2014
Fidelity Investments 2000 - 2009
Private Consulting Firm, Boston 1991 - 2000
Skills
Teamwork, Administrative..., Office Management, Microsoft Office, Confidentiality, Workshop Facilitation, Event Planning, Mental Health, Group Therapy, Case Management, Customer Service
Education
Eastern Nazarene College 2008 — 2011
MS, Marriage & Family Therapy/Counseling (Psychology), Magna cum Laude
Eastern Nazarene College 1994 — 1996
BS, Business Administration
Sandra Gonsalves's Fidelity Investments Experience September 1996 - November 2001
Job Executive Assistant at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital November 2001 - Present
Fidelity Investments September 1996 - November 2001
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management, General
Bain Capital November 2001 - Present
Fidelity Investments September 1996 - November 2001
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management, General
Angela Burnes's Fidelity Investments Experience 2006 - 2013
Job Veterinary Assistant at Minster Veterinary Service
Industry Financial Services
Experience
Minster Veterinary Service August 2013 - Present
maurices February 2013 - September 2013
Fidelity Investments 2006 - 2013
Skills
401k, Customer Service, Processing, Microsoft Excel, Microsoft Word
Education
Edison State Community College 2013 — 2013
Veterinary Assistant
Thomas More College 2003 — 2006
Bachelor of Arts (B.A.) and Associates in Art History, Graphic Design
Minster Veterinary Service August 2013 - Present
maurices February 2013 - September 2013
Fidelity Investments 2006 - 2013
Skills
401k, Customer Service, Processing, Microsoft Excel, Microsoft Word
Education
Edison State Community College 2013 — 2013
Veterinary Assistant
Thomas More College 2003 — 2006
Bachelor of Arts (B.A.) and Associates in Art History, Graphic Design
Chetoca Barfield .'s Fidelity Investments Experience 2005 - 2013
Job Bankruptcy Manager, AVP
Industry Banking
Experience
Wells Fargo Home Mortgage 2011 - 2013
Fidelity Investments 2005 - 2013
Skills
Credit, Banking, Mortgage Lending, Finance, Loan Origination, Risk Management, Credit Analysis, Mortgage Banking, Loans, Process Improvement, Customer Service, Team Building, Microsoft Office, Leadership, Management
Education
D. H. Conley
Elizabeth City State University
Strayer University
Wells Fargo Home Mortgage 2011 - 2013
Fidelity Investments 2005 - 2013
Skills
Credit, Banking, Mortgage Lending, Finance, Loan Origination, Risk Management, Credit Analysis, Mortgage Banking, Loans, Process Improvement, Customer Service, Team Building, Microsoft Office, Leadership, Management
Education
D. H. Conley
Elizabeth City State University
Strayer University
William Chism's Fidelity Investments Experience November 1999 - Present
Job Sys Serv Supp Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1999 - Present
MCI Systemhouse April 1995 - November 1999
MCI Systemhouse April 1995 - November 1999
Education
El Centro College
Fidelity Investments November 1999 - Present
MCI Systemhouse April 1995 - November 1999
MCI Systemhouse April 1995 - November 1999
Education
El Centro College
Frances Fletcher's Fidelity Investments Experience August 1999 - June 2004
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2005 - 2013
Fidelity Investments August 1999 - June 2004
Skills
Series 7, Series 63, Series 24, Cake Decorating
Education
El Centro College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Medical Staff Services Technology/Technician
TD Ameritrade 2005 - 2013
Fidelity Investments August 1999 - June 2004
Skills
Series 7, Series 63, Series 24, Cake Decorating
Education
El Centro College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Medical Staff Services Technology/Technician
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank