Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Jeffrey Oliveira Jeffrey Oliveira's Fidelity Investments Experience August 2012 - December 2012
Job Research at Stax & Founder of skiChina.com
Industry Market Research
Experience
Stax Inc. November 2014 - Present
skiChina.com January 2013 - Present
Fidelity Investments August 2012 - December 2012
Fidelity Investments July 2008 - March 2012
Fidelity Investments October 2005 - February 2008
Guilin College of Aerospace Technology September 2004 - June 2005
Skills
Market Data, Project Management, Financial Modeling, Data Analysis, Business Analysis, Market Research, Industry Analysis, Mandarin, Digital Media, China Business..., Equity Research, Equity Trading, Vendor Management, Marketing, Entrepreneurship, Strategy, International Business, Factset, Bloomberg, Manage Client..., Microsoft Excel
Education
Fairfield University 2000 — 2004
Bachelor of Arts (B.A.), International Business
University of International Business and Economics 2003 — 2004
University of Cape Town
Stax Inc. November 2014 - Present
skiChina.com January 2013 - Present
Fidelity Investments August 2012 - December 2012
Fidelity Investments July 2008 - March 2012
Fidelity Investments October 2005 - February 2008
Guilin College of Aerospace Technology September 2004 - June 2005
Skills
Market Data, Project Management, Financial Modeling, Data Analysis, Business Analysis, Market Research, Industry Analysis, Mandarin, Digital Media, China Business..., Equity Research, Equity Trading, Vendor Management, Marketing, Entrepreneurship, Strategy, International Business, Factset, Bloomberg, Manage Client..., Microsoft Excel
Education
Fairfield University 2000 — 2004
Bachelor of Arts (B.A.), International Business
University of International Business and Economics 2003 — 2004
University of Cape Town
Austin Lefebvre Austin Lefebvre's Fidelity Investments Experience June 2015 - Present
Job Account Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Endicott college investment club February 2015 - Present
Endicott DECA June 2014 - Present
Northwestern Mutual May 2014 - March 2015
Gomes, DaCruz & Tracy, PC January 2014 - January 2014
Horizon Investment Management Group January 2013 - January 2013
YMCA February 2010 - August 2012
Gelinas & Lefebvre Attorneys at Law December 2010 - July 2012
Skills
QuickBooks, Microsoft Excel, Social Media, Time Management, Public Speaking, Leadership
Education
Endicott College 2012 — 2016
Finance, General
Minnechaug Regional High School 2008 — 2012
Fidelity Investments June 2015 - Present
Endicott college investment club February 2015 - Present
Endicott DECA June 2014 - Present
Northwestern Mutual May 2014 - March 2015
Gomes, DaCruz & Tracy, PC January 2014 - January 2014
Horizon Investment Management Group January 2013 - January 2013
YMCA February 2010 - August 2012
Gelinas & Lefebvre Attorneys at Law December 2010 - July 2012
Skills
QuickBooks, Microsoft Excel, Social Media, Time Management, Public Speaking, Leadership
Education
Endicott College 2012 — 2016
Finance, General
Minnechaug Regional High School 2008 — 2012
Curtis Larson's Fidelity Investments Experience June 1996 - April 2007
Job Financial Services
Industry Financial Services
Experience
Financial Services 2013 - Present
Zel Technologies 2011 - 2013
US Government 2004 - 2012
Fidelity Investments June 1996 - April 2007
Skills
DoD, Program Management, Team Building, Requirements Analysis, Security Clearance, Project Management, PMP, Military Operations, Project Planning, Team Leadership, Military, Government Contracting, Quality Assurance, Systems Engineering, Visio, Change Management, Training, Government, Microsoft Office, Information Assurance, Security, Process Improvement, Management, Analysis, Leadership, Microsoft Excel, Risk Management, Organizational..., Leadership Development, National Security, Intelligence Analysis, Intelligence Community, Military Experience, Counterterrorism, Force Protection, Cross-functional Team..., Physical Security, Army, Data Analysis, SharePoint, Series 7, Series 63, Policy, Business Analysis, Intelligence, HUMINT, Operational Planning, Command, Top Secret
Education
Villanova University 2012 — 2012
Program Management Certification, Program Management
Excelsior College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Financial Services 2013 - Present
Zel Technologies 2011 - 2013
US Government 2004 - 2012
Fidelity Investments June 1996 - April 2007
Skills
DoD, Program Management, Team Building, Requirements Analysis, Security Clearance, Project Management, PMP, Military Operations, Project Planning, Team Leadership, Military, Government Contracting, Quality Assurance, Systems Engineering, Visio, Change Management, Training, Government, Microsoft Office, Information Assurance, Security, Process Improvement, Management, Analysis, Leadership, Microsoft Excel, Risk Management, Organizational..., Leadership Development, National Security, Intelligence Analysis, Intelligence Community, Military Experience, Counterterrorism, Force Protection, Cross-functional Team..., Physical Security, Army, Data Analysis, SharePoint, Series 7, Series 63, Policy, Business Analysis, Intelligence, HUMINT, Operational Planning, Command, Top Secret
Education
Villanova University 2012 — 2012
Program Management Certification, Program Management
Excelsior College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Matthew Tehan Matthew Tehan's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Reebok 2014 - August 2014
Hampton Inn May 2013 - August 2013
Malden Catholic High School December 2012 - February 2013
Army Barracks May 2012 - August 2012
Skills
Marketing, Stock Market, Social Media Marketing, Social Media, Microsoft Office, Microsoft Excel, Business Writing, Writing, Communication Skills, Leadership, Athletics, Sports, Microsoft Word, PowerPoint
Education
Endicott College 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Anselm College 2011 — 2012
Fidelity Investments May 2015 - Present
Reebok 2014 - August 2014
Hampton Inn May 2013 - August 2013
Malden Catholic High School December 2012 - February 2013
Army Barracks May 2012 - August 2012
Skills
Marketing, Stock Market, Social Media Marketing, Social Media, Microsoft Office, Microsoft Excel, Business Writing, Writing, Communication Skills, Leadership, Athletics, Sports, Microsoft Word, PowerPoint
Education
Endicott College 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Anselm College 2011 — 2012
David Glancy's Fidelity Investments Experience 1990 - 2003
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2009 - Present
Andover Capital Advisors 2003 - 2008
Fidelity Investments 1990 - 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Tulane University
Bachelor of Arts (B.A.)
Putnam Investments January 2009 - Present
Andover Capital Advisors 2003 - 2008
Fidelity Investments 1990 - 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Tulane University
Bachelor of Arts (B.A.)
Troy Cassa's Fidelity Investments Experience August 2015 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments July 2014 - June 2015
Beverly Athletic Club (BAC) October 2012 - May 2014
Principal Financial Group July 2013 - August 2013
Foremost Caterers December 2010 - September 2012
LPL Financial June 2012 - August 2012
Pascack Valley High School June 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Networking, Marketing, Communication Skills, Financial Services, Facebook
Education
Endicott College 2011 — 2015
Pascack Valley High School 2007 — 2011
Fidelity Investments August 2015 - Present
Fidelity Investments July 2014 - June 2015
Beverly Athletic Club (BAC) October 2012 - May 2014
Principal Financial Group July 2013 - August 2013
Foremost Caterers December 2010 - September 2012
LPL Financial June 2012 - August 2012
Pascack Valley High School June 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Networking, Marketing, Communication Skills, Financial Services, Facebook
Education
Endicott College 2011 — 2015
Pascack Valley High School 2007 — 2011
Katie Paquette's Fidelity Investments Experience February 2015 - Present
Job Advisor, Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments August 2010 - February 2015
Fidelity Investments May 2007 - August 2010
Alloy Education 2006 - 2007
PSNH May 2005 - September 2005
Education
Endicott College 2002 — 2006
Bachelor, Communication
Fidelity Investments February 2015 - Present
Fidelity Investments August 2010 - February 2015
Fidelity Investments May 2007 - August 2010
Alloy Education 2006 - 2007
PSNH May 2005 - September 2005
Education
Endicott College 2002 — 2006
Bachelor, Communication
Charles John Harm II Charles John Harm II's Fidelity Investments Experience June 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fairfield University September 2014 - May 2015
Fairfield University September 2012 - May 2015
Fairfield University February 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Brazilian Immigrant Center September 2013 - December 2013
Texas State Senator Leslie Nelson May 2013 - September 2013
Fairfield University Research Assistant May 2013 - September 2013
AMC Theatres May 2012 - September 2013
Fairfield University Leadership Development January 2013 - May 2013
Skills
International Relations, Leadership Development, Islamic Studies, Political Islam, Public Policy, Policy Analysis, Global Politics, World Travel, Foreign Affairs, International Economics, Comparative Politics, Conflict Resolution, Grants, Political Science, Grant Writing, Community Outreach, Fundraising, Foreign Policy, Research, Editing, Public Speaking, IBM EMPTORIS Document..., Drafting Agreements, Contractual Agreements, Financial Services
Education
Fairfield University 2011 — 2015
B.A. Political Science and International Studies
Regent's University London 2014 — 2014
Study Abroad
Culver Military Academy 2008 — 2011
High School Degree
Fairfield University
Bachelor of Arts (B.A.), International Relations and Affairs
Fidelity Investments June 2015 - Present
Fairfield University September 2014 - May 2015
Fairfield University September 2012 - May 2015
Fairfield University February 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Brazilian Immigrant Center September 2013 - December 2013
Texas State Senator Leslie Nelson May 2013 - September 2013
Fairfield University Research Assistant May 2013 - September 2013
AMC Theatres May 2012 - September 2013
Fairfield University Leadership Development January 2013 - May 2013
Skills
International Relations, Leadership Development, Islamic Studies, Political Islam, Public Policy, Policy Analysis, Global Politics, World Travel, Foreign Affairs, International Economics, Comparative Politics, Conflict Resolution, Grants, Political Science, Grant Writing, Community Outreach, Fundraising, Foreign Policy, Research, Editing, Public Speaking, IBM EMPTORIS Document..., Drafting Agreements, Contractual Agreements, Financial Services
Education
Fairfield University 2011 — 2015
B.A. Political Science and International Studies
Regent's University London 2014 — 2014
Study Abroad
Culver Military Academy 2008 — 2011
High School Degree
Fairfield University
Bachelor of Arts (B.A.), International Relations and Affairs
Chris Sears's Fidelity Investments Experience June 2015 - Present
Job Senior Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - June 2015
Endicott College September 2010 - May 2014
Fidelity Investments September 2013 - January 2014
Health Plans, Inc. May 2013 - August 2013
Health Plans, Inc. May 2012 - August 2012
Health Plans, Inc. January 2012 - February 2012
Staples May 2011 - August 2011
Skills
Teamwork, Strategic Planning, Equities, Fixed Income, Portfolio Management, Windows, Economics, Mutual Funds, Microsoft Excel, Visual Basic, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Time Management, Finance, Leadership, Investments
Education
Endicott College 2010 — 2014
Business, Concentration of Finance, Graduate
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - June 2015
Endicott College September 2010 - May 2014
Fidelity Investments September 2013 - January 2014
Health Plans, Inc. May 2013 - August 2013
Health Plans, Inc. May 2012 - August 2012
Health Plans, Inc. January 2012 - February 2012
Staples May 2011 - August 2011
Skills
Teamwork, Strategic Planning, Equities, Fixed Income, Portfolio Management, Windows, Economics, Mutual Funds, Microsoft Excel, Visual Basic, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Time Management, Finance, Leadership, Investments
Education
Endicott College 2010 — 2014
Business, Concentration of Finance, Graduate
Tina Sherwood Tina Sherwood's Fidelity Investments Experience 1994 - 1996
Job Holbrook Dental
Industry Health, Wellness and Fitness
Experience
Holbrook Dental October 2014 - Present
State Street Bank 1996 - January 2002
Fidelity Investments 1994 - 1996
Skills
Research, Public Speaking, Editing, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Leadership, Event Planning, Fundraising
Education
University of Rochester 1987 — 1988
Bachelor of Arts (B.A.), Psychology / History
University of Colorado at Boulder 1986 — 1987
Emory University 1984 — 1986
Holbrook Dental October 2014 - Present
State Street Bank 1996 - January 2002
Fidelity Investments 1994 - 1996
Skills
Research, Public Speaking, Editing, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Leadership, Event Planning, Fundraising
Education
University of Rochester 1987 — 1988
Bachelor of Arts (B.A.), Psychology / History
University of Colorado at Boulder 1986 — 1987
Emory University 1984 — 1986
Eric Martino Eric Martino's Fidelity Investments Experience February 2013 - Present
Job Director, Asset Allocation Portfolio Specialist at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
Fidelity Investments February 2013 - Present
Putnam Investments June 2011 - January 2013
Putnam Investments July 2009 - June 2011
Putnam Investments June 2004 - July 2009
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Alternative Investments, Series 7, Asset Management, Portfolio Management
Education
Fairfield University 2000 — 2004
BA, Accounting
LCA
Manulife Asset Management August 2015 - Present
Fidelity Investments February 2013 - Present
Putnam Investments June 2011 - January 2013
Putnam Investments July 2009 - June 2011
Putnam Investments June 2004 - July 2009
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Alternative Investments, Series 7, Asset Management, Portfolio Management
Education
Fairfield University 2000 — 2004
BA, Accounting
LCA
Robert C. Barone Robert C. Barone's Fidelity Investments Experience June 2012 - Present
Job
Industry Marketing and Advertising
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments October 2007 - June 2012
Fidelity Investments March 2004 - October 2007
Vertrue, Inc June 2001 - November 2004
Jenny Craig International, Inc. August 2000 - May 2001
MemberWorks Incorporated September 1999 - June 2000
Skills
Direct Mail, Telemarketing, Customer Acquisition, Direct Marketing, Lead Generation, Multi-channel Marketing, Interactive Marketing, Integrated Marketing, Relationship Management, Relationship Marketing, Affiliate Marketing, Mobile Marketing, Email Marketing, Digital Marketing, Digital Strategy, CRM
Education
Fairfield University 1995 — 1999
BS Marketing, Marketing, Philosophy
East Greenwich High School 1991 — 1995
Fidelity Investments June 2012 - Present
Fidelity Investments October 2007 - June 2012
Fidelity Investments March 2004 - October 2007
Vertrue, Inc June 2001 - November 2004
Jenny Craig International, Inc. August 2000 - May 2001
MemberWorks Incorporated September 1999 - June 2000
Skills
Direct Mail, Telemarketing, Customer Acquisition, Direct Marketing, Lead Generation, Multi-channel Marketing, Interactive Marketing, Integrated Marketing, Relationship Management, Relationship Marketing, Affiliate Marketing, Mobile Marketing, Email Marketing, Digital Marketing, Digital Strategy, CRM
Education
Fairfield University 1995 — 1999
BS Marketing, Marketing, Philosophy
East Greenwich High School 1991 — 1995
Thomas Pan Thomas Pan's Fidelity Investments Experience May 2013 - August 2013
Job Associate at Futurestep, A Korn/Ferry Company
Industry Management Consulting
Experience
Court Vision, Inc. March 2015 - Present
Futurestep, A Korn/Ferry Company June 2014 - Present
Fidelity Investments May 2013 - August 2013
Agile Consulting Group August 2012 - January 2013
Champaign Urbana Public Health District June 2012 - August 2012
State Farm Insurance May 2011 - August 2011
Goizueta Business School, Office of MBA Admissions January 2011 - May 2011
Skills
Finance, Accounting, Investments, Auditing, Financial Accounting, Research, Marketing Strategy, Sales, Budgets, Banking, Advertising, Financial Modeling, Economics, Data Analysis, Valuation, Program Management, Financial Analysis, Tax, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
Emory University 2010 — 2014
Bachelor of Arts (B.A.), Economics/Chinese
Court Vision, Inc. March 2015 - Present
Futurestep, A Korn/Ferry Company June 2014 - Present
Fidelity Investments May 2013 - August 2013
Agile Consulting Group August 2012 - January 2013
Champaign Urbana Public Health District June 2012 - August 2012
State Farm Insurance May 2011 - August 2011
Goizueta Business School, Office of MBA Admissions January 2011 - May 2011
Skills
Finance, Accounting, Investments, Auditing, Financial Accounting, Research, Marketing Strategy, Sales, Budgets, Banking, Advertising, Financial Modeling, Economics, Data Analysis, Valuation, Program Management, Financial Analysis, Tax, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
Emory University 2010 — 2014
Bachelor of Arts (B.A.), Economics/Chinese
Andy Skelton Andy Skelton's Fidelity Investments Experience May 2007 - August 2007
Job Applications Specialist at MEDITECH
Industry Computer Software
Experience
MEDITECH August 2010 - Present
Baystate Financial Services September 2009 - December 2009
Barton and Associates June 2009 - August 2009
Endicott College September 2007 - May 2008
Fidelity Investments May 2007 - August 2007
Skills
Financial Analysis, Management, Meditech, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Salesforce.com, Microsoft Word, Healthcare Information..., Software Implementation, Data Analysis, Software Documentation, Process Improvement, Social Media, Access, Sales, Business Development
Education
Endicott College 2006 — 2010
Business Administration, Finance, Computer Science
John Cabot University 2008 — 2009
Business Administration
Northeastern University
Northeastern University
Northeastern University
MEDITECH August 2010 - Present
Baystate Financial Services September 2009 - December 2009
Barton and Associates June 2009 - August 2009
Endicott College September 2007 - May 2008
Fidelity Investments May 2007 - August 2007
Skills
Financial Analysis, Management, Meditech, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Salesforce.com, Microsoft Word, Healthcare Information..., Software Implementation, Data Analysis, Software Documentation, Process Improvement, Social Media, Access, Sales, Business Development
Education
Endicott College 2006 — 2010
Business Administration, Finance, Computer Science
John Cabot University 2008 — 2009
Business Administration
Northeastern University
Northeastern University
Northeastern University
Nicholas Dippel's Fidelity Investments Experience January 2015 - Present
Job Branch Sales Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2014 - January 2015
Fidelity Investments September 2012 - December 2013
Fidelity Investments January 2012 - September 2012
Self-employed May 2009 - May 2012
Chadwick Martin Bailey May 2009 - May 2012
Skills
Customer Service, Personal Financial..., Creative Direction, Marketing Communications
Education
Endicott College 2005 — 2009
Bachelor of Science (B.S.), Communication and Media/Multimedia Production
Fidelity Investments January 2015 - Present
Fidelity Investments January 2014 - January 2015
Fidelity Investments September 2012 - December 2013
Fidelity Investments January 2012 - September 2012
Self-employed May 2009 - May 2012
Chadwick Martin Bailey May 2009 - May 2012
Skills
Customer Service, Personal Financial..., Creative Direction, Marketing Communications
Education
Endicott College 2005 — 2009
Bachelor of Science (B.S.), Communication and Media/Multimedia Production
Briana Johnson's Fidelity Investments Experience November 2014 - Present
Job
Industry
Experience
Fidelity Investments November 2014 - Present
Endicott College September 2010 - May 2014
Salem Police Department September 2013 - December 2013
City of East Providence June 2011 - August 2012
U.S. Marshals Service June 2012 - July 2012
Law Office of Gregory S. Dias December 2010 - January 2011
Skills
Outstanding..., Quick learner, Extremely organized, Attention to detail, Exceptional research..., Highly motivated, Proficient in Microsoft...
Education
Endicott College 2014 — 2016
Master's Degree, Homeland Security
Endicott College 2010 — 2014
Bachelor's Degree, Criminal Justice
Fidelity Investments November 2014 - Present
Endicott College September 2010 - May 2014
Salem Police Department September 2013 - December 2013
City of East Providence June 2011 - August 2012
U.S. Marshals Service June 2012 - July 2012
Law Office of Gregory S. Dias December 2010 - January 2011
Skills
Outstanding..., Quick learner, Extremely organized, Attention to detail, Exceptional research..., Highly motivated, Proficient in Microsoft...
Education
Endicott College 2014 — 2016
Master's Degree, Homeland Security
Endicott College 2010 — 2014
Bachelor's Degree, Criminal Justice
Acadia Willis's Fidelity Investments Experience September 2015 - Present
Job Temporary Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - August 2015
Boston Partners Financial Group, LLC June 2014 - July 2014
Boston Medical Center July 2013 - January 2014
Partners HealthCare June 2010 - January 2013
Skills
Healthcare, Microsoft Excel, HIPAA, Data Analysis, Microsoft Word, Microsoft Office, Social Media, Editing, Public Speaking, Team Work, Microsoft PowerPoint, Leadership, Teamwork
Education
Endicott College 2012 — 2015
Bachelor's Degree, Finance
Swampscott High School 2008 — 2012
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - August 2015
Boston Partners Financial Group, LLC June 2014 - July 2014
Boston Medical Center July 2013 - January 2014
Partners HealthCare June 2010 - January 2013
Skills
Healthcare, Microsoft Excel, HIPAA, Data Analysis, Microsoft Word, Microsoft Office, Social Media, Editing, Public Speaking, Team Work, Microsoft PowerPoint, Leadership, Teamwork
Education
Endicott College 2012 — 2015
Bachelor's Degree, Finance
Swampscott High School 2008 — 2012
Lindsey Sakonchick's Fidelity Investments Experience December 2013 - August 2014
Job Project Coordinator, Fidelity Investment Management Technology
Industry Financial Services
Experience
Fidelity Investments December 2013 - August 2014
Beverly Bootstraps September 2012 - December 2013
Harvard Medical School July 2013 - September 2013
The Hartford May 2010 - July 2012
Education
University of Massachusetts Boston
Project Management
Endicott College 2008 — 2012
Bachelor of Science in Communication, Business Administration Minor, Magna Cum Laude
University of Westminster 2011 — 2011
Communication, School of Media, Art, and Design
Fidelity Investments December 2013 - August 2014
Beverly Bootstraps September 2012 - December 2013
Harvard Medical School July 2013 - September 2013
The Hartford May 2010 - July 2012
Education
University of Massachusetts Boston
Project Management
Endicott College 2008 — 2012
Bachelor of Science in Communication, Business Administration Minor, Magna Cum Laude
University of Westminster 2011 — 2011
Communication, School of Media, Art, and Design
Pamela Delaney Pamela Delaney's Fidelity Investments Experience 1986 - 1994
Job CMO Validus Growth Investors, LLC
Industry Financial Services
Experience
Validus Growth Investors, LLC 2014 - Present
TIAA-CREF 2004 - 2013
PwC Mangement Consulting 1999 - 2003
KPMG 1995 - 1999
Fidelity Investments 1986 - 1994
Skills
Business Strategy, New Business Development, Product Development, Program Management, Manage Client..., Customer Segmentation..., Operational Excellence, Distribution Strategies, Marketing Strategy, Marketing Management, Product Marketing, Executive Reporting, CRM, Programme Governance, Client Experience..., Product Innovation, Wealth Management..., International..., Change Management, Strategic Planning, Strategic Leadership, Six Sigma, Business Transformation, End to End Solutions, End to End Campaign..., Sales Support Leader, Revenue Growth..., Sales Force Alignment, Sales Process..., Engagement Management, Increase Productivity, Cost Reduction Solutions, Channel Optimization, Strategic Partnerships, Integration champion, Global Business..., Lead Generation, Cross-functional Team..., Client Development, Management Consulting, Employee Engagement, Retention Strategies, Vendor Management, Third Party Distribution, Mergers & Acquisitions, M&A execution, R&D, Strategic Communications, Wealth Management, Strategy
Education
Harvard Business School
Executive Education Program
Emory University - Goizueta Business School 1994 — 1996
MBA
Trinity University-Washington
BA, Economics /Finance
Validus Growth Investors, LLC 2014 - Present
TIAA-CREF 2004 - 2013
PwC Mangement Consulting 1999 - 2003
KPMG 1995 - 1999
Fidelity Investments 1986 - 1994
Skills
Business Strategy, New Business Development, Product Development, Program Management, Manage Client..., Customer Segmentation..., Operational Excellence, Distribution Strategies, Marketing Strategy, Marketing Management, Product Marketing, Executive Reporting, CRM, Programme Governance, Client Experience..., Product Innovation, Wealth Management..., International..., Change Management, Strategic Planning, Strategic Leadership, Six Sigma, Business Transformation, End to End Solutions, End to End Campaign..., Sales Support Leader, Revenue Growth..., Sales Force Alignment, Sales Process..., Engagement Management, Increase Productivity, Cost Reduction Solutions, Channel Optimization, Strategic Partnerships, Integration champion, Global Business..., Lead Generation, Cross-functional Team..., Client Development, Management Consulting, Employee Engagement, Retention Strategies, Vendor Management, Third Party Distribution, Mergers & Acquisitions, M&A execution, R&D, Strategic Communications, Wealth Management, Strategy
Education
Harvard Business School
Executive Education Program
Emory University - Goizueta Business School 1994 — 1996
MBA
Trinity University-Washington
BA, Economics /Finance
Laurent Botella Laurent Botella's Fidelity Investments Experience 2006 - 2009
Job Sr Director, Product Strategy at Workday
Industry Outsourcing/Offshoring
Experience
Workday May 2015 - Present
Workday October 2010 - Present
Infosys BPO 2009 - September 2010
Fidelity Investments 2006 - 2009
Oracle 2005 - 2006
PeopleSoft USA 1999 - 2004
PeopleSoft France 1996 - 1998
PeopleSoft France May 1994 - January 1996
Skills
Product Management, SaaS, Strategy, Outsourcing, Management, Business Strategy, Leadership, Project Portfolio..., Program Management, Cross-functional Team..., Business Alliances, ERP, Product Marketing, Partnerships, Cloud Computing, Talent Management, Human Resources, CRM, PeopleSoft, Management Consulting, Personnel Management, Acquisitions, Product Strategy, Workday
Education
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1980 — 1983
Bachelor of Science, Mechanical Engineering
Workday May 2015 - Present
Workday October 2010 - Present
Infosys BPO 2009 - September 2010
Fidelity Investments 2006 - 2009
Oracle 2005 - 2006
PeopleSoft USA 1999 - 2004
PeopleSoft France 1996 - 1998
PeopleSoft France May 1994 - January 1996
Skills
Product Management, SaaS, Strategy, Outsourcing, Management, Business Strategy, Leadership, Project Portfolio..., Program Management, Cross-functional Team..., Business Alliances, ERP, Product Marketing, Partnerships, Cloud Computing, Talent Management, Human Resources, CRM, PeopleSoft, Management Consulting, Personnel Management, Acquisitions, Product Strategy, Workday
Education
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1980 — 1983
Bachelor of Science, Mechanical Engineering
Derek Dupuis Derek Dupuis's Fidelity Investments Experience January 2014 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - December 2013
UNH InterOperability Lab April 2012 - May 2013
Market Basket Inc. March 2005 - January 2013
Endicott College September 2007 - May 2008
Skills
Java, C++, C, Microsoft Office, Customer Service, IPv6, IPSec, IKEv2, Testing, Security, Ethernet, Quality Assurance
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (B.S.), Computer Science
University of New Hampshire-Manchester 2008 — 2009
Undeclared
Endicott College 2007 — 2008
Computer Science
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - December 2013
UNH InterOperability Lab April 2012 - May 2013
Market Basket Inc. March 2005 - January 2013
Endicott College September 2007 - May 2008
Skills
Java, C++, C, Microsoft Office, Customer Service, IPv6, IPSec, IKEv2, Testing, Security, Ethernet, Quality Assurance
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (B.S.), Computer Science
University of New Hampshire-Manchester 2008 — 2009
Undeclared
Endicott College 2007 — 2008
Computer Science
Christina Serravalli Christina Serravalli's Fidelity Investments Experience June 2013 - August 2013
Job Assurance Asset Management Intern at PwC
Industry Accounting
Experience
PwC June 2014 - Present
The Winning Trade LLC 2012 - Present
Fidelity Investments June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Mutual Funds, Trading, Financial Services, Financial Analysis, Facebook, Finance
Education
Fairfield University 2011 — 2015
Bachelor’s Degree, Accounting
Our Lady of Mercy Academy 2007 — 2011
PwC June 2014 - Present
The Winning Trade LLC 2012 - Present
Fidelity Investments June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Mutual Funds, Trading, Financial Services, Financial Analysis, Facebook, Finance
Education
Fairfield University 2011 — 2015
Bachelor’s Degree, Accounting
Our Lady of Mercy Academy 2007 — 2011
Joseph Finn Joseph Finn's Fidelity Investments Experience January 1990 - December 1992
Job Director, Business Development at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management July 2010 - Present
P-Solve June 2005 - February 2010
Eastern Bank June 2000 - June 2005
Bank of Boston 1993 - 2000
Fidelity Investments January 1990 - December 1992
Boston Safe Deposit & Trust Co June 1986 - December 1989
American Express March 1982 - June 1986
American Express Service Establishment Marketing 1979 - 1982
Skills
Wealth Managment, Sales and Marketing, Investment Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Income, Investment Management, Wealth Management...
Education
Fairfield University 1973 — 1977
B.S., Marketing
Argent Wealth Management July 2010 - Present
P-Solve June 2005 - February 2010
Eastern Bank June 2000 - June 2005
Bank of Boston 1993 - 2000
Fidelity Investments January 1990 - December 1992
Boston Safe Deposit & Trust Co June 1986 - December 1989
American Express March 1982 - June 1986
American Express Service Establishment Marketing 1979 - 1982
Skills
Wealth Managment, Sales and Marketing, Investment Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Income, Investment Management, Wealth Management...
Education
Fairfield University 1973 — 1977
B.S., Marketing
Andrea Merenda's Fidelity Investments Experience May 2006 - April 2015
Job PAREXEL International at PAREXEL
Industry Information Technology and Services
Experience
PAREXEL July 2015 - Present
Fidelity Investments May 2006 - April 2015
Digimarc ID Systems October 2003 - December 2005
RadView Software May 2002 - May 2003
Lexign July 2000 - May 2002
Skills
cyberark, active roles, Varonis, Entrust PKI, LDAP, Active Directory, RSA Security, RSA Ace Server, RSA SecurID, Dameware, RSA Tokens, HP Service Manager, Security, Disaster Recovery, Databases, Networking, Vendor Management, DNS, IIS, Unix, Visio, SharePoint, Risk Management, Business Analysis, Virtualization, VMware, Windows, Linux, Windows Server, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Oracle SQL Developer, dumpsec, Information Security
Education
Computer Learning Center 2000 — 2001
Certification, Network Engineering
Endicott College 1998 — 1999
Bachelor of Science, Business Administration
Endicott College 1989 — 1991
Associates of Science, Design / Retail Management
PAREXEL July 2015 - Present
Fidelity Investments May 2006 - April 2015
Digimarc ID Systems October 2003 - December 2005
RadView Software May 2002 - May 2003
Lexign July 2000 - May 2002
Skills
cyberark, active roles, Varonis, Entrust PKI, LDAP, Active Directory, RSA Security, RSA Ace Server, RSA SecurID, Dameware, RSA Tokens, HP Service Manager, Security, Disaster Recovery, Databases, Networking, Vendor Management, DNS, IIS, Unix, Visio, SharePoint, Risk Management, Business Analysis, Virtualization, VMware, Windows, Linux, Windows Server, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Oracle SQL Developer, dumpsec, Information Security
Education
Computer Learning Center 2000 — 2001
Certification, Network Engineering
Endicott College 1998 — 1999
Bachelor of Science, Business Administration
Endicott College 1989 — 1991
Associates of Science, Design / Retail Management
Derek Martineau's Fidelity Investments Experience August 2014 - Present
Job Active Trader Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments March 2013 - August 2014
Fidelity Investments January 2012 - March 2013
ATP Ski Associates, DBA, Ski Haus October 2003 - December 2012
Beaver Visitec International September 2011 - January 2012
L-3 Communications- Maritime Systems January 2011 - May 2011
ID Parts September 2010 - December 2010
Campbell's Scottish Highlands Golf Course March 2003 - September 2010
Boston Partners Financial Group, LLC. June 2009 - December 2009
Industrial Protection Products, Inc. December 2007 - January 2008
Skills
Market Research, Microsoft Excel
Education
Endicott College 2010 — 2011
M.B.A, Business Administration
Endicott College 2006 — 2010
B.S, Business Administration- Financial Management
Fidelity Investments August 2014 - Present
Fidelity Investments March 2013 - August 2014
Fidelity Investments January 2012 - March 2013
ATP Ski Associates, DBA, Ski Haus October 2003 - December 2012
Beaver Visitec International September 2011 - January 2012
L-3 Communications- Maritime Systems January 2011 - May 2011
ID Parts September 2010 - December 2010
Campbell's Scottish Highlands Golf Course March 2003 - September 2010
Boston Partners Financial Group, LLC. June 2009 - December 2009
Industrial Protection Products, Inc. December 2007 - January 2008
Skills
Market Research, Microsoft Excel
Education
Endicott College 2010 — 2011
M.B.A, Business Administration
Endicott College 2006 — 2010
B.S, Business Administration- Financial Management
Doug Dannemiller Doug Dannemiller's Fidelity Investments Experience October 1998 - December 2008
Job Distribution Research at MoneyMedia
Industry Financial Services
Experience
Money-Media February 2014 - Present
Dannemiller Analytics & Consulting, LLC March 2011 - February 2014
Aite Group March 2009 - March 2011
National Financial, a Fidelity Investments Company 2004 - 2009
Fidelity Investments October 1998 - December 2008
Fidelity Investments 1998 - 2003
TowerGroup 1997 - 1998
Price Waterhouse Management Consultants 1993 - 1996
SunTrust Bank 1990 - 1994
Skills
Investments, Capital Markets, Wealth Management, Risk Management, Financial Services, Strategic Financial..., Mutual Funds, ETFs, Brokerage, Clearing, Benchmarking, Variable Annuities, Fixed Annuities, Indexed Annuities, Business Analysis, Analysis, Investment Management, Competitive Analysis, Competitive Intelligence, Strategy, Asset Allocation, Segmentation, Process Improvement, Strategic Planning, Consulting, Financial Modeling, Analytics, Financial Planning
Education
Emory University - Goizueta Business School 1989 — 1990
MBA, Business
Georgia Institute of Technology 1983 — 1987
BS, Applied Biology
Money-Media February 2014 - Present
Dannemiller Analytics & Consulting, LLC March 2011 - February 2014
Aite Group March 2009 - March 2011
National Financial, a Fidelity Investments Company 2004 - 2009
Fidelity Investments October 1998 - December 2008
Fidelity Investments 1998 - 2003
TowerGroup 1997 - 1998
Price Waterhouse Management Consultants 1993 - 1996
SunTrust Bank 1990 - 1994
Skills
Investments, Capital Markets, Wealth Management, Risk Management, Financial Services, Strategic Financial..., Mutual Funds, ETFs, Brokerage, Clearing, Benchmarking, Variable Annuities, Fixed Annuities, Indexed Annuities, Business Analysis, Analysis, Investment Management, Competitive Analysis, Competitive Intelligence, Strategy, Asset Allocation, Segmentation, Process Improvement, Strategic Planning, Consulting, Financial Modeling, Analytics, Financial Planning
Education
Emory University - Goizueta Business School 1989 — 1990
MBA, Business
Georgia Institute of Technology 1983 — 1987
BS, Applied Biology
Traci Shulkin Traci Shulkin's Fidelity Investments Experience 2003 - 2004
Job
Industry Real Estate
Experience
Benoit Mizner Simon & Co., LLC 2010 - Present
Fidelity Investments 2003 - 2004
Goldman Sachs 2000 - 2002
Arthur Andersen LLP September 1997 - September 2000
Skills
Real Estate, First Time Home Buyers, Fixed Income, Referrals, Move Up Buyers, Investment Properties, Asset Managment, Townhomes, Property Management, Real Property, Listings, Property, Sellers, Relocation, Luxury, Investments, Single Family Homes, Buyers, Condos, Buyer Representation, Selling, New Home Sales, Rentals, REO, Financial Analysis, Blogging, Residential Homes, Short Sales, New Homes, Real Estate Transactions
Education
Emory University 1993 — 1997
Bachelor of Business Administration
Benoit Mizner Simon & Co., LLC 2010 - Present
Fidelity Investments 2003 - 2004
Goldman Sachs 2000 - 2002
Arthur Andersen LLP September 1997 - September 2000
Skills
Real Estate, First Time Home Buyers, Fixed Income, Referrals, Move Up Buyers, Investment Properties, Asset Managment, Townhomes, Property Management, Real Property, Listings, Property, Sellers, Relocation, Luxury, Investments, Single Family Homes, Buyers, Condos, Buyer Representation, Selling, New Home Sales, Rentals, REO, Financial Analysis, Blogging, Residential Homes, Short Sales, New Homes, Real Estate Transactions
Education
Emory University 1993 — 1997
Bachelor of Business Administration
Christopher Rinko Christopher Rinko's Fidelity Investments Experience 2011 - Present
Job HR Outsourcing & Service Delivery Professional
Industry Human Resources
Experience
Fidelity Investments 2011 - Present
Avon Products 2009 - 2011
Fidelity Investments 2006 - 2009
IBM Business Consulting Services 2002 - 2006
PricewaterhouseCoopers LLP 1998 - 2004
Ernst & Young 1995 - 1998
Goldman Sachs 1993 - 1995
Skills
Employee Benefits, Vendor Management, Mergers, Relationship Management, Organizational Design, Analytics, Human Capital, Workforce Planning, Performance Management, Change Management, Metrics, Business Transformation, Talent Management, Business Intelligence, Process Improvement, Organizational..., Business Analysis, Succession Planning, PeopleSoft, Mergers & Acquisitions, Program Management, Management Consulting, Leadership, CRM
Education
Stevens Institute of Technology 1990 — 1993
MS, Applied Psychology - Industrial/Organizational
Fairfield University 1986 — 1990
BA, Pyschology
Immaculata High School 1982 — 1986
Fidelity Investments 2011 - Present
Avon Products 2009 - 2011
Fidelity Investments 2006 - 2009
IBM Business Consulting Services 2002 - 2006
PricewaterhouseCoopers LLP 1998 - 2004
Ernst & Young 1995 - 1998
Goldman Sachs 1993 - 1995
Skills
Employee Benefits, Vendor Management, Mergers, Relationship Management, Organizational Design, Analytics, Human Capital, Workforce Planning, Performance Management, Change Management, Metrics, Business Transformation, Talent Management, Business Intelligence, Process Improvement, Organizational..., Business Analysis, Succession Planning, PeopleSoft, Mergers & Acquisitions, Program Management, Management Consulting, Leadership, CRM
Education
Stevens Institute of Technology 1990 — 1993
MS, Applied Psychology - Industrial/Organizational
Fairfield University 1986 — 1990
BA, Pyschology
Immaculata High School 1982 — 1986
Brian Concannon Brian Concannon's Fidelity Investments Experience 2005 - 2008
Job Change Management Executive
Industry Financial Services
Experience
RBS Citizens 2011 - Present
Keane, Inc. 2008 - 2010
Fidelity Investments 2005 - 2008
Ernst & Young LLP 1997 - 2005
Arthur Andersen LLP 1994 - 1996
Skills
Business Transformation, Program Management, Change Management, Sarbanes-Oxley Act, Strategic Planning, Business Development, Team Management, Account Management, Product Development, HIPAA, PMO, Vendor Management, Project Portfolio..., Outsourcing, Business Process..., Team Leadership, Risk Management, Process Engineering, IT Strategy, SDLC, Business Analysis, Process Improvement, Leadership, Business Intelligence, Business Process..., Business Process, Governance, Management, Integration, PMP, IT Management, Banking, Cross-functional Team..., Strategy, Financial Services, Project Delivery, Management Consulting, Software Project..., Resource Management, Requirements Analysis, Requirements Gathering, Business Requirements, Enterprise Architecture
Education
Fairfield University
Bachelor of Science, Accounting
Fairfield University
Bachelor of Science, Information Systems
RBS Citizens 2011 - Present
Keane, Inc. 2008 - 2010
Fidelity Investments 2005 - 2008
Ernst & Young LLP 1997 - 2005
Arthur Andersen LLP 1994 - 1996
Skills
Business Transformation, Program Management, Change Management, Sarbanes-Oxley Act, Strategic Planning, Business Development, Team Management, Account Management, Product Development, HIPAA, PMO, Vendor Management, Project Portfolio..., Outsourcing, Business Process..., Team Leadership, Risk Management, Process Engineering, IT Strategy, SDLC, Business Analysis, Process Improvement, Leadership, Business Intelligence, Business Process..., Business Process, Governance, Management, Integration, PMP, IT Management, Banking, Cross-functional Team..., Strategy, Financial Services, Project Delivery, Management Consulting, Software Project..., Resource Management, Requirements Analysis, Requirements Gathering, Business Requirements, Enterprise Architecture
Education
Fairfield University
Bachelor of Science, Accounting
Fairfield University
Bachelor of Science, Information Systems
Jason Boutin, MBA Jason Boutin, MBA's Fidelity Investments Experience 2000 - 2002
Job Senior Treasury Analyst
Industry Investment Management
Experience
Partners HealthCare January 2011 - October 2013
Massachusetts Institute of Technology December 2008 - July 2010
First Marblehead October 2003 - December 2008
Fidelity Investments 2000 - 2002
Skills
Treasury Management, Financial Modeling, Financial Analysis, Treasury, Bloomberg, Corporate Finance, Cash Management, Valuation, Investments, Fixed Income, Banking, Business Analysis, Financial Reporting, Credit, Risk Management, Finance, Cash Operations, Forecasting, Strategy, Due Diligence, Treasury Services, US Treasuries, Bonds, Government Bonds, Research, Agency Bonds, 2a7, Commercial Paper
Education
Suffolk University 2004 — 2009
MBA, Finance, General
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
Fairfield University
Bachelor of Science (BS), Economics BS / Psychology BS / Pre-Med
Partners HealthCare January 2011 - October 2013
Massachusetts Institute of Technology December 2008 - July 2010
First Marblehead October 2003 - December 2008
Fidelity Investments 2000 - 2002
Skills
Treasury Management, Financial Modeling, Financial Analysis, Treasury, Bloomberg, Corporate Finance, Cash Management, Valuation, Investments, Fixed Income, Banking, Business Analysis, Financial Reporting, Credit, Risk Management, Finance, Cash Operations, Forecasting, Strategy, Due Diligence, Treasury Services, US Treasuries, Bonds, Government Bonds, Research, Agency Bonds, 2a7, Commercial Paper
Education
Suffolk University 2004 — 2009
MBA, Finance, General
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
Fairfield University
Bachelor of Science (BS), Economics BS / Psychology BS / Pre-Med
Bob Sheridan Bob Sheridan's Fidelity Investments Experience December 1991 - October 2005
Job Managing Director, The Center for Career Education and Professional Development. California State University Northridge
Industry Higher Education
Experience
David Nazarian College of Business and Economics, California State University Northridge August 2015 - Present
TurnRight Advice Solutions, Inc July 2013 - March 2015
Kania School of Management at the University of Scranton June 2012 - June 2013
PlaneSense, Inc August 2011 - June 2012
TILAF Industries January 2006 - June 2012
Fidelity Investments December 1991 - October 2005
Raymond Properties June 1987 - September 1991
The Beacon Companies June 1986 - April 1987
EnergyWorks, Inc April 1981 - August 1986
Massachusetts State Building Code Commission December 1977 - March 1981
Skills
Organizational..., Leadership, Strategic Planning, Program Management, Team Building, Leadership Development, Entrepreneurship, Start-ups, Cross-functional Team..., Operations Management, Management Consulting, Mergers & Acquisitions, Management, Risk Management, Marketing, New Business Development, Marketing Strategy, Negotiation, Business Strategy, Business Development, Strategy
Education
Harvard Business School 1984 — 1986
MBA, General Management
University of Michigan 1977 — 1977
Graduate School of Social Work - Policy and Administration Program
Fairfield University 1969 — 1973
BA, Philosophy and History
David Nazarian College of Business and Economics, California State University Northridge August 2015 - Present
TurnRight Advice Solutions, Inc July 2013 - March 2015
Kania School of Management at the University of Scranton June 2012 - June 2013
PlaneSense, Inc August 2011 - June 2012
TILAF Industries January 2006 - June 2012
Fidelity Investments December 1991 - October 2005
Raymond Properties June 1987 - September 1991
The Beacon Companies June 1986 - April 1987
EnergyWorks, Inc April 1981 - August 1986
Massachusetts State Building Code Commission December 1977 - March 1981
Skills
Organizational..., Leadership, Strategic Planning, Program Management, Team Building, Leadership Development, Entrepreneurship, Start-ups, Cross-functional Team..., Operations Management, Management Consulting, Mergers & Acquisitions, Management, Risk Management, Marketing, New Business Development, Marketing Strategy, Negotiation, Business Strategy, Business Development, Strategy
Education
Harvard Business School 1984 — 1986
MBA, General Management
University of Michigan 1977 — 1977
Graduate School of Social Work - Policy and Administration Program
Fairfield University 1969 — 1973
BA, Philosophy and History
Justan Bristow Justan Bristow's Fidelity Investments Experience July 2015 - Present
Job Fixed Income Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
TUDOR INVESTMENT CORPORATION May 2013 - August 2013
delivery.com September 2012 - December 2012
MarkeTime Associates June 2012 - August 2012
Skills
Microsoft Office
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor’s Degree, Finance
Fidelity Investments July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
TUDOR INVESTMENT CORPORATION May 2013 - August 2013
delivery.com September 2012 - December 2012
MarkeTime Associates June 2012 - August 2012
Skills
Microsoft Office
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor’s Degree, Finance
Alexander Dinola's Fidelity Investments Experience November 2012 - May 2014
Job Client account manager, BTS Asset Management
Industry Financial Services
Experience
Commonwealth Financial Network June 2014 - August 2014
Fidelity Investments November 2012 - May 2014
J.Crew December 2012 - January 2013
Ocean Edge Resort & Golf Club May 2012 - September 2012
Velico Medical, Inc. September 2011 - December 2011
Endicott College August 2010 - December 2011
J.Crew Group, Inc November 2010 - June 2011
City of Waltham January 2010 - January 2010
University of Massachusetts January 2009 - January 2009
Skills
Finance, Corporate Finance, Economics, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Public Speaking, Presentation Development, Data Analysis, Market Research, Investments, Time Management, Financial Services, Equities, Customer Service, Mutual Funds, Analysis, Quantitative Analytics
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration; Finance
Westford Academy 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Commonwealth Financial Network June 2014 - August 2014
Fidelity Investments November 2012 - May 2014
J.Crew December 2012 - January 2013
Ocean Edge Resort & Golf Club May 2012 - September 2012
Velico Medical, Inc. September 2011 - December 2011
Endicott College August 2010 - December 2011
J.Crew Group, Inc November 2010 - June 2011
City of Waltham January 2010 - January 2010
University of Massachusetts January 2009 - January 2009
Skills
Finance, Corporate Finance, Economics, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Public Speaking, Presentation Development, Data Analysis, Market Research, Investments, Time Management, Financial Services, Equities, Customer Service, Mutual Funds, Analysis, Quantitative Analytics
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration; Finance
Westford Academy 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Arthur Mazor Arthur Mazor's Fidelity Investments Experience 2007 - 2009
Job Principal at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting 2010 - Present
Fidelity Investments 2007 - 2009
ACS Human Captial Management Solutions 2004 - 2007
Accenture 2003 - 2004
PricewaterhouseCoopers 2000 - 2003
PricewaterhouseCoopers 1995 - 2000
Skills
HR Transformation, HR Strategy, Process Engineering, Change Management, IT Strategy, HR Technology Strategy..., Talent Management, Management, Outsourcing, Organizational Design, Human Resources, Personnel Management, Management Consulting, Business Process, Integration, Marketing, Sourcing, Business Process..., Strategy, Process Improvement, Strategic Planning, Organizational..., Talent Acquisition, HR Consulting, Recruiting, Leadership, Human Capital, Business Transformation, Payroll, Organizational..., Program Management, Contract Negotiation, Performance Management, Business Development, Product Management, Business Process..., BPO, Employee Engagement, Project Planning, Consulting
Education
Emory University - Goizueta Business School
Organization Management
Deloitte Consulting 2010 - Present
Fidelity Investments 2007 - 2009
ACS Human Captial Management Solutions 2004 - 2007
Accenture 2003 - 2004
PricewaterhouseCoopers 2000 - 2003
PricewaterhouseCoopers 1995 - 2000
Skills
HR Transformation, HR Strategy, Process Engineering, Change Management, IT Strategy, HR Technology Strategy..., Talent Management, Management, Outsourcing, Organizational Design, Human Resources, Personnel Management, Management Consulting, Business Process, Integration, Marketing, Sourcing, Business Process..., Strategy, Process Improvement, Strategic Planning, Organizational..., Talent Acquisition, HR Consulting, Recruiting, Leadership, Human Capital, Business Transformation, Payroll, Organizational..., Program Management, Contract Negotiation, Performance Management, Business Development, Product Management, Business Process..., BPO, Employee Engagement, Project Planning, Consulting
Education
Emory University - Goizueta Business School
Organization Management
Dustin Lockard's Fidelity Investments Experience March 2015 - Present
Job Active Trader VIP Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - February 2015
Fidelity Investments October 2012 - May 2014
Fidelity Investments February 2012 - October 2012
Bradford Country Club April 2011 - January 2012
Atkinson Resort and Country Club September 2004 - January 2012
YMCA of the North Shore September 2010 - April 2011
YMCA of the North Shore January 2010 - May 2010
YMCA of the North Shore October 2009 - April 2010
Willowcreek Golf Academy June 2009 - July 2009
Education
Endicott College 2007 — 2011
Bachelors, Sport Management
Timberlane Regional High School 2004 — 2007
Diploma
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - February 2015
Fidelity Investments October 2012 - May 2014
Fidelity Investments February 2012 - October 2012
Bradford Country Club April 2011 - January 2012
Atkinson Resort and Country Club September 2004 - January 2012
YMCA of the North Shore September 2010 - April 2011
YMCA of the North Shore January 2010 - May 2010
YMCA of the North Shore October 2009 - April 2010
Willowcreek Golf Academy June 2009 - July 2009
Education
Endicott College 2007 — 2011
Bachelors, Sport Management
Timberlane Regional High School 2004 — 2007
Diploma
Paula Reynolds's Fidelity Investments Experience 1990 - 1998
Job Sr. Director, Human Resources and Administration at Cell Signaling Technology
Industry Biotechnology
Experience
Cell Signaling Technology May 2001 - Present
Viasec 2000 - 2001
GHO 1998 - 2000
Fidelity Investments 1990 - 1998
Skills
Human Resources, Management, Employee Relations, Employee Benefits
Education
Endicott College 2004 — 2006
MBA
Lesley University 1995 — 1999
BA, Business Administration and Management, General
Boston College 1986 — 1989
Business
Cell Signaling Technology May 2001 - Present
Viasec 2000 - 2001
GHO 1998 - 2000
Fidelity Investments 1990 - 1998
Skills
Human Resources, Management, Employee Relations, Employee Benefits
Education
Endicott College 2004 — 2006
MBA
Lesley University 1995 — 1999
BA, Business Administration and Management, General
Boston College 1986 — 1989
Business
Alison Krusell's Fidelity Investments Experience July 2012 - February 2013
Job Business System Analyst II at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance September 2013 - March 2015
Philips April 2013 - September 2013
Fidelity Investments July 2012 - February 2013
Enterprise Bank (Enterprise Bancorp) May 2011 - January 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Teaching, Research, Public Speaking, Leadership Development, Financial Analysis, Leadership, Facebook, PowerPoint, Outlook, Microsoft Word, Access, SQL, WordPress, Banking, Teamwork, Team Building, Training, Data Analysis, Time Management, Coaching, Social Media, Quality Assurance, Process Improvement, Analysis, Project Management, HTML, SharePoint, Business Analysis, Management
Education
Endicott College
Master of Business Administration (MBA), Project Management
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science in Business Administration, Finance, Information Systems Management
Methuen High School 2004 — 2008
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance September 2013 - March 2015
Philips April 2013 - September 2013
Fidelity Investments July 2012 - February 2013
Enterprise Bank (Enterprise Bancorp) May 2011 - January 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Teaching, Research, Public Speaking, Leadership Development, Financial Analysis, Leadership, Facebook, PowerPoint, Outlook, Microsoft Word, Access, SQL, WordPress, Banking, Teamwork, Team Building, Training, Data Analysis, Time Management, Coaching, Social Media, Quality Assurance, Process Improvement, Analysis, Project Management, HTML, SharePoint, Business Analysis, Management
Education
Endicott College
Master of Business Administration (MBA), Project Management
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science in Business Administration, Finance, Information Systems Management
Methuen High School 2004 — 2008
Anthony Marino Anthony Marino's Fidelity Investments Experience February 2007 - March 2009
Job Executive Vice President
Industry Outsourcing/Offshoring
Experience
Xerox 2010 - Present
Exxova, Inc. 2009 - 2010
Fidelity Investments February 2007 - March 2009
Gevity 2005 - 2007
Accenture April 2002 - October 2005
ProBusiness Services, Inc. 1998 - 2001
AGConsulting 1994 - 1998
Ceridian 1984 - 1992
Skills
CRM, Outsourcing, Business Strategy, BPO, Change Management, Marketing Strategy, Vendor Management, Management, Employee Benefits, ERP, Sales, SaaS, Entrepreneurship, Business Development, Leadership, Consulting, Business Process..., Human Resources, Sales Process, Call Centers, Performance Management, Team Building, Process Improvement, Solution Selling, Business Alliances, Talent Acquisition, Strategy, Operations Management, Recruiting, Coaching, Go-to-market Strategy, Management Consulting, Business Analysis, Business Process, Sales Management, Marketing, Employee Engagement, Negotiation, Program Management, Talent Management, Cross-functional Team..., Splunk, Executive Management, Start-ups, Alcoholic Beverages, Account Management, New Business Development, Strategic Planning
Education
Fairfield University 1979 — 1983
BS
Xerox 2010 - Present
Exxova, Inc. 2009 - 2010
Fidelity Investments February 2007 - March 2009
Gevity 2005 - 2007
Accenture April 2002 - October 2005
ProBusiness Services, Inc. 1998 - 2001
AGConsulting 1994 - 1998
Ceridian 1984 - 1992
Skills
CRM, Outsourcing, Business Strategy, BPO, Change Management, Marketing Strategy, Vendor Management, Management, Employee Benefits, ERP, Sales, SaaS, Entrepreneurship, Business Development, Leadership, Consulting, Business Process..., Human Resources, Sales Process, Call Centers, Performance Management, Team Building, Process Improvement, Solution Selling, Business Alliances, Talent Acquisition, Strategy, Operations Management, Recruiting, Coaching, Go-to-market Strategy, Management Consulting, Business Analysis, Business Process, Sales Management, Marketing, Employee Engagement, Negotiation, Program Management, Talent Management, Cross-functional Team..., Splunk, Executive Management, Start-ups, Alcoholic Beverages, Account Management, New Business Development, Strategic Planning
Education
Fairfield University 1979 — 1983
BS
Ajay Chopra Ajay Chopra's Fidelity Investments Experience 2011 - 2012
Job Director at PwC
Industry Financial Services
Experience
PwC August 2012 - Present
Oracle USA Inc. January 2001 - August 2012
Fidelity Investments 2011 - 2012
Unisys 2010 - 2011
GE 2004 - 2006
Oracle February 1997 - December 2000
Skills
Enterprise Architecture, Oracle E-Business Suite, Oracle Applications, Consulting, Solution Architecture, Business Intelligence, ERP, Oracle, IT Strategy, Software Project..., Requirements Analysis, Business Process, SDLC, Integration
Education
Faculty of Management Studies - University of Delhi 1990 — 1992
MBA
PwC August 2012 - Present
Oracle USA Inc. January 2001 - August 2012
Fidelity Investments 2011 - 2012
Unisys 2010 - 2011
GE 2004 - 2006
Oracle February 1997 - December 2000
Skills
Enterprise Architecture, Oracle E-Business Suite, Oracle Applications, Consulting, Solution Architecture, Business Intelligence, ERP, Oracle, IT Strategy, Software Project..., Requirements Analysis, Business Process, SDLC, Integration
Education
Faculty of Management Studies - University of Delhi 1990 — 1992
MBA
Celine Jones Celine Jones's Fidelity Investments Experience July 2006 - August 2008
Job Executive Administrative Assistant at Advantage
Industry Consumer Services
Experience
Advantage September 2013 - Present
Malvern Family Resource Centre September 2010 - June 2012
Malvern Family Resource Centre May 2011 - March 2012
Fidelity Investments July 2006 - August 2008
Telespectrum October 2003 - July 2006
Skills
Outlook, Customer Service, Spreadsheets, Microsoft Excel, Microsoft Office, Event Planning, Administrative..., Data Entry, Research, Administration, PowerPoint, Public Speaking, Nonprofits, Volunteer Management, Fundraising, Program Development, Social Services, Microsoft Word, Social Media, Team Building, Sales
Education
York University 2011 — 2011
School of Women’s Studies Course
Ryerson University 2010 — 2010
Certificate, CASSA Anti Poverty Action Conference
Everest College-Ontario Metro 2009 — 2010
Diploma, Addictions and Community Service Worker
Advantage September 2013 - Present
Malvern Family Resource Centre September 2010 - June 2012
Malvern Family Resource Centre May 2011 - March 2012
Fidelity Investments July 2006 - August 2008
Telespectrum October 2003 - July 2006
Skills
Outlook, Customer Service, Spreadsheets, Microsoft Excel, Microsoft Office, Event Planning, Administrative..., Data Entry, Research, Administration, PowerPoint, Public Speaking, Nonprofits, Volunteer Management, Fundraising, Program Development, Social Services, Microsoft Word, Social Media, Team Building, Sales
Education
York University 2011 — 2011
School of Women’s Studies Course
Ryerson University 2010 — 2010
Certificate, CASSA Anti Poverty Action Conference
Everest College-Ontario Metro 2009 — 2010
Diploma, Addictions and Community Service Worker
Jessica Fusco's Fidelity Investments Experience June 2014 - August 2014
Job Seeking Marketing Job Opportunity
Industry Marketing and Advertising
Experience
Fidelity Investments June 2014 - August 2014
Pile and Company January 2013 - January 2013
Volition Capital January 2012 - January 2012
Skills
Time Management, Social Skills, Solid computer skills, Schedules, Highly responsible, Highly detail oriented, Advertising, Communications Planning, Marketing, Strategic Communications, Social Networking
Education
Endicott College 2011 — 2015
Bachelor of Science Degree in Business Administration with a Concentration in Marketing
Fidelity Investments June 2014 - August 2014
Pile and Company January 2013 - January 2013
Volition Capital January 2012 - January 2012
Skills
Time Management, Social Skills, Solid computer skills, Schedules, Highly responsible, Highly detail oriented, Advertising, Communications Planning, Marketing, Strategic Communications, Social Networking
Education
Endicott College 2011 — 2015
Bachelor of Science Degree in Business Administration with a Concentration in Marketing
Carlos Peralta Carlos Peralta's Fidelity Investments Experience August 2015 - Present
Job Project Manager at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments August 2015 - Present
Casenet, LLC May 2015 - July 2015
Intralinks January 2014 - April 2015
Department of Social Services April 2012 - December 2013
FedEx May 2011 - March 2012
Globant November 2010 - April 2011
Cobiscorp August 2009 - November 2010
DB-SYSTEM July 2008 - August 2009
Grupo Aval August 2007 - July 2008
Financial Systems Compnay August 2006 - July 2007
Skills
Oracle, Java, Core Java, JSF, Tomcat, SQL, Spring, Databases, Tortoise SVN, Scrum, Hibernate, J2EE Web Services, Java Enterprise Edition, XML, Web Services, Eclipse, JBoss Application Server, JSP, Struts, Integration, Ant, SOA, Project Planning, Project Coordination, Agile Project Management, Agile Methodologies, JavaScript, Software Project..., Win CVS, UML, JavaSE, Project Estimation, RichFaces, IceFaces, Primefaces, JPA, Maven, Spring Framework, ETL, Project Management, Java EE, Team Leadership
Education
Universidad EAN
Bachelor's degree, Computer Science
Pentasoft High Tech Training
BS, Development Engineer Client Server Environments, BS, Development Engineer Client Server Environments
Escuela Colombiana de Ingeniería 'Julio Garavito'
J2EE Expert
Harvard University
Introduction to Computer Science
Fidelity Investments August 2015 - Present
Casenet, LLC May 2015 - July 2015
Intralinks January 2014 - April 2015
Department of Social Services April 2012 - December 2013
FedEx May 2011 - March 2012
Globant November 2010 - April 2011
Cobiscorp August 2009 - November 2010
DB-SYSTEM July 2008 - August 2009
Grupo Aval August 2007 - July 2008
Financial Systems Compnay August 2006 - July 2007
Skills
Oracle, Java, Core Java, JSF, Tomcat, SQL, Spring, Databases, Tortoise SVN, Scrum, Hibernate, J2EE Web Services, Java Enterprise Edition, XML, Web Services, Eclipse, JBoss Application Server, JSP, Struts, Integration, Ant, SOA, Project Planning, Project Coordination, Agile Project Management, Agile Methodologies, JavaScript, Software Project..., Win CVS, UML, JavaSE, Project Estimation, RichFaces, IceFaces, Primefaces, JPA, Maven, Spring Framework, ETL, Project Management, Java EE, Team Leadership
Education
Universidad EAN
Bachelor's degree, Computer Science
Pentasoft High Tech Training
BS, Development Engineer Client Server Environments, BS, Development Engineer Client Server Environments
Escuela Colombiana de Ingeniería 'Julio Garavito'
J2EE Expert
Harvard University
Introduction to Computer Science
Charlotte Siddiqui Charlotte Siddiqui's Fidelity Investments Experience February 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments June 2011 - February 2012
Fidelity Investments December 2010 - June 2011
BNY Mellon November 2006 - January 2009
Edward Jones October 2002 - December 2004
Finex Communications July 1998 - August 1999
Conde Nast October 1997 - March 1998
Time Inc. September 1995 - September 1997
Elsevier Science February 1994 - September 1995
Conard House, Inc. September 1992 - September 1993
Skills
Marketing Strategy, Management, Wealth Management, Investments, Series 7, New Business Development, Training, Asset Allocation, Marketing, Financial Services, Series 63, Portfolio Management, Program Management, Asset Management, Leadership, Business Strategy, Estate Planning
Education
Middlebury College 1985 — 1989
BA, Political Science, Creative Writing
Fairfield University
New Canaan High School
Fidelity Investments February 2012 - Present
Fidelity Investments June 2011 - February 2012
Fidelity Investments December 2010 - June 2011
BNY Mellon November 2006 - January 2009
Edward Jones October 2002 - December 2004
Finex Communications July 1998 - August 1999
Conde Nast October 1997 - March 1998
Time Inc. September 1995 - September 1997
Elsevier Science February 1994 - September 1995
Conard House, Inc. September 1992 - September 1993
Skills
Marketing Strategy, Management, Wealth Management, Investments, Series 7, New Business Development, Training, Asset Allocation, Marketing, Financial Services, Series 63, Portfolio Management, Program Management, Asset Management, Leadership, Business Strategy, Estate Planning
Education
Middlebury College 1985 — 1989
BA, Political Science, Creative Writing
Fairfield University
New Canaan High School
Ed Landale Ed Landale's Fidelity Investments Experience January 2008 - May 2010
Job Better Data for Better Decisions Data Architecture Consultant
Industry Information Technology and Services
Experience
self-employed January 1989 - Present
Johnson and Johnson September 2014 - December 2014
Mercer, Inc January 2013 - February 2014
Ernst & Young January 2012 - May 2012
TWIG International October 2010 - July 2011
Fidelity Investments January 2008 - May 2010
Fidelity Investments March 2007 - June 2007
Health Dialog July 2006 - March 2007
Fidelity Investments August 2005 - May 2006
EMC Computer Systems May 2005 - June 2005
Skills
Data Warehousing, Data Architecture, Metadata, Data Modeling, Data Quality, Data Integration, Metadata Management, Data Governance, Master Data Management, Data Warehouse..., ETL, Business Intelligence, SDLC
Education
University at Albany, SUNY 1982 — 1984
MS - all but thesis
Excelsior College 1979 — 1981
BA
Syracuse University 1970 — 1972
self-employed January 1989 - Present
Johnson and Johnson September 2014 - December 2014
Mercer, Inc January 2013 - February 2014
Ernst & Young January 2012 - May 2012
TWIG International October 2010 - July 2011
Fidelity Investments January 2008 - May 2010
Fidelity Investments March 2007 - June 2007
Health Dialog July 2006 - March 2007
Fidelity Investments August 2005 - May 2006
EMC Computer Systems May 2005 - June 2005
Skills
Data Warehousing, Data Architecture, Metadata, Data Modeling, Data Quality, Data Integration, Metadata Management, Data Governance, Master Data Management, Data Warehouse..., ETL, Business Intelligence, SDLC
Education
University at Albany, SUNY 1982 — 1984
MS - all but thesis
Excelsior College 1979 — 1981
BA
Syracuse University 1970 — 1972
Michael Farrell's Fidelity Investments Experience April 2014 - Present
Job Product Support Specialist at Fidelity National Financial
Industry Insurance
Experience
Fidelity Investments April 2014 - Present
MassMutual Financial Group June 2006 - March 2014
Skills
Process Improvement, Financial Services, Microsoft Office, Risk Management, Financial Analysis, Series 7, Series 24, Separately Managed..., Unified Managed Accounts, Problem Solving, Financial Modeling, Business Analysis, Mutual Funds, Securities, Customer Service, Equities, Investments, Public Speaking, Strategy
Education
Endicott College 2002 — 2006
Bachelor's degree, Finance, General
Fidelity Investments April 2014 - Present
MassMutual Financial Group June 2006 - March 2014
Skills
Process Improvement, Financial Services, Microsoft Office, Risk Management, Financial Analysis, Series 7, Series 24, Separately Managed..., Unified Managed Accounts, Problem Solving, Financial Modeling, Business Analysis, Mutual Funds, Securities, Customer Service, Equities, Investments, Public Speaking, Strategy
Education
Endicott College 2002 — 2006
Bachelor's degree, Finance, General
Yavonne Pickard's Fidelity Investments Experience January 2013 - Present
Job Brokerage Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
BNY Mellon August 2008 - February 2012
Pershing/BNY Mellon August 2008 - February 2012
Integrity Staffing JP Morgan May 2008 - August 2008
Charles Schwab Operations October 2006 - October 2007
Adecco Temping Agency Bank of America May 2006 - October 2006
Adecco Temping Agency Loan Processor May 2006 - September 2006
Equiserve Trust Company August 2005 - August 2006
State Farm Insurance Agency September 1994 - March 1999
Skills
Access, Microsoft Excel, Bloomberg, Settlement, Trading, Securities, Financial Services, Investments, Customer Service, Microsoft Office, Equities
Education
Essex County College 1990 — 1994
diploma
Fidelity Investments January 2013 - Present
BNY Mellon August 2008 - February 2012
Pershing/BNY Mellon August 2008 - February 2012
Integrity Staffing JP Morgan May 2008 - August 2008
Charles Schwab Operations October 2006 - October 2007
Adecco Temping Agency Bank of America May 2006 - October 2006
Adecco Temping Agency Loan Processor May 2006 - September 2006
Equiserve Trust Company August 2005 - August 2006
State Farm Insurance Agency September 1994 - March 1999
Skills
Access, Microsoft Excel, Bloomberg, Settlement, Trading, Securities, Financial Services, Investments, Customer Service, Microsoft Office, Equities
Education
Essex County College 1990 — 1994
diploma
Stephen Leary Stephen Leary's Fidelity Investments Experience June 2012 - August 2012
Job Associate Attorney
Industry Law Practice
Experience
Marshall Socarras Grant, P.L. September 2014 - Present
Marshall Socarras Grant, P.L. May 2013 - August 2014
Fidelity Investments June 2012 - August 2012
Education
Emory University School of Law 2011 — 2014
Doctor of Law (J.D.), Certificate in Transactional Law and Skills
University of Florida 2007 — 2011
(B.A.), Economics, Cum Laude
Marshall Socarras Grant, P.L. September 2014 - Present
Marshall Socarras Grant, P.L. May 2013 - August 2014
Fidelity Investments June 2012 - August 2012
Education
Emory University School of Law 2011 — 2014
Doctor of Law (J.D.), Certificate in Transactional Law and Skills
University of Florida 2007 — 2011
(B.A.), Economics, Cum Laude
James Macisso's Fidelity Investments Experience 2007 - 2007
Job at Sage Data Security
Industry Information Technology and Services
Experience
Sage Data Security, LLC September 2014 - Present
Beacon Hill Staffing Group 2010 - August 2014
Beacon Hill Staffing Group 2010 - 2011
Harpoon Brewery 2009 - 2009
Endicott College Van Loan School of Graduate and Professional Studies 2007 - 2009
Citigroup Smith Barney 2008 - 2008
Fidelity Investments 2007 - 2007
Ananias Variety 2002 - 2006
Skills
Recruiting, Temporary Staffing, Sales, Consulting, Technical Recruiting, Financial Services, New Business Development, Leadership, Client Relationship..., Client Development, CRM, Client Service, Client Retention, Professional Services, Customer Retention, Account Management, Sales Presentations, Salesforce.com, Information Technology, Cyber-security, Information Security, Risk Management, Vulnerability Assessment, Penetration Testing, Information Assurance
Education
Endicott College 2006 — 2010
Bachelors of Science
Portland High School 2002 — 2006
HS
Sage Data Security, LLC September 2014 - Present
Beacon Hill Staffing Group 2010 - August 2014
Beacon Hill Staffing Group 2010 - 2011
Harpoon Brewery 2009 - 2009
Endicott College Van Loan School of Graduate and Professional Studies 2007 - 2009
Citigroup Smith Barney 2008 - 2008
Fidelity Investments 2007 - 2007
Ananias Variety 2002 - 2006
Skills
Recruiting, Temporary Staffing, Sales, Consulting, Technical Recruiting, Financial Services, New Business Development, Leadership, Client Relationship..., Client Development, CRM, Client Service, Client Retention, Professional Services, Customer Retention, Account Management, Sales Presentations, Salesforce.com, Information Technology, Cyber-security, Information Security, Risk Management, Vulnerability Assessment, Penetration Testing, Information Assurance
Education
Endicott College 2006 — 2010
Bachelors of Science
Portland High School 2002 — 2006
HS
Jane (Butler) Wallace's Fidelity Investments Experience 2011 - Present
Job Senior Executive Secretary
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
New York Life Retirement Plan Services April 1995 - October 2010
Hogg Robinson Insurance Broker September 1990 - March 1995
Boston Park Plaza Hotel March 1985 - September 1990
Education
University of Massachusetts, Amherst 1982 — 1985
Bachelor, Hotel Management
Endicott College 1980 — 1982
Associates, Travel Tourism
Fidelity Investments 2011 - Present
New York Life Retirement Plan Services April 1995 - October 2010
Hogg Robinson Insurance Broker September 1990 - March 1995
Boston Park Plaza Hotel March 1985 - September 1990
Education
University of Massachusetts, Amherst 1982 — 1985
Bachelor, Hotel Management
Endicott College 1980 — 1982
Associates, Travel Tourism
Nancy Hamson's Fidelity Investments Experience February 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
COASTAL SOLUTIONS, INC February 2008 - October 2010
PRUDENTIAL SOUTHEAST COASTAL PROPERTIES February 2006 - January 2009
Fidelity Investments October 1998 - September 2005
THOMSON TECHNICAL DATA August 1996 - January 1998
Boston Institutional Services 1994 - 1996
Skills
Investments, Customer Relations, Accounting, Real Estate, Budgeting
Education
Endicott College
Associates Degree, Retailing
Fidelity Investments February 2012 - Present
COASTAL SOLUTIONS, INC February 2008 - October 2010
PRUDENTIAL SOUTHEAST COASTAL PROPERTIES February 2006 - January 2009
Fidelity Investments October 1998 - September 2005
THOMSON TECHNICAL DATA August 1996 - January 1998
Boston Institutional Services 1994 - 1996
Skills
Investments, Customer Relations, Accounting, Real Estate, Budgeting
Education
Endicott College
Associates Degree, Retailing
Gregory Mandile's Fidelity Investments Experience September 2015 - Present
Job Analyst Intelligence and Threat Analysis
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments April 2014 - September 2015
Fidelity Investments May 2011 - April 2014
US Army October 2006 - December 2012
Fidelity Investments November 2007 - May 2011
US Army January 2005 - October 2006
US Army December 2002 - December 2004
Skills
Emergency Medical..., Combat Lifesaver Course, Physical Security, Emergency Management, Risk Assessment, Private Investigations, Security Operations, Security Management, Leadership, Risk Management, Corporate Security, Military, Analysis, Protection, Security, Security Audits, Crisis Management
Education
Roger Williams University 2013 — 2016
Master of Science, Cybersecurity
Roger Williams University 2013 — 2015
Certificate, Digital Forensics
Everest University-Tampa 2007 — 2010
Bachelor of Science, Homeland Security
Fidelity Investments September 2015 - Present
Fidelity Investments April 2014 - September 2015
Fidelity Investments May 2011 - April 2014
US Army October 2006 - December 2012
Fidelity Investments November 2007 - May 2011
US Army January 2005 - October 2006
US Army December 2002 - December 2004
Skills
Emergency Medical..., Combat Lifesaver Course, Physical Security, Emergency Management, Risk Assessment, Private Investigations, Security Operations, Security Management, Leadership, Risk Management, Corporate Security, Military, Analysis, Protection, Security, Security Audits, Crisis Management
Education
Roger Williams University 2013 — 2016
Master of Science, Cybersecurity
Roger Williams University 2013 — 2015
Certificate, Digital Forensics
Everest University-Tampa 2007 — 2010
Bachelor of Science, Homeland Security
Jean (Cerasuolo) Ritchie Jean (Cerasuolo) Ritchie's Fidelity Investments Experience August 1996 - July 1998
Job Account Director, Tandem Associates
Industry Marketing and Advertising
Experience
Tandem Associates May 2008 - Present
Immaculata University October 2007 - July 2009
SEI Investments March 2007 - May 2008
Honeywell Consumer Products June 1998 - June 2001
Fidelity Investments August 1996 - July 1998
Philips Electronics February 1988 - June 1996
Skills
Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Market Planning, Segmentation, Promotions, Advertising, Direct Marketing, Brand Development, Email Marketing, New Product Development, Account Management, Account Direction, Website Strategy and..., B2B Marketing, B2C marketing, Marketing ROI, Event Marketing, Cross-functional Team..., Product Development, Leadership, Strategy, Product Marketing, Marketing, Key Account Management, Retail, Sales, Customer Insight, Trade Shows, Marketing Research, Lead Generation, Copywriting, Product Management, Direct Mail, Public Relations, Creative Direction, Relationship Marketing, Social Media Marketing, Digital Marketing, Management, Event Management, Interactive Marketing, Marketing Management, Content Strategy, Online Marketing, Multi-channel Marketing, Brand Management
Education
Fairfield University 1987 — 1990
MA, Communications
Plymouth State University 1983 — 1987
Bachelor of Arts, Business, English and Education
Gardiner Area High School
Tandem Associates May 2008 - Present
Immaculata University October 2007 - July 2009
SEI Investments March 2007 - May 2008
Honeywell Consumer Products June 1998 - June 2001
Fidelity Investments August 1996 - July 1998
Philips Electronics February 1988 - June 1996
Skills
Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Market Planning, Segmentation, Promotions, Advertising, Direct Marketing, Brand Development, Email Marketing, New Product Development, Account Management, Account Direction, Website Strategy and..., B2B Marketing, B2C marketing, Marketing ROI, Event Marketing, Cross-functional Team..., Product Development, Leadership, Strategy, Product Marketing, Marketing, Key Account Management, Retail, Sales, Customer Insight, Trade Shows, Marketing Research, Lead Generation, Copywriting, Product Management, Direct Mail, Public Relations, Creative Direction, Relationship Marketing, Social Media Marketing, Digital Marketing, Management, Event Management, Interactive Marketing, Marketing Management, Content Strategy, Online Marketing, Multi-channel Marketing, Brand Management
Education
Fairfield University 1987 — 1990
MA, Communications
Plymouth State University 1983 — 1987
Bachelor of Arts, Business, English and Education
Gardiner Area High School
Samara Lipsky Samara Lipsky's Fidelity Investments Experience 2001 - 2003
Job Human Resources Associate & Doctorate Student
Industry Human Resources
Experience
Union for Reform Judaism December 2014 - Present
Temple Israel January 2010 - Present
LEB MEDICULS 2007 - Present
92nd Street Y Connect September 2014 - May 2015
Charles Schwab 2012 - 2012
Memorial Sloan-Kettering Cancer Center 2008 - 2010
New York Presbyterian Hospital 2003 - 2010
Fidelity Investments 2001 - 2003
Skills
Fundraising, Community Outreach, Entrepreneurship, Program Evaluation, Volunteer Management, Clinical Research, Grant Writing, Healthcare Management, Budgets, Qualitative Research, Program Development, Social Media, Fashion, Corporate Finance, Start-ups, Training
Education
The Chicago School of Professional Psychology 2014 — 2017
Doctor of Philosophy (Ph.D.), International Psychology
Yeshiva University
MA, Psychology
Emory University - Goizueta Business School
BBA, Business
Union for Reform Judaism December 2014 - Present
Temple Israel January 2010 - Present
LEB MEDICULS 2007 - Present
92nd Street Y Connect September 2014 - May 2015
Charles Schwab 2012 - 2012
Memorial Sloan-Kettering Cancer Center 2008 - 2010
New York Presbyterian Hospital 2003 - 2010
Fidelity Investments 2001 - 2003
Skills
Fundraising, Community Outreach, Entrepreneurship, Program Evaluation, Volunteer Management, Clinical Research, Grant Writing, Healthcare Management, Budgets, Qualitative Research, Program Development, Social Media, Fashion, Corporate Finance, Start-ups, Training
Education
The Chicago School of Professional Psychology 2014 — 2017
Doctor of Philosophy (Ph.D.), International Psychology
Yeshiva University
MA, Psychology
Emory University - Goizueta Business School
BBA, Business
Kurt Nuñez's Fidelity Investments Experience April 2004 - June 2006
Job
Industry Financial Services
Experience
Core Compliance & Legal Services, Inc. December 2013 - Present
Dunham & Associates Investment Counsel, Inc. September 2010 - December 2013
Dunham & Associates Investment Counsel, Inc. June 2006 - September 2010
Fidelity Investments April 2004 - June 2006
Citibank April 2002 - April 2004
Merrill Lynch July 2000 - November 2001
US Navy September 1980 - September 2000
Skills
Organizational..., Employee Relations, Mutual Funds, Investments, Executive Management, Chief Compliance Officer, Director of Client..., Series 4,7,9,10, 24,66, Series 7, Securities, Leadership, Investment Advisory, Strategic Financial..., Management, Auditing, Financial Services, FINRA, Finance, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Financial Planning
Education
Excelsior College 1987 — 1991
B.S.
Stuyvesant High School 1977 — 1980
Diploma
Core Compliance & Legal Services, Inc. December 2013 - Present
Dunham & Associates Investment Counsel, Inc. September 2010 - December 2013
Dunham & Associates Investment Counsel, Inc. June 2006 - September 2010
Fidelity Investments April 2004 - June 2006
Citibank April 2002 - April 2004
Merrill Lynch July 2000 - November 2001
US Navy September 1980 - September 2000
Skills
Organizational..., Employee Relations, Mutual Funds, Investments, Executive Management, Chief Compliance Officer, Director of Client..., Series 4,7,9,10, 24,66, Series 7, Securities, Leadership, Investment Advisory, Strategic Financial..., Management, Auditing, Financial Services, FINRA, Finance, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Financial Planning
Education
Excelsior College 1987 — 1991
B.S.
Stuyvesant High School 1977 — 1980
Diploma
Scott Pons's Fidelity Investments Experience January 2006 - May 2006
Job
Industry Financial Services
Experience
Athena Point Lookout Resort & Conference Center December 2012 - Present
J.Jill January 2011 - June 2012
Dunkin' Brands May 2006 - October 2010
Fidelity Investments January 2006 - May 2006
Thomson CompuMark February 2005 - December 2005
State Street 2002 - 2004
Old Mutual Asset Management 1999 - 2001
BTM Capital Corporation 1997 - 1999
Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions
Education
Fairfield University
BS, Finance
Fairfield University
Bachelor of Science (B.S.), Accounting and Finance
Athena Point Lookout Resort & Conference Center December 2012 - Present
J.Jill January 2011 - June 2012
Dunkin' Brands May 2006 - October 2010
Fidelity Investments January 2006 - May 2006
Thomson CompuMark February 2005 - December 2005
State Street 2002 - 2004
Old Mutual Asset Management 1999 - 2001
BTM Capital Corporation 1997 - 1999
Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions
Education
Fairfield University
BS, Finance
Fairfield University
Bachelor of Science (B.S.), Accounting and Finance
Matt Friedman's Fidelity Investments Experience September 2000 - Present
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2000 - Present
Lehman Brothers September 1996 - August 1998
Arthur Andersen & Co. September 1994 - August 1996
Skills
Hedge Funds, Series 7, Bloomberg, Equity Valuation, Valuation, Alternative Investments, Value Investing, Financial Modeling, Series 63, Investment Strategies, Stock Picking, Asset Allocation, Options Strategies, Investment Banking, Securities, Fixed Income, Financial Services, Portfolio Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Emory University - Goizueta Business School 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Parsippany High School 1986 — 1990
Fidelity Investments September 2000 - Present
Lehman Brothers September 1996 - August 1998
Arthur Andersen & Co. September 1994 - August 1996
Skills
Hedge Funds, Series 7, Bloomberg, Equity Valuation, Valuation, Alternative Investments, Value Investing, Financial Modeling, Series 63, Investment Strategies, Stock Picking, Asset Allocation, Options Strategies, Investment Banking, Securities, Fixed Income, Financial Services, Portfolio Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Emory University - Goizueta Business School 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Parsippany High School 1986 — 1990
Anthony Newsome's Fidelity Investments Experience January 2001 - Present
Job Vice President
Industry Financial Services
Experience
Fidelity Investments January 2001 - Present
Education
Texas Christian University 2004 — 2006
MBA, Finance
Evangel University 1996 — 2000
B.A., Marketing/Management
Fidelity Investments January 2001 - Present
Education
Texas Christian University 2004 — 2006
MBA, Finance
Evangel University 1996 — 2000
B.A., Marketing/Management
Rebecca Strojan Weaver's Fidelity Investments Experience July 1994 - June 1996
Job Manager at North Highland
Industry Management Consulting
Experience
North Highland April 2014 - Present
North Highland January 2013 - April 2014
McGinnis Woods Country Day School August 2008 - December 2012
ScottMadden, Inc. July 2000 - May 2002
The Coca-Cola Company May 1999 - August 1999
Charles River Associates July 1996 - June 1998
Fidelity Investments July 1994 - June 1996
Skills
Financial Modeling, Problem Solving, Process Improvement, Analytics, Research, Teaching, Curriculum Design, Training, Recruiting, Data Analysis, Organizational Design, Change Management, Integration, Management Consulting, Consulting, Strategy, Management, Program Management
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Organization and Management
Wellesley College 1990 — 1994
BA, Economics and Political Science
North Highland April 2014 - Present
North Highland January 2013 - April 2014
McGinnis Woods Country Day School August 2008 - December 2012
ScottMadden, Inc. July 2000 - May 2002
The Coca-Cola Company May 1999 - August 1999
Charles River Associates July 1996 - June 1998
Fidelity Investments July 1994 - June 1996
Skills
Financial Modeling, Problem Solving, Process Improvement, Analytics, Research, Teaching, Curriculum Design, Training, Recruiting, Data Analysis, Organizational Design, Change Management, Integration, Management Consulting, Consulting, Strategy, Management, Program Management
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Organization and Management
Wellesley College 1990 — 1994
BA, Economics and Political Science
Sarah Kreisman's Fidelity Investments Experience May 2006 - July 2007
Job Chief Compliance Officer at E*TRADE Clearing LLC
Industry Financial Services
Experience
E*TRADE Clearing LLC June 2012 - Present
E*TRADE Financial July 2007 - May 2013
Fidelity Investments May 2006 - July 2007
AIG Financial Advisors, Inc. April 2002 - May 2006
AIG Financial Advisors, Inc. February 2001 - March 2002
SunAmerica Securities, May 2000 - January 2001
Pershing Division of Donaldson, Lufkin & Jenrette Securities Corporation October 1994 - April 2000
Skills
Regulatory Affairs, Securities, Social Media, Corporate Governance, Microsoft Office, Marketing, Corporate Law, Management, Microsoft Excel, Project Management, Customer Service, Financial Regulation, Series 7, Due Diligence, FINRA, Litigation, Digital Media, Licensing, Legal Research, Securities Regulation
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
Emory University 1986 — 1990
Bachelor of Arts (BA), Art History
E*TRADE Clearing LLC June 2012 - Present
E*TRADE Financial July 2007 - May 2013
Fidelity Investments May 2006 - July 2007
AIG Financial Advisors, Inc. April 2002 - May 2006
AIG Financial Advisors, Inc. February 2001 - March 2002
SunAmerica Securities, May 2000 - January 2001
Pershing Division of Donaldson, Lufkin & Jenrette Securities Corporation October 1994 - April 2000
Skills
Regulatory Affairs, Securities, Social Media, Corporate Governance, Microsoft Office, Marketing, Corporate Law, Management, Microsoft Excel, Project Management, Customer Service, Financial Regulation, Series 7, Due Diligence, FINRA, Litigation, Digital Media, Licensing, Legal Research, Securities Regulation
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
Emory University 1986 — 1990
Bachelor of Arts (BA), Art History
Brad Willcox's Fidelity Investments Experience March 2007 - July 2007
Job IT Portfolio Management, Process and Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
UMT November 2007 - February 2012
Lehman Brothers Holdings Inc. February 2010 - August 2010
Barclays Capital January 2009 - January 2010
Lehman Brothers December 2007 - September 2008
Results Positive, Inc. March 2007 - November 2007
Fidelity Investments March 2007 - July 2007
SDG Corporation June 2006 - March 2007
Techlogix, Inc February 2004 - March 2006
GE Commercial Finance 2004 - 2006
Skills
Process Engineering, Process Optimization, PMO, Program Management, SDLC, Investment Banking, Project Portfolio..., Change Management, Software Project..., HP PPM, Entrepreneurship, Process Improvement, Governance, Project Management
Education
Fairfield University 1998 — 2000
MBA, Information Technology
Fairfield University 1991 — 1995
BS, Management
Morgan Stanley August 2010 - Present
UMT November 2007 - February 2012
Lehman Brothers Holdings Inc. February 2010 - August 2010
Barclays Capital January 2009 - January 2010
Lehman Brothers December 2007 - September 2008
Results Positive, Inc. March 2007 - November 2007
Fidelity Investments March 2007 - July 2007
SDG Corporation June 2006 - March 2007
Techlogix, Inc February 2004 - March 2006
GE Commercial Finance 2004 - 2006
Skills
Process Engineering, Process Optimization, PMO, Program Management, SDLC, Investment Banking, Project Portfolio..., Change Management, Software Project..., HP PPM, Entrepreneurship, Process Improvement, Governance, Project Management
Education
Fairfield University 1998 — 2000
MBA, Information Technology
Fairfield University 1991 — 1995
BS, Management
Jim Febeo's Fidelity Investments Experience June 2012 - Present
Job SVP, Head of Regulatory Affairs, Public Affairs and Policy Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments December 2010 - June 2012
Fidelity Investments July 2002 - December 2010
Fidelity Investments January 2001 - June 2002
Fidelity Investments February 2000 - December 2000
Consumer Bankers Association February 1996 - February 2000
Skills
Crisis Communications, Securities, Regulatory Affairs, Policy, Strategic Communications, Mutual Funds, Financial Services, Public Affairs, Public Policy, Securities Regulation, Media Relations, Policy Analysis, Lobbying, Speech Writing, Political Campaigns, Strategic Planning, Legislation, Politics, Government, Government Relations
Education
The University of Connecticut School of Law 1992 — 1995
J.D., Law
Emory University 1988 — 1992
Bachelor of Arts, Economics, Political Science
Fidelity Investments June 2012 - Present
Fidelity Investments December 2010 - June 2012
Fidelity Investments July 2002 - December 2010
Fidelity Investments January 2001 - June 2002
Fidelity Investments February 2000 - December 2000
Consumer Bankers Association February 1996 - February 2000
Skills
Crisis Communications, Securities, Regulatory Affairs, Policy, Strategic Communications, Mutual Funds, Financial Services, Public Affairs, Public Policy, Securities Regulation, Media Relations, Policy Analysis, Lobbying, Speech Writing, Political Campaigns, Strategic Planning, Legislation, Politics, Government, Government Relations
Education
The University of Connecticut School of Law 1992 — 1995
J.D., Law
Emory University 1988 — 1992
Bachelor of Arts, Economics, Political Science
Estelle Vaysburd's Fidelity Investments Experience May 2008 - April 2010
Job Foreign Exchange Sales
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2013 - May 2015
Bank of America Merrill Lynch February 2012 - October 2013
Bank of America Merrill Lynch July 2010 - February 2012
Fidelity Investments May 2008 - April 2010
Management Consulting Field Experience January 2009 - May 2009
Babson College January 2008 - May 2008
Bank of New York Mellon June 2007 - August 2007
Bank of New York Mellon January 2007 - January 2007
Skills
Bloomberg, Microsoft Office, Minitab, Peachtree, Capital IQ, Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Microsoft Excel, Economics, Market Research, Foreign Exchange, Macroeconomics, High Yield, Emerging Markets, Finance, Hedge Funds, Options, Trading, Analysis
Education
Babson College 2006 — 2010
Bachelor of Science in Business Management
ESADE Business School 2008 — 2008
Bachelor of Science (B.S.)
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2013 - May 2015
Bank of America Merrill Lynch February 2012 - October 2013
Bank of America Merrill Lynch July 2010 - February 2012
Fidelity Investments May 2008 - April 2010
Management Consulting Field Experience January 2009 - May 2009
Babson College January 2008 - May 2008
Bank of New York Mellon June 2007 - August 2007
Bank of New York Mellon January 2007 - January 2007
Skills
Bloomberg, Microsoft Office, Minitab, Peachtree, Capital IQ, Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Microsoft Excel, Economics, Market Research, Foreign Exchange, Macroeconomics, High Yield, Emerging Markets, Finance, Hedge Funds, Options, Trading, Analysis
Education
Babson College 2006 — 2010
Bachelor of Science in Business Management
ESADE Business School 2008 — 2008
Bachelor of Science (B.S.)
Christopher K. Williams's Fidelity Investments Experience May 2012 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments May 2012 - Present
McCarter & English, LLP September 2000 - April 2012
United States Attorney's Office, E.D.N.Y. June 1999 - August 1999
Supreme Court of Georgia September 1998 - May 1999
Digital Equipment Corporation January 1996 - August 1997
UBS Wealth Management June 1994 - August 1994
Skills
Commercial Litigation, Securities Regulation, Broker-Dealer Operations, Securities Litigation
Education
Emory University School of Law 1997 — 2000
JD, Banking, Corporate, Finance, and Securities Law
Oakwood College 1991 — 1995
B.S., Economics
Aviation High School
Airframe Mechanics and Aircraft Maintenance Technology/Technician
Fidelity Investments May 2012 - Present
McCarter & English, LLP September 2000 - April 2012
United States Attorney's Office, E.D.N.Y. June 1999 - August 1999
Supreme Court of Georgia September 1998 - May 1999
Digital Equipment Corporation January 1996 - August 1997
UBS Wealth Management June 1994 - August 1994
Skills
Commercial Litigation, Securities Regulation, Broker-Dealer Operations, Securities Litigation
Education
Emory University School of Law 1997 — 2000
JD, Banking, Corporate, Finance, and Securities Law
Oakwood College 1991 — 1995
B.S., Economics
Aviation High School
Airframe Mechanics and Aircraft Maintenance Technology/Technician
Mark Jannoni's Fidelity Investments Experience 2001 - 2004
Job Associate Dean of Students at Endicott College
Industry Education Management
Experience
Endicott College 2004 - Present
Fidelity Investments 2001 - 2004
Allaire 2000 - 2001
Partners Healthcare 1999 - 2000
Lahey Clinic 1998 - 1999
Education
Endicott College 2006 — 2007
Masters, Education
University of Massachusetts Boston 1994 — 1998
Bachelor
Endicott College 2004 - Present
Fidelity Investments 2001 - 2004
Allaire 2000 - 2001
Partners Healthcare 1999 - 2000
Lahey Clinic 1998 - 1999
Education
Endicott College 2006 — 2007
Masters, Education
University of Massachusetts Boston 1994 — 1998
Bachelor
Lance Schreier, CFP's Fidelity Investments Experience April 2015 - Present
Job Vice President. Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
VALIC / SunAmerica Financial Group January 2007 - April 2015
MetLife March 2005 - June 2006
IFMG ( A division of Sun Life of Canada) 1998 - 2005
Chemical Investment Services January 1990 - January 1995
JP Morgan Chase 1991 - 1995
Skills
Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Brokers, Coaching, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Financial Services, Series 7
Education
Emory University 1978 — 1983
BBA, Accounting
Baldwin High School
Baldwin High School
Baldwin High School
Baldwin High School
Baldwin High School
Fidelity Investments April 2015 - Present
VALIC / SunAmerica Financial Group January 2007 - April 2015
MetLife March 2005 - June 2006
IFMG ( A division of Sun Life of Canada) 1998 - 2005
Chemical Investment Services January 1990 - January 1995
JP Morgan Chase 1991 - 1995
Skills
Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Brokers, Coaching, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Financial Services, Series 7
Education
Emory University 1978 — 1983
BBA, Accounting
Baldwin High School
Baldwin High School
Baldwin High School
Baldwin High School
Baldwin High School
Amy Amrock's Fidelity Investments Experience May 2008 - Present
Job Director Human Resources
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Fidelity Investments March 2004 - April 2008
Fidelity Investments November 2002 - March 2004
Fidelity Investments September 2000 - October 2002
Fidelity Investments June 1999 - August 2000
Skills
Human Resources, Process Improvement, Management, Program Management, Onboarding, Business Analysis, Leadership
Education
Fairfield University 1995 — 1999
Bachelor of Arts, English
Rivier College 2002 — 2004
MBA, Business Administration
Fidelity Investments May 2008 - Present
Fidelity Investments March 2004 - April 2008
Fidelity Investments November 2002 - March 2004
Fidelity Investments September 2000 - October 2002
Fidelity Investments June 1999 - August 2000
Skills
Human Resources, Process Improvement, Management, Program Management, Onboarding, Business Analysis, Leadership
Education
Fairfield University 1995 — 1999
Bachelor of Arts, English
Rivier College 2002 — 2004
MBA, Business Administration
Allison (Horsley) Westmoreland's Fidelity Investments Experience September 2012 - April 2014
Job Charitable Planning Associate at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
Fidelity Charitable May 2014 - Present
Fidelity Investments September 2012 - April 2014
Fidelity Investments June 2011 - September 2012
Fidelity Investments June 2010 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Entrepreneurship, Institutional Sales, Wholesale, Investments, Finance, Asset Allocation, Financial Advisory, Retirement Planning, 401k, Strategic Financial..., Retirement, Financial Services, IRAs, Life Insurance, Insurance, 401k Rollovers, Series 6, Wealth Management, Securities, Fixed Income, FINRA, Estate Planning, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration
ESCP Europe 2009 — 2009
Fidelity Charitable May 2014 - Present
Fidelity Investments September 2012 - April 2014
Fidelity Investments June 2011 - September 2012
Fidelity Investments June 2010 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Entrepreneurship, Institutional Sales, Wholesale, Investments, Finance, Asset Allocation, Financial Advisory, Retirement Planning, 401k, Strategic Financial..., Retirement, Financial Services, IRAs, Life Insurance, Insurance, 401k Rollovers, Series 6, Wealth Management, Securities, Fixed Income, FINRA, Estate Planning, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration
ESCP Europe 2009 — 2009
Abbygayl (Bolton) George's Fidelity Investments Experience July 2015 - Present
Job Vice President, HSA Product at Fidelity Investments
Industry Program Development
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments 1998 - Present
Education
Fairfield University 1994 — 1998
BA, English
Fidelity Investments July 2015 - Present
Fidelity Investments 1998 - Present
Education
Fairfield University 1994 — 1998
BA, English
Kristen Haidar's Fidelity Investments Experience December 2004 - September 2008
Job HR Business Analyst at Fresenius Medical Care
Industry Human Resources
Experience
Fresenius Medical Care April 2014 - Present
Fresenius Medical Care February 2011 - Present
Fresenius Medical Care February 2011 - March 2014
Fidelity Investments December 2004 - September 2008
Analyst November 2001 - November 2004
Fidelity Investments September 2000 - November 2004
Fidelity Investments October 1998 - September 1999
Skills
Benefits Administration, HRIS, Employee Benefits, Benefits, 401k, Call Center, Employee Relations, Human Resources, Leadership, PeopleSoft, Personnel Management, Training, Recruiting, Management, Sourcing
Education
Endicott College 1993 — 1997
Bacholers of Science, Martketing
Fresenius Medical Care April 2014 - Present
Fresenius Medical Care February 2011 - Present
Fresenius Medical Care February 2011 - March 2014
Fidelity Investments December 2004 - September 2008
Analyst November 2001 - November 2004
Fidelity Investments September 2000 - November 2004
Fidelity Investments October 1998 - September 1999
Skills
Benefits Administration, HRIS, Employee Benefits, Benefits, 401k, Call Center, Employee Relations, Human Resources, Leadership, PeopleSoft, Personnel Management, Training, Recruiting, Management, Sourcing
Education
Endicott College 1993 — 1997
Bacholers of Science, Martketing
Brian Gallaway's Fidelity Investments Experience December 2005 - Present
Job Investment Product Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2005 - Present
American Express Business Travel October 1997 - December 2005
Skills
Web Design, Microsoft Office, FrontPage, Dreamweaver
Education
Plymouth State University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.77
Excelsior College 2001 — 2004
Bachelor of Science, Computer Information Systems, 3.82
Fidelity Investments December 2005 - Present
American Express Business Travel October 1997 - December 2005
Skills
Web Design, Microsoft Office, FrontPage, Dreamweaver
Education
Plymouth State University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.77
Excelsior College 2001 — 2004
Bachelor of Science, Computer Information Systems, 3.82
Michelle (Feinberg) Silverstein's Fidelity Investments Experience May 2000 - April 2007
Job Financial Consultant at Retirement Benefits Consulting LLC
Industry Financial Services
Experience
Retirement Benefits Consulting LLC January 2012 - Present
Diversified Senior Insurance April 2007 - December 2012
Fidelity Investments May 2000 - April 2007
Skills
Retirement Planning, Fixed Annuities, Wealth Management, IRAs, Life Insurance, 401k Rollovers, Wealth Accumulation, Pensions, Wealth, Financial Planners, Asset Management, Retirement, Microsoft Excel, Finance, Insurance, 401k, Long-term Care, Investments, Series 63, Microsoft Office, Customer Service, Sales Management, Mutual Funds, Strategic Financial..., Project Management, Estate Planning, Financial Goals, Health Insurance, Series 7, Variable Annuities
Education
Evergreen Valley College 1991 — 1993
Accounting and Finance, 3.8
Retirement Benefits Consulting LLC January 2012 - Present
Diversified Senior Insurance April 2007 - December 2012
Fidelity Investments May 2000 - April 2007
Skills
Retirement Planning, Fixed Annuities, Wealth Management, IRAs, Life Insurance, 401k Rollovers, Wealth Accumulation, Pensions, Wealth, Financial Planners, Asset Management, Retirement, Microsoft Excel, Finance, Insurance, 401k, Long-term Care, Investments, Series 63, Microsoft Office, Customer Service, Sales Management, Mutual Funds, Strategic Financial..., Project Management, Estate Planning, Financial Goals, Health Insurance, Series 7, Variable Annuities
Education
Evergreen Valley College 1991 — 1993
Accounting and Finance, 3.8
Bonnie Mitchell's Fidelity Investments Experience August 2015 - Present
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
HR Access/Fideliy Investments January 2010 - January 2012
Fidelity Investments January 2003 - December 2009
Fidelity Investments January 1996 - December 2002
Fidelity Investments 2000 - 2002
Fidelity Investments January 1995 - December 1995
Fidelity Investments January 1992 - December 1994
Skills
Pragmatic Marketing..., Agile Certified Scrum..., Systems Analysis and..., Writing Business..., Agile Methodologies, Oracle HRMS, HR Access, Data Interfaces and..., Scrum, HRIS
Education
Endicott College
Lake Catholic High School
Fidelity Investments August 2015 - Present
HR Access/Fideliy Investments January 2010 - January 2012
Fidelity Investments January 2003 - December 2009
Fidelity Investments January 1996 - December 2002
Fidelity Investments 2000 - 2002
Fidelity Investments January 1995 - December 1995
Fidelity Investments January 1992 - December 1994
Skills
Pragmatic Marketing..., Agile Certified Scrum..., Systems Analysis and..., Writing Business..., Agile Methodologies, Oracle HRMS, HR Access, Data Interfaces and..., Scrum, HRIS
Education
Endicott College
Lake Catholic High School
Darryl Snedeker's Fidelity Investments Experience July 2004 - Present
Job Director, Information Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2004 - Present
Fidelity Investments, Fidelity Technology Group March 2000 - June 2003
Fidelity Investments 1995 - February 2000
Advanced Micro Devices June 1993 - October 1995
Siemens Power Transmission and Distributions (Formerly PTI, Inc.) 1987 - 1993
Skills
Data Warehousing, Performance Tuning, Software Documentation, SDLC, Testing, Oracle, Databases, Project Planning, Database Administration, Process Improvement, Vendor Management, Disaster Recovery, Enterprise Architecture, Software Development
Education
Excelsior College 1990 — 1991
Yes, B.S. - Computer Science
University at Albany, SUNY 1985 — 1989
No, Computer Science (contd)
State University of New York - System 1982 — 1984
AAS, Computer Science
Suffolk County Community College 1981 — 1982
No, Music Major - Classical Guitar
Fidelity Investments July 2004 - Present
Fidelity Investments, Fidelity Technology Group March 2000 - June 2003
Fidelity Investments 1995 - February 2000
Advanced Micro Devices June 1993 - October 1995
Siemens Power Transmission and Distributions (Formerly PTI, Inc.) 1987 - 1993
Skills
Data Warehousing, Performance Tuning, Software Documentation, SDLC, Testing, Oracle, Databases, Project Planning, Database Administration, Process Improvement, Vendor Management, Disaster Recovery, Enterprise Architecture, Software Development
Education
Excelsior College 1990 — 1991
Yes, B.S. - Computer Science
University at Albany, SUNY 1985 — 1989
No, Computer Science (contd)
State University of New York - System 1982 — 1984
AAS, Computer Science
Suffolk County Community College 1981 — 1982
No, Music Major - Classical Guitar
Andre Melnychuk's Fidelity Investments Experience September 1996 - July 2012
Job Business Analyst at Johnson & Wales University
Industry Financial Services
Experience
Johnson & Wales University July 2012 - Present
Fidelity Investments September 1996 - July 2012
Hooper Holmes (Portamedic) 1994 - September 1996
Shawmut Bank 1993 - 1994
Skills
Visio, Systems Analysis, Business Analysis, SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Software Project..., Process Improvement, Program Management, COBOL, SQL, Business Requirements, Requirements Gathering, DB2, PMP, Enterprise Architecture, Data Warehousing
Education
Fairfield University 1988 — 1992
B.S., Marketing, Finance, Economics
Hastings-on-Hudson High School 1984 — 1988
Johnson & Wales University July 2012 - Present
Fidelity Investments September 1996 - July 2012
Hooper Holmes (Portamedic) 1994 - September 1996
Shawmut Bank 1993 - 1994
Skills
Visio, Systems Analysis, Business Analysis, SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Software Project..., Process Improvement, Program Management, COBOL, SQL, Business Requirements, Requirements Gathering, DB2, PMP, Enterprise Architecture, Data Warehousing
Education
Fairfield University 1988 — 1992
B.S., Marketing, Finance, Economics
Hastings-on-Hudson High School 1984 — 1988
Carl Riccobono's Fidelity Investments Experience October 2008 - Present
Job IT Audit Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
UBS March 2003 - October 2008
Deutsche Bank February 2002 - March 2003
Arthur Andersen 1999 - 2001
Skills
Enterprise Risk..., Risk Management, Financial Analysis, Auditing, Financial Services, Financial Risk, Sarbanes-Oxley Act, Internal Audit, IT Audit, Internal Controls, Finance
Education
Fairfield University 2003 — 2005
MBA, Finance
Fairfield University 1995 — 1999
Bachelor of Science, Information Systems and Economics
Fidelity Investments October 2008 - Present
UBS March 2003 - October 2008
Deutsche Bank February 2002 - March 2003
Arthur Andersen 1999 - 2001
Skills
Enterprise Risk..., Risk Management, Financial Analysis, Auditing, Financial Services, Financial Risk, Sarbanes-Oxley Act, Internal Audit, IT Audit, Internal Controls, Finance
Education
Fairfield University 2003 — 2005
MBA, Finance
Fairfield University 1995 — 1999
Bachelor of Science, Information Systems and Economics
Mike Tabachnick's Fidelity Investments Experience April 2007 - Present
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Pyramis Global Advisors, Fidelity Investments April 2007 - December 2010
State Street May 2004 - April 2007
Goodwin Procter LLP September 2000 - April 2004
Skills
Mergers & Acquisitions, Corporate Law, Mutual Funds, Corporate Governance, Due Diligence, Financial Services, Legal Research, Hedge Funds
Education
Northeastern University School of Law 1997 — 2000
JD, law
Emory University 1992 — 1996
BA, Philosphy and Political Science
Needham High School 1988 — 1992
Fidelity Investments April 2007 - Present
Pyramis Global Advisors, Fidelity Investments April 2007 - December 2010
State Street May 2004 - April 2007
Goodwin Procter LLP September 2000 - April 2004
Skills
Mergers & Acquisitions, Corporate Law, Mutual Funds, Corporate Governance, Due Diligence, Financial Services, Legal Research, Hedge Funds
Education
Northeastern University School of Law 1997 — 2000
JD, law
Emory University 1992 — 1996
BA, Philosphy and Political Science
Needham High School 1988 — 1992
Kenny Dargon's Fidelity Investments Experience November 2006 - Present
Job Sr. Client Services Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2006 - Present
Fidelity Investments Institutional Services November 2006 - Present
Fidelity Employer Services Company November 2006 - April 2008
The Lenox Hotel September 2006 - December 2006
TD Banknorth Garden January 2006 - May 2006
MBA Futures Fund January 2006 - May 2006
Time Consulting September 2005 - May 2006
Skills
Investments
Education
Endicott College 2005 — 2006
MBA, Business
Endicott College 2001 — 2005
Bachelor of Science degree, Hospitality and Tourism Management
Fidelity Investments November 2006 - Present
Fidelity Investments Institutional Services November 2006 - Present
Fidelity Employer Services Company November 2006 - April 2008
The Lenox Hotel September 2006 - December 2006
TD Banknorth Garden January 2006 - May 2006
MBA Futures Fund January 2006 - May 2006
Time Consulting September 2005 - May 2006
Skills
Investments
Education
Endicott College 2005 — 2006
MBA, Business
Endicott College 2001 — 2005
Bachelor of Science degree, Hospitality and Tourism Management
Sakoneseriiosta Brent Maracle's Fidelity Investments Experience 2006 - February 2012
Job
Industry Religious Institutions
Experience
Christ Revolution Church (formerly known as St. Paul Evangelical Church) January 2012 - Present
Fidelity Investments 2006 - February 2012
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Skills
Demographic Research, Demographic Analysis, Macroeconomics, Political Economy, Governance, Policy Analysis, Cross-cultural Training, Religion, Alternative Dispute..., American Indian Law, American Indian..., First Nations Governance, Grant Writing, Analysis, Community Outreach, Cross-cultural, Demography, Fundraising, Indian Law, Investments, Nonprofits
Education
Harvard University
ALM
Evangel University 1993 — 1997
B.S.
Christ Revolution Church (formerly known as St. Paul Evangelical Church) January 2012 - Present
Fidelity Investments 2006 - February 2012
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Skills
Demographic Research, Demographic Analysis, Macroeconomics, Political Economy, Governance, Policy Analysis, Cross-cultural Training, Religion, Alternative Dispute..., American Indian Law, American Indian..., First Nations Governance, Grant Writing, Analysis, Community Outreach, Cross-cultural, Demography, Fundraising, Indian Law, Investments, Nonprofits
Education
Harvard University
ALM
Evangel University 1993 — 1997
B.S.
Carole Urbano's Fidelity Investments Experience 2001 - 2003
Job Communications Specialist, Education Arcade at MIT
Industry Education Management
Experience
MIT 2012 - Present
Education Development Center 2004 - 2012
Independent Contractor 1992 - 2004
Fidelity Investments 2001 - 2003
Hurwitz Group 1999 - 2001
Ultratech (ISI) 1995 - 1998
Aox, Inc. 1990 - 1995
Skills
Convention Centers, Social Media, Research, Event Planning, Management, Project Management, Proposal Writing, Competitive Analysis, Training, Public Relations, Educational Games, Staff Development, Product Marketing, Analysis, Media Relations
Education
Fairfield University 1981 — 1985
BA, Politics, French
MIT 2012 - Present
Education Development Center 2004 - 2012
Independent Contractor 1992 - 2004
Fidelity Investments 2001 - 2003
Hurwitz Group 1999 - 2001
Ultratech (ISI) 1995 - 1998
Aox, Inc. 1990 - 1995
Skills
Convention Centers, Social Media, Research, Event Planning, Management, Project Management, Proposal Writing, Competitive Analysis, Training, Public Relations, Educational Games, Staff Development, Product Marketing, Analysis, Media Relations
Education
Fairfield University 1981 — 1985
BA, Politics, French
Ben Racine's Fidelity Investments Experience September 2006 - July 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Implicit Math November 2010 - Present
Fidelity Investments September 2006 - July 2008
Robert Half Technology January 2006 - August 2006
Skills
Information Security, Unix, SDLC, Management, Security, Databases, ITIL, Requirements Analysis, Software Installation
Education
Harvard University 2006 — 2009
ALM (Master's) in Information Technology, Information Management Systems
Emporia State University 2003 — 2005
Bachelor's of Science, Computer Science, minor in Mathematics
Implicit Math November 2010 - Present
Fidelity Investments September 2006 - July 2008
Robert Half Technology January 2006 - August 2006
Skills
Information Security, Unix, SDLC, Management, Security, Databases, ITIL, Requirements Analysis, Software Installation
Education
Harvard University 2006 — 2009
ALM (Master's) in Information Technology, Information Management Systems
Emporia State University 2003 — 2005
Bachelor's of Science, Computer Science, minor in Mathematics
Shelley R. Finley, CMP's Fidelity Investments Experience 1999 - 2008
Job Principal, SOS Solutions
Industry Events Services
Experience
SOS Solutions June 1997 - Present
Sun Life Financial 2005 - 2011
Fidelity Investments 1999 - 2008
American Express Travel Services June 1994 - June 1997
Crimson Travel / Thomas Cook June 1983 - June 1994
Skills
Meeting Planning, Conferences, Event Planning, Contract Negotiations, Event Management, Corporate Events, Special Events, Site Selection, Hotel Contract..., Incentives, Meeting Management, Marketing Strategy, Contract Negotiation, Hospitality, Sponsorship, Trade Shows, Social Media, Coordinating Events, Social Networking, Events, Hospitality Industry, Hotels, Parties, Negotiation, Location Intelligence, Food & Beverage, Live Events
Education
Endicott College
SOS Solutions June 1997 - Present
Sun Life Financial 2005 - 2011
Fidelity Investments 1999 - 2008
American Express Travel Services June 1994 - June 1997
Crimson Travel / Thomas Cook June 1983 - June 1994
Skills
Meeting Planning, Conferences, Event Planning, Contract Negotiations, Event Management, Corporate Events, Special Events, Site Selection, Hotel Contract..., Incentives, Meeting Management, Marketing Strategy, Contract Negotiation, Hospitality, Sponsorship, Trade Shows, Social Media, Coordinating Events, Social Networking, Events, Hospitality Industry, Hotels, Parties, Negotiation, Location Intelligence, Food & Beverage, Live Events
Education
Endicott College
Sam Kelly's Fidelity Investments Experience May 2015 - Present
Job Marketing Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2013 - May 2015
Goizueta Business School September 2012 - May 2013
2014 NY/NJ Super Bowl Host Company May 2012 - July 2012
Miami Heat May 2011 - July 2011
Robeco Investment Management May 2010 - July 2010
Rappersuit January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Market Research, Marketing, Management, Data Analysis, Singing, Financial Modeling, Microsoft Office, Economics, Public Speaking, Financial Analysis, Social Media, Project Planning, Leadership
Education
Goizueta Business School, Emory University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing and Organization & Management
Belmont Hill School
High School
Fidelity Investments May 2015 - Present
Fidelity Investments June 2013 - May 2015
Goizueta Business School September 2012 - May 2013
2014 NY/NJ Super Bowl Host Company May 2012 - July 2012
Miami Heat May 2011 - July 2011
Robeco Investment Management May 2010 - July 2010
Rappersuit January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Market Research, Marketing, Management, Data Analysis, Singing, Financial Modeling, Microsoft Office, Economics, Public Speaking, Financial Analysis, Social Media, Project Planning, Leadership
Education
Goizueta Business School, Emory University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing and Organization & Management
Belmont Hill School
High School
Antonio Casasanta's Fidelity Investments Experience July 2007 - April 2012
Job Functional Senior Analyst at Xerox
Industry Financial Services
Experience
Xerox May 2012 - Present
Fidelity Investments July 2007 - April 2012
Skills
Asset Management, Investments, Query Builder, Business Analysis, Financial Analysis, Event Management, Operations Management, Creative Solutions, Creative Strategy, Adobe Creative Suite
Education
Fairfield University 2003 — 2007
Finance, Economics
Xerox May 2012 - Present
Fidelity Investments July 2007 - April 2012
Skills
Asset Management, Investments, Query Builder, Business Analysis, Financial Analysis, Event Management, Operations Management, Creative Solutions, Creative Strategy, Adobe Creative Suite
Education
Fairfield University 2003 — 2007
Finance, Economics
Rich Fentin's Fidelity Investments Experience May 2010 - Present
Job Senior Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments January 1983 - May 2010
Education
Harvard Business School 1978 — 1980
Master of Business Administration (MBA)
Emory University 1973 — 1976
Bachelor of Arts (BA)
Fidelity Investments May 2010 - Present
Fidelity Investments January 1983 - May 2010
Education
Harvard Business School 1978 — 1980
Master of Business Administration (MBA)
Emory University 1973 — 1976
Bachelor of Arts (BA)
Vikram Pursnani's Fidelity Investments Experience August 2014 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Education
Emory University 2010 — 2014
Bachelor's Degree, Economics & English
Oxford College of Emory University 2010 — 2012
Associate of Arts (A.A.)
Council Rock High School North 2006 — 2010
High School Diploma
Fidelity Investments August 2014 - Present
Education
Emory University 2010 — 2014
Bachelor's Degree, Economics & English
Oxford College of Emory University 2010 — 2012
Associate of Arts (A.A.)
Council Rock High School North 2006 — 2010
High School Diploma
Julie (Ravech) O'Connell's Fidelity Investments Experience May 2010 - Present
Job Vice president at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Skills
Marketing, Marketing Strategy, Marketing Communications, Sales Management, Sales, Sales Presentations, Presentation Coaching, Presenter, Public Speaking, Management
Education
Emory University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Fidelity Investments May 2010 - Present
Skills
Marketing, Marketing Strategy, Marketing Communications, Sales Management, Sales, Sales Presentations, Presentation Coaching, Presenter, Public Speaking, Management
Education
Emory University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Brad Connelly's Fidelity Investments Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2007 - Present
Fidelity Investments February 2007 - September 2014
Skills
Series 7, Series 63, Series 66, Investment Advisor, Financial Analysis, Retirement Planning, Customer Service, Mutual Funds, Risk Management, Portfolio Performance..., Tax Loss Harvesting
Education
Endicott College 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Endicott College 2002 — 2006
Bachelor's degree, Business Administration
Fidelity Investments September 2014 - Present
Fidelity Investments February 2007 - Present
Fidelity Investments February 2007 - September 2014
Skills
Series 7, Series 63, Series 66, Investment Advisor, Financial Analysis, Retirement Planning, Customer Service, Mutual Funds, Risk Management, Portfolio Performance..., Tax Loss Harvesting
Education
Endicott College 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Endicott College 2002 — 2006
Bachelor's degree, Business Administration
Aziz Alikulov's Fidelity Investments Experience
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Financial..., Financial Analysis, Finance, Managerial Finance, Investments, Equities, Portfolio Management, Asset Management, Financial Reporting, Mutual Funds, Financial Services, Analysis, Strategy, Strategic Planning, Business Strategy
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.), Finance
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Financial..., Financial Analysis, Finance, Managerial Finance, Investments, Equities, Portfolio Management, Asset Management, Financial Reporting, Mutual Funds, Financial Services, Analysis, Strategy, Strategic Planning, Business Strategy
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.), Finance
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.), Finance
Cindy Bovio-Silver's Fidelity Investments Experience 1993 - 2001
Job Admissions Office Manager at The White Mountain School
Industry Education Management
Experience
The White Mountain School January 2013 - Present
The Jefferson Inn September 2001 - June 2006
Fidelity Investments 1993 - 2001
Skills
Tutoring, Educational Leadership, Teaching, Public Speaking, Event Planning, Curriculum Design, Management, Higher Education, Curriculum Development, Nonprofits, Microsoft Office, Community Outreach
Education
Endicott College 1987 — 1989
Associate of Science (A.S.), Architecture/Interior Design
The White Mountain School January 2013 - Present
The Jefferson Inn September 2001 - June 2006
Fidelity Investments 1993 - 2001
Skills
Tutoring, Educational Leadership, Teaching, Public Speaking, Event Planning, Curriculum Design, Management, Higher Education, Curriculum Development, Nonprofits, Microsoft Office, Community Outreach
Education
Endicott College 1987 — 1989
Associate of Science (A.S.), Architecture/Interior Design
Seth Fortier's Fidelity Investments Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Eagle Investment Systems January 2014 - Present
Fidelity Investments 2012 - 2013
Education
Endicott College 2009 — 2013
Bachelor of Science (BS), Finance, General
Eagle Investment Systems January 2014 - Present
Fidelity Investments 2012 - 2013
Education
Endicott College 2009 — 2013
Bachelor of Science (BS), Finance, General
John J. Kang, CFP®'s Fidelity Investments Experience September 2003 - January 2014
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Fidelity Investments September 2003 - January 2014
Education
Excelsior College
Bachelor of Science (B.S.)
Creative Planning Inc. February 2014 - Present
Fidelity Investments September 2003 - January 2014
Education
Excelsior College
Bachelor of Science (B.S.)
Maria Lloyd's Fidelity Investments Experience September 2003 - December 2012
Job Unemployed Seeking work as an Analyst
Industry Financial Services
Experience
Fidelity Investments September 2003 - December 2012
Fidelity Investments September 2001 - April 2003
ACS Defense Inc. July 2000 - September 2001
ACS Defense Inc. January 2000 - July 2000
Skills
Wire transfers, Bill Review, Management Reporting, Bank Account..., Systems Testing, Expense/Interest..., Open/Close Bank Accounts, Exception Proscessing, Analitical, Account Reconciliation, Staff Training, Customer Support
Education
Endicott College 1995 — 1998
Bachelor's degree, Fashion Marketing
Fidelity Investments September 2003 - December 2012
Fidelity Investments September 2001 - April 2003
ACS Defense Inc. July 2000 - September 2001
ACS Defense Inc. January 2000 - July 2000
Skills
Wire transfers, Bill Review, Management Reporting, Bank Account..., Systems Testing, Expense/Interest..., Open/Close Bank Accounts, Exception Proscessing, Analitical, Account Reconciliation, Staff Training, Customer Support
Education
Endicott College 1995 — 1998
Bachelor's degree, Fashion Marketing
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank