Fidelity Investments Institutional Services
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Fidelity Investments Institutional Services Employees
Employee
Years
Job
Industry
Tom Whitner Tom Whitner's Fidelity Investments Institutional Services Experience 1998 - 2004
Job Director, Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, Enterprise Infrastructure 2009 - Present
Fidelity Investments, Corporate Technology Group 2008 - 2009
Fidelity Technology Group 2006 - November 2008
Fidelity Investments, Systems Company 2004 - 2006
Fidelity Investments Institutional Services 1998 - 2004
Sapient 1996 - 1998
Planet Corporation 1994 - 1996
United States Army 1989 - 1993
Skills
Agile Methodologies, Enterprise Architecture, Software Development, Web Services, XML, Requirements Analysis, .NET, Enterprise Software, Architecture, Software Engineering, Java, Strategy
Education
Brandeis University 2010 — 2013
Masters, Software Engineering
Worcester Polytechnic Institute 1985 — 1989
BS, Computer Science
Fidelity Investments, Enterprise Infrastructure 2009 - Present
Fidelity Investments, Corporate Technology Group 2008 - 2009
Fidelity Technology Group 2006 - November 2008
Fidelity Investments, Systems Company 2004 - 2006
Fidelity Investments Institutional Services 1998 - 2004
Sapient 1996 - 1998
Planet Corporation 1994 - 1996
United States Army 1989 - 1993
Skills
Agile Methodologies, Enterprise Architecture, Software Development, Web Services, XML, Requirements Analysis, .NET, Enterprise Software, Architecture, Software Engineering, Java, Strategy
Education
Brandeis University 2010 — 2013
Masters, Software Engineering
Worcester Polytechnic Institute 1985 — 1989
BS, Computer Science
Jason Pannone Jason Pannone's Fidelity Investments Institutional Services Experience January 2000 - January 2003
Job Cultural Assets/Reference Library at Raymond Library
Industry Libraries
Experience
Raymond Library July 2013 - Present
Harvard University April 2003 - June 2013
Fidelity Investments Institutional Services January 2000 - January 2003
Skills
Qualitative Research, Web Design, Writing, Editing, Microsoft Office, Blogging, Humanities, Philosophy, Theology, Collection Development, Research, Library, Library Science, Dreamweaver, Reference Services, Information Literacy, Library Instruction, Libraries, Higher Education, Photoshop, Cataloging, Digital Libraries, Academic Libraries, Library Management, InDesign, Library Research, Special Collections, Interlibrary Loan, Circulation, Digitization, Metadata, Public Libraries, Information Retrieval, Virtual Reference, Archives, Digital Preservation, Library Reference, Library 2.0, Public Speaking
Education
Simmons College 2001 — 2003
M.S.LIS, Library Science
Boston College 1996 — 1998
M.A., Philosophy
University of Hartford 1991 — 1995
B.A., Philosophy
St. Thomas Seminary 1991 — 1994
Additional Course of Study, Theology
St. Bernard High School 1987 — 1991
Central Middle School 1986 — 1987
Raymond Library July 2013 - Present
Harvard University April 2003 - June 2013
Fidelity Investments Institutional Services January 2000 - January 2003
Skills
Qualitative Research, Web Design, Writing, Editing, Microsoft Office, Blogging, Humanities, Philosophy, Theology, Collection Development, Research, Library, Library Science, Dreamweaver, Reference Services, Information Literacy, Library Instruction, Libraries, Higher Education, Photoshop, Cataloging, Digital Libraries, Academic Libraries, Library Management, InDesign, Library Research, Special Collections, Interlibrary Loan, Circulation, Digitization, Metadata, Public Libraries, Information Retrieval, Virtual Reference, Archives, Digital Preservation, Library Reference, Library 2.0, Public Speaking
Education
Simmons College 2001 — 2003
M.S.LIS, Library Science
Boston College 1996 — 1998
M.A., Philosophy
University of Hartford 1991 — 1995
B.A., Philosophy
St. Thomas Seminary 1991 — 1994
Additional Course of Study, Theology
St. Bernard High School 1987 — 1991
Central Middle School 1986 — 1987
Amy (Eiselman) Ritz Amy (Eiselman) Ritz's Fidelity Investments Institutional Services Experience 1991 - 1991
Job Northern California Marketing Lead at Accenture
Industry Marketing and Advertising
Experience
Accenture October 2010 - Present
Various Companies January 2001 - August 2011
VERSUS ADVERTISING 2000 - 2001
HITPLAY MEDIA January 2000 - December 2000
MATTEL, Inc January 1998 - July 1999
Mattel January 1996 - December 1997
MATTEL, Inc July 1993 - December 1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES 1991 - 1991
BAIN & COMPANY, Management Consulting 1990 - 1990
Skills
Integrated Marketing, Product Marketing, Brand Management, Marketing, Advertising, Public Relations, Strategic Partnerships, Strategy, Brand Development, Marketing Strategy, Creative Direction, Product Development, Market Analysis, Corporate Communications, Team Leadership, New Media, Brand Architecture, Marketing Management, Entrepreneurship, Program Management, Start-ups, Management, Leadership, Strategic Planning, Project Management, Social Media Marketing
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, BUSINESS ADMINISTRATION
Tufts University 1984 — 1987
B.A, Economics
Accenture October 2010 - Present
Various Companies January 2001 - August 2011
VERSUS ADVERTISING 2000 - 2001
HITPLAY MEDIA January 2000 - December 2000
MATTEL, Inc January 1998 - July 1999
Mattel January 1996 - December 1997
MATTEL, Inc July 1993 - December 1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES 1991 - 1991
BAIN & COMPANY, Management Consulting 1990 - 1990
Skills
Integrated Marketing, Product Marketing, Brand Management, Marketing, Advertising, Public Relations, Strategic Partnerships, Strategy, Brand Development, Marketing Strategy, Creative Direction, Product Development, Market Analysis, Corporate Communications, Team Leadership, New Media, Brand Architecture, Marketing Management, Entrepreneurship, Program Management, Start-ups, Management, Leadership, Strategic Planning, Project Management, Social Media Marketing
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, BUSINESS ADMINISTRATION
Tufts University 1984 — 1987
B.A, Economics
Eric Ennes Eric Ennes's Fidelity Investments Institutional Services Experience 2002 - 2005
Job
Industry Investment Management
Experience
Babson Capital Management June 2011 - Present
Fidelity Investments December 2010 - May 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments 2005 - September 2008
Fidelity Investments Institutional Services 2002 - 2005
Fidelity Investments 1998 - 2002
Bank of America (Fleet Bank) 1997 - 1998
Digitas (formerly Bronner Slosberg Humphrey, Inc.) 1996 - 1997
Indepenent Financial, a division of Liberty Mutual Insurance 1993 - 1996
Pioneer Investments 1989 - 1993
Skills
Finance, Financial Analysis, Management, Financial Modeling, Investments, Financial Services, Leadership, Mutual Funds, Asset Management, Analysis, Strategic Financial..., Strategic Planning, New Business Development, Financial Planning, Equities, Budgets, Accounting, Business Strategy, Marketing, Securities, Financial Reporting, Risk Management, Project Planning, Private Equity
Education
Bryant University 1980 — 1984
BS
Dighton-Rehoboth Regional High School 1976 — 1980
HS Diploma
Babson Capital Management June 2011 - Present
Fidelity Investments December 2010 - May 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments 2005 - September 2008
Fidelity Investments Institutional Services 2002 - 2005
Fidelity Investments 1998 - 2002
Bank of America (Fleet Bank) 1997 - 1998
Digitas (formerly Bronner Slosberg Humphrey, Inc.) 1996 - 1997
Indepenent Financial, a division of Liberty Mutual Insurance 1993 - 1996
Pioneer Investments 1989 - 1993
Skills
Finance, Financial Analysis, Management, Financial Modeling, Investments, Financial Services, Leadership, Mutual Funds, Asset Management, Analysis, Strategic Financial..., Strategic Planning, New Business Development, Financial Planning, Equities, Budgets, Accounting, Business Strategy, Marketing, Securities, Financial Reporting, Risk Management, Project Planning, Private Equity
Education
Bryant University 1980 — 1984
BS
Dighton-Rehoboth Regional High School 1976 — 1980
HS Diploma
Betsey Foley Betsey Foley's Fidelity Investments Institutional Services Experience June 1995 - September 1997
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman &Co March 1999 - Present
Mutual Fund Systems March 1999 - January 2007
Putnam Investments September 1997 - March 1999
Fidelity Investments Institutional Services June 1995 - September 1997
DST Systems Inc November 1993 - May 1995
The Shareholder Services Group October 1992 - November 1993
Massachusetts Financial Services Company May 1987 - March 1992
Kidder Peabody & Co., Inc April 1985 - May 1987
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Requirements Gathering, Requirements Analysis, Lotus Notes, Mutual Funds, Project Management, PeopleSoft, Securities, Program Management, Process Improvement, Settlement, Fixed Income, Business Process..., Equities, Financial Services
Education
Northeastern University 2013 — 2014
MBA Certificate, Advanced Management Studies
Merrimack College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman &Co March 1999 - Present
Mutual Fund Systems March 1999 - January 2007
Putnam Investments September 1997 - March 1999
Fidelity Investments Institutional Services June 1995 - September 1997
DST Systems Inc November 1993 - May 1995
The Shareholder Services Group October 1992 - November 1993
Massachusetts Financial Services Company May 1987 - March 1992
Kidder Peabody & Co., Inc April 1985 - May 1987
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Requirements Gathering, Requirements Analysis, Lotus Notes, Mutual Funds, Project Management, PeopleSoft, Securities, Program Management, Process Improvement, Settlement, Fixed Income, Business Process..., Equities, Financial Services
Education
Northeastern University 2013 — 2014
MBA Certificate, Advanced Management Studies
Merrimack College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
Nick Elward Nick Elward's Fidelity Investments Institutional Services Experience August 1999 - May 2003
Job Senior Vice President, Head of Business Development at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2014 - Present
State Street Global Advisors June 2010 - March 2014
Fidelity Personal and Workplace Investing November 2006 - March 2010
Fidelity Investments Canada, LTD November 2005 - November 2006
Fidelity Brokerage Company May 2003 - November 2005
Fidelity Investments Institutional Services August 1999 - May 2003
Fidelity Investments Institutional Services April 1998 - August 1999
Fidelity Investments Institutional Services November 1996 - April 1998
Fidelity Management and Research December 1995 - November 1996
Merrill Lynch January 1995 - May 1995
Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services
Education
Boston University 2012 — 2013
School of Financial Planning
Northeastern University 1995 — 2000
Masters, Business Administration
College of the Holy Cross 1991 — 1995
BA, Political Science
St. John's Preparatory School 1987 — 1991
Natixis Global Asset Management March 2014 - Present
State Street Global Advisors June 2010 - March 2014
Fidelity Personal and Workplace Investing November 2006 - March 2010
Fidelity Investments Canada, LTD November 2005 - November 2006
Fidelity Brokerage Company May 2003 - November 2005
Fidelity Investments Institutional Services August 1999 - May 2003
Fidelity Investments Institutional Services April 1998 - August 1999
Fidelity Investments Institutional Services November 1996 - April 1998
Fidelity Management and Research December 1995 - November 1996
Merrill Lynch January 1995 - May 1995
Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services
Education
Boston University 2012 — 2013
School of Financial Planning
Northeastern University 1995 — 2000
Masters, Business Administration
College of the Holy Cross 1991 — 1995
BA, Political Science
St. John's Preparatory School 1987 — 1991
Donna Wigley Donna Wigley's Fidelity Investments Institutional Services Experience April 2004 - January 2005
Job Highly motivated, energetic, and organized marketing and administrative professional
Industry Marketing and Advertising
Experience
Nantucket Sinks USA August 2013 - November 2013
HomeFront Health Care October 2012 - August 2013
Fidelity Management Trust Company January 2005 - January 2006
Fidelity Investments Institutional Services April 2004 - January 2005
American Financial Systems, Inc. 1999 - 2003
Roger Williams University 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Marketing, Integrated Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Newsletters, Social Media, Direct Mail, Advertising, Time Management, Facebook, Account Management, Trade Shows, Copywriting, Lead Generation, Internal Communications, Sales Presentations, Desktop Publishing, Project Management, WordPress, E-commerce, Copy Editing, E-commerce SEO, Teamwork, Team-oriented, Blogging, Management
Education
Roger Williams University 1995 — 1999
BA, Communications
Nantucket Sinks USA August 2013 - November 2013
HomeFront Health Care October 2012 - August 2013
Fidelity Management Trust Company January 2005 - January 2006
Fidelity Investments Institutional Services April 2004 - January 2005
American Financial Systems, Inc. 1999 - 2003
Roger Williams University 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Marketing, Integrated Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Newsletters, Social Media, Direct Mail, Advertising, Time Management, Facebook, Account Management, Trade Shows, Copywriting, Lead Generation, Internal Communications, Sales Presentations, Desktop Publishing, Project Management, WordPress, E-commerce, Copy Editing, E-commerce SEO, Teamwork, Team-oriented, Blogging, Management
Education
Roger Williams University 1995 — 1999
BA, Communications
Elizabeth Clavell's Fidelity Investments Institutional Services Experience 1994 - 1996
Job Manager, Financial Analysis & Business Processes at Boston College
Industry Higher Education
Experience
Boston College 2012 - Present
Veritude LLC, assigned to J. Robert Scott 2009 - 2010
Devonshire Investors 2000 - 2008
Fidelity Investments 1987 - 2008
Fidelity Technologies, Fidelity Investments 1996 - 1999
Fidelity Investments Institutional Services 1994 - 1996
Fidelity Properties 1987 - 1994
Colgate Palmolive, The Kendall Company 1985 - 1987
Massachusetts Society for the Prevention of Cruelty to Children 1980 - 1984
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Management Accounting, Financial Accounting, Budget Process, Forecasting, Operational Cost..., Variance Analysis, Cash Flow Forecasting, Due Diligence, Monthly Closing, Year-end Close, ERP, Executive Reporting, QuickBooks, Capital Budgeting, Business Valuation, Hyperion Planning, Oracle Applications, Essbase, Revenue Recognition, Business Process, PeopleSoft, Visio, Accounting
Education
Boston College
BS, Accounting
Bentley University
MS, Finance
Mount Saint Joseph Academy
High School
Boston College 2012 - Present
Veritude LLC, assigned to J. Robert Scott 2009 - 2010
Devonshire Investors 2000 - 2008
Fidelity Investments 1987 - 2008
Fidelity Technologies, Fidelity Investments 1996 - 1999
Fidelity Investments Institutional Services 1994 - 1996
Fidelity Properties 1987 - 1994
Colgate Palmolive, The Kendall Company 1985 - 1987
Massachusetts Society for the Prevention of Cruelty to Children 1980 - 1984
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Management Accounting, Financial Accounting, Budget Process, Forecasting, Operational Cost..., Variance Analysis, Cash Flow Forecasting, Due Diligence, Monthly Closing, Year-end Close, ERP, Executive Reporting, QuickBooks, Capital Budgeting, Business Valuation, Hyperion Planning, Oracle Applications, Essbase, Revenue Recognition, Business Process, PeopleSoft, Visio, Accounting
Education
Boston College
BS, Accounting
Bentley University
MS, Finance
Mount Saint Joseph Academy
High School
Cheryl Adams McAuliffe Cheryl Adams McAuliffe's Fidelity Investments Institutional Services Experience 1982 - 1995
Job Licensed Salesperson at Coach Realtors
Industry Real Estate
Experience
Coach Realtors November 2002 - Present
Fidelity Investments Institutional Services 1982 - 1995
Paine Webber 1981 - 1982
Moseley,Hallgarten,Estabrook and Weeden April 1979 - May 1980
State St. Management & Research July 1978 - April 1979
Skills
Buyer Representation, Seller Representation, First Time Buyers, Real Estate Transactions, Investment Properties, Selling, National Association of..., Sales, Waterfront, ABR, Buyers, e-PRO, Relocation Buyers, Seniors, Social Media Marketing, Corporate Relocation, New Home Sales, Investments, Townhomes, Luxury, REO, Council of Residential..., Leases, Residential Homes, Listings, Real Property, Condos, Single Family Homes, Rentals, Real Estate, Sellers, Relocation, Referrals, Marketing, First Time Home Buyers
Education
Salve Regina University 1975 — 1978
BS, Business Administration
Coach Realtors November 2002 - Present
Fidelity Investments Institutional Services 1982 - 1995
Paine Webber 1981 - 1982
Moseley,Hallgarten,Estabrook and Weeden April 1979 - May 1980
State St. Management & Research July 1978 - April 1979
Skills
Buyer Representation, Seller Representation, First Time Buyers, Real Estate Transactions, Investment Properties, Selling, National Association of..., Sales, Waterfront, ABR, Buyers, e-PRO, Relocation Buyers, Seniors, Social Media Marketing, Corporate Relocation, New Home Sales, Investments, Townhomes, Luxury, REO, Council of Residential..., Leases, Residential Homes, Listings, Real Property, Condos, Single Family Homes, Rentals, Real Estate, Sellers, Relocation, Referrals, Marketing, First Time Home Buyers
Education
Salve Regina University 1975 — 1978
BS, Business Administration
Vincent Ring, CFP® Vincent Ring, CFP®'s Fidelity Investments Institutional Services Experience December 1997 - July 2000
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
Fidelity Investments December 2006 - July 2010
Fidelity Investments - Personal and Workplace Investing August 2005 - November 2006
Fidelity Investments August 2000 - July 2005
Fidelity Investments - Institutional Services December 1997 - July 2000
Skills
Financial Planning, Investment Strategies, Client Service, Mutual Funds, Financial Services, Insurance, Retirement Planning, Relationship Management, Strategic Financial..., Asset Allocation, Retirement, Leadership, Investments, Portfolio Management, 401k, Fixed Annuities, CRM, Series 7
Education
Northeastern University 1986 — 1991
Bachelor of Arts, Political Science
Morgan
New York Life Insurance Company June 2011 - Present
Fidelity Investments December 2006 - July 2010
Fidelity Investments - Personal and Workplace Investing August 2005 - November 2006
Fidelity Investments August 2000 - July 2005
Fidelity Investments - Institutional Services December 1997 - July 2000
Skills
Financial Planning, Investment Strategies, Client Service, Mutual Funds, Financial Services, Insurance, Retirement Planning, Relationship Management, Strategic Financial..., Asset Allocation, Retirement, Leadership, Investments, Portfolio Management, 401k, Fixed Annuities, CRM, Series 7
Education
Northeastern University 1986 — 1991
Bachelor of Arts, Political Science
Morgan
Larry Martin CFP ® ChFC ® Larry Martin CFP ® ChFC ®'s Fidelity Investments Institutional Services Experience September 1999 - September 2003
Job Financial Planning Professional
Industry Financial Services
Experience
The Mutual Fund Store July 2013 - September 2015
E*TRADE Financial July 2012 - July 2013
JJRM Wealth Strategies, LLC June 2010 - July 2012
Fidelity Investments September 2003 - May 2010
Fidelity Investments Institutional Services September 1999 - September 2003
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1996 - May 1998
Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...
Education
The American College 2005 — 2009
ChFC
Florida State University 2007 — 2008
CFP
Plymouth State University 1990 — 1994
BS, Exercise Science
The Mutual Fund Store July 2013 - September 2015
E*TRADE Financial July 2012 - July 2013
JJRM Wealth Strategies, LLC June 2010 - July 2012
Fidelity Investments September 2003 - May 2010
Fidelity Investments Institutional Services September 1999 - September 2003
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1996 - May 1998
Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...
Education
The American College 2005 — 2009
ChFC
Florida State University 2007 — 2008
CFP
Plymouth State University 1990 — 1994
BS, Exercise Science
Freda Shapiro Freda Shapiro's Fidelity Investments Institutional Services Experience January 2000 - March 2015
Job Design Director at John Hancock Insurance
Industry Graphic Design
Experience
John Hancock Insurance March 2015 - Present
Fidelity Investments Institutional Services January 2000 - March 2015
Freda Shapiro & Assoc. March 1985 - January 2000
BBL, Inc. 1999 - 1999
DRK, Inc. 1982 - 1985
Education
Massachusetts College of Art and Design 1994 — 1995
University of Connecticut 1975 — 1976
School of the Museum of Fine Arts 1973 — 1974
Simmons College 1972 — 1974
Rippowam High School
John Hancock Insurance March 2015 - Present
Fidelity Investments Institutional Services January 2000 - March 2015
Freda Shapiro & Assoc. March 1985 - January 2000
BBL, Inc. 1999 - 1999
DRK, Inc. 1982 - 1985
Education
Massachusetts College of Art and Design 1994 — 1995
University of Connecticut 1975 — 1976
School of the Museum of Fine Arts 1973 — 1974
Simmons College 1972 — 1974
Rippowam High School
Keith Neal Keith Neal's Fidelity Investments Institutional Services Experience May 1996 - January 1998
Job Director at MFS Fund Distributors, Inc.
Industry Financial Services
Experience
MFS Investment Management January 2009 - Present
MFS March 2006 - December 2008
MFS March 1999 - March 2006
Philo Smith and Company January 1998 - March 1999
Fidelity Investments Institutional Services May 1996 - January 1998
Fidelity Brokerage Services Inc. January 1994 - May 1996
Education
Northeastern University 1996 — 2002
MA, International Relations
University of Massachusetts Lowell 1989 — 1993
BA, Political Science
MFS Investment Management January 2009 - Present
MFS March 2006 - December 2008
MFS March 1999 - March 2006
Philo Smith and Company January 1998 - March 1999
Fidelity Investments Institutional Services May 1996 - January 1998
Fidelity Brokerage Services Inc. January 1994 - May 1996
Education
Northeastern University 1996 — 2002
MA, International Relations
University of Massachusetts Lowell 1989 — 1993
BA, Political Science
Jennifer Balch Jennifer Balch's Fidelity Investments Institutional Services Experience 1994 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Compass Medical October 2011 - Present
Fidelity Capital Markets August 2007 - April 2010
Fidelity Investments -National Financial March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services 1998 - 2000
Fidelity Investments - Institutional Services 1994 - 1998
Fidelity Investments - Retail Company 1993 - 1994
Merrill Lynch 1987 - 1993
Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales
Education
Colby-Sawyer College 1983 — 1987
BS, Business Admistration
Brockton High School
Compass Medical October 2011 - Present
Fidelity Capital Markets August 2007 - April 2010
Fidelity Investments -National Financial March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services 1998 - 2000
Fidelity Investments - Institutional Services 1994 - 1998
Fidelity Investments - Retail Company 1993 - 1994
Merrill Lynch 1987 - 1993
Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales
Education
Colby-Sawyer College 1983 — 1987
BS, Business Admistration
Brockton High School
Kevin LaChapelle Kevin LaChapelle's Fidelity Investments Institutional Services Experience September 1994 - June 1998
Job Project Management Professional
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments Life Insurance July 2005 - December 2008
Fidelity Personal Investments April 2000 - July 2005
Fidelity Investments Systems Company June 1998 - April 2000
Fidelity Investments Institutional Services September 1994 - June 1998
The Shareholder Services Group August 1993 - September 1994
The Shareholder Services Group July 1992 - August 1993
American Express June 1987 - July 1992
Education
University of New Hampshire
Bachelor of Arts
Fidelity Investments July 2010 - Present
Fidelity Investments Life Insurance July 2005 - December 2008
Fidelity Personal Investments April 2000 - July 2005
Fidelity Investments Systems Company June 1998 - April 2000
Fidelity Investments Institutional Services September 1994 - June 1998
The Shareholder Services Group August 1993 - September 1994
The Shareholder Services Group July 1992 - August 1993
American Express June 1987 - July 1992
Education
University of New Hampshire
Bachelor of Arts
Cheryl McAuliffe Cheryl McAuliffe's Fidelity Investments Institutional Services Experience April 1982 - June 1995
Job Licensed Salesperson at Coach Realtors
Industry Real Estate
Experience
Coach Realtors Licensed SalespersonCoach RealtorsJuly 2003 - Present
Fidelity Investments Institutional Services April 1982 - June 1995
Skills
Sellers, Real Estate
Education
Salve Regina University
BS, Business Administration
Coach Realtors Licensed SalespersonCoach RealtorsJuly 2003 - Present
Fidelity Investments Institutional Services April 1982 - June 1995
Skills
Sellers, Real Estate
Education
Salve Regina University
BS, Business Administration
Catherine A. Curran Catherine A. Curran's Fidelity Investments Institutional Services Experience 1995 - 1997
Job Proprietor/Chef at The Cape Cod Kitchen, LLC.
Industry Consumer Services
Experience
The Cape Cod Kitchen, LLC December 2014 - Present
Putnam Investments 2012 - August 2014
Meradia Group 2010 - 2012
Pioneer Investments 1999 - 2008
Pamet River Inc. 1998 - 1999
Nesbitt Burns Securities 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Skills
Analysis, Financial Services, Analytics, Investments, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, DST, MS SharePoint, MS Visio, MS Excel, MS Power Point, MS Access, Simfund, Lipper, Stat Pro Composites, Performance Measurement, Performance Attribution..., Problem Solving, Opperations/Process..., Performance Attribution, Access, Microsoft Excel
Education
Fordham University 1989 — 1994
B.S. Business Admin, Concentration: Accounting
The Cape Cod Kitchen, LLC December 2014 - Present
Putnam Investments 2012 - August 2014
Meradia Group 2010 - 2012
Pioneer Investments 1999 - 2008
Pamet River Inc. 1998 - 1999
Nesbitt Burns Securities 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Skills
Analysis, Financial Services, Analytics, Investments, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, DST, MS SharePoint, MS Visio, MS Excel, MS Power Point, MS Access, Simfund, Lipper, Stat Pro Composites, Performance Measurement, Performance Attribution..., Problem Solving, Opperations/Process..., Performance Attribution, Access, Microsoft Excel
Education
Fordham University 1989 — 1994
B.S. Business Admin, Concentration: Accounting
Eric Funk Eric Funk's Fidelity Investments Institutional Services Experience December 2010 - Present
Job RVP Retirement Specialist at Fidelity Investments Institutional Services
Industry Financial Services
Experience
Fidelity Investments Institutional Services December 2010 - Present
Fidelity Investments December 2010 - Present
Fidelity Investments January 2007 - February 2009
Fidelity Investments May 2006 - January 2007
Fidelity Investments October 2005 - May 2006
Fidelity Investments 2000 - 2003
Skills
Retirement, 401k, Retirement Services, Series 7, Mutual Funds, Series 63, Employee Benefits, Financial Advisory, Retirement Planning
Education
The University of Dallas 2006 — 2009
MBA / CFP, Finance
Roger Williams University 2001 — 2003
B.A., International Business / Finance
Weber State University 1996 — 1998
A.S., Technical Sales/Botany
Bonneville
University of Utah
Fidelity Investments Institutional Services December 2010 - Present
Fidelity Investments December 2010 - Present
Fidelity Investments January 2007 - February 2009
Fidelity Investments May 2006 - January 2007
Fidelity Investments October 2005 - May 2006
Fidelity Investments 2000 - 2003
Skills
Retirement, 401k, Retirement Services, Series 7, Mutual Funds, Series 63, Employee Benefits, Financial Advisory, Retirement Planning
Education
The University of Dallas 2006 — 2009
MBA / CFP, Finance
Roger Williams University 2001 — 2003
B.A., International Business / Finance
Weber State University 1996 — 1998
A.S., Technical Sales/Botany
Bonneville
University of Utah
Ruth McCue Ruth McCue's Fidelity Investments Institutional Services Experience November 1998 - April 2000
Job Branch Manager, Assistant Vice President at Capital Bank, N.A.
Industry Financial Services
Experience
Capital Bank NA January 2014 - Present
RMC Consulting February 2009 - December 2013
State Street November 2007 - December 2008
Citizens Financial Group January 2007 - November 2007
Citizens Bank June 2003 - January 2007
PriceWaterhouseCoopers Management Consultants April 2000 - June 2003
Fidelity Investments Institutional Services November 1998 - April 2000
Fleet Bank (Bank of America) August 1993 - November 1998
Skills
Financial Services, Business Development, Process Improvement, Loans, Project Management, Mutual Funds, Account Management, Sales, Recruiting, CRM, Business Process..., New Business Development, Business Analysis, Banking, Visio, Training, Business Strategy, Building Relationships, Financial Management..., Leadership, Risk Management, Business Process, Sales Management, Strategy, Analysis, Finance, Change Management, Team Building, Coaching, Strategic Planning, Business Planning, Market Research, Consulting, Project Planning, Marketing, Talent Acquisition, Budgets, Forecasting, Management, Team Leadership, Human Resources, Salesforce.com, Cold Calling, Performance Management, Mergers & Acquisitions, Leadership Development, Event Management, Sourcing, Executive Search, Six Sigma
Education
New School University
N/A, Business/Corporate Communications
University of Tennessee-Knoxville
Bachelor of Science (B.S.), Education
Capital Bank NA January 2014 - Present
RMC Consulting February 2009 - December 2013
State Street November 2007 - December 2008
Citizens Financial Group January 2007 - November 2007
Citizens Bank June 2003 - January 2007
PriceWaterhouseCoopers Management Consultants April 2000 - June 2003
Fidelity Investments Institutional Services November 1998 - April 2000
Fleet Bank (Bank of America) August 1993 - November 1998
Skills
Financial Services, Business Development, Process Improvement, Loans, Project Management, Mutual Funds, Account Management, Sales, Recruiting, CRM, Business Process..., New Business Development, Business Analysis, Banking, Visio, Training, Business Strategy, Building Relationships, Financial Management..., Leadership, Risk Management, Business Process, Sales Management, Strategy, Analysis, Finance, Change Management, Team Building, Coaching, Strategic Planning, Business Planning, Market Research, Consulting, Project Planning, Marketing, Talent Acquisition, Budgets, Forecasting, Management, Team Leadership, Human Resources, Salesforce.com, Cold Calling, Performance Management, Mergers & Acquisitions, Leadership Development, Event Management, Sourcing, Executive Search, Six Sigma
Education
New School University
N/A, Business/Corporate Communications
University of Tennessee-Knoxville
Bachelor of Science (B.S.), Education
James E. Machuga's Fidelity Investments Institutional Services Experience February 2008 - June 2012
Job Senior Vice President at Merk Funds
Industry Financial Services
Experience
Merk Investments January 2015 - Present
Merk Investments July 2012 - December 2014
Fidelity Investments Institutional Services February 2008 - June 2012
Fidelity Investments Institutional Services July 2007 - February 2008
UBS Wealth Management May 2005 - December 2006
Skills
Financial Sales, Relationship Cultivation, Market Research, Investments, Mutual Funds, Series 7, 401k, Series 63, Sales Presentations, Alternative Investments, ETFs, Relationship Management, Asset Allocation, Financial Advisory, CRM, Series 6, Uniform Combined State..., Sales Finance, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Investment Management, Retirement
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
Merk Investments January 2015 - Present
Merk Investments July 2012 - December 2014
Fidelity Investments Institutional Services February 2008 - June 2012
Fidelity Investments Institutional Services July 2007 - February 2008
UBS Wealth Management May 2005 - December 2006
Skills
Financial Sales, Relationship Cultivation, Market Research, Investments, Mutual Funds, Series 7, 401k, Series 63, Sales Presentations, Alternative Investments, ETFs, Relationship Management, Asset Allocation, Financial Advisory, CRM, Series 6, Uniform Combined State..., Sales Finance, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Investment Management, Retirement
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
Robert Donelan Robert Donelan's Fidelity Investments Institutional Services Experience 1997 - 2000
Job EVP, Enterprise Operations Fidelity Investments
Industry Investment Management
Experience
Fidelity Retired July 2010 - October 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments 2004 - 2008
Fidelity Investments Retirement Services 2000 - 2003
Fidelity Investments Institutional Services 1997 - 2000
First Data Corporation 1990 - 1997
Bank of New England April 1982 - April 1990
United States Marine Corps June 1975 - March 1982
Skills
Executive Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1981
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1975
BS, Finance
Fidelity Retired July 2010 - October 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments 2004 - 2008
Fidelity Investments Retirement Services 2000 - 2003
Fidelity Investments Institutional Services 1997 - 2000
First Data Corporation 1990 - 1997
Bank of New England April 1982 - April 1990
United States Marine Corps June 1975 - March 1982
Skills
Executive Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1981
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1975
BS, Finance
Chris Colabrese's Fidelity Investments Institutional Services Experience May 2008 - December 2010
Job Associate Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments June 2015 - Present
Eaton Vance December 2010 - June 2015
Fidelity Investments Institutional Services May 2008 - December 2010
Skills
Series 7, Asset Allocation, Investment Management, Securities, Asset Management, Economics, Alternative Investments, Uniform Combined State..., Mutual Funds, Financial Advisory, Investment Banking, Strategic Financial..., Capital Markets, Separately Managed..., Investment Strategies, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Masters of Science, Finance
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Economics, 3.7
John Hancock Investments June 2015 - Present
Eaton Vance December 2010 - June 2015
Fidelity Investments Institutional Services May 2008 - December 2010
Skills
Series 7, Asset Allocation, Investment Management, Securities, Asset Management, Economics, Alternative Investments, Uniform Combined State..., Mutual Funds, Financial Advisory, Investment Banking, Strategic Financial..., Capital Markets, Separately Managed..., Investment Strategies, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Masters of Science, Finance
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Economics, 3.7
Mike Freeman MBA, REALTOR®'s Fidelity Investments Institutional Services Experience 1995 - 1997
Job Real Estate Salesperson at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2015 - Present
Bingham McCutchen 2013 - 2014
State Street Global Advisors 2011 - 2013
Liberty Mutual 2008 - 2010
Fidelity ActionsXchange 2006 - 2008
Fidelity Brokerage Company (FBC) 2004 - 2006
Fidelity Brokerage Company 2002 - 2004
Fidelity Management and Research Company 1997 - 2002
Fidelity Investments Institutional Services 1995 - 1997
Skills
Financial Modeling, Financial Analysis, Finance, Strategic Financial..., Strategy, Financial Services, Portfolio Management, Investments, Analysis, Asset Management, Managerial Finance, Management, Business Planning, Strategic Planning, Mutual Funds, Budgets, Process Improvement, Executive Management, Leadership, Accounting, Valuation, Securities, Corporate Finance, Banking, Alternative Investments, Product Management, Equities, Fixed Income, Asset Allocation, Financial Planning, Pricing, Auditing, Real Estate License, Real Estate, Real Estate Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Coldwell Banker Residential Brokerage March 2015 - Present
Bingham McCutchen 2013 - 2014
State Street Global Advisors 2011 - 2013
Liberty Mutual 2008 - 2010
Fidelity ActionsXchange 2006 - 2008
Fidelity Brokerage Company (FBC) 2004 - 2006
Fidelity Brokerage Company 2002 - 2004
Fidelity Management and Research Company 1997 - 2002
Fidelity Investments Institutional Services 1995 - 1997
Skills
Financial Modeling, Financial Analysis, Finance, Strategic Financial..., Strategy, Financial Services, Portfolio Management, Investments, Analysis, Asset Management, Managerial Finance, Management, Business Planning, Strategic Planning, Mutual Funds, Budgets, Process Improvement, Executive Management, Leadership, Accounting, Valuation, Securities, Corporate Finance, Banking, Alternative Investments, Product Management, Equities, Fixed Income, Asset Allocation, Financial Planning, Pricing, Auditing, Real Estate License, Real Estate, Real Estate Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Stacy McCarthy Stacy McCarthy's Fidelity Investments Institutional Services Experience January 1997 - September 1998
Job Member Services Coordinator at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston September 1998 - Present
Fidelity Investments Institutional Services January 1997 - September 1998
DMJM Harris December 1991 - January 1997
Skills
Event Planning, Photoshop, Graphic Design, Print Design, Dreamweaver, Lotus Notes, GoToMeeting, HTML, Constant Contact, Cvent, Marketo, SurveyMonkey, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Strategic Planning, Budgets, Process Improvement, Business Analysis, Financial Analysis, Vendor Management, Strategic Communications, Team Building, Event Management, Account Reconciliation, Financial Services, Coaching, Public Relations, Program Management, Employee Relations, Internal Communications, Corporate Communications, Training
Education
Southern New Hampshire University 2012 — 2016
Bachelor's degree, Business Studies with a Concentration in Marketing
Emerson College 2001 — 2001
Certificate in Web Production and Development
Federal Home Loan Bank of Boston September 1998 - Present
Fidelity Investments Institutional Services January 1997 - September 1998
DMJM Harris December 1991 - January 1997
Skills
Event Planning, Photoshop, Graphic Design, Print Design, Dreamweaver, Lotus Notes, GoToMeeting, HTML, Constant Contact, Cvent, Marketo, SurveyMonkey, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Strategic Planning, Budgets, Process Improvement, Business Analysis, Financial Analysis, Vendor Management, Strategic Communications, Team Building, Event Management, Account Reconciliation, Financial Services, Coaching, Public Relations, Program Management, Employee Relations, Internal Communications, Corporate Communications, Training
Education
Southern New Hampshire University 2012 — 2016
Bachelor's degree, Business Studies with a Concentration in Marketing
Emerson College 2001 — 2001
Certificate in Web Production and Development
William (Bill) Thompson, Jr.'s Fidelity Investments Institutional Services Experience 2006 - 2006
Job Divisional Sales Director, MidMarket Distribution Team at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
FIDELITY INVESTMENTS WORKPLACE INVESTING 2009 - February 2011
FIDELITY INVESTMENTS WORKPLACE INVESTING 2007 - 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES 2006 - 2006
FIDELITY INVESTMENTS INSTUTTIONAL SERVICES 2000 - 2005
STATE STREET GLOBAL ADVISORS 1999 - 1999
RUTGERS UNIVERSITY, NORTHEASTERN UNIVERSITY AND BOSTON COLLEGE 1990 - 1998
THE PENNINGTON SCHOOL 1989 - 1989
DARTMOUTH COLLEGE 1988 - 1988
Skills
401k, Sales Process, Investments, Sales Presentations, Distribution Strategies, Licensed for Life,..., Hold Series 7, 63 & 24, Leadership, Marketing Strategy, Program Management, Sales Operations, Mutual Funds, Strategy, Management, Strategic Planning, Financial Services, Retirement, Asset Management, Sales, Finance, Insurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Business Administration and Management, General
Boston College - Carroll School of Management 1984 — 1988
BS, Business Administration and Management, General
The Pennington School 1978 — 1984
High School
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
FIDELITY INVESTMENTS WORKPLACE INVESTING 2009 - February 2011
FIDELITY INVESTMENTS WORKPLACE INVESTING 2007 - 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES 2006 - 2006
FIDELITY INVESTMENTS INSTUTTIONAL SERVICES 2000 - 2005
STATE STREET GLOBAL ADVISORS 1999 - 1999
RUTGERS UNIVERSITY, NORTHEASTERN UNIVERSITY AND BOSTON COLLEGE 1990 - 1998
THE PENNINGTON SCHOOL 1989 - 1989
DARTMOUTH COLLEGE 1988 - 1988
Skills
401k, Sales Process, Investments, Sales Presentations, Distribution Strategies, Licensed for Life,..., Hold Series 7, 63 & 24, Leadership, Marketing Strategy, Program Management, Sales Operations, Mutual Funds, Strategy, Management, Strategic Planning, Financial Services, Retirement, Asset Management, Sales, Finance, Insurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Business Administration and Management, General
Boston College - Carroll School of Management 1984 — 1988
BS, Business Administration and Management, General
The Pennington School 1978 — 1984
High School
Julie Olsen's Fidelity Investments Institutional Services Experience 1995 - 1997
Job Learning & Development Leadership
Industry Professional Training & Coaching
Experience
PricewaterhouseCoopers (PwC) November 2004 - Present
Kaplan 2003 - 2004
Siebel Systems (pre-merger with Oracle) 1999 - 2003
The Fourth Tier / Keane CRM 1998 - 1999
Cambridge Technology Partners 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Andersen Consulting 1988 - 1995
Skills
Leadership, Change Management, Program Management, Business Process..., Training, Management, Coaching, Project Management, Team Leadership, Management Consulting, Process Improvement, Organizational Design, CRM, Organizational..., Training Delivery, Recruiting, Event Planning, Social Media, Public Relations, Performance Improvement, Business Process, Public Speaking, Community Outreach, Human Resources, Leadership Development, Operations Management, Onboarding, Succession Planning, Interviews, Mergers & Acquisitions, Workshop Facilitation, Performance Management, Fundraising, Blogger, Talent Management, Sourcing, Organizational..., Employee Engagement, Christian Ministry, Writing
Education
The University of Connecticut
BA
Dean College
Cancer Treatment Centers of America 2013 — 2013
Certified
PricewaterhouseCoopers (PwC) November 2004 - Present
Kaplan 2003 - 2004
Siebel Systems (pre-merger with Oracle) 1999 - 2003
The Fourth Tier / Keane CRM 1998 - 1999
Cambridge Technology Partners 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Andersen Consulting 1988 - 1995
Skills
Leadership, Change Management, Program Management, Business Process..., Training, Management, Coaching, Project Management, Team Leadership, Management Consulting, Process Improvement, Organizational Design, CRM, Organizational..., Training Delivery, Recruiting, Event Planning, Social Media, Public Relations, Performance Improvement, Business Process, Public Speaking, Community Outreach, Human Resources, Leadership Development, Operations Management, Onboarding, Succession Planning, Interviews, Mergers & Acquisitions, Workshop Facilitation, Performance Management, Fundraising, Blogger, Talent Management, Sourcing, Organizational..., Employee Engagement, Christian Ministry, Writing
Education
The University of Connecticut
BA
Dean College
Cancer Treatment Centers of America 2013 — 2013
Certified
Karra Lee Paquette Karra Lee Paquette's Fidelity Investments Institutional Services Experience January 2002 - April 2004
Job Executive Business Coordinator at Community Health Alliance
Industry Health, Wellness and Fitness
Experience
Community Health Alliance June 2014 - Present
Citizens Bank September 2013 - June 2014
Citizens Bank October 2012 - August 2013
Gurnet Consulting August 2010 - February 2012
GURNET CONSULTING, LLC August 2010 - February 2012
Blue Cross & Blue Shield RI May 2005 - February 2011
Blue Cross & Blue Shield of RI May 2005 - July 2010
Fidelity Investments April 2004 - May 2005
Fidelity Investments 1998 - 2005
Fidelity Investments Institutional Services January 2002 - April 2004
Skills
Vendor Management, Project Management, Sales Operations, Visio, Training, Software Documentation, Human Resources, Onboarding, Process Improvement, Recruiting, Program Management, Lotus Notes, Employee Benefits, New Business Development, Team Building, Policy, Administrative..., Payroll
Education
Bryant University 2014 — 2014
Certificate, Project Management, A
Providence College 2005 — 2009
Bachelor of Science, Business Administration
Massachusetts Bay Community College
Associate of Science, Court & Conference Reporting
Community Health Alliance June 2014 - Present
Citizens Bank September 2013 - June 2014
Citizens Bank October 2012 - August 2013
Gurnet Consulting August 2010 - February 2012
GURNET CONSULTING, LLC August 2010 - February 2012
Blue Cross & Blue Shield RI May 2005 - February 2011
Blue Cross & Blue Shield of RI May 2005 - July 2010
Fidelity Investments April 2004 - May 2005
Fidelity Investments 1998 - 2005
Fidelity Investments Institutional Services January 2002 - April 2004
Skills
Vendor Management, Project Management, Sales Operations, Visio, Training, Software Documentation, Human Resources, Onboarding, Process Improvement, Recruiting, Program Management, Lotus Notes, Employee Benefits, New Business Development, Team Building, Policy, Administrative..., Payroll
Education
Bryant University 2014 — 2014
Certificate, Project Management, A
Providence College 2005 — 2009
Bachelor of Science, Business Administration
Massachusetts Bay Community College
Associate of Science, Court & Conference Reporting
Alex Caracuzzo Alex Caracuzzo's Fidelity Investments Institutional Services Experience April 2004 - August 2005
Job Experienced manager and marketer of information services for academic libraries and corporate research centers
Industry Libraries
Experience
Harvard Business School January 2015 - Present
Massachusetts Institute of Technology July 2010 - Present
University of Rhode Island September 2007 - December 2012
Massachusetts Institute of Technology August 2005 - June 2010
Fidelity Investments Institutional Services April 2004 - August 2005
Albany International Research Co. February 2000 - April 2004
Boston Public Library, Kirstein Business Branch September 1995 - February 2000
Skills
Teaching, Library Management, Research, Competitive Intelligence, Information Literacy, Analysis, Knowledge Management, Content Management, Budgeting, Supervisory Skills, Databases, Reference Services, Library, Collection Development, Higher Education, Library Instruction, Library Science, Training, Academic Libraries, Budgets, Information Retrieval, Metadata, Market Research, Leadership, Grant Writing, Management, Cataloging, Libraries, Digitization, Editing, Access, Archives, Interlibrary Loan, Online Research, Special Collections, Library Research, Digital Libraries, Software Documentation, Virtual Reference, Community Outreach, Fundraising, Electronic Resources, Staff Development
Education
University of Rhode Island - College of Business Administration 2000 — 2003
MBA
University of Rhode Island 1992 — 1993
MLIS
University of Rhode Island 1988 — 1991
Bachelor of Arts (BA)
Harvard Business School January 2015 - Present
Massachusetts Institute of Technology July 2010 - Present
University of Rhode Island September 2007 - December 2012
Massachusetts Institute of Technology August 2005 - June 2010
Fidelity Investments Institutional Services April 2004 - August 2005
Albany International Research Co. February 2000 - April 2004
Boston Public Library, Kirstein Business Branch September 1995 - February 2000
Skills
Teaching, Library Management, Research, Competitive Intelligence, Information Literacy, Analysis, Knowledge Management, Content Management, Budgeting, Supervisory Skills, Databases, Reference Services, Library, Collection Development, Higher Education, Library Instruction, Library Science, Training, Academic Libraries, Budgets, Information Retrieval, Metadata, Market Research, Leadership, Grant Writing, Management, Cataloging, Libraries, Digitization, Editing, Access, Archives, Interlibrary Loan, Online Research, Special Collections, Library Research, Digital Libraries, Software Documentation, Virtual Reference, Community Outreach, Fundraising, Electronic Resources, Staff Development
Education
University of Rhode Island - College of Business Administration 2000 — 2003
MBA
University of Rhode Island 1992 — 1993
MLIS
University of Rhode Island 1988 — 1991
Bachelor of Arts (BA)
Bill Page Bill Page's Fidelity Investments Institutional Services Experience 1993 - 1994
Job Portfolio Manager, Essex Global Environmental Opportunities Strategy (GEOS)
Industry Investment Management
Experience
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
Terrence McCarthy's Fidelity Investments Institutional Services Experience October 1998 - January 2001
Job Vice President Market Director, PNC Institutional Investments
Industry Financial Services
Experience
PNC Investments October 2013 - Present
John Hancock Funds, LLC December 2007 - September 2013
John Hancock Funds, LLC October 2005 - December 2007
John Hancock Funds, LLC. January 2001 - October 2005
Fidelity Investments Institutional Services October 1998 - January 2001
Skills
Mutual Funds, Series 6, Selling, Leadership, Retirement, Management, Sales, Series 63, Sales Operations, Series 7, Coaching, Series 65, Separately Managed..., Series 24
Education
Boston College
Business Management, Business Administration and Management, General
PNC Investments October 2013 - Present
John Hancock Funds, LLC December 2007 - September 2013
John Hancock Funds, LLC October 2005 - December 2007
John Hancock Funds, LLC. January 2001 - October 2005
Fidelity Investments Institutional Services October 1998 - January 2001
Skills
Mutual Funds, Series 6, Selling, Leadership, Retirement, Management, Sales, Series 63, Sales Operations, Series 7, Coaching, Series 65, Separately Managed..., Series 24
Education
Boston College
Business Management, Business Administration and Management, General
Frederick (Rick) Bellows III Frederick (Rick) Bellows III's Fidelity Investments Institutional Services Experience January 1998 - August 2002
Job Client Services Manager III, Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Jane Bresnahan's Fidelity Investments Institutional Services Experience 1995 - 1998
Job Business Analyst at SoftCode, Inc.
Industry Computer Software
Experience
SoftCode, Inc. 2011 - Present
National Financial 2006 - 2010
National Financial 2003 - 2006
Fidelity Strategic New Business Development 1998 - 2002
Fidelity Investments Institutional Services 1995 - 1998
Fidelity Investments Institutional Services 1992 - 1995
Fidelity Investments 1990 - 1992
Fidelity Investments 1988 - 1990
Skills
Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Forecasting, Pricing, Budgets, Finance, Leadership, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration
Babson College
Bachelor of Science
SoftCode, Inc. 2011 - Present
National Financial 2006 - 2010
National Financial 2003 - 2006
Fidelity Strategic New Business Development 1998 - 2002
Fidelity Investments Institutional Services 1995 - 1998
Fidelity Investments Institutional Services 1992 - 1995
Fidelity Investments 1990 - 1992
Fidelity Investments 1988 - 1990
Skills
Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Forecasting, Pricing, Budgets, Finance, Leadership, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration
Babson College
Bachelor of Science
Ami Tully Lotka's Fidelity Investments Institutional Services Experience 1986 - 1989
Job Owner, Maximum Impact Partners, Inc.
Industry Financial Services
Experience
Maximum Impact Partners, Inc. March 1998 - Present
John Hancock Retirement Plan Services/ Manulife Financial 2002 - Present
Nuveen Investments 1982 - 1998
Fidelity Investments Institutional Services 1986 - 1989
Skills
Retirement, 401k, Mutual Funds, Investments, Retirement Planning, Financial Services, Pensions, Alternative Investments, Marketing, Asset Allocation, Marketing Strategy, Account Management, Investment Advisory, Asset Management, Series 7, Wealth Management, Financial Advisory, Sales, Fixed Annuities, Series 6, Finance, Series 63, Investment Strategies, Defined Benefit, Retirement Plan..., Securities
Education
Indiana University Bloomington 1978 — 1982
BS, Economics
Maximum Impact Partners, Inc. March 1998 - Present
John Hancock Retirement Plan Services/ Manulife Financial 2002 - Present
Nuveen Investments 1982 - 1998
Fidelity Investments Institutional Services 1986 - 1989
Skills
Retirement, 401k, Mutual Funds, Investments, Retirement Planning, Financial Services, Pensions, Alternative Investments, Marketing, Asset Allocation, Marketing Strategy, Account Management, Investment Advisory, Asset Management, Series 7, Wealth Management, Financial Advisory, Sales, Fixed Annuities, Series 6, Finance, Series 63, Investment Strategies, Defined Benefit, Retirement Plan..., Securities
Education
Indiana University Bloomington 1978 — 1982
BS, Economics
Eugene Conlon's Fidelity Investments Institutional Services Experience November 2005 - January 2009
Job Director, Participant Research
Industry Financial Services
Experience
Fidelity Investments - Personal and Workplace Investing June 2009 - Present
Fidelity Investments Institutional Services November 2005 - January 2009
PFPC May 2003 - November 2005
Skills
Financial Services, Financial Modeling, Mutual Funds, Competitive Analysis, Financial Analysis, Analysis, Investments, Project Management, Mergers, Portfolio Management, Strategic Planning, Market Research, Business Strategy, Microsoft Excel, Product Development, Business Analysis, Data Analysis, Market Analysis, Marketing Strategy, Marketing
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor of Science (B.S.), Business Administration-Marketing
Fidelity Investments - Personal and Workplace Investing June 2009 - Present
Fidelity Investments Institutional Services November 2005 - January 2009
PFPC May 2003 - November 2005
Skills
Financial Services, Financial Modeling, Mutual Funds, Competitive Analysis, Financial Analysis, Analysis, Investments, Project Management, Mergers, Portfolio Management, Strategic Planning, Market Research, Business Strategy, Microsoft Excel, Product Development, Business Analysis, Data Analysis, Market Analysis, Marketing Strategy, Marketing
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor of Science (B.S.), Business Administration-Marketing
Eric Whitworth's Fidelity Investments Institutional Services Experience November 2009 - Present
Job Regional Investement Advisor at Fidelity Investments Institutional Services
Industry Financial Services
Experience
Fidelity Investments Institutional Services November 2009 - Present
TD Ameritrade September 2007 - December 2008
TD Ameritrade January 2006 - September 2007
TD Ameritrade August 2005 - January 2006
TD Ameritrade November 2004 - August 2005
Education
Texas A&M University 1996 — 1999
Fidelity Investments Institutional Services November 2009 - Present
TD Ameritrade September 2007 - December 2008
TD Ameritrade January 2006 - September 2007
TD Ameritrade August 2005 - January 2006
TD Ameritrade November 2004 - August 2005
Education
Texas A&M University 1996 — 1999
Barrett Costello's Fidelity Investments Institutional Services Experience June 1999 - June 2007
Job Senior Regional Director, Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2014 - Present
FPA of MA 2013 - Present
Hennessy Funds October 2012 - March 2014
FBR Asset Management April 2009 - October 2012
FBR Asset Management July 2007 - April 2009
Fidelity Investments Institutional Services June 1999 - June 2007
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Asset Managment, Investments, Sales&Marketing, Asset Management, Financial Analysis, Financial Advisory, Risk Management, Strategic Financial..., Financial Planning, Fixed Income, Securities, Wealth Management
Education
Roger Williams University 1995 — 1999
B.S. Business Management, Finance, General
Neuberger Berman March 2014 - Present
FPA of MA 2013 - Present
Hennessy Funds October 2012 - March 2014
FBR Asset Management April 2009 - October 2012
FBR Asset Management July 2007 - April 2009
Fidelity Investments Institutional Services June 1999 - June 2007
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Asset Managment, Investments, Sales&Marketing, Asset Management, Financial Analysis, Financial Advisory, Risk Management, Strategic Financial..., Financial Planning, Fixed Income, Securities, Wealth Management
Education
Roger Williams University 1995 — 1999
B.S. Business Management, Finance, General
Thomas Boardman, CFP®'s Fidelity Investments Institutional Services Experience February 2007 - April 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Fidelity Investments April 2010 - November 2010
Fidelity Investments Institutional Services February 2007 - April 2010
Fidelity Investments March 2005 - February 2007
The Washington Trust Company May 2003 - March 2005
Education
Bonny Eagle High School
Diploma, General
University of Rhode Island
Bachelor of Science, Business Administration; Management
Fidelity Investments December 2013 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Fidelity Investments April 2010 - November 2010
Fidelity Investments Institutional Services February 2007 - April 2010
Fidelity Investments March 2005 - February 2007
The Washington Trust Company May 2003 - March 2005
Education
Bonny Eagle High School
Diploma, General
University of Rhode Island
Bachelor of Science, Business Administration; Management
Jacquie Stackpole's Fidelity Investments Institutional Services Experience March 2006 - June 2009
Job Director of eCommerce at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2015 - Present
New York Life Insurance Company June 2009 - November 2014
Fidelity Investments Institutional Services March 2006 - June 2009
Fidelity Investments July 1987 - June 2009
Skills
Financial Services, Business Analysis, Vendor Management, Program Management, SDLC, Wealth Management, Retirement, Project Management, Requirements Analysis, Process Improvement, Product Development, Agile & Waterfall...
Education
Northeastern University 1982 — 1987
Bachelor of Science (B.S.), Psychology
Braintree High School 1979 — 1982
Voya Financial January 2015 - Present
New York Life Insurance Company June 2009 - November 2014
Fidelity Investments Institutional Services March 2006 - June 2009
Fidelity Investments July 1987 - June 2009
Skills
Financial Services, Business Analysis, Vendor Management, Program Management, SDLC, Wealth Management, Retirement, Project Management, Requirements Analysis, Process Improvement, Product Development, Agile & Waterfall...
Education
Northeastern University 1982 — 1987
Bachelor of Science (B.S.), Psychology
Braintree High School 1979 — 1982
M. Kim Pelosi's Fidelity Investments Institutional Services Experience 1989 - 2004
Job Consultant
Industry Financial Services
Experience
ACI Worldwide January 2011 - February 2012
Veritude May 2009 - December 2010
Fidelity Investments Family Office Services January 2005 - June 2008
Fidelity Investments Institutional Services 1989 - 2004
Fidelity Investments Institutional Services 1989 - 2004
Skills
Business Analysis, Financial Services, SDLC, Vendor Management, Quality Assurance, Project Portfolio..., Testing, Project Management, Management, Product Management, Business Process, Solution Architecture, Agile Methodologies, IT Strategy, Leadership, Program Management, Integration, Analysis, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, General MBA
Boston College
BS
ACI Worldwide January 2011 - February 2012
Veritude May 2009 - December 2010
Fidelity Investments Family Office Services January 2005 - June 2008
Fidelity Investments Institutional Services 1989 - 2004
Fidelity Investments Institutional Services 1989 - 2004
Skills
Business Analysis, Financial Services, SDLC, Vendor Management, Quality Assurance, Project Portfolio..., Testing, Project Management, Management, Product Management, Business Process, Solution Architecture, Agile Methodologies, IT Strategy, Leadership, Program Management, Integration, Analysis, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, General MBA
Boston College
BS
Paul R Hamel's Fidelity Investments Institutional Services Experience April 1997 - November 1999
Job Senior QA Engineer
Industry Computer Software
Experience
Consultant March 1997 - Present
Fidelity Investments April 1997 - July 2009
Fidelity Investments April 2007 - February 2009
Fidelity Investments March 2000 - November 2008
Fidelity Investments 1997 - 2008
Fidelity Employer Services July 2006 - August 2007
Fidelity HR Payroll Group 2003 - 2007
Fidelity Investments Institutional Services April 1997 - November 1999
Infinium Software, Inc January 1994 - January 1997
Applications Systems Group January 1993 - January 1994
Skills
Quality Center, Software Quality..., User Acceptance Testing, Software Documentation, Regression Testing, Quality Assurance, SQL, Test Planning, Testing, Unix, Databases, Manual Testing, Test Cases
Education
University of Massachusetts Lowell 1971 — 1981
Business Admin
UMASS at Lowell (Lowell Technological Institute)
BS, Business Administration
Consultant March 1997 - Present
Fidelity Investments April 1997 - July 2009
Fidelity Investments April 2007 - February 2009
Fidelity Investments March 2000 - November 2008
Fidelity Investments 1997 - 2008
Fidelity Employer Services July 2006 - August 2007
Fidelity HR Payroll Group 2003 - 2007
Fidelity Investments Institutional Services April 1997 - November 1999
Infinium Software, Inc January 1994 - January 1997
Applications Systems Group January 1993 - January 1994
Skills
Quality Center, Software Quality..., User Acceptance Testing, Software Documentation, Regression Testing, Quality Assurance, SQL, Test Planning, Testing, Unix, Databases, Manual Testing, Test Cases
Education
University of Massachusetts Lowell 1971 — 1981
Business Admin
UMASS at Lowell (Lowell Technological Institute)
BS, Business Administration
Mollie Marchant's Fidelity Investments Institutional Services Experience 1990 - 1995
Job Retired and Enjoying Life at At Home
Industry Medical Devices
Experience
At Home Supervisor, Government Services DivisionPhilips LifelineJuly 2009 - May 2013
Fidelity Investments July 2002 - December 2008
Fidelity Investments 2000 - November 2008
Fidelity Investments May 2000 - July 2002
Fidelity Investments April 1999 - May 2000
Fidelity Investments February 1997 - April 1999
Fidelity Investments Institutional Services 1990 - 1995
Pine Manor College 1971 - 1973
Skills
Operations Management, Cross-functional Team..., Management, Mutual Funds, Vendor Management, Process Improvement, Strategic Planning, Accounting, Leadership, Quality Assurance, Project Management, Business Analysis, Program Management
Education
University of Massachusetts, Amherst 1973 — 1975
BS, Business Management
Pine Manor College 1971 — 1973
AA, French/Liberal Arts
At Home Supervisor, Government Services DivisionPhilips LifelineJuly 2009 - May 2013
Fidelity Investments July 2002 - December 2008
Fidelity Investments 2000 - November 2008
Fidelity Investments May 2000 - July 2002
Fidelity Investments April 1999 - May 2000
Fidelity Investments February 1997 - April 1999
Fidelity Investments Institutional Services 1990 - 1995
Pine Manor College 1971 - 1973
Skills
Operations Management, Cross-functional Team..., Management, Mutual Funds, Vendor Management, Process Improvement, Strategic Planning, Accounting, Leadership, Quality Assurance, Project Management, Business Analysis, Program Management
Education
University of Massachusetts, Amherst 1973 — 1975
BS, Business Management
Pine Manor College 1971 — 1973
AA, French/Liberal Arts
Dave Goodsell's Fidelity Investments Institutional Services Experience 1998 - 1999
Job SVP Global Brand Development at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management May 2013 - Present
Natixis Global Asset Management January 2008 - May 2013
Natixis Global Associates 2001 - 2007
Liberty Funds Distributors (Now Columbia Funds) 1999 - 2001
Fidelity Investments Institutional Services 1998 - 1999
ReeveDrake Advertising 1996 - 1998
Corporate Design Foundation 1995 - 1996
Arnold Public Relations 1994 - 1995
Caravan for Commuters 1987 - 1994
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Equities, Wealth Management, Hedge Funds, Investments, Fixed Income, Series 6, Financial Markets, Series 24, Investment Management, Corporate Communications, Series 7, FINRA, Relationship Management, Investment Strategies, ETFs, Series 63, Retirement, Editorial, Portfolio Management, 401k, Investor Relations, Securities, Investment Advisory
Education
Suffolk University 1981 — 1985
BS, Journalism and Marketing
Natixis Global Asset Management May 2013 - Present
Natixis Global Asset Management January 2008 - May 2013
Natixis Global Associates 2001 - 2007
Liberty Funds Distributors (Now Columbia Funds) 1999 - 2001
Fidelity Investments Institutional Services 1998 - 1999
ReeveDrake Advertising 1996 - 1998
Corporate Design Foundation 1995 - 1996
Arnold Public Relations 1994 - 1995
Caravan for Commuters 1987 - 1994
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Equities, Wealth Management, Hedge Funds, Investments, Fixed Income, Series 6, Financial Markets, Series 24, Investment Management, Corporate Communications, Series 7, FINRA, Relationship Management, Investment Strategies, ETFs, Series 63, Retirement, Editorial, Portfolio Management, 401k, Investor Relations, Securities, Investment Advisory
Education
Suffolk University 1981 — 1985
BS, Journalism and Marketing
Kenny Dargon's Fidelity Investments Institutional Services 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
Amy van Meeteren's Fidelity Investments Institutional Services Experience January 1998 - January 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments September 2014 - Present
Veritude / Fidelity Investments 2010 - Present
Fidelity Investments Institution Services January 2002 - January 2005
Fidelity Investments July 2000 - July 2002
Nestor Inc January 1999 - January 2000
Fidelity Investments Institutional Services January 1998 - January 1999
Skills
Web Services, Testing
Education
New England Institute of Technology 1997 — 1998
AS, Information Systems
Rhode Island College 1990 — 1994
BA, Psychology
Fidelity Investments September 2014 - Present
Veritude / Fidelity Investments 2010 - Present
Fidelity Investments Institution Services January 2002 - January 2005
Fidelity Investments July 2000 - July 2002
Nestor Inc January 1999 - January 2000
Fidelity Investments Institutional Services January 1998 - January 1999
Skills
Web Services, Testing
Education
New England Institute of Technology 1997 — 1998
AS, Information Systems
Rhode Island College 1990 — 1994
BA, Psychology
Susan Mullen's Fidelity Investments Institutional Services Experience June 1993 - March 2001
Job Consultant at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets April 2013 - Present
Fidelity Investments January 2008 - February 2012
National Financial, a Fidelity Investments Company March 2001 - January 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES June 1993 - March 2001
FIDELITY BROKERAGE Brokerage Trader February 1992 - June 1993
Skills
Series 7 and 63 Licenses
Education
Aquinas College
Quincy College
State Street Global Markets April 2013 - Present
Fidelity Investments January 2008 - February 2012
National Financial, a Fidelity Investments Company March 2001 - January 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES June 1993 - March 2001
FIDELITY BROKERAGE Brokerage Trader February 1992 - June 1993
Skills
Series 7 and 63 Licenses
Education
Aquinas College
Quincy College
Lynne Perry's Fidelity Investments Institutional Services Experience December 1985 - May 1989
Job Human Resources Coordinator at Riverside Community Care
Industry Hospital & Health Care
Experience
Riverside Community Care May 2013 - Present
Visions HealthCare January 2013 - April 2013
SunLife Financial August 2009 - February 2011
Cork Management Company, Inc January 2007 - July 2009
Harvard Management Company, Inc. February 1995 - December 2006
Talent Tree - Boston September 1993 - February 1995
Fidelity Investments - Brokerage Services September 1991 - August 1993
Fidelity Investments - Brokerage Services May 1989 - September 1991
Fidelity Investments - Institutional Services December 1985 - May 1989
Skills
Settlement, Bloomberg Terminal, Account Reconciliation, Analysis, Accounting, Financial Services, Auditing, Banking, Training, Accounts Payable, Cash Management, Management, Marketing, Valuation, Payroll, FX Options, Options
Education
Merrimack College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Riverside Community Care May 2013 - Present
Visions HealthCare January 2013 - April 2013
SunLife Financial August 2009 - February 2011
Cork Management Company, Inc January 2007 - July 2009
Harvard Management Company, Inc. February 1995 - December 2006
Talent Tree - Boston September 1993 - February 1995
Fidelity Investments - Brokerage Services September 1991 - August 1993
Fidelity Investments - Brokerage Services May 1989 - September 1991
Fidelity Investments - Institutional Services December 1985 - May 1989
Skills
Settlement, Bloomberg Terminal, Account Reconciliation, Analysis, Accounting, Financial Services, Auditing, Banking, Training, Accounts Payable, Cash Management, Management, Marketing, Valuation, Payroll, FX Options, Options
Education
Merrimack College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General