Fidelity Investments Institutional Services Company

Description

Founded: 1979 Parent organization: Fidelity Investments Subsidiary: Fidelity Institutional Retirement Services

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Fidelity Investments Institutional Services Company Employees

Employee
Years
Job
Industry
Richard Mona,CIMA® Richard Mona,CIMA® Providence, Rhode Island Area Details
Richard Mona,CIMA®'s Fidelity Investments Institutional Services Company Experience February 2004 - March 2013
Job Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2015 - Present
Fidelity Investments-Workplace Investing   March 2013 - Present
Fidelity Investments Institutional Services Company   February 2004 - March 2013
Fidelity Investments  April 2003 - February 2004
Fidelity Investments  February 2001 - April 2003

Skills
Mutual Funds, Investments, Strategy, Portfolio Management, Asset Allocation, Retirement, Financial Services, CIMA®, Series 7, Series 63, Retirement Planning, 401k, Wealth Management, Asset Management

Education
Providence College   2012 — 2015
Master of Business Administration (M.B.A.), Concentration in Finance

Aresty Institute of Executive Education-Wharton School of Business   2012 — 2012
Certified Investment Management Analyst Program-Wharton School of Business, Aresty Institute of Executive Education

Northeastern University   1998 — 1999
Master of Science, Criminal Justice

Rhode Island College
Bachelor of Arts, Justice Studies

Bishop Feehan High School

IMCA
CIMA®, Finance and Financial Management Services

Mark Tonelli, AIF® Mark Tonelli, AIF® Greater Denver Area Details
Mark Tonelli, AIF®'s Fidelity Investments Institutional Services Company Experience June 1994 - May 2000
Job Managing Partner at Compass Benefit Partners, LLC.
Industry Financial Services
Experience
Compass Benefit Partners, LLC   December 2009 - Present
Fidelity Investments  July 2006 - March 2009
Fidelity Investments  June 2000 - July 2006
Fidelity Investments Institutional Services Company   June 1994 - May 2000
Scudder Investments  1998 - 1999
A-Mark Drywall, Inc.   January 1995 - December 1998

Skills
401k, Retirement Planning, Series 63, Investments, Series 7, Securities, Mutual Funds, FINRA, Defined Benefit, Asset Allocation, Financial Services, Retirement, Series 6, Pensions, Fixed Annuities, Investment Management, Employee Benefits, 401k Rollovers, Cash Balance, Certified Financial..., Retirement Plan..., Investment Advisory, Relationship Management, Uniform Combined State..., Wealth Management, IRAs, Financial Advisory, Investment Strategies, Series 66, Non-Qualified Deferred..., Fiduciary Oversight for..., Employee Education, Retirement Readiness..., Defined Benefit Plans, ERISA, Profit Sharing, Alternative Investments, Qualified Retirement...

Education
Northwestern University - Kellogg School of Management   2004 — 2005

Harvard University   1991 — 1992
Entrepreneurship/Entrepreneurial Studies

Northeastern University   1985 — 1990
Bachelor of Science (BS), Entrepreneurial and Small Business Operations

St. John's High School   1981 — 1985

Bob Avellino, CRC Bob Avellino, CRC Greater Philadelphia Area Details
Bob Avellino, CRC's Fidelity Investments Institutional Services Company Experience 1995 - 2006
Job Senior Regional Vice President Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  December 2006 - Present
Fidelity Investments Institutional Services Company   1995 - 2006
Provident Mutual Life Insurance Company  1984 - 1995
PLANCO  1982 - 1984

Skills
Series 6, Variable Annuities, Mutual Funds, Long-term Care, Indexed Annuities, Consultative Sales, Business Building, Business Planning, Coaching, Financial Products, Income Planning, Industry Training, Practice Management, Product Training, Public Speaking, Retirement Planning, Seminars, Series 63, Strategic Planning, Fixed Annuities

Education
Widener University   1978 — 1978
Paralegal

Temple University   1974 — 1978
Bachelor of Arts, Criminal Justice

Abe Gorelick Abe Gorelick Greater Boston Area Details
Abe Gorelick's Fidelity Investments Institutional Services Company Experience 2003 - 2006
Job Account Director at MMB
Industry Marketing and Advertising
Experience
MMB  September 2014 - Present
MMB  April 2014 - September 2014
Manifold Marketing   March 2006 - April 2014
Acxiom  December 2011 - March 2013
Epsilon  February 2010 - March 2011
Fidelity Investments Institutional Services Company   2003 - 2006
mutualfunds.com   March 2000 - October 2000
Kobrick Funds LLC   1998 - 2000
Epsilon  1995 - 1998
Parrish Wicksersham & Partners   1993 - 1996

Skills
Database Marketing, Direct Marketing, Multi-channel Marketing, Marketing Strategy, Digital Marketing, Analytics, Digital Strategy, Email Marketing, Customer Acquisition, Interactive Marketing, Marketing Communications, Advertising, Online Advertising, Lead Generation, Analysis, Strategy, Marketing, Relationship Marketing, Brand Development, CRM, Leadership, Business Development, Management, Public Relations, Mobile Marketing, Strategic Partnerships, E-commerce, Digital Media, B2B Marketing, Social Media Marketing, Online Marketing, Selling, SEM, Creative Direction, Start-ups, Strategic Planning, Sales Operations

Education
The University of Chicago - Booth School of Business
MBA

University of Pennsylvania
BA

Patrick McMorran Patrick McMorran Providence, Rhode Island Area Details
Patrick McMorran's Fidelity Investments Institutional Services Company Experience July 2002 - December 2004
Job Results Oriented Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments  February 2012 - May 2015
Fidelity Investments  September 2011 - January 2012
PROXY Governance Inc.   August 2009 - December 2010
Fidelity Investments  December 2004 - June 2008
Fidelity Investments Institutional Services Company   July 2002 - December 2004
Fidelity Investments  1999 - 2002
Fidelity Investmetns Instutitional Services Company   1995 - 1999
Toronto Blue Jays  February 1992 - September 1995
Onondaga Sports Medicine   August 1990 - February 1992

Skills
Product Management, Agile Methodologies, Business Analysis, Relationship Management, Mutual Funds, Investments, Financial Services, Retirement, Strategic Planning, Business Development, Strategy, Management, Portfolio Management, Asset Management, CRM, Wealth Management, Marketing, Leadership, Finance, Salesforce.com

Education
Suffolk University   1999 — 2004
MBA

Syracuse University   1988 — 1990
MS

Boston College   1984 — 1988
BA

Wylie Ewing Wylie Ewing Greater Atlanta Area Details
Wylie Ewing's Fidelity Investments Institutional Services Company Experience 1989 - 1997
Job Vice President Private Client Group
Industry Financial Services
Experience
Fidelity Investments Private Client Group   2009 - Present
Fidelity Investments  2005 - 2009
Charles Schwab Corporate and Executive Services   2002 - 2005
E Trade Business Solutions Group   1998 - 2002
Everen Correspondent Clearing   1997 - 1998
Fidelity Investments Institutional Services Company   1989 - 1997
UBS- Painewebber  1987 - 1989

Skills
Equity Compensation, Institutional Sales, Retirement Planning, Wealth Management, Series 9 / 10, Series 7, Series 63, 401k, Sales, Mergers & Acquisitions, Equities, Relationship Management, Strategy, Securities, Asset Allocation, Investments, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Employee Benefits, Series 65, Insurance, Investment Advisory, Series 6, Wealth Management...

Education
Colorado State University   1984 — 1987
BA, Economics

Katie (Kriz) Feiner Katie (Kriz) Feiner Providence, Rhode Island Area Details
Katie (Kriz) Feiner's Fidelity Investments Institutional Services Company Experience September 2006 - December 2008
Job Director, Proposal Services at Pyramis Global Advisors (a Fidelity Company)
Industry Financial Services
Experience
Pyramis Global Advisors (a Fidelity Company)   December 2008 - Present
Fidelity Investments Institutional Services Company   September 2006 - December 2008
Omgeo, a Thomson Financial/DTCC Company   October 1997 - September 2006

Education
Suffolk University - Sawyer Business School   1996 — 1999
MBA

Hartwick College   1988 — 1992
Bachelor

Susan Dellio Susan Dellio San Diego, California Details
Susan Dellio's Fidelity Investments Institutional Services Company Experience September 1998 - December 1999
Job Senior Manager, Interactive Marketing Strategy
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  May 2010 - Present
Bank of America  March 2008 - April 2010
Bank of America  March 2006 - March 2008
Fidelity Investments - Mutual Fund Product   October 2004 - March 2006
Fidelity Investments - Portfolio Advisory Services   November 2000 - October 2004
Fidelity Investments  January 2000 - November 2000
Fidelity Investments - Institutional Services Company  September 1998 - December 1999
XOMA Corporation  May 1996 - May 1998
KNSD Channel 7-39   September 1995 - May 1996

Skills
Integrated Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Strategy, Marketing, SEO, Advertising, Competitive Analysis, Management, Product Marketing, Cross-functional Team..., Marketing Communications, Online Advertising, Training, Content Management, CRM, Financial Services, Relationship Management, Leadership, Investments, Digital Marketing, Strategic Planning, Digital Strategy, Interactive Marketing, Social Media, Online Marketing, Content Strategy, Project Management

Education
University of San Diego   1993 — 1996
Bachelor of Arts, Communication Studies (Mass Media Emphasis)

Azusa Pacific University   1992 — 1993

Melissa Doyle Melissa Doyle Greater Boston Area Details
Melissa Doyle's Fidelity Investments Institutional Services Company Experience October 1998 - 2000
Job Communications Executive | PR Manager at Deloitte
Industry Public Relations and Communications
Experience
Fidelity Investments Devonshire Investors   March 2007 - June 2012
Goodwin Procter LLP  May 2001 - March 2007
Fidelity Investments  July 2000 - May 2001
Fidelity Investments Institutional Services Company   October 1998 - 2000
Mellon Financial  October 1994 - October 1998

Skills
Media Relations, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Content Development, Communication Training, Marketing, Messaging, Corporate Communications, Public Relations, Reputation Management, Message Development

Education
Boston University
MS, Corporate Public Relations

Tufts University
BA, Classics

Gary Horby Gary Horby Dallas/Fort Worth Area Details
Gary Horby's Fidelity Investments Institutional Services Company Experience September 1984 - February 1995
Job Managing Director DC IO Specialist at John Hancock Funds
Industry Investment Management
Experience
John Hancock Investments  April 2011 - Present
Milliman  April 2010 - April 2011
Putnam Investments  May 2005 - January 2010
ABN AMRO Asset Management  2000 - 2005
ABN AMRO Trust Services   2000 - 2005
Fidelity Investments Institutional Services Company   September 1984 - February 1995
RepublicBank Dallas (Bank of America)   1980 - 1984

Skills
Sales, Management, Sales Operations, New Business Development, Sales Process, Retirement Planning, Employee Benefits, Retirement, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation

Education
University of Michigan - Stephen M. Ross School of Business
Executive Sales Management

Texas Tech University   1975 — 1980
BBA Finance

W. T. White High School   1972 — 1975
Diploma General Studies

Jonathan Geary Jonathan Geary Greater Boston Area Details
Jonathan Geary's Fidelity Investments Institutional Services Company Experience November 2006 - January 2007
Job Lead Consultant / QA Lead
Industry Computer Software
Experience
Collaborative Consulting  May 2006 - Present
Rue La La  July 2011 - October 2011
Rue La La  April 2011 - July 2011
Rue La La  January 2011 - February 2011
Rue La La  September 2010 - November 2010
CVS Caremark Corporation  February 2008 - September 2010
First Marblehead Education Resources  December 2007 - February 2008
SmartBargains.com  April 2007 - October 2007
Fidelity Investments Institutional Services Company   November 2006 - January 2007
SmartBargains.com  June 2006 - November 2006

Skills
Agile Methodologies, Java, Quality Center, Software Quality..., SDLC, Testing, Manual Testing, Automated Software..., Test Automation, Regression Testing, Requirements Analysis, System Testing, Enterprise Software, Performance Testing, Quality Assurance, Databases, Test Cases, Test Planning, Business Requirements, Test Strategy, Software Project...

Education
University of Massachusetts Dartmouth   1999 — 2003
Bachelors of Science, Computer Science

Beth Squires, CPRW, CPCC Beth Squires, CPRW, CPCC Greater Boston Area Details
Beth Squires, CPRW, CPCC's Fidelity Investments Institutional Services Company Experience 1999 - 2001
Job Career Navigator | Career Coach | Job Developer | Avid Reader | Mediocre Tennis Player
Industry Professional Training & Coaching
Experience
Transition Solutions  September 2015 - Present
JVS Boston  October 2014 - Present
Success Ladders   January 2010 - October 2014
Black Rock Staffing Group   2010 - June 2014
Archetype Consulting  2006 - 2009
Fidelity Investments  2005 - 2007
Fidelity Investments-National Financial  2002 - 2005
Fidelity Investments Institutional Services Company   1999 - 2001
Fidelity Investments Institutional Services Company   1998 - 1999
Fidelity Investments Institutional Services Company   1996 - 1998

Skills
Human Resources, Recruiting, Resume Writing, Employee Benefits, Strategy, Management, Interviews, Permanent Staffing, Certified Professional..., Screening Resumes, Delivering Results, HR Policies, Career Counseling, Career Development, Training, Leadership, Sales, CRM, Strategic Planning, Marketing

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1993 — 1995
MBA, Marketing

Texas Christian University   1987 — 1990
Bachelor of Science (B.S.), Dietetics and Clinical Nutrition Services

University of San Diego   1985 — 1987
Pre-Medicine/Pre-Medical Studies

Norwood High School   1982 — 1985
High School Diploma

Eileen Sullivan Browning Eileen Sullivan Browning Providence, Rhode Island Area Details
Eileen Sullivan Browning's Fidelity Investments Institutional Services Company Experience December 1998 - December 2008
Job Program Coordinator at Care New England
Industry Financial Services
Experience
Care New England  June 2012 - Present
Women & Infants Hospital Providence RI   November 2009 - June 2012
Fidelity Investments Institutional Services Company   December 1998 - December 2008
RENAISSANCE WORLDWIDE  November 1997 - November 1998
LPL FINANCIAL SERVICES (LINSCO/PRIVATE LEDGER)   December 1996 - November 1997
LEHMAN BROTHERS, Boston, MA   March 1982 - November 1996

Skills
Business Analysis, Vendor Management, Project Management, Program Management, Process Improvement, Software Project..., Risk Management, Requirements Analysis, Financial Services, Change Management

Education
Stony Brook University   1977 — 1981
bachelors, Psychology, Business

Brian Dunphy Brian Dunphy Providence, Rhode Island Area Details
Brian Dunphy's Fidelity Investments Institutional Services Company Experience February 2006 - Present
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Institutional Services Company   February 2006 - Present
Fidelity Operations and Services Group   June 2005 - February 2006
Fidelity Operations and Services Group   February 2004 - June 2005
Fidelity Operations and Services Group   March 2002 - February 2004
Fidelity Investments  April 2000 - March 2002
Fidelity Employer Services Company  October 1998 - April 2000

Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Investments, 401k, Retirement, Portfolio Management, Financial Services, Asset Allocation, Insurance, Investment Strategies, Leadership, Management, Relationship Management, Sales, Strategy

Education
Bryant University   2004 — 2006
Certified Financial Planning

Assumption College   1994 — 1998
Bachelor of Arts, English Language and Literature/Letters

John Mulherin John Mulherin Charleston, South Carolina Area Details
John Mulherin's Fidelity Investments Institutional Services Company Experience June 1995 - January 1998
Job Owner at Car Pros Plaza
Industry Automotive
Experience
Car Pros Plaza   May 2011 - Present
The Ziegler Company   February 2000 - June 2010
Ridgestone Bank  January 2006 - January 2010
National Financial Correspondent Services (a Fidelity Company)   January 1998 - January 2000
Fidelity Investments Institutional Services Company   June 1995 - January 1998
First National Bank of Chicago  1988 - June 1995
Continental Illinois National Bank and Trust Company  July 1973 - January 1983

Skills
Vehicles, Customer Service, Automobile, Strategic Planning, Negotiation, Sales Management, Product Development, Team Building, Manufacturing, New Business Development, Marketing Strategy, Microsoft Office, Marketing, Purchasing, Sales, Project Management, Budgets, Advertising, Microsoft Excel, Small Business, Entrepreneurship, Business Planning, Leadership, Banking, Financial Services, Business Strategy

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1985
Master of Business Administration (MBA), Business Administration and Management, General

Loras College   1969 — 1973
Bachelor of Science (BS), Political Science and Government