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