Fidelity Investments Institutional Services (FIIS)
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Fidelity Investments Institutional Services (FIIS) Employees
SC Distributors January 2011 - Present
AXA Equitable January 2005 - December 2010
Prudential Financial January 1999 - November 2004
Fidelity Investments Institutional Services (FIIS) 1993 - 1998
Skills
Mutual Funds, Alternative Investments, Fixed Annuities, Investments, Life Insurance, Retirement Planning, Securities, Separately Managed..., Series 7, Investment Advisory, Asset Management, Asset Allocation, 401k, Series 6, Series 63, Variable Annuities, Wealth Management, Retirement
Education
Syracuse University 1988 — 1992
BS, Political Science & Philosophy
Syracuse University - Maxwell School 1988 — 1992
BS, Politicql Science, Philosophy
Delaware Investments, a member of the Macquarie Group March 2012 - Present
Fidelity Investments Institutional Services (FIIS) January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS) January 2010 - December 2010
Evergreen Investments August 2003 - December 2009
OppenheimerFunds May 2000 - February 2002
Lincoln Financial Advisors May 1998 - May 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51
Education
Capella University 2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation
Fairleigh Dickinson University-Florham Campus 2002 — 2003
MBA, Management and Corporate Communication
Penn State University 1995 — 1999
BA in Finance and Insurance, Business Law Minor
Transamerica June 2014 - Present
Rock Maple Funds November 2011 - 2013
Thesis Fund Management 2010 - 2011
AIP Funds, Alternative Investment Partners, LLC April 2006 - November 2009
First Global Strategies January 2003 - April 2006
Wall Street Global February 2000 - August 2002
Aeltus Investment Management (Aetna Mutual Funds) March 1998 - December 1999
Fidelity Investments Institutional Services (FIIS) July 1989 - March 1998
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Start-ups, Financial Advisory, Portfolio Management, Strategic Planning, Due Diligence, Finance, Investment Management, Financial Services, Marketing Strategy, Sales, Business Development, Fund Of Funds, Asset Allocation, Equities, Sales Management, Consultative Sales..., Entrepreneurship, Fixed Income, Investment Strategies, National Accounts, Industry Trends, Investment Advisory, Private Equity, Separately Managed..., Mutual Fund Distribution, RIA, Relationship Management, 40 Act Alternative..., RIA Channel, Broker Dealer Channel, Institutional Sales, sub advisory, Consultants, TAMP, Investor Relations, Offshore Investments, Series 63, ETFs, Positioning
Education
Suffolk University
Political Science and Government
Emmanuel College
RBS Citizens November 2011 - Present
Fidelity Investments October 1999 - Present
Citizens Bank November 2011 - June 2013
RBS 2011 - 2012
Fidelity Investments July 2010 - November 2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES (FIIS) January 1999 - November 2011
Fidelity Investments October 1999 - December 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES (FIIS) January 1999 - January 2008
Fidelity Investments 1999 - 2008
Fidelity Investments October 1999 - December 2001
Skills
Process Improvement, Agile Methodologies, DB2, SharePoint, Unix, SQL, Project Management, Business Analysis, Systems Analysis, Troubleshooting, MS Project, Software Documentation, Microsoft SQL Server, Testing, Databases, PMP, Analysis, Access, Security, Cross-functional Team..., SDLC, Disaster Recovery, Risk Management, Vendor Management, Integration, Requirements Analysis, Management, Leadership, Visio, Information Technology, Banking, Requirements Gathering, Financial Services, CRM, Program Management, Infrastructure, Software Project..., IT Strategy, Enterprise Architecture, Business Process..., Change Management
Education
NORTHEASTERN UNIVERSITY 1988 — 1994
Bachelor of Science, Electrical Engineering
NORTHEASTERN UNIVERSITY 1988 — 1993
Bachelor of Science, Electrical Engineering
Northeastern University 1988 — 1993
BSEE, Electrical Engineering
Mantell Retirement Consulting, Inc. June 2005 - Present
Retirement Income Industry Association 2006 - 2012
Fidelity Investments September 1992 - June 2005
Fidelity Investments Institutional Services (FIIS) 2003 - 2005
The Agency at Fidelity Investments 1992 - 1996
Potpourri Collection 1989 - 1992
Fingerhut Corporation 1984 - 1987
Skills
Retirement, Retirement Income..., Retirement Planning, Leadership, Employee Benefits, Financial Services, Investments, Wealth Accumulation, Financial Advisory, 401k, Mutual Funds, Wealth Management, Program Management, Retirement Plan..., IRAs, Fixed Annuities, Strategy, Marketing, Series 7, Management, Relationship Management, Business Development
Education
University of Minnesota-Twin Cities 1983 — 1986
Business and Marketing coursework
University of Rochester 1979 — 1983
BA, Science
Fidelity Investments Institutional Services (FIIS) November 1988 - Present
Skills
Mutual Funds, Series 7, Series 63, Investments, Financial Services, Asset Management, Management, Finance, Financial Planning, Relationship Management
Education
Suffolk University - Sawyer School of Management 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tufts University 1984 — 1988
BA, Economics
Fidelity Investments 1999 - Present
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Education
Suffolk University 1987 — 1992
Natixis Global Asset Management May 2009 - Present
Clark Capital Management Group, Inc. 1999 - July 2010
Natixis Global Associates US 2009 - 2010
Clark Capital Mgt. Group 1998 - 2009
Fidelity Investments Institutional Services (FIIS) 1993 - 1998
Fidelity Investments 1993 - 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Wealth Management
Education
Miami University
BA, Psychology
Saint Joseph's Prep
Mutual of America August 2014 - Present
Northern Trust November 2011 - July 2014
K&L Ventures Ltd. April 2009 - March 2011
State Street Global Advisors June 2006 - December 2008
Bear Stearns September 2001 - June 2006
Fidelity Investments June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Fidelity Investments Institutional Services, Co, Inc. 1994 - 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Skidmore College 1987 — 1991
BA, Physics and Math
St. Mark's School
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA