Fidelity Investments Institutional Services (FIIS)

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Fidelity Investments Institutional Services (FIIS) Employees

Employee
Years
Job
Industry
Chet Bogdan Chet Bogdan Denver, Colorado Details
Chet Bogdan's Fidelity Investments Institutional Services (FIIS) Experience 1993 - 1998
Job Strategic Capital Distributors
Industry Financial Services
Experience
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

Ken Burd Ken Burd Philadelphia, Pennsylvania Details
Ken Burd's Fidelity Investments Institutional Services (FIIS) Experience January 2011 - February 2012
Job VP Head of Internal Sales / Third Party Business Development at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

Peter Pancare Peter Pancare Greater Boston Area Details
Peter Pancare's Fidelity Investments Institutional Services (FIIS) Experience July 1989 - March 1998
Job Senior Vice President, Business Development and National Account Management
Industry Financial Services
Experience
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

Manuel Goncalves Manuel Goncalves Providence, Rhode Island Area Details
Manuel Goncalves's Fidelity Investments Institutional Services (FIIS) Experience January 1999 - November 2011
Job IT Risk & Control Specialist
Industry Information Technology and Services
Experience
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

Marcia Mantell Marcia Mantell Greater Boston Area Details
Marcia Mantell's Fidelity Investments Institutional Services (FIIS) Experience 2003 - 2005
Job Owner, Mantell Retirement Consulting, Inc.
Industry Financial Services
Experience
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

Thomas Abare Thomas Abare Providence, Rhode Island Area Details
Thomas Abare's Fidelity Investments Institutional Services (FIIS) Experience November 1988 - Present
Job Sr. Vice President at Fidelity
Industry Financial Services
Experience
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

Peter Jewkes Peter Jewkes Greater Boston Area Details
Peter Jewkes's Fidelity Investments Institutional Services (FIIS) Experience 1994 - 1999
Job Senior Director, Database Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  1999 - Present
Fidelity Investments Institutional Services (FIIS)   1994 - 1999

Education
Suffolk University   1987 — 1992

Sean Kane Sean Kane Greater Boston Area Details
Sean Kane's Fidelity Investments Institutional Services (FIIS) Experience 1993 - 1998
Job at
Industry Financial Services
Experience
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

Kerstin Ramstrom Kerstin Ramstrom New York, New York Details
Kerstin Ramstrom's Fidelity Investments Institutional Services (FIIS) Experience 1994 - 1999
Job Senior Equity Research Analyst at Mutual of America
Industry Financial Services
Experience
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

Joe Simmons, CFA Joe Simmons, CFA Greater Boston Area Details
Joe Simmons, CFA's Fidelity Investments Institutional Services (FIIS) Experience 1993 - 1997
Job Director, Stable Value Sales at New York Life
Industry Financial Services
Experience
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