Fidelity Investments LLC

Description

Address: 330 Park Ave S, New York, NY 10010 Hours: Closed ⋅ Opens 8:30AM Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 544-6518: Place name: : : Website: : : : Category: Website: https://www.fidelity.com/customer-service/branches/overview Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Popular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fidelity Investments Posting publicly on the Web Write a review Reviews"I opened an account here — best thing I've ever done for myself." "Helpful advisors and wide range of financial products to choose from." "Experienced kind financial services." View all Google reviews From Fidelity Investments Unable to add this file. Please check that it is a valid photo. "Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment...More "Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. The branch is located on the ground floor, at the corner of 24th street and Park Avenue South. The Investor Center is accessible from the F, M, N, R, or 6 trains—23rd Street stops."

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Fidelity Investments LLC Employees

Employee
Years
Job
Industry
Kim-Anh Belmonte Kim-Anh Belmonte Greater Boston Area Details
Kim-Anh Belmonte's Fidelity Investments LLC Experience March 2001 - June 2012
Job Accounting Professional
Industry Accounting
Experience
BNY Mellon  September 2012 - Present
Fidelity Investments, LLC  March 2001 - June 2012
Elcom International, Inc.   March 1998 - February 2001
Betro and Company, PC   1995 - 1998

Skills
Account Reconciliation, Accounting, Financial Analysis, General Ledger, Financial Accounting, Financial Modeling, Financial Reporting, SEC filings, US GAAP, GAAP, Variance Analysis, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Tax, Finance

Education
Northeastern University

Suffolk University

Lisa Moltisanti-Innocenti Lisa Moltisanti-Innocenti Greater New York City Area Details
Lisa Moltisanti-Innocenti's Fidelity Investments LLC Experience July 2011 - Present
Job Brokerage Operations Analyst at Fidelity National Financial
Industry Financial Services
Experience
Fidelity National Financial  July 2011 - Present
Fidelity Investments, LLC  July 2011 - Present
Fidelity Investments  October 2008 - July 2011
The Guardian Life Insurance Company of America  October 2007 - October 2008
Guardian Life Insurance Company  October 2007 - October 2008
AIGRoyal Alliance   September 2005 - October 2007
Fred Alger & Company   November 2000 - November 2004
Fred Alger Management  2000 - 2004
U.S. Clearing/Fleet Securities   March 1998 - November 2000
Quick & Reilly  1998 - 2000

Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services

Education
St. Francis College   1993 — 1994
Business

Baruch College   1992 — 1993
Business Management

Baruch College

St. Francis College

Steven Schedin Steven Schedin Greater Boston Area Details
Steven Schedin's Fidelity Investments LLC Experience July 2007 - August 2012
Job Business Intelligence Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  December 2014 - Present
Fidelity Investments  August 2012 - December 2014
Fidelity Investments LLC   July 2007 - August 2012
Dion Money Management  November 2006 - April 2007
Dion Money Management  September 2006 - April 2007
Osram Sylvania  May 2006 - August 2006

Skills
Financial Modeling, Investments, Portfolio Management, Finance, Equities, Analysis, Mutual Funds, Fixed Income, Access, Management, Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Essbase, Bloomberg, Strategic Financial..., Financial Services, Series 7

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2013
MBA, Finance and Financial Management Services

Bentley University   2003 — 2007
B.S. Finance

Fred Guerrero Fred Guerrero Dallas/Fort Worth Area Details
Fred Guerrero's Fidelity Investments LLC Experience April 2008 - May 2014
Job Actively seeking Project/Business Analyst job opportunities.
Industry Financial Services
Experience
Westwood Holdings Group, Inc.   November 2014 - January 2015
Fidelity Investments LLC   April 2008 - May 2014
Gaylord Entertainment Company  April 2004 - April 2008

Skills
Leadership, Analysis, Project Management, Management, Strategic Planning, Process Improvement, Microsoft Excel, Microsoft Office, SharePoint, Access, PowerPoint, Bloomberg Terminal, Team Building, Customer Service, Sales, • Exceptional natural..., AS400, Sungard InvestOne, Advent (APX), Advent’s Report Writer..., REX, Adobe Acrobat, JIRA, Wall Street Office, •Financial Statements, •Customizable Reports, •Bank /Account..., •Exceptional verbal and..., •7 + years of..., •Bilingual: Near..., •LEAN Awareness...

Education
The University of Texas at Arlington - College of Business   2002 — 2006
Bachelor of Business Administration in Finance

Tamara Shubin, CPA, CFE, MBA Tamara Shubin, CPA, CFE, MBA Washington D.C. Metro Area Details
Tamara Shubin, CPA, CFE, MBA's Fidelity Investments LLC Experience August 2011 - June 2015
Job Associate Director at Forensic Risk Alliance
Industry Accounting
Experience
Forensic Risk Alliance  July 2015 - Present
Fidelity Investments, LLC  August 2011 - June 2015
BDO USA, LLP  August 2007 - July 2011
EFP Rotenberg, LLP  October 2004 - August 2007
SUNY Geneseo  September 2002 - December 2004
YMCA of Greater Rochester  May 2002 - August 2002

Skills
Litigation Support, Forensic Accounting, Certified Fraud Examiner, Fraud, FCPA, Financial Reporting, Expert Witness, Accounting, Auditing, Private Investigations, Forensic Analysis, Sarbanes-Oxley Act, Revenue Recognition, AML, Financial Accounting, Financial Statements, Tax, Internal Audit, QuickBooks, Due Diligence, Litigation Consulting, Microsoft Office, PowerPoint, Accounts Payable, CPA, Risk Management, SEC filings, Investigation, Computer Forensics, Internal Controls, Financial Analysis, Microsoft Excel, Analysis, Management

Education
Boston University   2013 — 2015
Master of Business Administration, MBA

State University of New York College at Geneseo   1999 — 2003
Bachelor of Science, Accounting

Dwayne Hale Dwayne Hale Newport, Kentucky Details
Dwayne Hale's Fidelity Investments LLC Experience December 2006 - March 2008
Job Staff Engineer at 6D Global Technologies, Inc. | NASDAQ: SIXD
Industry Information Technology and Services
Experience
6D Global Technologies, Inc. NASDAQ: SIXD   December 2013 - Present
6D Global Technologies, Inc. NASDAQ: SIXD   February 2013 - November 2013
Northern Kentucky University  January 2011 - February 2013
Northern Kentucky University  May 2008 - January 2011
Fidelity Investments LLC   December 2006 - March 2008
Orient Engines Inc   June 2005 - May 2006

Skills
Linux, Web Development, OS X, PHP, Windows, HTML, JavaScript, Java, Mac OS X, Unix, Shell Scripting, Technical Support, Ubuntu, MySQL, CSS, Joomla, Ruby, Python, Apache, Operating Systems, IIS, MSSQL, HTML5, XML, PHP Frameworks, JavaScript Frameworks, MVC, CSS3, PostgreSQL, Server Architecture, Subversion, Git, GitHub, XHTML, SharePoint, Software Development, Networking, Programming, LAMP, SEO, Wordpress, GNU Make, AJAX, jQuery, SQL, Servers, Pagodabox Cloud Platform, New Relic Cloud System..., MongoDB

Education
Northern Kentucky University   2007 — 2014
BS, Computer Information Technology

Pendleton County Memorial High School   2001 — 2005
General Education Diploma

Kristi Payne Kristi Payne Dallas/Fort Worth Area Details
Kristi Payne's Fidelity Investments LLC Experience November 2012 - Present
Job Sr. Contracts Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments LLC   November 2012 - Present
Southwest Airlines Co  December 2004 - November 2012
Resources Global Professionals  June 2004 - December 2004
VarTec Telecom, Inc  April 2001 - June 2004
Allied Riser Operations Corporation   April 2000 - February 2001
Allied Riser Communications  1999 - 2001
Allied Riser Operations Corporation   November 1999 - April 2000
PrimeCo Personal Communications  1998 - 1999

Skills
Budgets, Contract Management, Contract Negotiation, Cross-functional Team..., Customer Service, Finance, Financial Analysis, Leadership, Management, Mergers, Microsoft Excel, Negotiation, Process Improvement, Procurement, Product Development, Purchasing, Risk Management, SDLC, Sales, Sourcing, Strategic Planning, Strategic Sourcing, Strategy, Supply Chain Management, Team Leadership, Telecommunications, Training, Vendor Management

Education
University of North Texas   1991 — 1998
Bachelor of Business Administration, Finance

Northwest High School   1990 — 1991

Washburn Rural High School   1987 — 1991

Jorge Cintron Jorge Cintron Londonderry, New Hampshire Details
Jorge Cintron's Fidelity Investments LLC Experience January 2006 - March 2013
Job Experienced Professional
Industry Information Technology and Services
Experience
Partners HealthCare  April 2015 - Present
DentaQuest  November 2014 - Present
VDX Inc.  January 2014 - November 2014
RBS Citizens  April 2013 - January 2014
Fidelity Investments  January 2012 - April 2013
Fidelity Investments LLC   January 2006 - March 2013
Fidelity Investments  January 2010 - February 2012
2005 to 2006Veritude, LLC   January 2005 - January 2006
Fleet Bank  January 1998 - August 2005
BANK OF AMERICA formerly FLEETBOSTON   January 1998 - January 2004

Skills
Software Documentation, Troubleshooting, VMware, Windows 7, Disaster Recovery, Technical Support, Testing, Microsoft SQL Server, System Administration, Microsoft Exchange, Integration, Software Installation, System Deployment, Servers, Windows XP, Automation, IT Operations, Windows, Virtualization, Vendor Management, Citrix

Education
Taunton High School   1980 — 1983
HS Diploma, Business

Stonehill College

Jamal Riggins Jamal Riggins Greater Boston Area Details
Jamal Riggins's Fidelity Investments LLC Experience January 2012 - Present
Job Student at Cambridge College
Industry Information Technology and Services
Experience
Fidelity Investments LLC   January 2012 - Present
Stop and shop  May 2011 - November 2011
Envision Tv - Cambridgeshire Community Tv   November 2010 - March 2011
Richard J Murphy Elementary School   July 2010 - August 2010
Greenwood Shalom Outreach Community Inc   June 2009 - August 2009

Skills
Maya, Game Design, Game Development, Texturing, Level Design, Video Games, Microsoft Office, Character Animation, Information Technology

Education
Bunker Hill Community College
A.S, Computer Media Technology

Cambridge College
B.S, Management

Year Up, Inc

Chris Werley Chris Werley Arlington, Texas Details
Chris Werley's Fidelity Investments LLC Experience October 2007 - November 2009
Job Experienced Financial Analyst
Industry Defense & Space
Experience
Thomson Reuters  March 2012 - July 2012
DynCorp International  October 2010 - November 2011
Fidelity Investments, LLC  October 2007 - November 2009
JPMorgan Chase  March 2001 - October 2007

Skills
Financial Analysis, Forecasting, Financial Modeling, SAP, Analysis, Budgets, Cognos

Education
The University of Texas at Arlington   2005 — 2007
BBA, Finance