Fidelity Investments - National Financial
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Fidelity Investments - National Financial Employees
Fidelity Investments, National Financial April 2009 - Present
National Financial July 2007 - November 2008
Fidelity Investments - eBusiness February 2005 - July 2007
Fidelity Investments February 2001 - February 2005
Xchange Incorporated November 2000 - February 2001
Granitar Incorporated July 2000 - November 2000
Fidelity Investments July 1998 - July 2000
Education
University of Massachusetts Boston 1989 — 1995
Bachelors, Economics, Geography, Political Science
Citizens Bank June 2015 - Present
Bainco International Investors June 2014 - May 2015
Fidelity Investments December 2007 - June 2014
Fidelity Investments - National Financial May 2005 - December 2007
Boston Private Bank & Trust Co. March 2004 - May 2005
Brown Brothers Harriman 2001 - 2004
Skills
Trusts, Estate Planning, Asset Protection, Estate Tax Planning, New Business Development, Product Management, Product Development, Wealth Management, Private Client, Project Management, Public Seminars, Consulting, Legal Review, Web Applications, Mutual Funds, Series 7, Financial Services, Securities, Fixed Income, Retirement, Asset Allocation, 401k, Investment Management, Retirement Planning, Wealth Management..., Investment Advisory, Series 63, Private Clients
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor
Assumption College 1989 — 1993
B.A., Political Science, Law & Economics
Compass Medical October 2011 - Present
Fidelity Capital Markets August 2007 - April 2010
Fidelity Investments -National Financial March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services 1998 - 2000
Fidelity Investments - Institutional Services 1994 - 1998
Fidelity Investments - Retail Company 1993 - 1994
Merrill Lynch 1987 - 1993
Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales
Education
Colby-Sawyer College 1983 — 1987
BS, Business Admistration
Brockton High School
LeapFrog Systems July 2014 - Present
State Street November 2011 - June 2014
JPMorgan Chase December 2010 - November 2011
Fidelity Investments (National Financial) 2006 - April 2010
Fidelity Investments February 2004 - December 2005
Thomson Financial 2001 - 2003
Plural (Dell Professional Services) 2000 - 2001
GTE Government Systems February 1986 - January 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Strategy, Risk Management, Project Management, Integration, Competitive Analysis, Financial Services, Portfolio Management, Management, Product Development, Leadership, Business Process, Financial Analysis, Finance, Mutual Funds, Due Diligence, Testing, Business Requirements, Business Process..., Investments, Vendor Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Business
Syracuse University 1978 — 1982
BSEE, Electrical Engineering
Bullhorn January 2014 - Present
Islanders Hockey Club March 2015 - Present
Bullhorn December 2012 - January 2014
Sophos April 2012 - December 2012
EMC October 2011 - April 2012
EMC April 2011 - October 2011
EMC July 2010 - April 2011
Fidelity Investments - National Financial June 2008 - May 2010
Hudson Valley Bears of the Eastern Professional Hockey League January 2009 - March 2009
Fidelity Investments 2007 - 2008
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business
United States Air Force Academy 2003 — 2003
BS, Business
Berkshire School 2002 — 2003
Post-Graduate
Boston College High School 1998 — 2002
Diploma
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - April 2015
Fidelity Investments- National Financial April 2012 - July 2013
New York Life Insurance Company May 2009 - March 2012
TIAA-CREF August 1997 - December 2008
Dreyfus 1995 - 1997
Skills
Product Management, Call Centers, Microsoft Office, Business Strategy, Professional Services, ChFC, Leadership, Series 7, Series 9/10, Series 24, Series 63, Operations Management, Team Management, Finance, FINRA
Education
St. John's University
Bachelor's degree, Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments (National Financial) May 2014 - August 2014
Hostelling International Chicago June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Office, Research, Data Analysis, Microsoft Word, Statistics
Education
Cornell University 2011 — 2015
Bachelor’s Degree, Environmental & Resource Economics
Barrington High School 2006 — 2010
High School
Fidelity Investments (National Financial) 2003 - Present
UBS - Correspondent Services Corporation September 1999 - July 2003
Skills
Series 7, Financial Services, Series 63
Education
Kean University 1995 — 1998
Bachelor of Arts, Criminal Justice
Rutgers University-New Brunswick 1988 — 1990
Dance
Arthur L. Johnson High School 1984 — 1988
Fidelity Investments April 2007 - Present
Fidelity Investments (National Financial) 2001 - 2008
Fidelity Investments April 2000 - December 2004
Fidelity Investments June 1998 - April 2000
Fruit of the Loom Sports And Licensing November 1996 - June 1998
Skills
Program Management, Process Improvement, Management, Leadership, Project Management, Quality Assurance, PMO, Human Resources, Portfolio Management, Continuous Improvement, Vendor Management, Service Delivery, Financial Services, Business Analysis, SDLC, Risk Management, Time Management, Relationship Management, Mutual Funds, Cross-functional Team..., IT Strategy, Requirements Analysis
Education
Southern New Hampshire University 1998 — 2001
Masters
New England College 1992 — 1995
Bachelor of Arts
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - September 2014
Fidelity Investments (National Financial) 2007 - May 2012
Fidelity Investments 1998 - 2007
Education
Emerson College 2005 — 2007
Master's, Integrated Marketing Communications
Providence College 1993 — 1997
BA, Humanities / Music
Fidelity Investments (National Financial) 2007 - Present
Skills
Portfolio Management, Program Management, Project Management, Strategic Planning, Vendor Management, Mutual Funds, Fixed Income, Financial Services, Equities, Business Analysis, Bloomberg
Education
Bentley University 1990 — 1994
Bachelors
Howard Community College September 2008 - December 2009
Fidelity Investments, National Financial January 2006 - July 2007
Fidelity Investments, National Financial August 2005 - June 2006
Pershing October 2003 - April 2005
Fidelity Investments, National Financial December 1998 - January 2003
Fidelity Investments, National Financial December 1997 - December 1998
Fidelity Investments, National Financial September 1996 - December 1997
First Maryland Bancorp June 1992 - May 1996
Skills
Project Planning, Relationship Management, Series 7, Talent Management, Series 63, Portfolio Management, Strategy, Financial Services, Securities, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1996
MBA, Finance and Financial Management Services
University of Maryland College Park 1988 — 1996
Bachelor of Applied Science (BASc), Apparel and Textile Marketing Management
National Financial VIce PresidentFidelity Investments
Fidelity Investments (National Financial) 2008 - Present
Fidelity Investments (National Financial) 2008 - Present
Education
University of Massachusetts Boston 1988 — 1993
Fidelity Investments - Fidelity Institutional Product July 2013 - Present
Fidelity Investments - National Financial August 2008 - July 2013
Fidelity Investments - National Financial April 2007 - July 2008
Fidelity Investments - National Financial March 2006 - April 2007
Smith Barney March 1999 - November 2005
Skills
Business Analysis, Business Development, Equities, Finance, Financial Planning, Fixed Income
Education
Framingham State University 1993 — 1997
Business/Managerial Economics
Fidelity Investments (Fidelity Clearing & Custody) April 2015 - Present
Fidelity Investments (National Financial) July 2012 - April 2015
Fidelity Investments (National Financial) May 2000 - July 2012
Brown Brothers Harriman June 1999 - May 2000
Skills
Financial Services, Series 7, Mutual Funds, Securities, Risk Management, Series 63, Process Improvement, Investments, Equities, Business Analysis, Project Management, Project Portfolio..., Management, Presentation Skills, Analysis, Data Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
MBA, Management
Susquehanna University 1995 — 1999
Fidelity Investments (National Financial) 1995 - Present
National Financial Services / Fidelity Investments 1995 - Present
Pershing 1985 - 1995
Skills
Series 7, Series 63, Series 24, Securities, Mutual Funds, Equities, Fixed Income, Prime Brokerage, Financial Services, Trading, Alternative Investments, Brokerage, Hedge Funds, Relationship Management, Asset Managment, Options, Risk Management, Wealth Management, Back Office, Funding, Executive Management, Capital Markets, Bonds, Financial Markets
Education
St. Peter's College 1992 — 1999
Bachelor of Science, Marketing and Management
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
Endeavour Investment Partners, LLC January 2013 - Present
Eastern Bank 2007 - 2011
Fidelity Investments 2000 - 2007
Fidelity Investments Portfolio Advisory Services 1998 - 2000
Fidelity Investments National Financial 1996 - 1998
John Hancock Funds 1995 - 1996
Colonial Funds 1990 - 1992
Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management
Education
Boston University 2009 — 2010
Certificate in Financial Planning
Eastern Kentucky University 1983 — 1987
BBA, Finance
Fidelity Investments - National Financial September 2012 - Present
Fidelity Investments 1995 - September 2012
TJX November 2002 - June 2004
Zurich Scudder Investments 2000 - 2001
Fidelity Investments 1994 - 1995
First Data Corporation 1993 - 1994
MIT Lincoln Laboratory 1985 - 1994
Skills
Business Analysis, Visio, Vendor Management, Process Improvement, Data Analysis, Access, Financial Services, Systems Analysis, MS Project, Project Management, Requirements Analysis, SQL, VSAM, B2B software
Education
Northeastern University
BSBA, Finance
Fidelity 2006 - Present
Fidelity Investments, National Financial 2005 - Present
Fidelity Investments January 1986 - Present
Fidelity Investments January 1986 - Present
National Financial, a Fidelity Investments Company 1986 - Present
National Financial 1986 - Present
Skills
Asset Management, Mutual Funds, Financial Services, Series 63, Risk Management, Series 7, Equities, Fixed Income, Securities, Investments, Management, Wealth Management, Relationship Management, SDLC
Education
Boston University 1982 — 1986
BS/BA, Accounting and Finance
Pyramid Management Group September 2010 - Present
Pyramid Management Group January 2008 - September 2010
Pyramid Management Group July 2004 - December 2007
Fidelity Investments - National Financial October 2002 - July 2004
Fidelity Investments October 2000 - September 2002
Fidelity Investments July 1999 - October 2000
US Army March 1992 - March 1999
Skills
Real Estate, Management, Property Management, Shopping Centers, Tenant, Leases, Real Estate Development, Contract Negotiation, Negotiation, Lease Negotiations, Real Estate Transactions, Retail, Corporate Finance, Financial Accounting, Leadership
Education
University of Massachusetts Boston 1995 — 1998
Batchelors, Accounting
Fidelity Investments September 2014 - Present
Fidelity Investments July 2014 - September 2014
Fidelity Investments/ National Financial August 2007 - July 2014
Fidelity Investments April 2006 - August 2007
Fidelity Investments August 2004 - April 2006
Fidelity Investments August 2001 - August 2004
Fidelity Investments August 1999 - August 2001
Various Financial Services Firms June 1995 - August 1999
Skills
Series 7, Series 63, Securities, Financial Services, Client Presentation, New Business Set-up, Manage Client..., Client Co-ordination, Marketing, Product Adoption, Best Practices, Online Marketing, Online Research, E-commerce, Vendor Management, Vendor Relationship..., PMO, Project Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2001
Completed MBA-level courses
Pace University - Lubin School of Business 1999 — 2000
Completed MBA-level courses
Marymount Manhattan College 1991 — 1995
BA, Business Management and Media Studies
Fidelity Investments October 2012 - Present
Wellington Management September 2011 - August 2012
Bank of America May 2010 - December 2010
Fidelity Investments, National Financial January 2006 - July 2009
Fidelity Investments, National Financial May 2005 - January 2006
Columbia Funds April 2002 - June 2004
Columbia Funds February 2000 - April 2002
Fidelity Investments Institutional Brokerage Group May 1998 - January 2000
Fidelity Investments Advisor Group March 1996 - May 1998
Fidelity Retail Investment Services September 1993 - March 1996
Skills
Portfolio Management, Fixed Income, Management, 401k, Finance, Investment Banking
Education
Providence College 1986 — 1990
BA, Social Sciences, Psychology
Providence College 1986 — 1990
Bachelor of Arts, Social Sciences
Massachusetts General Hospital December 2014 - Present
Newton Wellesley Hospital December 2012 - November 2014
Fidelity Investments - Institutional Brokerage Group 1999 - 2006
Fidelity Investments - National Financial 1996 - 1999
Fidelity Investments - Brokerage Company 1993 - 1996
Fidelity Investments - Retail Company 1990 - 1993
Fidelity Investments - Systems Company 1986 - 1990
Fidelity Investments - Systems Company 1984 - 1986
Skills
Customer Service, Strategic Planning, Team Building, Sales, Marketing Strategy, Budgets, Project Management, Leadership, Strategy, Process Improvement
Education
Michigan State University
Davenport University