Fidelity Investments - National Financial

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Fidelity Investments - National Financial Employees

Employee
Years
Job
Industry
Brian Romano Brian Romano Greater Boston Area Details
Brian Romano's Fidelity Investments - National Financial Experience April 2009 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

J. Daniel Murphy J. Daniel Murphy Greater Boston Area Details
J. Daniel Murphy's Fidelity Investments - National Financial Experience May 2005 - December 2007
Job Senior Vice President | Private Bank Wealth Advisor at Citizens Private Bank & Trust
Industry Financial Services
Experience
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

Jennifer Balch Jennifer Balch Greater Boston Area Details
Jennifer Balch's Fidelity Investments - National Financial Experience March 2000 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Bob Gingrich Bob Gingrich Greater Boston Area Details
Bob Gingrich's Fidelity Investments - National Financial Experience 2006 - April 2010
Job Financial Services Consultant
Industry Financial Services
Experience
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

Chris O'Brien Chris O'Brien Greater Boston Area Details
Chris O'Brien's Fidelity Investments - National Financial Experience June 2008 - May 2010
Job Regional Director of Sales, Americas
Industry Information Technology and Services
Experience
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

Claudia Ellis ChFC Claudia Ellis ChFC Dallas/Fort Worth Area Details
Claudia Ellis ChFC's Fidelity Investments - National Financial Experience April 2012 - July 2013
Job Manager, Trading at Fidelity Investments
Industry Financial Services
Experience
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

Joe Judge Joe Judge Providence, Rhode Island Area Details
Joe Judge's Fidelity Investments - National Financial Experience May 2014 - August 2014
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
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

Stacey Punch Stacey Punch Greater New York City Area Details
Stacey Punch's Fidelity Investments - National Financial Experience 2003 - Present
Job Vice President, Project Management at National Financial
Industry Financial Services
Experience
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

Lee Dudley Lee Dudley Greater Boston Area Details
Lee Dudley's Fidelity Investments - National Financial Experience 2001 - 2008
Job Director of Operations, Program Management Office
Industry Financial Services
Experience
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

Craig Donnelly Craig Donnelly Greater Boston Area Details
Craig Donnelly's Fidelity Investments - National Financial Experience 2007 - May 2012
Job Vice President, Relationship Manager Fidelity Investments
Industry Financial Services
Experience
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

Brendan Mungovan Brendan Mungovan Greater Boston Area Details
Brendan Mungovan's Fidelity Investments - National Financial Experience 2007 - Present
Job
Industry Financial Services
Experience
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

Renee Lennon Renee Lennon Baltimore, Maryland Area Details
Renee Lennon's Fidelity Investments - National Financial Experience January 2006 - July 2007
Job Relationship Management / Project Management / Leadership Development
Industry Financial Services
Experience
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

Paul Mincone Paul Mincone Greater Boston Area Details
Paul Mincone's Fidelity Investments - National Financial Experience 2008 - Present
Job Vice President at National Financial
Industry Financial Services
Experience
National Financial  VIce PresidentFidelity Investments
Fidelity Investments (National Financial)   2008 - Present
Fidelity Investments (National Financial)   2008 - Present

Education
University of Massachusetts Boston   1988 — 1993

Christopher Remillard Christopher Remillard Merrimack, New Hampshire Details
Christopher Remillard's Fidelity Investments - National Financial Experience August 2008 - July 2013
Job Director Product Management
Industry Financial Services
Experience
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

Lynn McLachlan Lynn McLachlan Greater Boston Area Details
Lynn McLachlan's Fidelity Investments - National Financial Experience July 2012 - April 2015
Job Senior Director, Fidelity Clearing & Custody Business Management at Fidelity Investments
Industry Financial Services
Experience
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

Giulio Frasciello Giulio Frasciello Greater Boston Area Details
Giulio Frasciello's Fidelity Investments - National Financial Experience 1995 - Present
Job Senior Director at National Financial
Industry Financial Services
Experience
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

Beth Squires, CPRW, CPCC Beth Squires, CPRW, CPCC Greater Boston Area Details
Beth Squires, CPRW, CPCC's Fidelity Investments - National Financial Experience 2002 - 2005
Job Career Navigator | Career Coach | Job Developer | Avid Reader | Mediocre Tennis Player
Industry Professional Training & Coaching
Experience
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

George Zydel, Jr. George Zydel, Jr. Greater Boston Area Details
George Zydel, Jr.'s Fidelity Investments - National Financial Experience 1996 - 1998
Job Vice President at Endeavour Investment Partners, LLC
Industry Investment Management
Experience
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

Lori Kelly Lori Kelly Greater Boston Area Details
Lori Kelly's Fidelity Investments - National Financial Experience September 2012 - Present
Job Director, Enterprise Integration Services at Fidelity Investments National Financial
Industry Information Technology and Services
Experience
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

John Mceleney John Mceleney Greater Boston Area Details
John Mceleney's Fidelity Investments - National Financial Experience 2005 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Scott Dumas Scott Dumas Syracuse, New York Area Details
Scott Dumas's Fidelity Investments - National Financial Experience October 2002 - July 2004
Job General Manager at Pyramid Management Group
Industry Real Estate
Experience
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

Lisa Ann Fanning Lisa Ann Fanning United States Details
Lisa Ann Fanning's Fidelity Investments - National Financial Experience August 2007 - July 2014
Job Wide range of experience in Client Relationship, Product, Platform and Project Mgmt. & Operations.
Industry Financial Services
Experience
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

Karen Sullivan Karen Sullivan Greater Boston Area Details
Karen Sullivan's Fidelity Investments - National Financial Experience January 2006 - July 2009
Job Contractor, Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Lisa (Joachimi) Gillott Lisa (Joachimi) Gillott Natick, Massachusetts Details
Lisa (Joachimi) Gillott's Fidelity Investments - National Financial Experience 1996 - 1999
Job Patient Services Coordinator II at Massachusetts General Hospital
Industry Hospital & Health Care
Experience
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