Fidelity Management and Research Company

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.46 trillion in assets under management as of March 2018. Customer service: 1 (800) 343-3548 Headquarters: Boston, MA CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.5 trillion USD (2018) Parent organization: FMR LLC Subsidiaries: Strategic Advisers, Inc,

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Fidelity Management and Research Company Employees

Employee
Years
Job
Industry
Judi McLaughlin Judi McLaughlin Greater Boston Area Details
Judi McLaughlin's Fidelity Management and Research Company Experience June 1999 - February 2005
Job The Project Paralegal: On Demand Paralegal Services for Financial Regulation, Real Estate, and Litigation
Industry Legal Services
Experience
The Project Paralegal   March 2012 - Present
Shargel Law Office   May 2011 - March 2012
Law Office of Christopher R. Buckley   October 2010 - March 2011
Self-Employed  June 2006 - July 2009
Fidelity Management and Research Company   June 1999 - February 2005

Skills
Administration, Real Estate Law, Real Estate License, Investments, Litigation, Strategic Planning, Business Analysis, Management, Insurance, Property Law, Mutual Funds, Due Diligence, Contract Negotiation, System Administration, Legal Research, Corporate Law, Legal Writing, Personal Injury, Real Estate Transactions, Notary Public, Public Relations, Civil Litigation, Corporate Governance, Research, Licensing, Family Law, Finance, Marketing, Bankruptcy, Customer Service, Mediation, Coaching, Market Research, Contract Management, Intellectual Property, Newsletters, Operations Management, Legal Assistance, Litigation Support, Mergers & Acquisitions, Social Media, Employment Law, Real Estate Development, Software Documentation, Time Management, Legal Compliance, Mortgage Lending, Small Business, Estate Planning, Training

Education
University of Massachusetts Boston   1987 — 1991
B.A.

Emerson College   2001 — 2003
M.A.

The Salter School   2010 — 2011
Certificate

Ronald W. Phillis Ronald W. Phillis Pasadena, California Details
Ronald W. Phillis's Fidelity Management and Research Company Experience June 1996 - August 1996
Job Private Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  May 2011 - Present
Banc of America Securities  August 2005 - September 2006
Banc of America Securities  April 2002 - September 2005
Goldman Sachs, Inc.   November 1997 - April 2002
Fidelity Management and Research Company   June 1996 - August 1996
Houlihan Lokey  May 1991 - April 1995

Education
NYU Stern School of Business   1995 — 1997
MBA, Finance

California State University-Northridge   1987 — 1990
B.S., Finance

Michelle Bednarczyk Michelle Bednarczyk Charlestown, Massachusetts Details
Michelle Bednarczyk's Fidelity Management and Research Company Experience April 2006 - June 2012
Job Senior IT Sourcing Manager at Biogen
Industry Information Technology and Services
Experience
Biogen  June 2015 - Present
CIGNA  October 2012 - May 2015
Thermo Fisher Scientific  June 2012 - November 2012
Fidelity Management and Research Company   April 2006 - June 2012
State Street Bank  March 1996 - April 2006
State Street  1996 - 2006

Skills
Vendor Management, Bloomberg, Asset Managment, Financial Analysis, Risk Management, Strategic Sourcing, Process Improvement, Outsourcing, Project Management, Program Management, Business Analysis, Pricing

Education
Suffolk University - Sawyer Business School   2001 — 2003
MBA, Finance

Bridgewater State University   1988 — 1992
BS, Political Science

Peter Fleming Peter Fleming Greater Boston Area Details
Peter Fleming's Fidelity Management and Research Company Experience March 1994 - September 1996
Job Senior Bond Trader at Columbia Management
Industry Financial Services
Experience
Columbia Management Group  September 1997 - Present
Tucker Anthony Incorporated  September 1996 - September 1997
Fidelity Management and Research Company   March 1994 - September 1996
Fidelity Management and Trust Company   July 1992 - March 1994
Fidelity Management & Trust Company   December 1991 - July 1992
Fidelity Management & Trust Company   March 1991 - December 1991
Fidelity Management & Research Company  November 1989 - February 1991
Brown Brothers Harriman & Company   July 1988 - May 1989
UeberseeBank AG   July 1987 - October 1987

Skills
Portfolio Management, Fixed Income, Mutual Funds, Bonds, High Yield, Securities, Hedging, Hedge Funds, Derivatives, Options, Trading, Investments, Analysis, Investment Strategies, Asset Management, Investment Management, Financial Risk, Financial Services, Swaps

Education
Suffolk University   1995 — 1997
MSF, Finance

American College of Switzerland   1984 — 1987
Bachelors of Science, International Finance

Dean College   1982 — 1984
Business

Claire Harvey Claire Harvey Boston, Massachusetts Details
Claire Harvey's Fidelity Management and Research Company Experience August 2011 - April 2013
Job Account Executive at CerconeBrownCompany
Industry Public Relations and Communications
Experience
CerconeBrownCompany  March 2015 - Present
CerconeBrownCompany  July 2014 - March 2015
Bank of America Merrill Lynch  April 2013 - July 2014
Fidelity Management and Research Company   August 2011 - April 2013
Teach for America  June 2010 - June 2011
Washington Analysis LLC   June 2010 - August 2010
Office of Senator Edward M. Kennedy  May 2009 - July 2009

Skills
Equities, Sales, Valuation, Investments, Financial Analysis, Bloomberg, Bloomberg Terminal, Corporate Finance, Due Diligence, Leadership, Finance, Market Research, Strategy, Analysis, Social Media Marketing, Marketing, Salesforce.com, Statistics, Strategic Planning, Entrepreneurship

Education
Duke University   2007 — 2011
B.A., Public Policy, Minor: Political Science

The Winsor School, Boston, MA   2004 — 2007
High School

Mike Freeman MBA, REALTOR® Mike Freeman MBA, REALTOR® Greater Boston Area Details
Mike Freeman MBA, REALTOR®'s Fidelity Management and Research Company Experience 1997 - 2002
Job Real Estate Salesperson at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  March 2015 - Present
Bingham McCutchen  2013 - 2014
State Street Global Advisors  2011 - 2013
Liberty Mutual  2008 - 2010
Fidelity ActionsXchange   2006 - 2008
Fidelity Brokerage Company (FBC)   2004 - 2006
Fidelity Brokerage Company  2002 - 2004
Fidelity Management and Research Company   1997 - 2002
Fidelity Investments Institutional Services  1995 - 1997

Skills
Financial Modeling, Financial Analysis, Finance, Strategic Financial..., Strategy, Financial Services, Portfolio Management, Investments, Analysis, Asset Management, Managerial Finance, Management, Business Planning, Strategic Planning, Mutual Funds, Budgets, Process Improvement, Executive Management, Leadership, Accounting, Valuation, Securities, Corporate Finance, Banking, Alternative Investments, Product Management, Equities, Fixed Income, Asset Allocation, Financial Planning, Pricing, Auditing, Real Estate License, Real Estate, Real Estate Economics

Education
Cornell University - S.C. Johnson Graduate School of Management   1993 — 1995
MBA, Finance

Brandeis University   1985 — 1989
Bachelor of Arts, Economics

Edwin Pierre Edwin Pierre Greater Boston Area Details
Edwin Pierre's Fidelity Management and Research Company Experience 2011 - April 2013
Job Director, Wealth Management Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2013 - Present
Fidelity Management and Research Company   2011 - April 2013
Fidelity Investments  2009 - 2011
The Hartford  June 2008 - August 2008
The Bank of New York Mellon  August 2005 - August 2007
Mellon Financial  November 2001 - August 2005
Merrill Lynch  June 2000 - June 2001

Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
Master of Business Administration & Master of Science in Finance

Pen Jones, CFA Pen Jones, CFA Boston, Massachusetts Details
Pen Jones, CFA's Fidelity Management and Research Company Experience 2008 - Present
Job High Yield Research Analyst at Fidelity Management and Research Company
Industry Research
Experience
Fidelity Management and Research Company   2008 - Present
Deutsche Bank Securities  1998 - 2008

Education
University of Pennsylvania - The Wharton School   1996 — 1998

Amherst College

Lisa Housman Tellander Lisa Housman Tellander Greater Boston Area Details
Lisa Housman Tellander's Fidelity Management and Research Company Experience 2004 - 2010
Job Director, Product Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  2010 - Present
Fidelity Management and Research Company   2004 - 2010

Education
Princeton University
A.B., History, European Cultural Studies

The University of Chicago
M.A., Art History

University of California, Berkeley, Haas School of Business
M.B.A., Business

David Krawitz David Krawitz Greater Boston Area Details
David Krawitz's Fidelity Management and Research Company Experience 1998 - December 2008
Job AIA, LEED AP, MCPPO
Industry Real Estate
Experience
Joslin Lesser + Associates   August 2010 - Present
Institute for Acoustics for the Performing Arts   January 2010 - Present
Fidelity Management and Research Company   1998 - December 2008
Fidelity Institutional Services Company   1996 - 1998
Fidelity Real Estate Company  1993 - 1996
Perry Dean Rogers & Partners: Architects   1985 - 1993

Skills
Green, Strategy, Project Management, Comprehensive Planning, Sustainable Design, Construction Management, Strategic Planning, Space planning, Business Analysis, Construction, Space-planning, Leadership, Facilities Management, Budgets, Project Planning

Education
Harvard University Graduate School of Design   1981 — 1985
Master of Architecture, Design and Planning

Princeton University   1976 — 1980
A.B. Architecture, Architecture, Economics, Physics

Ryan Thom Ryan Thom Greater New York City Area Details
Ryan Thom's Fidelity Management and Research Company Experience June 2010 - August 2010
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group  June 2015 - Present
Berenson & Company  February 2014 - June 2015
Berenson & Company  July 2011 - February 2014
Fidelity Management and Research Company   June 2010 - August 2010

Skills
Investment Banking, Financial Modeling, Asset Management, Private Equity, Financial Analysis, Corporate Finance, Cross-border M&A, Restructuring, Investments, Bloomberg

Education
Tufts University   2007 — 2011
B.A., Economics

St. Andrew's College
OSSD, General

Stephen Painter Stephen Painter Boston, Massachusetts Details
Stephen Painter's Fidelity Management and Research Company Experience April 2012 - February 2013
Job at Fidelity Management and Research Company
Industry Computer Software
Experience
Fidelity Management and Research Company   April 2012 - February 2013
Cambridge Health Alliance  September 2010 - July 2011
State Street Bank  November 2008 - May 2010

Skills
Quality Assurance, SQL, Software Documentation, Requirements Analysis, Microsoft SQL Server, Testing, Databases, Business Analysis, Agile Methodologies, Troubleshooting, Access, Test Cases, Software Quality..., Test Planning, SharePoint, Requirements Gathering, Systems Analysis, User Acceptance Testing, SDLC, Unix

Education
Franklin & Marshall College
BS, Government

Virginia Chapman Virginia Chapman Greater Boston Area Details
Virginia Chapman's Fidelity Management and Research Company Experience November 1991 - February 1999
Job Vice President, Blue Sky Services at NRS
Industry Financial Services
Experience
NRS, Part of Accuity Inc.   January 2000 - Present
Fidelity Management and Research Company   November 1991 - February 1999

Skills
Management, Mutual Funds, Alternative Investments, Business Development, Securities, FINRA, Series 7, Asset Management, Series 63, Investment Advisory, Hedge Funds, Risk Management, Series 24, Insurance, Financial Services, Investments, Equities, AML, Sales

Education
Marywood University   1976 — 1980
BM, Music Education K-12

Tim Furcillo Tim Furcillo Boston, Massachusetts Details
Tim Furcillo's Fidelity Management and Research Company Experience August 2010 - March 2012
Job Associate Director UBS
Industry Financial Services
Experience
UBS  April 2014 - Present
Morgan Stanley  March 2012 - April 2014
Fidelity Management and Research Company   August 2010 - March 2012
Liberty Square Asset Management  May 2009 - August 2009

Skills
Equities, Equity Research, Trading, Financial Modeling, Bloomberg Terminal, Salesforce.com, Financial Analysis

Education
Union College   2006 — 2010
BA, Psychology and Economics

Ellen McDonough Ellen McDonough Greater Boston Area Details
Ellen McDonough's Fidelity Management and Research Company Experience January 1993 - January 1997
Job Teacher's Assistant at John A. Bishop School
Industry Primary/Secondary Education
Experience
John A. Bishop School   September 2011 - Present
Cambridgeport School  November 2010 - March 2012
Franklin Elementary School  September 2009 - June 2010
Cambridgeport School  April 2009 - June 2009
LEAP School   September 2005 - June 2008
Tobin Elementary School   September 2004 - June 2005
Nabnasset Elementary School   September 2003 - November 2003
Knipe Elementary School/ Greenleaf Elementary School   September 2002 - June 2003
St. Peter Elementary School   January 1999 - January 2002
Fidelity Management and Research Company   January 1993 - January 1997

Skills
Research, Literacy, Classroom, Curriculum Development, Curriculum Design

Education
Lesley University   1996 — 1998
Master of Education, Early Childhood Education

State University of New York at New Paltz   1989 — 1993
Bachelor of Arts, English

Pratima Abichandani Pratima Abichandani Greater Boston Area Details
Pratima Abichandani's Fidelity Management and Research Company Experience 2002 - May 2004
Job Executive In Residence at Babson College Fund
Industry Investment Management
Experience
Pratham USA  January 2015 - Present
Babson College Fund  September 2012 - Present
Fidelity Investments, Crosby Advisors   May 2004 - May 2011
Fidelity Management and Research Company   2002 - May 2004
Fidelity Management and Research Company   November 2000 - December 2002
Fidelity Management and Research Company   February 2000 - November 2000
Fidelty International   1998 - 2000
Fidelity International  1995 - 2000
Fidelity Management and Research Company   August 1994 - August 1995

Skills
Mutual Funds, Investment Management, Strategy, Equity Research, Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg

Education
Harvard Business School   1992 — 1994
MBA, Finance

Rutgers University, College of Engineering   1985 — 1989
BS, Industrial Engineering

Christine McCann Christine McCann New York, New York Details
Christine McCann's Fidelity Management and Research Company Experience August 1992 - June 1996
Job Consultant
Industry Investment Management
Experience
JPMorgan Asset Management  September 2013 - Present
TMP Worldwide/Highland Search Group   August 1998 - August 2001
Fidelity Management and Research Company   August 1992 - June 1996

Skills
Leadership Development, Talent Acquisition, Executive Search

Education
Kellogg Graduate School of Management   1996 — 1998
MM, Organizational Behavior

Dartmouth College   1988 — 1992
BA, Religion

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