Fidelity Management and Research Company
Industry: Financial services company
DescriptionFidelity 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
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
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
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
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
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
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
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
Fidelity Management and Research Company 2008 - Present
Deutsche Bank Securities 1998 - 2008
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Amherst College
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
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
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
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
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
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
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
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
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