Fidelity Management Trust Company
Description
Founded: 1981 Parent organization: Fidelity Investments
Fidelity Management Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Management Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Management Trust Company Salaries. You can even request information on how much does Fidelity Management Trust Company pay if you want to. Learn about salaries, pros and cons of working for Fidelity Management Trust Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 Fidelity Management Trust Company employees in database. Find out everything there's to know about Fidelity Management Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Management Trust Company Employees
Employee
Years
Job
Industry
Donna Wigley Donna Wigley's Fidelity Management Trust Company Experience January 2005 - January 2006
Job Highly motivated, energetic, and organized marketing and administrative professional
Industry Marketing and Advertising
Experience
Nantucket Sinks USA August 2013 - November 2013
HomeFront Health Care October 2012 - August 2013
Fidelity Management Trust Company January 2005 - January 2006
Fidelity Investments Institutional Services April 2004 - January 2005
American Financial Systems, Inc. 1999 - 2003
Roger Williams University 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Marketing, Integrated Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Newsletters, Social Media, Direct Mail, Advertising, Time Management, Facebook, Account Management, Trade Shows, Copywriting, Lead Generation, Internal Communications, Sales Presentations, Desktop Publishing, Project Management, WordPress, E-commerce, Copy Editing, E-commerce SEO, Teamwork, Team-oriented, Blogging, Management
Education
Roger Williams University 1995 — 1999
BA, Communications
Nantucket Sinks USA August 2013 - November 2013
HomeFront Health Care October 2012 - August 2013
Fidelity Management Trust Company January 2005 - January 2006
Fidelity Investments Institutional Services April 2004 - January 2005
American Financial Systems, Inc. 1999 - 2003
Roger Williams University 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Marketing, Integrated Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Newsletters, Social Media, Direct Mail, Advertising, Time Management, Facebook, Account Management, Trade Shows, Copywriting, Lead Generation, Internal Communications, Sales Presentations, Desktop Publishing, Project Management, WordPress, E-commerce, Copy Editing, E-commerce SEO, Teamwork, Team-oriented, Blogging, Management
Education
Roger Williams University 1995 — 1999
BA, Communications
Peter Lert, Ph.D., CFA Peter Lert, Ph.D., CFA's Fidelity Management Trust Company Experience 2002 - 2002
Job Senior Financial Expert & Senior Analyst at Crowninshield Financial Research
Industry Investment Management
Experience
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
Gretchen (Davidsen) Keneshea Gretchen (Davidsen) Keneshea's Fidelity Management Trust Company Experience 2002 - 2005
Job Wealth Advisor at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC January 2015 - Present
Fidelity Family Office Services July 2012 - October 2013
Covenant Trust Company October 2011 - October 2012
Family Navigation Strategies, LLC April 2010 - July 2012
JPD Family Office August 2008 - August 2010
New England Health Imaging (Sold to AIQ in Nov. 2007) March 2005 - July 2008
Fidelity Management Trust Company 2002 - 2005
Wit SoundView Group 1999 - 2001
Skills
Leadership, Competitive Analysis, Business Planning, Family Office, Wealth Management..., Business Strategy, Strategic Planning, Family Business, Governance, Financial Analysis, Asset Allocation, Entrepreneurship, Marketing Communications, Leadership Development, Strategic Planning..., Private Wealth..., NextGen, Strategic Consulting, Process Consulting, Business Analysis, Market Analysis, Marketing Strategy, Team Oriented, Mentoring, Innovative Thinking, Creative Problem Solving, Relationship Development
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Private Wealth Management Certificate
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (M.B.A.)
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Communication (Concentration in Business)
Heritage Financial Services, LLC January 2015 - Present
Fidelity Family Office Services July 2012 - October 2013
Covenant Trust Company October 2011 - October 2012
Family Navigation Strategies, LLC April 2010 - July 2012
JPD Family Office August 2008 - August 2010
New England Health Imaging (Sold to AIQ in Nov. 2007) March 2005 - July 2008
Fidelity Management Trust Company 2002 - 2005
Wit SoundView Group 1999 - 2001
Skills
Leadership, Competitive Analysis, Business Planning, Family Office, Wealth Management..., Business Strategy, Strategic Planning, Family Business, Governance, Financial Analysis, Asset Allocation, Entrepreneurship, Marketing Communications, Leadership Development, Strategic Planning..., Private Wealth..., NextGen, Strategic Consulting, Process Consulting, Business Analysis, Market Analysis, Marketing Strategy, Team Oriented, Mentoring, Innovative Thinking, Creative Problem Solving, Relationship Development
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Private Wealth Management Certificate
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (M.B.A.)
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Communication (Concentration in Business)
James Corliss James Corliss's Fidelity Management Trust Company Experience June 1998 - September 1998
Job Outside Sales Representative at Reliable Fence Boston
Industry Construction
Experience
Reliable Fence Boston May 2015 - Present
Cardillo Construction October 2013 - April 2015
Follett Company March 2009 - October 2013
State Street February 2005 - December 2008
Merrill Lynch July 2003 - September 2003
Mystic Pizza II May 2002 - July 2003
Law Offices of Jeffrey S Glassman LLP January 2002 - April 2002
Communispace Corporation June 2000 - September 2000
Dent Wizard International June 1999 - September 1999
Fidelity Management Trust Company June 1998 - September 1998
Skills
Outside Sales, Financial Modeling, Accounting, CRM, Financial Analysis, Project Management, Risk Management, Investment Management, Mutual Funds, Derivatives, Bond Markets, Financial Services, Microsoft Office, Bloomberg, Process Improvement, Legal Writing, Data Analysis
Education
Boston University Graduate School of Management 2007 — 2008
Investment Management
Northeastern University 2001 — 2001
Paralegal Professional Cert.
Connecticut College 1997 — 2001
Bachelor of Arts, Government
Marshfield High School 1992 — 1997
High School
Reliable Fence Boston May 2015 - Present
Cardillo Construction October 2013 - April 2015
Follett Company March 2009 - October 2013
State Street February 2005 - December 2008
Merrill Lynch July 2003 - September 2003
Mystic Pizza II May 2002 - July 2003
Law Offices of Jeffrey S Glassman LLP January 2002 - April 2002
Communispace Corporation June 2000 - September 2000
Dent Wizard International June 1999 - September 1999
Fidelity Management Trust Company June 1998 - September 1998
Skills
Outside Sales, Financial Modeling, Accounting, CRM, Financial Analysis, Project Management, Risk Management, Investment Management, Mutual Funds, Derivatives, Bond Markets, Financial Services, Microsoft Office, Bloomberg, Process Improvement, Legal Writing, Data Analysis
Education
Boston University Graduate School of Management 2007 — 2008
Investment Management
Northeastern University 2001 — 2001
Paralegal Professional Cert.
Connecticut College 1997 — 2001
Bachelor of Arts, Government
Marshfield High School 1992 — 1997
High School
Drew Lawton's Fidelity Management Trust Company Experience September 2002 - April 2005
Job Chief Executive Officer at New York Life Investment Management, LLC
Industry Financial Services
Experience
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
James Decoulos's Fidelity Management Trust Company Experience March 1999 - July 2000
Job Director, Business Intelligence at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets February 2006 - Present
Fidelity Stock Plan Services April 2005 - March 2006
Fidelity Capital Markets September 2002 - April 2005
Fidelity Capital Markets July 2000 - September 2002
Fidelity Management Trust Company March 1999 - July 2000
National Financial Services LLC September 1996 - March 1999
Skills
Business Analysis, Financial Services, Data Warehousing, Series 7, Capital Markets, SQL, Product Management, User Interface Design, User Interface, User Acceptance Testing, User Experience, Equities, Contract Negotiation, Equity Trading, Hedge Funds, Investments, Risk Management, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Boston College 1989 — 1993
BA, Economics
Fidelity Capital Markets February 2006 - Present
Fidelity Stock Plan Services April 2005 - March 2006
Fidelity Capital Markets September 2002 - April 2005
Fidelity Capital Markets July 2000 - September 2002
Fidelity Management Trust Company March 1999 - July 2000
National Financial Services LLC September 1996 - March 1999
Skills
Business Analysis, Financial Services, Data Warehousing, Series 7, Capital Markets, SQL, Product Management, User Interface Design, User Interface, User Acceptance Testing, User Experience, Equities, Contract Negotiation, Equity Trading, Hedge Funds, Investments, Risk Management, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Boston College 1989 — 1993
BA, Economics
Robert Mangini's Fidelity Management Trust Company Experience 1998 - 2000
Job Account Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Management Trust Company 1998 - 2000
Putnam Investments 1997 - 1998
Fidelity Investmetns 1996 - 1997
Internal Revenue Service 1995 - 1996
Skills
Mutual Funds, 401k, Financial Services, Equities, Series 7, Process Improvement, Asset Management, Fixed Income, Relationship Management, Business Analysis, Investments, Series 63, Securities, Retirement, Vendor Management
Education
Salem State College 1988 — 1993
BS Political Science
Malden Catholic High School 1984 — 1988
Fidelity Investments October 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Management Trust Company 1998 - 2000
Putnam Investments 1997 - 1998
Fidelity Investmetns 1996 - 1997
Internal Revenue Service 1995 - 1996
Skills
Mutual Funds, 401k, Financial Services, Equities, Series 7, Process Improvement, Asset Management, Fixed Income, Relationship Management, Business Analysis, Investments, Series 63, Securities, Retirement, Vendor Management
Education
Salem State College 1988 — 1993
BS Political Science
Malden Catholic High School 1984 — 1988
Lauren Commons's Fidelity Management Trust Company Experience 2004 - 2005
Job Software Engineer
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments January 2006 - November 2013
Fidelity Management Trust Company 2004 - 2005
Fidelity Capital Markets 2003 - 2004
Systems & Software, Inc 2002 - 2003
Fidelity Capital Markets 2000 - 2001
Verbind 2000 - 2000
iXL 1999 - 2000
Business Technologies 1997 - 1999
Skills
java, Java Enterprise Edition, JSP, Servlets, JavaScript, HTML, css, AJAX, Spring, springmvc, tomcat, unix, linux, HTML 5, CSS3, responsive web design, Object Oriented Design, SQL, Tomcat, SDLC, Web Applications, CSS, SOA, Unix, JUnit, Linux, Agile Methodologies, Java, PMP, Web Design
Education
Boston University
Master's degree, Economics
University of Massachusetts, Amherst
Bachelor's degree, Economics
Fidelity Investments December 2013 - Present
Fidelity Investments January 2006 - November 2013
Fidelity Management Trust Company 2004 - 2005
Fidelity Capital Markets 2003 - 2004
Systems & Software, Inc 2002 - 2003
Fidelity Capital Markets 2000 - 2001
Verbind 2000 - 2000
iXL 1999 - 2000
Business Technologies 1997 - 1999
Skills
java, Java Enterprise Edition, JSP, Servlets, JavaScript, HTML, css, AJAX, Spring, springmvc, tomcat, unix, linux, HTML 5, CSS3, responsive web design, Object Oriented Design, SQL, Tomcat, SDLC, Web Applications, CSS, SOA, Unix, JUnit, Linux, Agile Methodologies, Java, PMP, Web Design
Education
Boston University
Master's degree, Economics
University of Massachusetts, Amherst
Bachelor's degree, Economics
Linda Samay's Fidelity Management Trust Company Experience March 2006 - March 2007
Job Digital Marketing Consultant, Merrill Edge at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
Kerry Prine's Fidelity Management Trust Company Experience January 1998 - January 2001
Job Global Operations Executive
Industry Executive Office
Experience
Guidepoint March 2015 - Present
Ceridian October 2011 - October 2014
Fidelity Investments January 2008 - June 2009
Fidelity Investments August 2004 - January 2008
Fidelity Investments July 2001 - July 2004
Fidelity Management Trust Company January 1998 - January 2001
FIRSCo Financial Operations January 1995 - January 1998
Fidelity Brokerage Service Company January 1993 - January 1995
Skills
Leadership, Process Improvement, Turn Around Management, Operational Excellence, Business Process..., Vendor Management, Team Leadership, Operations Management, Start-ups, Employee Benefits, Outsourcing, Management, Business Strategy, Team Management, Payroll, Finance, Coaching, Call Centers, Executive Management, Talent Management, Personnel Management, Human Resources, Leadership Development, Team Building, Strategic Planning, Performance Management, Financial Services, Program Management, Customer Service, Recruiting
Education
University of Cincinnati
Bachelor of Business Administration, Double Major: Finance & Real Estate
Guidepoint March 2015 - Present
Ceridian October 2011 - October 2014
Fidelity Investments January 2008 - June 2009
Fidelity Investments August 2004 - January 2008
Fidelity Investments July 2001 - July 2004
Fidelity Management Trust Company January 1998 - January 2001
FIRSCo Financial Operations January 1995 - January 1998
Fidelity Brokerage Service Company January 1993 - January 1995
Skills
Leadership, Process Improvement, Turn Around Management, Operational Excellence, Business Process..., Vendor Management, Team Leadership, Operations Management, Start-ups, Employee Benefits, Outsourcing, Management, Business Strategy, Team Management, Payroll, Finance, Coaching, Call Centers, Executive Management, Talent Management, Personnel Management, Human Resources, Leadership Development, Team Building, Strategic Planning, Performance Management, Financial Services, Program Management, Customer Service, Recruiting
Education
University of Cincinnati
Bachelor of Business Administration, Double Major: Finance & Real Estate
Chuck McKenzie, CFA, CFP's Fidelity Management Trust Company Experience September 1996 - September 1999
Job Head of Institutional Solutions at Fidelity Investments
Industry Investment Management
Experience
Fidelity Worldwide Investment January 2015 - Present
56 Degrees Professional Services, LLC June 2010 - Present
Fidelity Investments May 2012 - December 2014
Geode Capital Management January 2011 - April 2012
DG Capital Management June 2009 - June 2010
OFI Institutional Asset Management September 1999 - March 2009
Fidelity Management Trust Company September 1996 - September 1999
MetLife June 1992 - September 1996
Wyatt Asset Services June 1987 - June 1992
Hewitt Associates June 1982 - June 1987
Skills
Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Retirement
Education
United States Golf Teachers Federation 2011 — 2011
Level 3 Certified Instructor, golf swing analysis and adjustment
The University of Chicago 1982 — 1984
MBA, Finance and Marketing
Bates College 1975 — 1979
BA, Math, Political Science and Education
Fidelity Worldwide Investment January 2015 - Present
56 Degrees Professional Services, LLC June 2010 - Present
Fidelity Investments May 2012 - December 2014
Geode Capital Management January 2011 - April 2012
DG Capital Management June 2009 - June 2010
OFI Institutional Asset Management September 1999 - March 2009
Fidelity Management Trust Company September 1996 - September 1999
MetLife June 1992 - September 1996
Wyatt Asset Services June 1987 - June 1992
Hewitt Associates June 1982 - June 1987
Skills
Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Retirement
Education
United States Golf Teachers Federation 2011 — 2011
Level 3 Certified Instructor, golf swing analysis and adjustment
The University of Chicago 1982 — 1984
MBA, Finance and Marketing
Bates College 1975 — 1979
BA, Math, Political Science and Education
Mary Ellen Gardner's Fidelity Management Trust Company Experience May 1988 - June 2000
Job
Industry
Experience
Fidelity Management Trust Company May 1988 - June 2000
Education
Stanford University 1953 — 1957
Bachelor's degree, Economics
Fidelity Management Trust Company May 1988 - June 2000
Education
Stanford University 1953 — 1957
Bachelor's degree, Economics
Peter Chabot's Fidelity Management Trust Company Experience 1989 - 1997
Job Capital Markets Professional
Industry Capital Markets
Experience
AIG Financial Products 2004 - 2011
WestLB 1997 - 2004
Fidelity Management Trust Company 1989 - 1997
GE Capital 1987 - 1988
The Boston Company 1985 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Public Finance
The George Washington University - School of Business
Bachelor's Degree, Business Administration, concentration in Finance
AIG Financial Products 2004 - 2011
WestLB 1997 - 2004
Fidelity Management Trust Company 1989 - 1997
GE Capital 1987 - 1988
The Boston Company 1985 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Public Finance
The George Washington University - School of Business
Bachelor's Degree, Business Administration, concentration in Finance