National Financial, a Fidelity Investments Company
Industry: Capital market company
DescriptionSubsidiaries: Correspondent Services Corporation, Parent organization: Fidelity Brokerage Company
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National Financial, a Fidelity Investments Company Employees
Commonwealth Financial Network March 2009 - Present
National Financial, a Fidelity Investments company January 2007 - June 2008
National Financial, a Fidelity Investments company January 2005 - December 2007
National Financial, a Fidelity Investments company November 2003 - December 2004
Education
Stonehill College
Bachelor of Science, Business
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
Money-Media February 2014 - Present
Dannemiller Analytics & Consulting, LLC March 2011 - February 2014
Aite Group March 2009 - March 2011
National Financial, a Fidelity Investments Company 2004 - 2009
Fidelity Investments October 1998 - December 2008
Fidelity Investments 1998 - 2003
TowerGroup 1997 - 1998
Price Waterhouse Management Consultants 1993 - 1996
SunTrust Bank 1990 - 1994
Skills
Investments, Capital Markets, Wealth Management, Risk Management, Financial Services, Strategic Financial..., Mutual Funds, ETFs, Brokerage, Clearing, Benchmarking, Variable Annuities, Fixed Annuities, Indexed Annuities, Business Analysis, Analysis, Investment Management, Competitive Analysis, Competitive Intelligence, Strategy, Asset Allocation, Segmentation, Process Improvement, Strategic Planning, Consulting, Financial Modeling, Analytics, Financial Planning
Education
Emory University - Goizueta Business School 1989 — 1990
MBA, Business
Georgia Institute of Technology 1983 — 1987
BS, Applied Biology
National Financial - A Fidelity Investments Company May 2014 - Present
The Life is good Kids Foundation and Life is good Playmakers September 2010 - Present
Pyramis Global Advisors - A Fidelity Investments Company January 2013 - May 2014
Fidelity Investments September 2006 - January 2013
Fidelity Investments July 2003 - September 2006
IBM January 2002 - June 2003
PricewaterhouseCoopers July 2001 - January 2002
Xerox May 1998 - July 2001
Skills
Six Sigma, Cross-functional Team..., Program Management, Management Consulting, Process Improvement, Strategy, Operations Management, Business Process..., Operational Excellence, Business Transformation, Strategic Planning, Financial Services, Management, Change Management, Risk Management, Private Equity, Training, Start-ups, Business Process, Data Transformation, Business Process..., Executive Management, Product Development, Lean Manufacturing, Series 7, Strategy Execution, Transformation, Faciltation
Education
Babson College 2003 — 2005
MBA
Syracuse University 1994 — 1998
BS
iSoftStone North America July 2009 - Present
ASA April 2014 - Present
IAABO Board 175 November 2012 - Present
EMBOA November 2009 - Present
Ascend Consulting July 2009 - December 2011
National Financial, a Fidelity Investments Company April 2004 - December 2008
Fidelity Investments April 2004 - December 2008
Wachovia, A Wells Fargo Company 2003 - 2004
First Clearing 2003 - 2004
Wexford Clearing 1999 - 2004
Skills
Securities, Business Analysis, Project Management, Correspondent Clearing, Brokerage, Broker/Dealer Operations, PMP, Relationship Management, Analysis, Leadership, Training, Business Process..., Clearing, Project Portfolio..., Financial Services, IT Strategy, Management, Business Process, Quality Assurance, Team Management, Vendor Management, SDLC, Program Management, Business Requirements, User Acceptance Testing, PMO, Risk Management, Requirements Gathering, Process Improvement, Integration, Software Project..., Business Intelligence, Software Documentation
Education
Cornell University
BS, Human Development & Family Studies
Suffern High School
Fidelity Investments November 2013 - Present
National Financial, a Fidelity Investments Company September 2007 - November 2013
Fidelity Investments, Operations & Services Group November 2002 - September 2007
Skills
Series 7, Series 63, Financial Services, Project Management, Business Process...
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1991 — 1995
BA, Anthropology
Regions Bank October 2015 - Present
SunTrust Bank October 2013 - May 2015
BB&T Corporation May 2010 - 2013
National Financial, a Fidelity Investments Company March 2007 - May 2010
SunTrust Bank October 2005 - January 2007
SunTrust Bank January 2002 - October 2005
PNC Financial Services May 1999 - December 2001
Wells Fargo November 1996 - April 1999
Wells Fargo June 1994 - November 1996
Wells Fargo June 1989 - June 1994
Skills
Portfolio Management, Wealth Management, Financial Services, Banking, Strategy, Management, Business Development, Leadership, Marketing Strategy, Wealth Management..., Talent Management, Mergers & Acquisitions, Business Transformation, Credit, Marketing, Training, Commercial Lending, Product Management, Small Business Lending, Program Management, Analytics, Sales, Strategic Planning, Consumer Lending, Wealth, Entrepreneurship, Finance, Private Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2000 — 2001
Virginia Polytechnic Institute and State University 1983 — 1987
B. S Economics
Edward Jones September 2013 - Present
National Financial, a Fidelity Investments Company September 2007 - January 2011
The Bank of New York August 2001 - April 2007
Funds Distributor Inc April 1995 - May 2001
Skills
Strategy, Financial Services, Business Planning, New Business Development, CRM, Portfolio Management, Finance, Credit, Risk Management, Business Strategy, Investments, Strategic Financial..., Loans, Consulting, Funding, Mutual Funds, Banking, B2B Marketing Strategy, Account Management, Analytics, Leadership, Strategic Planning, Executive Management, Asset Management, Sales, Marketing, Securities, Retirement, Start-ups, Mergers & Acquisitions, Equities, Financial Planning, Relationship Management, Wealth Management, Series 7, Management, Training, Insurance, Small Business, Team Building, Cash Management, Business Development, Alternative Investments, Sales Management, Corporate Finance, Series 63, B2B, Project Management, Due Diligence, Strategic Partnerships
Education
Merrimack College 1987 — 1992
B.S., Business
Pershing LLC, a BNY Mellon company May 2012 - Present
Eastern Bank February 2010 - March 2012
Eagle Retirement Consulting January 2009 - February 2010
National Financial, a Fidelity Investments Company January 2001 - January 2009
Skills
Relationship Management, Banking, Product Development, Insurance, Sales, Marketing, Medicare, Trusts, Mutual Funds, Wealth Management, Series 7, Securities
Education
Boston College 1988 — 1992
BA, Economics
Holderness 1985 — 1988
National Financial a Fidelity Investments Company July 2000 - Present
Fidelity Investments 2000 - Present
First American 1996 - 2000
Bankers Trust 1993 - 1995
Corvel 1990 - 1993
Caesars Lake Tahoe Hotel & Casino 1990 - 1990
Skills
Series 63, Series 7, Securities, Mutual Funds, Business Strategy, Cash Flow Lending, Investments, Asset Management, Banking, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Portfolio Management, Fixed Income, Alternative Investments, FINRA, Series 24, Options, Finance, Risk Management, Equities, Relationship Management, Retirement Planning, Hedge Funds, Loans
Education
California State University-Chico 1986 — 1990
BS, Accounting, Finance
Foothill High School 1982 — 1986
National Financial July 2009 - Present
National Financial a Fidelity Investments Company 2000 - Present
Skills
Series 7, Securities, Series 63, Financial Services, Series 24, Relationship Management, Series 65, CPA, Series 27
Education
Bentley University 1983 — 1987
National Financial March 2010 - Present
Fidelity Investments 1986 - Present
National Financial, a Fidelity Investments Company 1982 - 2009
Education
Northeastern University
National Financial a Fidelity Investments Company September 2009 - Present
National Financial, a Fidelity Investments Company January 2004 - September 2009
Fidelity Capital Markets January 1997 - December 2004
Skills
Series 7, Series 63, Series 24, Securities, Mutual Funds, Alternative Investments, Equities, Capital Markets, Wealth Management, FINRA, Asset Managment, Investments
Education
University of Delaware 1984 — 1988
BS, Financial Management
National Financial, a Fidelity Investments Company September 2013 - Present
National Financial, a Fidelity Investments Company July 2011 - August 2013
National Financial, a Fidelity Investments Company July 2009 - June 2011
National Financial, a Fidelity Investments Company January 2008 - June 2009
Fidelity Investments January 2005 - December 2007
Fidelity Investments January 2004 - February 2005
Fidelity Investments July 2003 - December 2003
Fidelity Investments January 2002 - June 2003
Fidelity Investments October 2000 - December 2001
Fidelity Investments May 1999 - December 2000
Education
American University 1993 — 1997
Justice
Fidelity Investments January 2013 - Present
Fidelity Investments February 2009 - Present
National Financial a Fidelity Investments Company February 2007 - Present
Seaport Companies September 2006 - February 2007
EMC May 2005 - April 2006
EMC August 2003 - April 2005
Tyco Healthcare December 2002 - May 2003
Storability May 2000 - August 2001
GTE Internetworking September 1998 - May 2000
BBN Technologies July 1995 - September 1998
Skills
Business Intelligence, Analytics, SaaS, Program Management, Contract Negotiation, Team Building, ITIL, Vendor Management, Team Leadership, SAP Business Objects..., Product Management, Management, Competitive Analysis, CRM, Leadership, Strategy, Integration, Business Analysis, Project Management, Enterprise Software, Start-ups, Analysis, Project Portfolio..., Data Center, Change Management, IT Service Management, PMO, Security, Business Planning, Project Planning, Risk Management, Business Process...
Education
University of Massachusetts Dartmouth 1977 — 1981
Bachelor of Science (B.S.)
Winthrop Senior High School
National Financial, a Fidelity Investments Company 2006 - Present
National Financial, a Fidelity Investments company 2003 - 2006
UBS 1999 - 2003
Skills
Series 7, Securities, Fixed Income, Series 24, Series 63
Education
Boston University
BA
American Stock Transfer & Trust Co LLC November 2011 - Present
National Financial, a Fidelity Investments company 2003 - October 2011
UBS Financial Services 1998 - 2003
Oxford Health Plans 1997 - 1998
Fidelity Investments 1996 - 1997
Education
University of Connecticut 1991 — 1995
BS, 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
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
Fidelity Investments July 2010 - Present
Wilson-Kane Consulting July 2009 - Present
Fidelity Investments November 2009 - July 2010
National Financial, a Fidelity Investments company October 2007 - February 2009
Fidelity Investments April 1995 - September 2007
Skills
Business Analysis, Process Improvement, Product Management, Portfolio Management, CRM, Strategy
Education
Boston University 1997 — 2000
MBA, Marketing
Emerson College 1988 — 1991
BFA, Theater - Performance
Fidelity Investments June 2015 - Present
SunGard January 2009 - May 2015
National Financial, a Fidelity Investments Company October 2002 - January 2009
Investors Bank and Trust (IBT) October 2001 - September 2002
National Financial, a Fidelity Investments Company June 1996 - October 2001
National Financial, a Fidelity Investments Company October 1990 - February 1996
Skills
Product Development, Business Analysis, Product Management, Financial Services, Strategy, Software Project..., Vendor Management, Requirements Analysis, Program Management, Business Strategy, Business Development, Business Intelligence, Start-ups, Risk Management, CRM, Management, SDLC, Requirements Gathering, Relationship Management, Project Management, Integration, Cross-functional Team..., Equities, PMO, Process Improvement, Enterprise Software
Education
University of Massachusetts Boston 1982 — 1985
Bachelor of Science (B.S.), Economics
National Financial, a Fidelity Investments company 1995 - Present
Education
Lake Forest College 1989 — 1993
BNY Mellon January 2012 - Present
State Street March 2011 - October 2011
NATIONAL FINANCIAL, a Fidelity Investments Company December 2007 - April 2009
Fidelity Investments October 2005 - December 2007
Education
Massasoit Community College
Associates Degree, Liberal Arts
Bridgewater State University
B.S. School, Management Science; Accounting & Finance
State Street Global Markets April 2013 - Present
Fidelity Investments January 2008 - February 2012
National Financial, a Fidelity Investments Company March 2001 - January 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES June 1993 - March 2001
FIDELITY BROKERAGE Brokerage Trader February 1992 - June 1993
Skills
Series 7 and 63 Licenses
Education
Aquinas College
Quincy College