National Financial, a Fidelity Investments Company

Industry: Capital market company

Description

Subsidiaries: Correspondent Services Corporation, Parent organization: Fidelity Brokerage Company

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National Financial, a Fidelity Investments Company Employees

Employee
Years
Job
Industry
Kathleen Roche Kathleen Roche Greater Boston Area Details
Kathleen Roche's National Financial, a Fidelity Investments Company Experience January 2007 - June 2008
Job 401(k) Product, Sales and Consulting Professional
Industry Financial Services
Experience
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

David Wisneski David Wisneski Greater Chicago Area Details
David Wisneski's National Financial, a Fidelity Investments Company Experience 2004 - 2006
Job Professional Realtor at Baird & Warner
Industry Real Estate
Experience
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

Brian Nelson Brian Nelson Greater Boston Area Details
Brian Nelson's National Financial, a Fidelity Investments Company Experience August 2011 - April 2015
Job Senior Vice President, Aquisition and Recruiting Strategy, AIG Advisor Group
Industry Financial Services
Experience
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

Doug Dannemiller Doug Dannemiller Greater Boston Area Details
Doug Dannemiller's National Financial, a Fidelity Investments Company Experience 2004 - 2009
Job Distribution Research at MoneyMedia
Industry Financial Services
Experience
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

Tom Angelone Tom Angelone Greater Boston Area Details
Tom Angelone's National Financial, a Fidelity Investments Company Experience May 2014 - Present
Job VP Business Consulting at Fidelity Investments
Industry Financial Services
Experience
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

Michael Dabrush, PMP Michael Dabrush, PMP Greater Boston Area Details
Michael Dabrush, PMP's National Financial, a Fidelity Investments Company Experience April 2004 - December 2008
Job Principal Project Manager at iSoftStone North America
Industry Financial Services
Experience
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

Michael Strange Michael Strange Greater New York City Area Details
Michael Strange's National Financial, a Fidelity Investments Company Experience September 2007 - November 2013
Job Director, Business Process Improvement at Fidelity Investments
Industry Financial Services
Experience
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

Stephanie M. Stanfield Stephanie M. Stanfield Tampa, Florida Details
Stephanie M. Stanfield's National Financial, a Fidelity Investments Company Experience March 2007 - May 2010
Job SVP; West Florida Area Wealth Executive at Regions Bank
Industry Financial Services
Experience
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

Douglas Conroy Douglas Conroy Naples, Florida Area Details
Douglas Conroy's National Financial, a Fidelity Investments Company Experience September 2007 - January 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Hans Schemmel Hans Schemmel Greater Boston Area Details
Hans Schemmel's National Financial, a Fidelity Investments Company Experience January 2001 - January 2009
Job Vice President – Individual Retirement Products Manager at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
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

Kiliaen Ludlow Kiliaen Ludlow Greater Atlanta Area Details
Kiliaen Ludlow's National Financial, a Fidelity Investments Company Experience July 2000 - Present
Job VP, Relationship Manager at National Financial
Industry Financial Services
Experience
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

Ken Flaherty Ken Flaherty Greater Chicago Area Details
Ken Flaherty's National Financial, a Fidelity Investments Company Experience 2000 - Present
Job Regional Vice President, Midwest Region at National Financial
Industry Financial Services
Experience
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

Bobbi Masiello Bobbi Masiello Greater Boston Area Details
Bobbi Masiello's National Financial, a Fidelity Investments Company Experience 1982 - 2009
Job Executive Vice President Relationship Management at National Financial
Industry Financial Services
Experience
National Financial  March 2010 - Present
Fidelity Investments  1986 - Present
National Financial, a Fidelity Investments Company   1982 - 2009

Education
Northeastern University

Mark Guglielmo Mark Guglielmo Greater Chicago Area Details
Mark Guglielmo's National Financial, a Fidelity Investments Company Experience September 2009 - Present
Job Regional Managing Director at National Financial a Fidelity Investments Company
Industry Investment Management
Experience
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

Marc Squires Marc Squires Greater Boston Area Details
Marc Squires's National Financial, a Fidelity Investments Company Experience September 2013 - Present
Job Senior Vice President, Business Management at Fidelity Investments
Industry Financial Services
Experience
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

Jay Corinha Jay Corinha Greater Boston Area Details
Jay Corinha's National Financial, a Fidelity Investments Company Experience February 2007 - Present
Job Sr. Director, CRM, Analytics & Database Insights
Industry Financial Services
Experience
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

Teresa Stanco Teresa Stanco Greater New York City Area Details
Teresa Stanco's National Financial, a Fidelity Investments Company Experience 2006 - Present
Job Sales at National Financial, a Fidelity Investments Company
Industry Financial Services
Experience
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

Craig Halica Craig Halica Greater New York City Area Details
Craig Halica's National Financial, a Fidelity Investments Company Experience 2003 - October 2011
Job VP, Finance
Industry Financial Services
Experience
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

John Mceleney John Mceleney Greater Boston Area Details
John Mceleney's National Financial, a Fidelity Investments Company Experience 1986 - 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

Dan Trainor Dan Trainor Greater New York City Area Details
Dan Trainor's National Financial, a Fidelity Investments Company Experience April 2000 - February 2004
Job Relationship Manager, Designated Brokerage Services at TD Ameritrade
Industry Information Technology and Services
Experience
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

Nancy Anne Wilson Nancy Anne Wilson Greater Boston Area Details
Nancy Anne Wilson's National Financial, a Fidelity Investments Company Experience October 2007 - February 2009
Job Director of Product Management at Fidelity Communications & Advertising
Industry Financial Services
Experience
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

Catherine DeParolisa Catherine DeParolisa Greater Boston Area Details
Catherine DeParolisa's National Financial, a Fidelity Investments Company Experience October 2002 - January 2009
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Scott Wessel Scott Wessel San Francisco Bay Area Details
Scott Wessel's National Financial, a Fidelity Investments Company Experience 1995 - Present
Job Vice President Senior Relationship Manager at National Financial
Industry Financial Services
Experience
National Financial, a Fidelity Investments company   1995 - Present

Education
Lake Forest College   1989 — 1993

Shannon Iannetti Shannon Iannetti Greater Boston Area Details
Shannon Iannetti's National Financial, a Fidelity Investments Company Experience December 2007 - April 2009
Job Shareholder Services Specialist ll at BNY Mellon
Industry Financial Services
Experience
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

Susan Mullen Susan Mullen Quincy, Massachusetts Details
Susan Mullen's National Financial, a Fidelity Investments Company Experience March 2001 - January 2008
Job Consultant at State Street Global Markets
Industry Financial Services
Experience
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

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