Pyramis Global Advisors, a Fidelity Investments Company
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Pyramis Global Advisors, a Fidelity Investments Company Employees
Employee
Years
Job
Industry
Andrew Burzumato Andrew Burzumato's Pyramis Global Advisors, a Fidelity Investments Company Experience 2004 - 2013
Job Global Sector Leader/Portfolio Manager/Analyst
Industry Financial Services
Experience
Pyramis Global Advisors, a Fidelity Investments Company 2004 - 2013
Fidelity Investments August 2002 - September 2004
US Army June 1991 - November 2000
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Asset Management, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Equity Research, Investment Management, Bloomberg, Valuation, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Accounting and Finance
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (BS), Systems Engineering
Pyramis Global Advisors, a Fidelity Investments Company 2004 - 2013
Fidelity Investments August 2002 - September 2004
US Army June 1991 - November 2000
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Asset Management, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Equity Research, Investment Management, Bloomberg, Valuation, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Accounting and Finance
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (BS), Systems Engineering
Mike Sandrasagra Mike Sandrasagra's Pyramis Global Advisors, a Fidelity Investments Company Experience September 2010 - Present
Job Director Institutional Client Management at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors, A Fidelity Investments Company September 2010 - Present
Russell Investments October 2006 - August 2010
Sun Life Financial November 2003 - October 2006
Mercer Investment Consulting December 2000 - November 2003
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Portfolio Management
Education
Concordia University 1989 — 1994
Bachelors, Finance
Pyramis Global Advisors, A Fidelity Investments Company September 2010 - Present
Russell Investments October 2006 - August 2010
Sun Life Financial November 2003 - October 2006
Mercer Investment Consulting December 2000 - November 2003
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Portfolio Management
Education
Concordia University 1989 — 1994
Bachelors, Finance
Janet Stanley Janet Stanley's Pyramis Global Advisors, a Fidelity Investments Company Experience January 2009 - September 2011
Job Product Solutions Analyst at Fidelity Iinvestments Canada
Industry Financial Services
Experience
Fidelity Investments Canada September 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company January 2009 - September 2011
Fidelity Investments Canada January 2006 - January 2009
Stuart Thomson Financial May 2000 - January 2006
ITT A-C Pump Canada, ITT Industries Fluid Technology Corporation November 1995 - May 2000
Skills
Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Investment Strategies, Client Services
Education
Brock University 1987 — 1991
BA, Communications and History
Fidelity Investments Canada September 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company January 2009 - September 2011
Fidelity Investments Canada January 2006 - January 2009
Stuart Thomson Financial May 2000 - January 2006
ITT A-C Pump Canada, ITT Industries Fluid Technology Corporation November 1995 - May 2000
Skills
Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Investment Strategies, Client Services
Education
Brock University 1987 — 1991
BA, Communications and History
Howard Lu Howard Lu's Pyramis Global Advisors, a Fidelity Investments Company Experience September 2008 - Present
Job Quantitative Equity Analyst at Fidelity Investments
Industry Investment Management
Experience
Pyramis Global Advisors, A Fidelity Investments Company September 2008 - Present
Citigroup (Markets & Banking) June 2007 - September 2007
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Financial Analysis, Valuation, Equities
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance, Statistics
Columbia University in the City of New York 1997 — 2000
BA, Economics-Operations Research
Wynberg Boys' High School, South Africa
Pyramis Global Advisors, A Fidelity Investments Company September 2008 - Present
Citigroup (Markets & Banking) June 2007 - September 2007
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Financial Analysis, Valuation, Equities
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance, Statistics
Columbia University in the City of New York 1997 — 2000
BA, Economics-Operations Research
Wynberg Boys' High School, South Africa
Brian Hoesly, CFA Brian Hoesly, CFA's Pyramis Global Advisors, a Fidelity Investments Company Experience 2006 - Present
Job Institutional Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Steve Benjamin, CFA, CAIA Steve Benjamin, CFA, CAIA's Pyramis Global Advisors, a Fidelity Investments Company Experience 2007 - Present
Job Vice President, Market and Business Intelligence at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors, A Fidelity Investments Company 2007 - Present
Private Capital Management 2006 - 2007
OFI Institutional Asset Management 2004 - 2006
MFS Investment Management 2001 - 2004
MFS Investment Management 1999 - 2001
MFS Investment Management 1998 - 2000
Skills
Investments, Competitive Analysis, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Analysis, Market Analysis, Market Research, Business Strategy, Risk Management, Securities, Trading, Hedge Funds, Investment Strategies, Forecasting, Public Speaking
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2012
Masters, International Relations
CAIA Association
Chartered Alternative Investment Analyst Designation (CAIA)
CFA Institute
Chartered Financial Analyst Designation (CFA)
University of Massachusetts Dartmouth 1990 — 1994
Bachelor, Marketing
Pyramis Global Advisors, A Fidelity Investments Company 2007 - Present
Private Capital Management 2006 - 2007
OFI Institutional Asset Management 2004 - 2006
MFS Investment Management 2001 - 2004
MFS Investment Management 1999 - 2001
MFS Investment Management 1998 - 2000
Skills
Investments, Competitive Analysis, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Analysis, Market Analysis, Market Research, Business Strategy, Risk Management, Securities, Trading, Hedge Funds, Investment Strategies, Forecasting, Public Speaking
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2012
Masters, International Relations
CAIA Association
Chartered Alternative Investment Analyst Designation (CAIA)
CFA Institute
Chartered Financial Analyst Designation (CFA)
University of Massachusetts Dartmouth 1990 — 1994
Bachelor, Marketing
Chris Steward Chris Steward's Pyramis Global Advisors, a Fidelity Investments Company Experience 2006 - Present
Job Advisory Board at Lazarus House Ministries, Inc.
Industry Financial Services
Experience
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Christopher Goudie Christopher Goudie's Pyramis Global Advisors, a Fidelity Investments Company Experience September 2005 - January 2009
Job Executive Vice President, Battery Global Advisors LLC
Industry Financial Services
Experience
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Julienne Redmond Julienne Redmond's Pyramis Global Advisors, a Fidelity Investments Company Experience July 2012 - April 2014
Job Director, Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Pyramis Global Advisors, a Fidelity Investments Company July 2012 - April 2014
Fidelity Investments July 2010 - July 2012
United States Air Force June 2005 - July 2010
Skills
Program Management, Process Improvement, DoD, Risk Management, Portfolio Performance..., Practice Management
Education
University of Maryland University College 2009 — 2010
Masters, Master of Finance and Information Systems
University of Maryland University College 2006 — 2009
MBA
United States Air Force Academy 2001 — 2005
Fidelity Investments April 2014 - Present
Pyramis Global Advisors, a Fidelity Investments Company July 2012 - April 2014
Fidelity Investments July 2010 - July 2012
United States Air Force June 2005 - July 2010
Skills
Program Management, Process Improvement, DoD, Risk Management, Portfolio Performance..., Practice Management
Education
University of Maryland University College 2009 — 2010
Masters, Master of Finance and Information Systems
University of Maryland University College 2006 — 2009
MBA
United States Air Force Academy 2001 — 2005
Tom Angelone Tom Angelone's Pyramis Global Advisors, a Fidelity Investments Company Experience January 2013 - May 2014
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
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
Sam Sianissian Sam Sianissian's Pyramis Global Advisors, a Fidelity Investments Company Experience June 2010 - August 2010
Job Consumer Equities Analyst at Pyramis Global Advisors, a Fidelity Investments Company
Industry Investment Management
Experience
Pyramis Global Advisors August 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company June 2010 - August 2010
PricewaterhouseCoopers August 2006 - August 2009
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Emerging Markets, Due Diligence, Corporate Finance, Equity Research, Investments, Strategy, Asset Management, Alternative Investments, Financial Analysis, Portfolio Management, Restructuring, Venture Capital, Business Valuation, Competitive Analysis, Business Strategy, Private Equity, Investment Banking, Management Consulting, Strategic Consulting, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
MBA, Finance, General
University of Massachusetts, Amherst 2002 — 2006
BS, Computer Science
Pyramis Global Advisors August 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company June 2010 - August 2010
PricewaterhouseCoopers August 2006 - August 2009
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Emerging Markets, Due Diligence, Corporate Finance, Equity Research, Investments, Strategy, Asset Management, Alternative Investments, Financial Analysis, Portfolio Management, Restructuring, Venture Capital, Business Valuation, Competitive Analysis, Business Strategy, Private Equity, Investment Banking, Management Consulting, Strategic Consulting, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
MBA, Finance, General
University of Massachusetts, Amherst 2002 — 2006
BS, Computer Science
Enlai Lim, CPA, CMA Enlai Lim, CPA, CMA's Pyramis Global Advisors, a Fidelity Investments Company Experience August 2011 - Present
Job Consultant Relations Manager at Fidelity Investments
Industry Investment Management
Experience
Pyramis Global Advisors - A Fidelity Investments Company August 2011 - Present
Skills
Capital Markets, Consultant Liaison, Currency, Equities, Financial Services, Investments, Marketing, Fixed Income, Relationship Management, Securities
Education
McGill University 1999 — 2002
BCOM, Finance and Accounting
CMA
Pyramis Global Advisors - A Fidelity Investments Company August 2011 - Present
Skills
Capital Markets, Consultant Liaison, Currency, Equities, Financial Services, Investments, Marketing, Fixed Income, Relationship Management, Securities
Education
McGill University 1999 — 2002
BCOM, Finance and Accounting
CMA
Allyn Ross's Pyramis Global Advisors, a Fidelity Investments Company Experience March 2008 - June 2008
Job Principal Investment Data/Project Consultant (Asset Management) at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments September 2010 - January 2012
Fidelity Investments September 2009 - April 2010
Fidelity Investments September 2008 - April 2009
Pyramis Global Advisors - A Fidelity Investments Company March 2008 - June 2008
Fidelity Investments March 2007 - February 2008
New England FUNdraising Co., Inc. 2004 - 2007
The Telegraph (Publishing Co.) 2000 - 2004
University of Central Florida 1999 - 2000
New England Sports Network 1998 - 2000
Skills
Business Analysis, Securities, Asset Management, Investments, Institutional..., Vendor Management, Financial Services, Analysis, Fixed Income, Data Analysis, Finance, Equities, Asset Managment, Portfolio Management, Mutual Funds, Editing, Project Management, Risk Management, Hedge Funds, Management, Financial Analysis, Market Data, Options, Financial Modeling, Reference Data, Bloomberg, Financial Markets, Desktop Publishing, Video Production, Budgets, Business Intelligence, Governance, Asset Allocation, Relationship Management, Strategic Financial..., Banking, Capital Markets, Derivatives, Investment Management, Process Improvement, Institutional Accounts, Manager Selection, Institutional Marketing, Institutional Consulting, Investment Portfolio..., Investment Portfolios, Investment Policy, TV production
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance
Brandeis University 1995 — 1999
BA, Economics
CFA Institute
Finance, General
Fidelity Investments January 2012 - Present
Fidelity Investments September 2010 - January 2012
Fidelity Investments September 2009 - April 2010
Fidelity Investments September 2008 - April 2009
Pyramis Global Advisors - A Fidelity Investments Company March 2008 - June 2008
Fidelity Investments March 2007 - February 2008
New England FUNdraising Co., Inc. 2004 - 2007
The Telegraph (Publishing Co.) 2000 - 2004
University of Central Florida 1999 - 2000
New England Sports Network 1998 - 2000
Skills
Business Analysis, Securities, Asset Management, Investments, Institutional..., Vendor Management, Financial Services, Analysis, Fixed Income, Data Analysis, Finance, Equities, Asset Managment, Portfolio Management, Mutual Funds, Editing, Project Management, Risk Management, Hedge Funds, Management, Financial Analysis, Market Data, Options, Financial Modeling, Reference Data, Bloomberg, Financial Markets, Desktop Publishing, Video Production, Budgets, Business Intelligence, Governance, Asset Allocation, Relationship Management, Strategic Financial..., Banking, Capital Markets, Derivatives, Investment Management, Process Improvement, Institutional Accounts, Manager Selection, Institutional Marketing, Institutional Consulting, Investment Portfolio..., Investment Portfolios, Investment Policy, TV production
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance
Brandeis University 1995 — 1999
BA, Economics
CFA Institute
Finance, General
Jason Golden's Pyramis Global Advisors, a Fidelity Investments Company Experience April 2012 - June 2013
Job Director, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Pyramis Global Advisors, a Fidelity Investments Company April 2012 - June 2013
Fidelity Investments June 2008 - May 2012
Shaw's Supermarkets, Inc. 2005 - 2007
Staples, Inc 2002 - 2005
Goodkind & O'Dea, Inc. September 1993 - March 2000
Skills
Financial Analysis, Forecasting, Process Improvement, Analysis, Budgeting, Project Planning, Budgets, Cross-functional Team..., Finance, Management, Operations Management, Pricing, Six Sigma, Team Building, Financial Modeling, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Worcester Polytechnic Institute 1989 — 1993
BSCE, Civil Engineering
Fidelity Investments June 2013 - Present
Pyramis Global Advisors, a Fidelity Investments Company April 2012 - June 2013
Fidelity Investments June 2008 - May 2012
Shaw's Supermarkets, Inc. 2005 - 2007
Staples, Inc 2002 - 2005
Goodkind & O'Dea, Inc. September 1993 - March 2000
Skills
Financial Analysis, Forecasting, Process Improvement, Analysis, Budgeting, Project Planning, Budgets, Cross-functional Team..., Finance, Management, Operations Management, Pricing, Six Sigma, Team Building, Financial Modeling, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Worcester Polytechnic Institute 1989 — 1993
BSCE, Civil Engineering
Gerry Benson's Pyramis Global Advisors, a Fidelity Investments Company Experience December 2012 - Present
Job Research Analyst at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors, A Fidelity Investments Company December 2012 - Present
Hutchin Hill Capital August 2011 - November 2012
Jefferies Asset Management February 2007 - January 2011
Endeavour Capital June 2006 - February 2007
Level Global Investors December 2003 - June 2006
Seacliff Capital May 2002 - December 2003
Silicon Valley Bank June 1994 - September 2001
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Financial Modeling, Equity Research, Private Equity, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Banking, Equity Valuation, Financial Analysis, Emerging Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
Babson College 1988 — 1992
BS
Pyramis Global Advisors, A Fidelity Investments Company December 2012 - Present
Hutchin Hill Capital August 2011 - November 2012
Jefferies Asset Management February 2007 - January 2011
Endeavour Capital June 2006 - February 2007
Level Global Investors December 2003 - June 2006
Seacliff Capital May 2002 - December 2003
Silicon Valley Bank June 1994 - September 2001
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Financial Modeling, Equity Research, Private Equity, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Banking, Equity Valuation, Financial Analysis, Emerging Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
Babson College 1988 — 1992
BS
John P. Fredette, CFA's Pyramis Global Advisors, a Fidelity Investments Company Experience January 2010 - December 2012
Job VP Portfolio Manager at Piscataqua Savings Bank
Industry Financial Services
Experience
Piscataqua Savings Bank January 2013 - Present
Pyramis Global Advisors- A Fidelity Investments Company January 2010 - December 2012
FIdelity Investments January 2006 - December 2010
Skills
Portfolio Management, Equities, Mutual Funds, Bloomberg, Investments, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Financial Analysis, Alternative Investments, Asset Allocation, Valuation, Securities, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Microsoft Excel, Equity Research, Financial Services
Education
Southern New Hampshire University 2007 — 2008
Masters, Finance
Piscataqua Savings Bank January 2013 - Present
Pyramis Global Advisors- A Fidelity Investments Company January 2010 - December 2012
FIdelity Investments January 2006 - December 2010
Skills
Portfolio Management, Equities, Mutual Funds, Bloomberg, Investments, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Financial Analysis, Alternative Investments, Asset Allocation, Valuation, Securities, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Microsoft Excel, Equity Research, Financial Services
Education
Southern New Hampshire University 2007 — 2008
Masters, Finance
Amy Rhieu's Pyramis Global Advisors, a Fidelity Investments Company Experience September 2012 - Present
Job Financial Analyst at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors, a Fidelity Investments Company September 2012 - Present
Citizens Financial Group November 2010 - September 2012
GE Capital January 2009 - November 2010
GE Healthcare July 2007 - December 2007
Carey & Co. July 2006 - December 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Finance, Corporate Finance, Strategic Financial..., Accounting, Variance Analysis, Forecasting
Education
Northeastern University 2004 — 2008
BS, Finance and Accounting
University of Rhode Island 2012 — 2015
Master of Business Administration (MBA)
Pyramis Global Advisors, a Fidelity Investments Company September 2012 - Present
Citizens Financial Group November 2010 - September 2012
GE Capital January 2009 - November 2010
GE Healthcare July 2007 - December 2007
Carey & Co. July 2006 - December 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Finance, Corporate Finance, Strategic Financial..., Accounting, Variance Analysis, Forecasting
Education
Northeastern University 2004 — 2008
BS, Finance and Accounting
University of Rhode Island 2012 — 2015
Master of Business Administration (MBA)
Lisa (Holbrook) Welsh's Pyramis Global Advisors, a Fidelity Investments Company Experience March 2013 - Present
Job Senior Executive Assistant at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors, A Fidelity Investments Company March 2013 - Present
Veritude April 2012 - February 2013
Horizon Beverage Company July 2007 - August 2011
The Boston Consulting Group, Inc. June 1982 - January 2007
Education
Lasell College 1978 — 1980
Associate in Science (A.S.), Executive Administration/Executive Assistant Certification
Bridgewater State College 1977 — 1978
Early Childhood Education and Teaching
Pyramis Global Advisors, A Fidelity Investments Company March 2013 - Present
Veritude April 2012 - February 2013
Horizon Beverage Company July 2007 - August 2011
The Boston Consulting Group, Inc. June 1982 - January 2007
Education
Lasell College 1978 — 1980
Associate in Science (A.S.), Executive Administration/Executive Assistant Certification
Bridgewater State College 1977 — 1978
Early Childhood Education and Teaching