Position:
VP, Sales Enablement - Customer Strategy & Integrated Marketing at Fidelity Investments
Work:
Fidelity Investments
- Smithfield, RI since Aug 2011
-
VP, Sales Enablement - Customer Strategy & Integrated Marketing
Fidelity Investments
- Main Street (Kendall Square) Cambridge, MA May 2010 - Aug 2011
-
VP, Branch Office Manager
Fidelity Investments
- Congress Street, Boston, MA and Braintree, MA Aug 2007 - Apr 2010
-
Assistant Branch Manager
Fidelity Investments
- Braintree, MA Dec 2005 - Aug 2007
-
Regional Consultant
Fidelity Investments
- Marlborough, MA Jul 2004 - Dec 2005
-
Retirement Investment Services Manager
Trillium Asset Management
- Atlantic Ave, Boston, MA Jun 2003 - Jul 2004
-
Portfolio Administrator
Tucker Anthony / RBC Dain Rauscher
- Norwell, MA 2002 - 2003
-
Sales Assistant
Derby & Company
- Needham, MA 2001 - 2002
-
Temporary Associate at Investment Advisory Firm
Wilmark Group
- Wellesley, MA 2001 - 2001
-
Technical Staffing Recruiter
ShipECommerce
- Williston, VT 2000 - 2000
-
Marketing Manager
Killington
- Killington, VT 1997 - 2000
-
Snowboard Instructor, Vacation Sales Manager
Fidelity Investments
- Water Street, Boston, MA 1996 - 1998
-
Associate in Fidelity Corporate Real Estate
Classic Realty, Brookline, MA
- Brookline, MA 1995 - 1996
-
Real Estate Agent
Education:
University of Vermont 1999 - 2000
Boston University 1993 - 1995
BSBA
Hofstra University 1991 - 1993
transferred, Business
Algonquin Regional HS 1987 - 1991
Certifications:
MA Real Estate Salesperson License
Series 7 - General Securities Representative, FINRA
MA Insurance Licensed (Health, Life, Annuity)
Series 66 - Investment Advisor Licence, FINRA
Series 63, FINRA
Series 24 - General Securities Principal, FINRA
Snowboard Instructor, level 1, AASI
Screen Actor's Guild Member, SAG-AFTRA
Series 9 - General Sales Supervisor, FINRA
Series 10 - General Sales Supervisor, FINRA