Position:
Sr. Product Manager at Fidelity Investments
Work:
Fidelity Investments
- Smithfield, RI since Jun 2013
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Sr. Product Manager
Fidelity Investments
- Smithfield, Rhode Island Jan 2012 - Jun 2013
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Product Manager: Regulatory Programs
Leap Frog Systems
- Boston, MA Jul 2010 - Jan 2012
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Consultant, Fidelity Investment Services
Roxbury Public Defenders
- Roxbury, MA Jan 2010 - Jun 2010
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Legal Intern
Mid Atlantic Trust Company
- Pittsburgh, PA Jan 2009 - Aug 2009
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Sr. Relationship Manager and Internal Sales Specialist
Mid Atlantic Trust Company
Dec 2007 - Dec 2008
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Sr. Account Administrator
CASA of Allegheny County
Feb 2007 - Oct 2008
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CASA Volunteer
Mid Atlantic Trust Company
Oct 2005 - Dec 2007
-
Trust Officer and Operations Specialist
Mid Atlantic Trust Company
Jul 2005 - Nov 2005
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Account Administrator
Education:
Suffolk University Law School 2009 - 2012
Juris Doctor, Evening, Employment Law, Business Law, Financial Law, Criminal Law, Property, Trusts and Estates, ERISA
Duquesne University School of Law 2008 - 2009
Juris Doctor, Evening Program
Allegheny College 2000 - 2005
Bachelor of Arts, Political Science; Justice Internship Program
Woodland Hills
Awards:
Impact Player Award
Received in recognition of leadership role in handling and resolving tax and cost basis data and platform issues, opening lines of communication and implementing escalation procedures across the complex, and managing several high provide client engagements until resolution.
On the Spot Award
For outstanding performance to associates who have gone above and beyond what is required of them in their daily activities.
On the Spot Award
For outstanding performance to associates who have gone above and beyond what is required of them in their daily activities.
Certifications:
Rhode Island Bar, Rhode Island Bar Association
Series 63, FINRA
Series 7, FINRA