Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Fidelity Investments January 2015 - Present
Kennametal September 2014 - December 2014
Michigan State University April 2013 - August 2014
Young Life January 2011 - May 2013
DICK'S Sporting Goods June 2012 - January 2013
Lou Malnati's Pizzeria August 2008 - January 2010
Chicago Shamrox Indoor Lacrosse March 2008 - April 2008
Skills
Microsoft Excel, Microsoft Office, Marketing, Research, PowerPoint, Leadership, Customer Service, Microsoft Word, Data Entry, Social Networking, Time Management
Education
Michigan State University 2010 — 2014
Bachelor of Science (BS), Interdisciplinary Studies in Human Capital
Fidelity Investments October 2008 - Present
Fidelity Investments October 2004 - October 2008
Fidelity Investments October 1999 - October 2004
Skills
Banking, Customer Service, Investments, Financial Analysis, Financial Services, Mutual Funds, 401k, Retirement Planning, Retirement, Leadership, Relationship Management, Business Analysis
Education
Miami University 1983 — 1988
Bachelor of Applied Science (B.A.Sc.), Finance, General
Miami University
Fidelity Investments April 2013 - Present
Cardinal Solutions Group February 2013 - April 2013
I-Cubed September 2012 - February 2013
Comcast February 2010 - September 2012
Integrated Management Services April 2008 - January 2010
Skills
Telecommunications, Project Portfolio..., Program Management, Project Management, Process Improvement, Software Project..., Project Planning, Vendor Management, Integration, VoIP, PMP, MS Project, PMO, Agile Methodologies, Change Management, Business Analysis, SOA, Cross-functional Team..., Product Development, Agile Project Management, Management, Product Management, Project Delivery, Requirements Gathering
Education
Michigan State University 2003 — 2007
B.S., Political Science Pre-Law
Loyola University Medical Center 2013 - Present
Provena Health February 2012 - January 2013
Sara Lee Foods June 2007 - November 2009
Sara Lee Foods November 2004 - June 2007
Sara Lee Foods February 2004 - November 2004
Fidelity Investments November 1998 - February 2004
Skills
Customer Service, Vital Signs, Patient Safety, Meditech, Leadership, Teamwork, Management, Time Management
Education
Chamberlain College of Nursing-Addison Campus 2010 — 2012
Bachelor of Science (B.S.), Registered Nurse, Summa Cum Laude, Valedictorian
Xavier University - School of Business Administration 2002 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General, Summa Cum Laude
Miami University 1991 — 1995
Bachelor of Science (B.S.), Marketing, Summa Cum Laude
CoBank January 2015 - July 2015
Sports Authority December 2014 - January 2015
Fidelity Investments October 2013 - October 2014
FirstMerit Bank December 2012 - September 2013
Northwestern Mutual Wilshire Group February 2012 - July 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Life Insurance, Health Insurance, Accident Insurance, Wealth Management..., Coaching, Banking, Customer Service, Finance, PowerPoint, Financial Services, Asset Management, Wealth Management, Communication Skills, Leadership, Microsoft Office, Loans, Teamwork, Sales
Education
University of Tennessee-Knoxville 2015 — 2016
Master of Business Administration (MBA), Finance
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Fidelity Investments February 2008 - Present
Fidelity Investments April 1996 - February 2008
Provident Bank August 1988 - April 1996
Education
University of Cincinnati College of Business 1994 — 1997
MBA
Miami University 1984 — 1988
BS, Finance
Fidelity Investments March 2014 - Present
Fifth Third Bank October 2013 - March 2014
Fifth Third Bank January 2006 - March 2014
Fifth Third Bank August 2012 - October 2013
Fifth Third Bank June 2010 - August 2012
Fifth Third Bank January 2006 - June 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Retail Banking, Customer Service, Process Improvement, Investments, Commercial Lending, Training
Education
Miami University 2005 — 2010
Bachelor of Arts (B.A.), Psychology
Fidelity Investments March 2014 - Present
Total Quality Logistics 2012 - 2013
TGI Fridays May 2008 - July 2012
Skills
Inventory Management, Customer Service, Time Management, Logistics, Microsoft Office, Inventory Control, Leadership, Sales, Sales Process, Moderate Mandarin...
Education
Miami University 2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies
Shanghai University 2009 — 2009
SiriusXM/CPM June 2014 - Present
MarketSource April 2012 - May 2014
Wireless Express, LLC June 2010 - June 2011
Immerman & Tobin Co August 2009 - June 2010
Game City 360 August 2007 - August 2009
Game Crazy / Hollywood Entertainment January 2003 - June 2007
Cingular Wireless November 2000 - March 2003
Hamilton County Sheriff's Department May 2002 - January 2003
Fidelity Investments February 1997 - November 2000
Sycamore Township 1993 - 1996
Skills
Sales, Training, Sales Management, Management, Budgets, Retail, Recruiting, Inventory Management, Merchandising, Customer Service, Operations Management, Negotiation, Analysis, Human Resources, Public Speaking, Account Management, Sales Operations, Customer Satisfaction, Employee Training, Direct Sales, Marketing, Cold Calling, Customer Retention, Coaching, Team Building, Strategic Planning
Education
Police Officer - Ohio Peace Academy Butler County Ohio
E.M
Miami University 1993 — 1995
Fine Arts
Miami University
Fine Arts
Fidelity Investments July 2011 - Present
Fidelity Investments November 1999 - July 2011
RE/MAX 2005 - 2008
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1999
Skills
Strategic Communications, Project Management, Interior Design, Leadership, Marketing, Strategic Planning, Strategy, Social Media, Marketing Communications, Marketing Strategy
Education
Miami University 1989 — 1993
Bachelor of Science (B.S.), Business - Marketing
Fidelity Investments July 2013 - Present
Merrill Lynch Wealth Management May 2012 - August 2012
Integirty Express Logistics May 2011 - August 2011
Kingswood Duplex Homes May 2008 - August 2010
Skills
Sales Management, Financial Reporting, Salesforce.com, Sales Process, Contract Negotiation, Supplier Negotiation
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, General
Archbishop Moeller High School 2005 — 2009
TripAdvisor June 2013 - Present
Smarter Travel Media LLC June 2011 - May 2013
TripAdvisor October 2000 - May 2011
Fidelity Investments February 1998 - September 2000
Epsilon August 1995 - February 1998
Arthur Andersen & Co June 1994 - August 1995
Skills
Software Engineering, Computer Science, Algorithms, Java, Hadoop, Scalability, hive, PostgreSQL, MySQL, Microsoft SQL Server, Hive, Software Development, SQL
Education
Michigan State University 1989 — 1994
BS, Computer Science
TD Ameritrade Institutional April 2015 - Present
Fidelity Investments April 2009 - April 2015
Lincoln Financial Group February 2007 - February 2009
Skills
Business Development, Wealth Management, Recruiting, Financial Services, Series 7, Series 24, Series 65, Investments, Mutual Funds, 401k, Asset Managment
Education
Michigan State University 1993 — 1998
Ohio National Financial Services May 2015 - Present
The Cincinnati Insurance Companies June 2011 - May 2015
The Cincinnati Insurance Companies January 2002 - June 2011
Fidelity Investments 1999 - 2001
Rumpke 1996 - 1999
Deloitte & Touche 1993 - 1996
Skills
Finance, Internal Audit, Analysis, Strategic Financial..., Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Accounting, Auditing, Insurance, Process Improvement, External Audit, Budgets, Risk Assessment, Internal Controls, Business Process..., Business Analysis, Project Management, IT Audit, Investments, Property & Casualty..., Forecasting, CPA, Governance, Financial Accounting, Sarbanes-Oxley, Business Intelligence, Financial Services, Enterprise Risk..., Strategic Planning
Education
Miami University 1989 — 1993
Bachelor of Science, Accounting
Legacy Financial Advisors January 2014 - Present
The Retirement Corporation of America (RIA) April 2013 - January 2014
Fidelity Investments May 2010 - March 2013
Fidelity Investments October 2007 - May 2010
Fidelity Investments August 2006 - October 2007
Fidelity Investments October 2005 - August 2006
Education
Miami University 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Double Major in Engineering Management & Manufacturing Engineering
Brownson, Rehmus & Foxworth May 2013 - Present
Fidelity Investments June 2012 - May 2013
RMK Management Corporation May 2011 - August 2011
Winnetka Golf Club May 2009 - August 2010
Vector Marketing June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Stock Market, Stock Trading, Asset Allocation, Fixed Income, Series 7, Mutual Funds, Series 63, Strategic Financial..., Social Media, Customer Service, Series 65
Education
Farmer School of Business 2009 — 2012
Bachelor of Science (B.S.), Business Economics
Miami University 2008 — 2012
Bachelor of Science (B.S.), Business Economics
Fidelity Investments August 2012 - Present
CoCo Key Water Resort February 2008 - February 2010
Skills
Customer Service, Time Management, Microsoft Word, Microsoft Office, Teamwork, Cooking, Microsoft Excel, Inventory Management, Leadership, PowerPoint, Facebook, Social Media, Management, Research
Education
Miami University 2008 — 2012
Bachelor of Integrated Studies, Sociology and Visual Media
Fifth Third Bank June 2013 - Present
Fifth Third Securities November 2009 - June 2013
JPMorgan Chase June 2009 - October 2009
Fifth Third Bank January 2009 - May 2009
Fifth Third Securities October 2007 - December 2008
Fifth Third Bank September 2005 - September 2007
Fidelity Investments December 2004 - August 2005
Skills
Series 7, Series 63, Series 66, Ohio Insurance License, Uniform Combined State..., Financial Analysis, Investment Advisory
Education
Miami University 2000 — 2004
Bachelor of Science, Finance
Givaudan October 2013 - Present
Self Employed March 2006 - August 2014
Midwest Health Insurance Associates, LLC January 2013 - July 2014
Anthem Blue Cross and Blue Shield November 2009 - December 2012
Convergys May 2000 - March 2006
Fidelity Investments August 1994 - May 2000
CBS Personnel November 1989 - August 1994
Skills
Onboarding, Talent Management, College Recruiting, Applicant Tracking..., Technical Recruiting, Recruiting, Internet Recruiting, Employee Relations, Employee Engagement, Performance Management, Benefits Negotiation, Sourcing, Screening, Job Fairs, HRIS, Human Resources, Staffing Services, Resume Writing, Deferred Compensation, Workforce Planning
Education
Miami University 1983 — 1987
Bachelor of Arts (B.A.), Sociology (minor in Social Work)
Hoover High School
Wealth Strong Partners September 2006 - Present
Federal Employee Benefits Center December 2009 - December 2012
Wealth Strong International September 2006 - February 2009
Charles Schwab August 1994 - August 2004
Fidelity Investments April 1986 - April 1993
Skills
Training, Strategic Financial..., Coaching, Wealth, Leadership Development
Education
Miami University 1976 — 1980
BA, Political Science
Cincinnati Children's Hospital Medical Center May 2010 - Present
Jazzercise Inc. November 2014 - Present
UC Health 2009 - 2010
Fidelity Investments December 1995 - May 2006
Skills
Healthcare Information..., Data Analysis, Healthcare, Process Improvement, EMR, Clinical Research, EHR, Hospitals, Informatics, HIPAA, Epic Systems, Healthcare Management, Quality Improvement
Education
Miami University 1989 — 1991
Master of Science (MS), Mathematics and Statistics
Northern Kentucky University 1985 — 1989
Bachelor of Science (BS), Mathematics
Cincinnati Symphony Orchestra April 2014 - Present
Paycor October 2006 - April 2014
Fidelity Investments August 2005 - September 2006
Dillards July 2004 - August 2006
Skills
Payroll, Employee Benefits, HRIS, Human Resources, Benefits Administration, 401k, Performance Management, Process Improvement, Sales, Customer Service
Education
Miami University 2001 — 2004
Bachelor of Arts (BA), English Language and Literature, General
PQNP June 2004 - Present
Wells Fargo June 2003 - July 2005
Fidelity Investments January 1990 - June 2003
Aetna May 1986 - January 1991
Skills
Mutual Funds, Retirement Planning, Investments, Asset Managment, Series 63, Asset Allocation, Defined Benefit, Series 6, 401k, Alternative Investments
Education
Chartered Financial Analyst CFA 1989 — 1991
Miami University 1982 — 1986
BS, Major:Finance, Minor Statistics
other
Nutraceutical Corporation January 1994 - January 1998
Weider Nutrition International January 1992 - January 1994
Fidelity Investments January 1989 - January 1992
Skills
Publishing, Advertising, Promotions, Retail, Publications, New Business Development, Marketing Strategy
Education
Miami University 1984 — 1988
Bachelor of Science, Business Administration; of Marketing
Rufus King High School 1980 — 1984
Fidelity Investments July 2014 - Present
Human Factors International July 2010 - May 2014
Logical Design Solutions April 2009 - June 2010
Molecular June 2008 - April 2009
MISI Company January 2008 - June 2008
JPMorgan Chase August 1997 - November 2007
Poppe Tyson Advertising August 1995 - August 1997
Skills
Usability Testing, Accessibility, Web Design, User-centered Design, Information Architecture, User Experience, Usability Design, Experience Design, Usability Engineering, User Research, Usability, Interaction Design, Strategic Communications, Wireframes, Contextual Inquiry, User Interface Design, User Experience Design, Persona, Digital Strategy, Heuristic Evaluation, Human Computer..., User Interface, User Scenarios, Strategy, Card Sorting, Team Building, Task Analysis, Wire Framing, Creative Direction
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
The George Washington University 1987 — 1988
MPS
Michigan State University 1982 — 1986
BA
T-Mobile October 2014 - Present
T-Mobile September 2013 - October 2014
T-Mobile July 2011 - September 2013
Chiquita May 2011 - June 2011
Fidelity Investments August 2010 - May 2011
The Hopetown Group August 2008 - January 2010
Evolo Design 2005 - 2008
Skills
Strategy, Project Management, Business Strategy, Analysis, Process Improvement, Market Research, Strategic Planning, Telecommunications, Business Modeling, Consensus Building
Education
Miami University 2010 — 2011
Masters, Business Administration
Miami University 2001 — 2005
BS, Engineering/Industrial Management
LexisNexis November 2009 - Present
Cengage Learning June 2009 - November 2009
Luxottica Group December 2008 - March 2009
Fidelity Investments April 2007 - December 2008
UnitedHealthcare (previously known as United Medical Resources) September 1997 - April 2006
Carnett September 1989 - December 1990
BancBoston Mortgage Corporation September 1988 - September 1989
The Drackett Company August 1987 - September 1988
US Bank February 1986 - August 1987
Champion International Corporation January 1984 - February 1986
Skills
SDLC, Program Management, Quality Assurance, Documentation, Budgets
Education
Miami University
B.S, Systems Analysis
KSM Consulting June 2015 - Present
Orr Fellowship May 2015 - Present
Fidelity Investments June 2014 - August 2014
DOmedia May 2013 - August 2013
Acceptd May 2012 - December 2012
Skills
Entrepreneurship, Leadership, Social Networking, Event Planning, Marketing, Start-ups, Social Entrepreneurship, Project Planning, Business Development, Customer Service, Sales, Microsoft Excel, Research, Social Media, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Spanish, Internal Audit, Teamwork, Social Media Marketing, Market Research, Access, Data Analysis, Financial Analysis, Adobe Creative Suite, Event Management, Constant Contact, Communication Skills, Fundraising, Recruiting
Education
Miami University 2011 — 2015
Bachelor's degree, Accounting, 3.5
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
NewBridge Bank December 2014 - Present
Square 1 Asset Management February 2013 - April 2014
Arboretum Asset Management, Inc. October 2011 - February 2013
Capital Advisors Group November 2005 - August 2011
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2000 - May 2003
American Express October 1998 - February 2000
Skills
Portfolio Management, Fixed Income, Investments, Investment Strategies, Economics, Investment Management, Asset Management, Securities, Equities, Trading, Financial Services, Cash Management, Capital Markets, Asset Managment, Mutual Funds, Alternative Investments, Asset Allocation, FX Options, Venture Capital, Bloomberg, Strategic Financial..., Relationship Management
Education
Miami University 1994 — 1998
Bachelor of Arts, Political Science
Fidelity Investments January 2013 - Present
Fidelity Investments January 2008 - December 2012
Fidelity Investments July 2002 - December 2007
Fidelity Investments November 1996 - June 2002
Skills
401k, Mutual Funds, Financial Services, Strategic Leadership, Business Efficiency, Program Management, Organizational Agility, Operations Management, Relationship Management, Process Improvement, Business Analysis, FINRA, Risk Management, Investments, Series 7, Project Management, Leadership, Vendor Management, Management, Retirement, Business Process..., Strategic Planning
Education
Miami University 1985 — 1989
Diplomacy & Foreign Affairs
Fidelity Investments July 2015 - Present
Neighborhood Landscaping May 2014 - July 2014
BRAVO BRIO Restaurant Group December 2010 - August 2012
Skills
Sector Specific..., US Equities, Asset Management, Asset Allocation, Investments, Customer Service, Teamwork, Microsoft Excel, Event Planning, Leadership, Time Management, Microsoft Office, Microsoft Word, Public Speaking
Education
Miami University 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Fidelity Investments June 2011 - Present
Fidelity Investments April 2010 - June 2011
Fidelity Investments September 2008 - April 2010
Fidelity Investments October 2007 - September 2008
Fidelity Investments June 2007 - October 2007
Michigan CAT 2006 - 2006
Skills
Series 7, Retirement Planning, Investments, Finance, Portfolio Management, Series 63, Asset Allocation, Mutual Funds, Financial Analysis, Wealth Management, Financial Planning, Securities
Education
Miami University 2003 — 2007
Finance
SentriLock, LLC March 2015 - Present
The HoneyBaked Ham Company March 2010 - March 2015
Deuk Spine Institute October 2009 - January 2010
Space Coast Credit Union March 2009 - October 2009
Elite Storm Systems May 2007 - January 2009
Symetrics Industries February 2004 - May 2007
Legend Properties - Grand Harbor February 2003 - February 2004
Fidelity Investments May 2000 - July 2002
Skills
Payroll, ADP Payroll, Paycor Payroll, Human Resources, Recruiting, Newton Recruiting..., Benefits Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Project Management, Training, Executive Level..., Office Management, Event Planning, Employee Relations, Employee Benefits, Onboarding, Process Improvement, Time Management, Hiring, Applicant Tracking..., Interviews, HRIS, Talent Acquisition
Education
Xavier University 1998 — 2000
Human Resources Management and Services
Miami University 1990 — 1992
Associate of Science (A.S.), Business Administration, Management and Operations
J.P. Morgan August 2013 - Present
Madison Construction July 2012 - August 2013
Stryker Medical Corporation May 2012 - June 2012
Fidelity Investments August 2011 - May 2012
Pepper Construction Company 2007 - 2010
Education
Purdue University 2003 — 2007
Bachelors of Science, Construction Engineering
Miami University 2011 — 2012
MBA
Fidelity Investments March 2012 - Present
Fidelity Investments July 2008 - March 2012
Fidelity Investments September 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Miami University
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments September 2014 - Present
Fidelity Investments October 2011 - August 2014
Thermo Fisher Scientific March 2003 - May 2007
Skills
Needs Analysis, Instructional Design, Blended Learning, Instructor-led Training, Learning Management, Visio, SnagIt, User Experience, Adobe Acrobat, Continuous Improvement, Team Facilitation, Project Management, Process Improvement, Business Process Mapping, Solution Implementation
Education
Miami University
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Fifth Third Securities January 2015 - Present
Fidelity Investments August 2014 - January 2015
KeyBank September 2013 - August 2014
Fifth Third Bank June 2012 - September 2013
Huntington Copper March 2011 - February 2012
Penn Station June 2004 - April 2011
Source Interlink Media Distribution July 2009 - December 2009
Skills
Leadership, Program Management, Business Planning, Public Speaking, Customer Satisfaction, Retail, Networking, Finance, Employee Benefits, Management Consulting, Business Process..., Change Management, Business Strategy, Organizational..., Management, Organizational Design, Business Analysis, Strategic Planning, Business Transformation, Team Building
Education
University of Phoenix 2015 — 2016
Professional Certificate, Human resources Management
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 2006 — 2010
Bachelor's Degree, Management and Organizations
Mariemont High School
Fidelity Investments August 2013 - Present
Merrill Lynch August 2012 - August 2013
Rapid Cincinnati December 2011 - August 2012
The Den (Convenience store) August 2008 - May 2011
King Library, Miami University August 2006 - May 2011
Skills
Loan Origination, Residential Mortgages, Mortgage Underwriting, Mortgage Banking, Sales, Sales Process, Financial Analysis, Microsoft Excel, Social Media, Banking
Education
Miami University 2006 — 2011
B.A, Economics
Fidelity Investments March 2013 - Present
Fidelity Investments June 2011 - March 2013
Little Valley Homes, Inc. May 2008 - August 2009
Little Valley Homes, Inc June 2005 - August 2007
Skills
Sales
Education
Miami University 2007 — 2011
B.S. in Business in Economics
Dartmouth-Hitchcock February 2014 - Present
Kimberly-Clark November 2010 - February 2014
ThedaCare, Inc. August 2011 - December 2013
Raytheon October 2001 - November 2010
CMGI, Engage Media 2000 - 2001
Fidelity Investments 1993 - 2000
PanEnergy Corporation, Algonquin Gas Transmission Company 1991 - 1993
Aetna Life & Casualty 1986 - 1991
Phillips Petroleum Company 1982 - 1985
Skills
Succession Planning, Talent Management, Employee Relations, Leadership Development, Marketing, Human Resources, Organizational..., Talent Acquisition, Workforce Planning, Organizational..., Leadership, Deferred Compensation, Change Management, Performance Improvement, Strategic Planning, Process Improvement, Employee Engagement, Culture Change, Labor Relations, Career Development, HR Consulting, Program Management, Technical Recruiting, Personnel Management, Organizational Design, Team Building, Recruiting, Mergers, Performance Management, Onboarding, Start-ups, Applicant Tracking..., Mergers & Acquisitions, Training, Executive Management, Executive Coaching, Business Planning, Employee Benefits, HRIS, Strategy, Coaching, College Recruiting, Employee Training, Sourcing, Benefits Administration, Conflict Resolution, Compensation & Benefit, Interviews, New Hire Orientations, Workshop Facilitation
Education
Michigan State University 1981 — 1981
MLIR, Labor & Industrial Relations
State University of New York College at Buffalo 1977 — 1979
Bachelor of Science, Criminal Justice
Orange County Community College 1975 — 1977
Associate in Applied Science, Police Science
Goshen Central HS
Title Resource Group April 2013 - Present
Title Resource Group February 2005 - April 2013
Fidelity Investments February 2003 - February 2005
Cvent March 2000 - February 2003
Education
Michigan State University 1991 — 1996
Wells Fargo 2014 - Present
The Management Group/StaffMasters 2011 - 2014
Fidelity Investments 1990 - 1993
Sara Lee Corporation 1985 - 1990
Kearney-National, Inc. 1982 - 1985
Swift & Company 1978 - 1982
Skills
Financial Analysis, Strategic Planning, Budgeting, Forecasting, Process Improvement, Budgets, Operations Management, Investments, Finance, Nonprofits, Integration, Analytics, Organizational..., Analysis, Leadership, Management Consulting, Financial Reporting, Program Management, Management, Team Building
Education
Michigan State University
BA, Accounting
University of Chicago
MBA, Finance
Accenture June 2014 - Present
CDW September 2013 - June 2014
Johnson & Johnson January 2012 - September 2013
Wipro Technologies 2007 - 2012
Fidelity Investments May 2007 - September 2007
Five9 Technologies September 2006 - May 2007
Fifth Third Bank February 2003 - September 2006
Convergys September 2000 - April 2003
ONEX January 1999 - December 2001
Aerotek January 1997 - January 1999
Skills
ITIL, Change Management, Vendor Management, Program Management, Data Center, Process Improvement, Outsourcing, Unix, IT Management, Requirements Analysis, Account Management, Disaster Recovery, Infrastructure, Strategic Planning, Operations Management, Information Technology, Business Process..., Enterprise Architecture, SDLC, IT Operations, Business Intelligence, Business Process, IT Strategy, IT Service Management, Strategy, Cross-functional Team..., Service Delivery, ERP, Management, Solution Architecture, Leadership, Software Documentation, Six Sigma, Consulting, Incident Management, Risk Management, Integration, PMP, Project Portfolio..., PMO, Troubleshooting, Service Management, Business Analysis, Software Project..., Training, Cloud Computing, IT Outsourcing, Team Building, Managed Services, Networking
Education
Miami University 1991 — 2000
BA, Speech Communication, Organizational Development
Alpha Cubed Investments, LLC October 2014 - Present
TD Ameritrade March 2010 - October 2013
Schwab Advisor Services 2009 - 2010
The CAPROCK Group August 2008 - September 2009
Fidelity Investments 1996 - November 2007
Education
Miami University 1987 — 1994
Talawanda High School
Talawanda High School
Talawanda High School
Talawanda High School
Citizens Bank March 2013 - Present
RBS Citizens May 2010 - March 2013
RBS Citizens February 2007 - May 2010
National City Bank March 2005 - February 2007
Provident Bank February 2004 - March 2005
Provident Bank January 2003 - February 2004
Provident Bank April 2002 - January 2003
Fidelity Investments September 2000 - February 2002
Education
Miami University 1996 — 2000
Bachelor of Science in Business
Fidelity Investments September 2011 - Present
Fidelity Investments July 2010 - September 2011
Fidelity Investments March 2009 - July 2010
Merrill Lynch September 2007 - January 2009
Chicago Merchantile Exchange May 2006 - September 2007
Skills
Investments, Fixed Income, Financial Services, Series 7, Financial Planning, Consultative Sales..., Financial Analysis, ETFs, Equities, Mutual Funds, Series 66, Uniform Combined State..., Securities, Bloomberg, Risk Management, Options, Variable Annuities, Fixed Annuities, Life & Health Insurance..., Portfolio Management, Finance
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Marketing
Fidelity Investments April 2012 - Present
Fidelity Investments July 2008 - April 2012
Fidelity Investments June 2006 - July 2008
MEDITECH February 2003 - June 2006
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Business Analysis, Equities, Financial Services, Process Improvement, Series 7, Leadership, Securities
Education
Miami University 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Mercy Health (formerly Catholic Health Partners) 2004 - Present
Seasongood Asset Management 2000 - 2004
Fifth Third Asset Management 1993 - 2000
Fidelity Investments 1989 - 1993
Skills
Portfolio Management, Asset Allocation, Pensions, Asset Management, Due Diligence, Investments, Private Equity, Institutional, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Hedging, Investment Advisory, Trading, 401k, Asset Managment, Retirement
Education
Xavier University - School of Business Administration 1992 — 1994
MBA, Finance
Miami University 1985 — 1989
Bachelor of Science (BS), Finance
OPERS April 2015 - Present
Fidelity Investments October 2014 - April 2015
Fidelity Investments May 2010 - October 2014
Fidelity Investments October 2007 - May 2010
Accredited Home Lenders June 2006 - September 2007
Skills
Series 7, Series 63
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Business
Fidelity Investments March 1992 - Present
Education
Miami University 1986 — 1990
Fidelity Investments June 2014 - Present
Fidelity Investments November 2009 - June 2014
Fidelity Investments August 2008 - November 2009
Fidelity Investments January 2004 - July 2008
Skills
Wealth Management, Investments, Portfolio Management, Estate Planning, Retirement Planning, Series 7, Series 63, Certified Financial..., Mutual Funds, Asset Allocation, ETFs, Finance, 401k, Uniform Combined State...
Education
Kaplan Schweser 2011 — 2012
CFP, Financial Planning and Services
Miami University 1999 — 2003
BA, Finance, French language
Fidelity Investments August 2012 - Present
Fidelity Investments June 2006 - August 2012
Fifth Third Bank October 2003 - June 2006
Fifth Third Bank October 2002 - October 2003
Limited Brands, Inc. July 2001 - October 2002
Limited Brands August 2000 - July 2001
Skills
Six Sigma, Strategic Planning, Budgets, Training, DMAIC, Process Improvement, Business Process..., Financial Analysis, Business Analysis, Forecasting, Risk Management, Change Management, Business Planning
Education
Miami University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Fidelity Investments May 2008 - Present
Fidelity HR Services 2008 - Present
Hewitt Associates 1988 - 2008
Hewitt Associatets 1988 - 2008
Skills
Insurance, Retirement Benefits, Vendor Management, Outsourcing, Defined Benefit, BPO, Change Management, Process Improvement, Employee Engagement, Pensions, Performance Management, Call Center, 401k, Human Resources, Talent Management, Metrics, Financial Services, Retirement, Employee Benefits, PeopleSoft, Strategy, Management, Call Centers, Executive Management, Customer Experience, CRM
Education
University of Illinois at Chicago 1982 — 1987
MFA, Communication Design
Michigan State University 1978 — 1982
BFA, Fine Art and Psychology
Natixis Global Asset Management May 2009 - Present
Clark Capital Management Group, Inc. 1999 - July 2010
Natixis Global Associates US 2009 - 2010
Clark Capital Mgt. Group 1998 - 2009
Fidelity Investments Institutional Services (FIIS) 1993 - 1998
Fidelity Investments 1993 - 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Wealth Management
Education
Miami University
BA, Psychology
Saint Joseph's Prep
Cincinnati Childrens Hospital Medical Center August 2010 - Present
Northern Kentucky University June 2009 - June 2010
Procter & Gamble December 2004 - February 2009
Fund Evaluation Group September 2001 - December 2004
Fidelity Investments 2000 - 2001
Skills
Data Analysis, Event Planning, Research, Non-profits, Public Speaking, Qualitative Research, Social Media, Statistics, Public Relations, Microsoft Office, Strategic Planning, Marketing Research, Business Analysis, Business Strategy, Business Planning
Education
Northern Kentucky University 2006 — 2010
MBA, International Business
Miami University 1996 — 2000
Bachelors, Marketing
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
State Farm Insurance October 2009 - September 2011
Avatech Solutions April 2008 - September 2009
Paychex August 2004 - April 2008
GHA Technologies September 2003 - August 2004
Brixx Wood Fired Grill August 2003 - August 2004
CDW July 2001 - August 2003
Skills
Customer Relations, Consultative Selling, Sales Management, New Business Development, Insurance, Account Management, Sales Process, Customer Service, Excel, Microsoft Excel
Education
Miami University 1997 — 2001
B.S., Marketing
Fidelity Investments
Skills
Business Analysis, Process Improvement, Vendor Management, Business Process..., Visio, Program Management, Six Sigma, Project Management, Change Management, Cross-functional Team..., Requirements Analysis, Process Engineering, Software Project..., Management, Team Leadership
Education
Miami University 1989 — 1993
Bachelor of Arts (B.A.)
William Henry Harrison High School 1985 — 1989
Fidelity Investments 2006 - 2011
Charles Schwab 2002 - 2006
Prudential Insurance 1988 - 1992
Price Waterhouse 1984 - 1988
Skills
Mutual Funds, Financial Services, Securities, Process Improvement, Finance, Change Management, Vendor Management
Education
Miami University
Fidelity Investments December 1993 - Present
Skills
401k
Education
Miami University 1986 — 1990
BA, Economics
Fidelity Investments 2000 - Present
Keane Consulting 1995 - 2000
General Electric Aircraft Engines Evendale 1984 - 1995
General Electric Aircraft Engines 1978 - 1982
Skills
Oracle, Data Modeling, SQL Tuning, Database Design, Performance Tuning, Data Warehousing, Oracle E-Business Suite, RMAN, SQL, Disaster Recovery, PL/SQL, Unix Shell Scripting, Data Guard, Oracle RAC, Oracle ASM
Education
Miami University 1982 — 1984
Bachelor's Degree, Chemistry
Miami University 1976 — 1978
Associate's degree, Computer Science
Fidelity Investments April 2004 - May 2010
Fidelity Investments October 1998 - April 2004
Cintas July 1995 - October 1998
Skills
Financial Services, Investments
Education
Miami University 1991 — 1995
Fidelity Investments 2011 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 1991 - 2007
Mead Corporation 1989 - 1991
Skills
CRM Integration, Team Management, Program Management, Vendor Management, Strategic Planning, Roadmap Creation
Education
Miami University 1983 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Oak Hills High School
General Electric June 2011 - Present
Duke Energy July 2009 - June 2011
Fidelity Investments May 2005 - February 2009
General Electric May 2000 - May 2005
Metamor Worldwide November 1998 - April 2000
PricewaterhouseCoopers February 1996 - November 1998
CarnaudMetalbox (USA) Inc. November 1993 - February 1996
Quantum Chemical November 1989 - October 1993
Convergys June 1988 - November 1989
Western & Southern Financial Group June 1986 - June 1988
Skills
Program Management, Project Management
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Systems Analysis
Legacy Financial Advisors February 2013 - Present
Fidelity Investments September 2010 - January 2013
Fidelity Investments October 2007 - August 2009
Education
Miami University 1999 — 2004
Bachelor of Arts (B.A.), Finance, General
Fidelity Investments June 2015 - Present
Fidelity Investments December 2014 - May 2015
Fidelity Investments March 2013 - December 2014
Fidelity Investments November 2009 - March 2013
Fifth Third Bank June 2008 - November 2009
Fifth Third Bank June 2006 - June 2008
Skills
Financial Analysis, Relationship Management, Financial Reporting, Financial Modeling, Strategic Financial..., Accounting, Essbase, Finance, Hyperion Enterprise, Forecasting, Banking, Corporate Finance, Private Equity, Leadership
Education
Miami University 2003 — 2006
Bachelor's of Science, Accounting
Rensselaer Polytechnic Institute
Engineering
Fidelity Investments March 1998 - Present
Education
Miami University
BA, Psychology
Fidelity Investments
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Financial Services, Leadership, Management, Requirements Analysis, Business Process...
Education
Miami University 1986 — 1989
Bachelor of Science (B.S.), Finance, General
RINET Company, LLC March 2010 - Present
Fidelity Investments September 2009 - February 2010
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2000 - June 2007
IBG/FIAG July 1995 - June 2000
Fidelity Investments October 1993 - July 1995
Fidelity Investments September 1991 - October 1993
First Investors Corporation March 1989 - August 1991
Education
Miami University 1984 — 1988
BS, Finance
Fidelity Investments September 1997 - Present
US Playing Card June 1995 - September 1997
ADP Dealer Services 1988 - 1995
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Software Development, Business Analysis, Process Improvement, PMP, Program Management, Vendor Management, Enterprise Architecture, Oracle, SQL, Unix, Requirements Gathering, SOA, Agile Project Management, Project Management, Cross-functional Team..., Scrum
Education
Xavier University - School of Business Administration 1985 — 1986
MBA, Finance
Miami University 1981 — 1985
Bachelor, System Analyst
Western & Southern Financial Group July 2009 - Present
Fidelity Investments January 1995 - February 2009
fidelity investments 1995 - 2009
Mercantile Stores Company 1987 - 1995
mercantile stores 1987 - 1995
Home Federal Savings and Loan October 1984 - October 1987
Skills
Project Management, Telecommunications, Microsoft Office, Software Documentation, Vendor Management, Visio, Business Analysis, MS Project, Cross-functional Team..., ITIL, RFP, Disaster Recovery, VoIP, Technical Support, Networking
Education
Miami University 1983 — 1985
Associate, Applied Science - Computer Technology
FIIS December 2009 - Present
Fidelity Investments April 2005 - November 2009
Fidelity Investments September 1998 - March 2005
Fidelity Investments January 1996 - August 1998
Benjamin Consulting March 1995 - December 1995
Digital Equipment Corporation October 1991 - March 1995
Digital Equipment Corporation 1989 - 1991
Digital Equipment Corporation 1986 - 1989
Digital Equipment Corporation 1983 - 1986
Arthur Andersen & Co. ( Professional Education Division) 1981 - 1983
Skills
Strategy, Strategic Consulting, Process facilitation, Leadership Development, Training, Hold Series 63, Hold Series 7, Hold Series 24
Education
Michigan State University 1979 — 1980
MA, Instructional Design & Development
Syracuse University 1975 — 1979
BS, Television Production & Direction
Fidelity Investments May 2002 - Present
Education
Miami University 1985 — 1989
Bachelor of Science
Fidelity Investments March 2013 - Present
Fidelity Investments March 2011 - March 2013
Fidelity Investments February 2009 - March 2011
Fidelity Investments August 2008 - February 2009
Skills
Strategy, Cross-functional Team..., Management, Program Management, Process Improvement, Business Development, Analytics, Marketing Communications, Investments, Customer Satisfaction, Retail, Quality Management, Defined Benefit, Financial Analysis, Financial Services
Education
Miami University 1980 — 1984
BS, Accountancy
Fidelity Investments March 2013 - Present
Fidelity Investments November 2010 - February 2013
Fidelity Investments July 2007 - November 2010
Skills
Risk Management, Microsoft Excel
Education
Miami University
Fidelity Investments 1995 - Present
Skills
Account Management, Vendor Management
Education
Miami University
Bachelors, Business
Private July 2015 - Present
T. Rowe Price July 2000 - June 2015
OppenheimerFunds January 1997 - July 2000
Fidelity Investments February 1984 - January 1997
Skills
Series 8, Series 24, Series 4, Series 7, Equities, Mutual Funds, Fixed Income, Asset Management, Risk Management, Financial Services, Back Office, Relationship Management, Investment Management, Asset Allocation
Education
Miami University 1978 — 1982
Bachelor of Science, Finance
Fidelity Investments September 2013 - Present
First Financial Bank 2005 - September 2013
Law Offices of Gerald R. Leshner 2003 - 2005
Skills
Estate Planning, Trusts, Estate Administration, Banking, Relationship Management, Customer Service, Nonprofits, Estate Tax Planning, Trust Services, Trust Management, Charitable Trusts
Education
University of Cincinnati College of Law 1992 — 1995
JD
Miami University 1988 — 1992
BA, Sociology, Political Science
Financial Industry Regulatory Authority (FINRA) November 2014 - Present
Fidelity Investments July 2013 - October 2014
Fidelity Investments June 2012 - July 2013
Skills
Series 7, Microsoft Excel, Series 66, Securities, Investment Advisers Act, Securities Exchange Act..., Market Access, Securities Regulation, Trade Compliance, Regulatory Compliance, Regulatory Analysis, Bloomberg, Equities, Investments, Microsoft Office, Mutual Funds, Data Analysis
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Rumson-Fair Haven Regional HS 2004 — 2008
Chamberlain Group, Inc. September 2015 - Present
Chamberlain Group, Inc. October 2014 - September 2015
Culligan International Company July 2011 - October 2014
Sears Holdings Corporation September 2008 - July 2011
Checkpoint Systems May 2008 - June 2008
Fidelity Investments August 2007 - May 2008
Diversapack January 2006 - April 2007
Dietrich Metal Framing July 2003 - December 2005
Skills
Forecasting, Operations Management, Analysis, Purchasing, Competitive Analysis, Project Planning, Training, Sales, Process Improvement, Inventory Management, Supply Chain, Supply Chain Management, Microsoft Excel, MRP, Process Scheduler, Manufacturing, Procurement, Demand Planning
Education
Miami University 2007 — 2008
MBA, Business Administration
Purdue University 1998 — 2003
BA, Psychology
Purdue University 1998 — 2003
BS, Industrial Management
Debra Robinson Law October 2014 - Present
Volunteer April 2000 - October 2014
Fidelity Investments February 1999 - March 2000
Digitas December 1994 - February 1999
Skills
Music, Digital Marketing, Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Marketing Communications, Direct Marketing, Sales
Education
Miami University 1985 — 1989
B.S., Marketing
To Be Announced Soon Managing DirectorIncapitalNovember 1999 - September 2015
Optimark Technologies 1997 - 1999
Fidelity Investments 1992 - 1994
Skills
Portfolio Management, Fixed Income, Alternative Investments, Structured Products, Capital Markets, Investments, Corporate Branding, Equities, Bonds
Education
Michigan State University 1973 — 1975
BS
St. Bartholomew Parish September 2011 - Present
St. Bartholomew Parish July 2008 - September 2011
Fidelity Investments July 1999 - December 2010
Service Merchandise October 1984 - June 1999
Skills
Investments, Retirement Planning, Educational Instruction, Hospitality, Management, Organization, 401k, Coaching, Sales, Mutual Funds, Series 63, Series 7, Retirement
Education
St. Meinrad Seminary and School of Theology 2013 — 2018
Master’s Degree, Pastoral Theology
Miami University 1980 — 1984
B.S., Elementary Education
A. C. Shiners, Inc., and CVC Communications, LLC January 2009 - Present
Designing Digitally, Inc. November 2009 - November 2010
Traincroft, Inc. August 2007 - April 2008
Fidelity Investments May 2006 - January 2008
Traincroft, Inc. August 2006 - February 2007
ThinkPath, Inc. March 2005 - May 2006
ZF Batavia LLC February 2000 - April 2004
Fidelity Investments August 1995 - October 1999
Customized Training June 1992 - August 1995
General Electric Aircraft Engines November 1989 - June 1992
Skills
E-learning, Change Management, Organizational..., Instructional Design, Web-based Training, Instructor-led Training, Blended Learning, Curriculum Design, Course Development, Adult Education, Needs Analysis, SnagIt, Performance Consulting, ADDIE, Instructional Technology, Writing, Coaching, Technical Writing, Learning Solutions, Technical Training, Information Mapping, Storyboarding, Leadership Development, Content Development, Staff Development, Classroom Instruction, Software Training, Educational Technology, Learning Technology, Captivate, Classroom, E-Learning, Training Delivery, Distance Learning, Program Management, Workshop Facilitation, Training, Leadership, Public Speaking, Management, Consulting
Education
Miami University 1985 — 1990
Masters: Science, Education
University of Cincinnati 1980 — 1985
Bachelor, Science; Education; Trade and Industrial Training
L-3 Fuzing and Ordnance Systems November 2010 - Present
BAE Systems 2007 - 2010
Fidelity Investments 2000 - 2007
Fifth Third Bank 1999 - 2000
Mimo Development, DBA The Coffee Beanery 1991 - 1999
Skills
Management, Process Improvement, Program Management, Operations Management, Inventory Control, Leadership, Military, Supply Chain Management, Project Management, Team Leadership, MRP, Continuous Improvement
Education
Miami University
B.A., Public Administration
Charles Schwab April 2014 - Present
Grosvenor Capital Management December 2012 - April 2014
Advanced Equities, Inc. September 2010 - November 2012
Fidelity Investments December 2008 - July 2010
Skills
Series 7, Series 24, Series 63, Series 65, Alternative Investments, General Securities..., Securities Regulation, Compliance, Equities, Fixed Income, Derivatives
Education
Miami University 2004 — 2008
BS, Finance
Fidelity Investments October 2012 - Present
Rosetta July 2006 - October 2012
Citigroup May 2002 - July 2006
Colpatria (GE Capital) 1997 - 1999
Procter & Gamble 1995 - 1997
Skills
Segmentation, E-commerce, Marketing Strategy, Mobile, Digital Strategy, Branding Experience, Mobile Devices, Customer Insight
Education
Michigan State University - The Eli Broad Graduate School of Management 2001 — 2003
MBA, Marketing
Michigan State University 2000 — 2001
MA, Advertising and Communications
Universidad de Los Andes 1991 — 1995
BS, Industrial Engineering
Fidelity Investments January 2008 - Present
Fidelity Investments January 1997 - April 2008
Skills
Series 63, Series 7
Education
Miami University 1989 — 1992
Bachelor's degree, Public Administration
Thirty-One Gifts August 2011 - Present
Fidelity Investments August 1999 - July 2008
Education
Miami University 1995 — 1999
Bachelor, Education and Allied Professions
Fidelity Investments August 2015 - Present
Fidelity Investments July 2012 - August 2015
Fidelity Investments October 2011 - July 2012
Fidelity Investments (Veritude) April 2011 - October 2011
Skills
Physical Security, Emergency Management, Report Writing, Intelligence Analysis, Surveillance Detection, Project Management, Communication Skills, NREMT, Emergency Medical, Due Diligence, Event Security, Teamwork, Risk Reduction, Training, Surveillance, Customer Service, Microsoft Excel
Education
Southern New Hampshire University 2012 — 2012
Master of Business Administration (MBA), Workplace Conflict Management, 3.5
Miami University 2005 — 2010
Bachelor of Arts (B.A.), History
Westford Academy 2001 — 2005
Fidelity Investments 2008 - 2013
New Mexico Lottery Authority September 2005 - August 2006
Skills
Operations Management, Sales Management, Leadership Development, Team Leadership, Call Centers, Outsourcing Management, Call Center Management, Benefits Administration, Management, Outsourcing, Sales, Vendor Management, Strategic Planning, Employee Benefits, Insurance, Process Improvement, Sales Operations, Business Process..., Performance Management, Leadership
Education
Michigan State University
Bachelor of Science (B.S.), Retail Management
Fidelity Investments August 2012 - December 2012
Skills
Microsoft Office, Spanish, Finance
Education
Miami University 2008 — 2012
Bachelors Degree, Statistics
Western & Southern Financial Group July 2009 - Present
Fidelity Investments January 1995 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training
Education
Miami University 1982 — 1984
Associate’s Degree, Computer Programming
Fidelity Investments November 2013 - Present
Fidelity Investments June 2013 - November 2013
Fidelity Investments June 2012 - June 2013
Skills
Series 7, Series 63, Series 66, Financial Analysis, Retirement Planning, Customer Retention, Qualified Retirement..., Sales, IRAs, Trading, Mutual Funds, Stocks, Options, Financial Markets, Asset Management, Asset Allocation, Strategic Financial...
Education
Miami University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General