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 July 2015 - Present
Capital One September 2011 - July 2015
Capital One April 2007 - July 2009
Skills
Call Centers, Financial Services, Access, Banking, Business Analysis, Coaching, Credit Cards, Finance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Sales, Securities, Time Management
Education
Northwestern State University 2003 — 2006
Associate's Degree
Fidelity Investments December 1996 - August 2003
State Street Global Advisors/Wyatt Preferred Choice April 1994 - December 1996
Residential Funding Corporation September 1991 - April 1994
Skills
Communication Skills, Marketing Communications, Internal Communications, Project Management, Manage Client..., Financial Education, Budget Monitoring
Education
Northwestern University 1987 — 1991
Bachelor of Science (BS), Communication Studies
Fidelity Investments January 2014 - Present
VIP Medical, Inc. May 2013 - July 2013
Team Poole/Brown Long and Foster April 2012 - September 2012
Rent-All Center May 2011 - October 2011
Safeway Inc May 2010 - August 2010
Mount Vernon Country Club July 2008 - January 2009
Fairfax County Park Authority January 2007 - June 2008
Skills
Congenial and..., Willingness to help..., Outstanding..., Enterprising attitude –..., PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Event Management, Leadership Development, Research
Education
Radford University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Tennessee-Knoxville 2013 — 2013
2 CEU, Leadership Challenge Program
Northern Virginia Community College 2011 — 2012
Associate's degree, Business Administration and Management, General
Mount Vernon High School 2005 — 2009
High School Diploma
Centerview Partners June 2015 - Present
OppenheimerFunds June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Rensselaer Polytechnic Institute July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, Project Management, Stata, Financial Accounting, Financial Analysis, Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics
DePaul University February 2014 - Present
The Warranty Group January 2013 - Present
The Warranty Group September 2012 - January 2013
Discover Financial Services November 2010 - August 2012
Discover Financial Services August 2009 - October 2010
Discover Financial Services February 2008 - July 2009
Discover Financial Services May 2007 - January 2008
Discover Financial Services September 2006 - April 2007
Fidelity Investments April 2005 - December 2005
Walgreens August 2003 - March 2005
Skills
Process Improvement, Management, Project Management, Leadership, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Analysis, Strategy, Banking, Business Development, Six Sigma, Customer Service, Customer Relations, Proposal Writing, International Relations, Change Management, Business Process, Forecasting, Marketing, Business Requirements, Lean Management, Training, User Acceptance Testing, RFP preparation, Team Leadership, Cloud Computing, Business Planning, Customer Satisfaction
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Westminster College 2006 — 2007
Master's degree
Weber State University 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Zions Bancorporation July 2014 - Present
Fidelity Investments September 2007 - July 2014
Self-Employed - Portuguese/English Translations June 2007 - September 2011
Skills
Data Analysis, Analytics, Data Mining, Statistical Modeling, Predictive Analytics, SAS, R, SPSS, Statistics, Forecasting, Valuation, Regression Analysis, Translation, Brazilian Portuguese, Weka, Machine Learning, Data Visualization
Education
Northwestern University 2011 — 2014
Master's Degree, Predictive Analytics
Utah Valley University 2009 — 2011
Bachelor's Degree, Finance
LDS Business College
Associate's Degree, Business
BDO USA, LLP September 2015 - Present
IsonLegal April 2015 - August 2015
The Robison Law Firm May 2014 - March 2015
Barnes Dennig July 2013 - April 2014
Summit Business Media August 2010 - January 2012
Fidelity Investments September 2007 - July 2009
Skills
Legal Research, Legal Writing, Financial Analysis, Tax Law, Corporate Tax, Tax Policy, Microsoft Office, Tax, Nonprofits, Finance, Corporate Law, Microsoft Excel
Education
The University of Alabama School of Law 2015 — 2017
LLM Taxation
Northern Kentucky University—Salmon P. Chase College of Law 2009 — 2012
JD
University of Louisville 2003 — 2007
BSBA Finance
Scott High School 1999 — 2003
High School
St. Elizabeth Hospital January 2015 - Present
Qualis Automotive August 2013 - January 2015
Revolution Tech - Lexmark International February 2013 - July 2013
Aspiriant 2012 - 2013
Fidelity Investments May 2007 - November 2012
Fidelity Investments June 1999 - May 2007
Skills
Business Objects, Microsoft Office, Mainframe, ERP, Siebel, Account Reconciliation, Sales Management, WMS - Warehouse..., Data Entry, Dataload, AS400 system, PeopleSoft, Customer Service, Project Management
Education
Northern Kentucky University
Bachelor of Arts (B.A.), Graphic Design
Gexpro August 2011 - Present
Sage Payment Solutions February 2011 - October 2011
Cavalier Business Communication, Sen April 2009 - December 2010
RSI GLOBAL November 2007 - April 2009
Network Telephone May 2006 - May 2007
Fidelity Investments September 2005 - May 2006
Education
Northwestern State University 2000 — 2005
Bachelor of Science, Health and Human Performance
LifeWay Christian Resources October 2015 - Present
dunnhumby July 2014 - September 2015
Man in the Mirror July 2013 - June 2014
Epsilon 2004 - June 2013
University of Cincinnati 2003 - 2004
Fidelity Investments 1999 - 2003
Skills
Predictive Modeling, Segmentation, Statistical Modeling, Analytics, SAS, SAS programming, Customer Insight, Data Mining, Statistics, Data Analysis, Database Marketing, Econometrics, Predictive Analytics, Strategy, Analysis, Leadership, Logistic Regression, CRM, Management
Education
University of Cincinnati 2003 — 2004
MA, Economics
Northern Kentucky University 1999 — 2002
BS, Economics
Fidelity Investments July 1986 - Present
Skills
Onboarding, 401k, Employee Benefits
Education
Northwestern State University 1982 — 1986
Fidelity Investments 2012 - Present
Citizen Schools September 2013 - Present
Xerox 2008 - December 2012
Affiliated Computer Services 2002 - 2008
PricewaterhouseCoopers 1985 - 2001
Skills
Outsourcing, Strategic Planning, Customer Relations, P&L Management, Account Management, Employee Benefits, Mergers, Process Improvement, Forecasting, New Business Development, Healthcare, Change Management, Contract Negotiation, Sales Management, Team Building, Team Leadership, Human Resources, Strategy
Education
Northwestern University
Bachelor of Arts (B.A.), English Literature
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance
Collin College August 2010 - Present
oakleafcollections.com September 2002 - Present
Fidelity Investments 1998 - 2002
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Skills
Print Making, Art, Visual Arts, Photography, Printmaking, Public Speaking, Research
Education
The University of Texas at Dallas 1991 — 1992
BA, Psychology
BC Haynie
Northern Virginia Community College
AS, Science
MD Complete July 2015 - Present
Bakery Crafts February 2011 - July 2015
Perfetti Van Melle March 2001 - November 2010
Fidelity Investments June 1999 - February 2001
Procter & Gamble June 1992 - February 1999
Quaker Oats May 1991 - August 1991
Procter & Gamble June 1983 - August 1990
Skills
Brand Management, P&L Responsibility, Business Strategy..., Product Development, Media Planning, Pricing Strategy, Social Media, IRI Analysis, dunnhumby Analysis, IRI, P, Strategy, Marketing Strategy, Consumer Products, Consumer Marketing, Marketing, Business Strategy, Customer Insight, Marketing Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Marketing and Finance
University of Illinois at Urbana-Champaign
BS, Mechanical Engineering
Red River Bank 2006 - Present
Fidelity Investments July 1998 - May 2006
Skills
Credit, Loans, Banking, Finance, Small Business
Education
Northwestern State University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Suffolk University January 2004 - Present
Steven M. Becker fotografie 1968 - Present
Fidelity Investments May 1993 - April 2003
Self-employed March 1981 - March 2002
Skills
Information Architecture, Web Writer, Web Editor, Web Content Development, User Experience, Web Content Mangement..., Fine Art Photography, Advanced Photoshop, Photoshop, OpenText CMS, Web Strategy, Project Planning, Project Management, Training, Marketing, Marketing Communications, CMS, Content Development, Fundraising, Digital Photography, Video, Creative Direction, Editing, Social Media, Blogging, Web Content, Advertising, Copy Editing
Education
Northwestern University
BA
Genereux Investment Management, Inc. January 2001 - Present
First National Bank of Omaha September 1997 - September 2000
Fidelity Investments January 1996 - September 1997
Fidelity Investments August 1993 - December 1995
Fidelity Investments August 1992 - August 1993
Fidelity Investments February 1991 - August 1992
Skills
Investment Policy..., Portfolio Management, Management, Risk Management, Investment Management, Strategic Planning, Asset Allocation, Finance, Financial Analysis, Budgets, Public Speaking, New Business Development, Marketing Strategy, Retirement Planning, Customer Service, Financial Reporting, Strategic Financial..., Investment Strategies, High Net Worth..., Personal Financial...
Education
Northwest Missouri State University 1983 — 1987
Bachelor of Science (BS), Finance
Saint Albert High School 1981 — 1983
State Street Bank April 2014 - Present
U.S. Department of the Treasury October 2011 - October 2013
US Securities and Exchange Commission November 2010 - October 2011
US Securities and Exchange Commission October 2007 - October 2010
Standard & Poor's April 2003 - August 2007
Standard & Poor's 2000 - 2007
Standard & Poor's Institutional Market Services January 2001 - March 2003
McGraw-Hill May 1996 - June 1999
Fidelity Investments December 1993 - April 1996
Gemini Consulting July 1992 - September 1993
Skills
Strategic Planning, Capital Markets, Finance, XBRL, Financial Modeling, Investor Relations, Strategy, Emerging Markets, Equities, Risk Management, Mergers, Due Diligence, Valuation, Hedge Funds, Financial Analysis, Financial Services, Trading, Equity Research, Venture Capital, Analysis, Mergers & Acquisitions, Analytics, Fixed Income, Corporate Finance, Alternative Investments, Private Equity, Asset Management, Asset Managment, Investment Banking, Strategic Financial..., Portfolio Management, Executive Management, Financial Markets, Investments, Investment Management, Economics, Management, Financial Risk, Securities, Derivatives, Structured Finance, Bloomberg, Business Development, Management Consulting, Quantitative Analytics, Financial Regulation, Corporate Governance, Business Strategy, Competitive Analysis, Leadership
Education
The University of Chicago 1979 — 1983
AB, Economics
Kellogg Graduate School of Management, Northwestern University 1986 — 1988
MBA, Finance/Marketing
ZS Associates June 2012 - Present
Fidelity Investments June 2011 - August 2011
ZS Associates July 2005 - August 2010
Skills
Management Consulting, Marketing Strategy, Sales Process, Financial Services, Incentive Programs, Business Development, Sales Compensation, Sales, Insurance, Change Management, Business Strategy, Product Launch, Leadership, Analytics, Sales Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Strategy, Marketing, Management and Organizations
Rensselaer Polytechnic Institute 2001 — 2005
B.S. Industrial and Management Engineering, Engineering
Fidelity Investments 2012 - Present
Abilene Christian University 2011 - 2012
Skills
SAS, Microsoft Excel, Data Analysis, Python, R, Java, Visual Basic, Tableau, Research, SQL, Teamwork, Access, PowerPoint, Financial Analysis, Investment Research, Equity Research Analysis, HTML, Management
Education
Northwestern University 2015 — 2018
Master of Science in Predictive Analytics
Abilene Christian University 2008 — 2012
B.S, Mathematics concentrated on Actuarial Science
Sanofi September 2013 - Present
sanofi-aventis March 2012 - September 2013
Johnson & Johnson June 2005 - December 2011
St. Tammany Parish Hospital September 2003 - June 2005
Natixis Global Asset Management June 1999 - May 2003
Fidelity Investments 1997 - 2000
Entergy 1980 - 1992
Skills
Pharmaceutical Sales, Managed Care, Diabetes, Medical Devices, Healthcare, Hospitals, Pharmaceutical Industry, Territory Management, Product Launch, Selling Skills, Endocrinology, Sales, Selling, Sales Force Development, Cardiology, Sales Effectiveness, Sales Operations, Hospital Sales, Neurology, Capital Equipment, Gastroenterology
Education
Northwestern State University
Associate, Business Administration
Southeastern Louisiana University
Bachelor, Business Administration
Fidelity Investments January 2012 - Present
Fidelity Investments February 2008 - December 2011
KPI Partners March 2007 - January 2008
Siebel Systems Inc. June 2005 - January 2007
Infosys Tech. Ltd. October 2003 - June 2005
Skills
Data Warehousing, Business Intelligence, OBIEE, Netezza, Tableau, Data Modeling, Analytics, Big Data, Enterprise Architecture, Solution Architecture, Dimensional Modeling, Predictive Modeling, Predictive Analytics, Data Mining, R, SAS, Python, Data Warehouse..., Informatica, ETL, Software Development, Oracle, Data Integration, SDLC, Unix, PL/SQL, Agile Methodologies, Database Design, Essbase, Systems Analysis, Oracle E-Business Suite, OLAP, Requirements Gathering, Databases, SQL, Software Project..., Software Engineering, Statistics, Data Analysis, Microsoft SQL Server, Hadoop, Data Architecture, Enterprise Software, Business Process, Data Marts, Business Analytics, Performance Tuning, Requirements Analysis, Business Analysis, Project Management
Education
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics, 3.9
National Institute of Technology, Silchar, Assam, India 1999 — 2003
Bachelor's degree, Computer Science & Engineering
Brain Injury Association of MA May 2011 - Present
Disability Law Center July 2011 - April 2013
Fidelity Investments 1994 - 2005
Trinity Performance Systems 1990 - 1993
The Forum Corporation 1981 - 1993
Skills
Public Speaking, Change Management, Strategic Planning, Community Outreach, Team Building, Non-profits, Leadership Development, Coaching, Customer Service, Organizational..., Event Planning, Research, Fundraising, Teaching, Social Media, Training, Leadership, Program Development, Instructional Design, Entrepreneurship, Higher Education, Curriculum Design, Nonprofits, Program Management, Government, Mental Health, Executive Coaching, Clinical Research, Personal Development, Adult Education, Stress, Writing, Volunteer Management, Grants, Public Relations, Workshop Facilitation, Grant Writing, Policy, Conflict Resolution, Healthcare, Traumatic Brain Injury, Community Development, Career Counseling, Staff Development, Psychotherapy, Case Managment, Proposal Writing, Non-profit..., Social Services, Public Policy
Education
Northwestern University 1980 — 1981
M.A., History
The King's College 1976 — 1980
B.A., History, summa cum laude
Tenafly High School 1971 — 1975
Fidelity Investments July 2011 - June 2014
Morgan Stanley Smith Barney August 2010 - July 2011
Akibot, LLC October 2009 - July 2010
Markets.com, llc. February 2008 - August 2009
Camillus House June 2007 - December 2007
Skills
Analysis, Investments, Leadership, Wealth Management, Management, Financial Analysis, Strategy, Series 7, Business Strategy, Banking, Marketing Strategy, Portfolio Management, Business Development, Mergers & Acquisitions
Education
Northwestern University
Certified Financial Planner Program
University of Miami - School of Business 2003 — 2007
BBA, Finance, Marketing, Management
Nova Southeastern University 2009 — 2010
MBA, Finance
Chartered Financial Analyst Institute
CFA Level 1 Candidate
Karlin Sloan & Company September 2014 - Present
Challenger, Gray & Christmas, Inc. December 2007 - Present
CREW Leadership and Professional Development October 2013 - September 2015
Career Transitions Center of Chicago July 2008 - September 2014
Investment and Financial Services June 2002 - December 2007
Goldman Sachs Asset Management 1997 - 2000
PNC Financial Services Group 1995 - 1997
Commerce Bancshares 1992 - 1995
National City Bank 1989 - 1992
Fidelity Investments 1983 - 1989
Skills
Strategy, Leadership Development, Executive Coaching, Leadership, Career Development, Career Management, Change Management, Program Management, Personal Branding, Consulting, Strategic Planning, Career Transitions, Team Building, Performance Improvement, Career Advancement, Organizational Change
Education
Coaches Training Institute 2001 — 2002
Completed Coaching Essentials, Career/Life Coaching
Weatherhead School of Management at Case Western Reserve University 1991 — 1992
Graduate study in management and marketing
Northwestern University - Kellogg School of Management
Marketing
Smith College
Bachelor of Arts (BA), Government (major), Art History, History
The Law Office of Steven R. Adams April 2014 - June 2015
Fidelity Investments April 2012 - March 2014
Fidelity Investments August 2011 - April 2012
Boone County Circuit Court August 2009 - July 2011
Skills
Series 7, Uniform Combined State..., Series 63, Customer Service, Estate Planning, PowerPoint, Accounting, Investment Advisory, Microsoft Office, FINRA, Investment Strategies, Financial Planners, Fixed Income, Strategic Financial..., Risk Management, Financial Services, Finance, Auditing, Banking
Education
Northern Kentucky University—Salmon P. Chase College of Law 2013 — 2017
Doctor of Law (JD), MBA
Xavier University 2010 — 2012
MBA
University of Kentucky 2005 — 2009
Bachelor of Arts, Political Science
Fidelity Investments July 2013 - Present
Bob Sumerel Tire & Service September 2012 - Present
Total Quality Logistics April 2012 - September 2012
The DotLoop Company January 2011 - August 2011
Macy's May 2010 - August 2010
The DotLoop Company May 2010 - August 2010
Skills
Product Marketing, Social Media, Negotiation, Inside Sales, Direct Sales, Marketing, Social Media Marketing, Market Research, Marketing Communications
Education
Northern Kentucky University 2008 — 2012
Bachelor of Science, Makerting
Disabled September 2010 - Present
Ohio Athletic Commission March 2010 - September 2010
Fidelity Investments October 2007 - June 2008
Crosstown Mortgage February 2003 - October 2007
JOMIDA Investments, LLC August 2000 - February 2003
Fifth Third Bank February 2000 - August 2000
Accountemps August 1998 - February 2000
Manhattan National Life Insurance Company September 1996 - July 1997
Macy's Furniture Gallery May 1995 - September 1996
United States Marine Corps June 1993 - May 1995
Skills
Boxing, MMA, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Teaching, Strategic Planning, PowerPoint, New Business Development, Sales, Small Business, Cooking, Public Relations, Outlook, Research, Microsoft Word, Negotiation, Bookkeeping, Risk Management, Accounting, Friendly Personality, Administrative..., Data Entry, Time Management, Six Sigma, Mortgage Compliance
Education
Northern Kentucky University—Salmon P. Chase College of Law 1997 — 2000
Not conferred, Law
University of Cincinnati 1990 — 1996
BA, Economics, Accounting
Walnut Hills High School 1984 — 1990
High School Diploma, College Preparatory
Putnam Investments 2009 - 2015
Fidelity Investments 2002 - 2008
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Computer Sciences Corporation 1993 - 1998
Booz, Allen & Hamilton 1989 - 1992
Prime Computer, Inc. 1984 - 1987
Skills
Web Analytics, Competitive Analysis, Business Strategy, Product Management, Segmentation, Retirement, 401k, Mutual Funds, Web Strategy, Strategic Planning, Strategy, Financial Services, Cross-functional Team..., Process Improvement, Management Consulting, Leadership, Management, CRM
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Policy
Rensselaer Polytechnic Institute 1979 — 1983
BS, Mathematics
BluticiaBlu.com March 2013 - Present
Goldman Sachs May 2000 - May 2013
Fidelity Investments January 1992 - May 1999
Skills
Investment Banking, Hedge Funds, Capital Markets, Equities, Fixed Income, Banking, Alternative Investments
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance, General
Fidelity Investments October 2014 - Present
AMP Agency January 2013 - October 2014
Digitas February 2007 - January 2013
Kinderdoodle.com July 2002 - November 2006
Citi June 1999 - August 1999
Young & Rubicam January 1997 - August 1998
Skills
Mobile Marketing, Integrated Marketing, Digital Strategy, Digital Marketing, Online Advertising, Creative Strategy, Social Marketing, Direct Mail, Email Marketing, Brand Development, Advertising, Marketing, Interactive Marketing, Relationship Marketing, Strategy, Interactive Advertising
Education
New York University - Leonard N. Stern School of Business
MBA, Managment/Finance
Northwestern University
BS, Communications
Anthem November 2010 - Present
Fidelity Investments May 2006 - November 2010
Skills
Teamwork, Goal Oriented, Communication Strategies, Customer Satisfaction, Management, Leadership, Marketing, Strategic Communications, Social Media, Customer Service, Insurance, Sales, Negotiation
Education
Northern Kentucky University
Be Cherished 2009 - Present
Arlington International Film Festival March 2011 - October 2011
United States Census Bureau March 2009 - August 2010
First Thursday Films 2006 - 2010
Arlington Community Media, Inc. January 2009 - April 2009
CBT Architects 2002 - 2008
Fidelity Investments 1994 - 2001
Skills
Event Planning, Public Speaking, Microsoft Office, Non-profits, Social Media, Photoshop, Editing, Community Outreach, Social Media Marketing, Healthcare, Microsoft Excel, Leadership, Event Management, Social Networking, Fundraising, Training, Research, PowerPoint, Outlook, Public Relations, Customer Service, Nonprofits, Marketing Strategy, Teaching, Photography, Team Building, Adobe Creative Suite, Marketing, Marketing Communications, WordPress, Microsoft Word, Management, Volunteer Management, Coaching, Advertising, Project Management, Project Planning, Leadership Development, Facebook, Organizational..., Copywriting, Proposal Writing
Education
Harvard University Ext. School
Northern Michigan University
B.S., Theatre
MotiveQuest August 2012 - Present
MotiveQuest April 2010 - August 2012
Midwinter Studios June 2007 - August 2007
Fidelity Investments June 2006 - September 2006
Skills
Customer Insight, Analytics, Market Research, Integrated Marketing, Marketing Strategy, Digital Strategy, Strategic Planning, Marketing Research, Consumer Behaviour, Digital Marketing, Social Media Measurement, Segmentation, Brand Development, Brand Architecture, Consumer Insight
Education
Northwestern University 2005 — 2009
BA, School of Communications, English Literature, Radio/Television/Film
Fidelity Investments June 2014 - Present
Fidelity Investments February 2011 - June 2014
Independent Project Consulting January 2008 - February 2011
EDS, an HP Company July 1999 - February 2007
MCI Systemhouse July 1996 - July 1999
Microsoft April 1995 - June 1996
Skills
SDLC, Integration, Outsourcing, PMO, Project Management, Management, Service Delivery, Project Delivery, Strategy, ITIL, Requirements Analysis, Vendor Management, Team Building, Process Improvement, IT Service Management, Requirements Gathering, MS Project, Business Intelligence, CRM, Cross-functional Team..., PMP, Project Portfolio..., Enterprise Architecture, Business Process, Software Project..., Program Management, SharePoint, Change Management, IT Strategy, IT Management, Business Analysis, IT Operations, Consulting, Incident Management, Risk Management, Disaster Recovery, Infrastructure, Software Documentation, Data Center, IT Outsourcing, Strategic Planning, Visio, Governance, Business Process..., Resource Management, Cloud Computing, ERP, Product Management, Agile Methodolgy, Product Development
Education
Northern Virginia Community College 1983 — 1986
MWI Veterinary Supply July 2012 - Present
UnitedHealth Group March 2009 - June 2012
Nnamdi Art, LLC October 2007 - November 2008
Fidelity Investments October 2005 - August 2007
MPC Computers May 2005 - September 2005
Crowne One Network September 2004 - May 2005
MPC Computers July 1999 - September 2004
Skills
Process Improvement, Troubleshooting, Access, Microsoft Office, Customer Service, Data Analysis, Microsoft Excel, Strategic Planning, Management, Security, Accounting, Information Technology, Equity Trading, Fine Art, Computer Hardware, Computer Repair, Computers, Computer Security, Dreamweaver, Adobe Fireworks, Accounts Receivable, Help Desk Support, Training
Education
Northwest Nazarene University 2000 — 2003
Bachelor of Science, Business Administration
Amazon April 2015 - Present
Amazon April 2013 - April 2015
Amazon April 2011 - April 2013
Amazon April 2009 - April 2011
Amazon March 2007 - April 2009
Amazon August 2004 - March 2007
Fidelity Investments 2000 - 2002
Skills
Product Management, Product Development, Strategy, Marketing, Supply Chain, E-commerce, Analytics, Cross-functional Team..., Competitive Analysis, Product Marketing, Strategic Partnerships, Product Planning, Product Launch, Business Planning, Marketing Strategy, Business Development, Management, Retail, Go-to-market Strategy, Forecasting, Business Strategy, Market Analysis, Start-ups, Leadership, Pricing Strategy, Brand Management, Online Advertising, Program Management, Online Marketing, Segmentation, Contract Negotiation, Pricing, Market Research, P&L Management, Digital Marketing
Education
Kellogg School of Management 2002 — 2004
MBA, Strategy, Marketing, Technology
Yale University 1992 — 1996
BA, American Studies
Girard Securities December 2014 - Present
United Capital Financial Advisers, LLC December 2014 - Present
Fidelity Investments June 2013 - December 2014
Aramark October 2012 - April 2013
Avis Budget Group June 2011 - August 2011
Skills
Series 7, Series 65, Series 63, Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Fixed Annuities, Securities, Wealth Management, 401k, Financial Services, Asset Allocation, Financial Analysis, Life Insurance, Health Insurance
Education
Northwest Missouri State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Fidelity Investments June 2012 - Present
Fidelity Investments July 2011 - August 2012
Fidelity Investments April 2008 - July 2011
Skills
Mutual Funds, Series 63, Series 7, Process Improvement, 401k, Business Planning, Microsoft Excel, Asset Allocation, Retirement Planning, Series 66, Outlook, Coaching, Customer Service, Change Management, Customer Experience, Kaizen
Education
Northern Kentucky University 2009 — 2012
Masters, Business Administration
Wittenberg University 2003 — 2007
Bachelor of Arts, Management, Geography
First National Bank of Gilmer July 2015 - Present
First National Bank of Gilmer April 2014 - July 2015
Fidelity Investments November 2007 - April 2014
JPMorgan Chase & Co. February 2006 - November 2007
Skills
Financial Services, Investments, Finance, Economics, Analysis, Equity Trading, Mutual Funds, Wealth Management, Retail Banking, Series 7, Series 66
Education
Texas A&M University-Commerce 2015 — 2017
Master’s Degree, Finance, 3.5
Northwestern State University 1997 — 2001
Bachelor’s Degree, Humanities/Humanistic Studies, 3.6
Innovations PSI June 2015 - Present
Spyglass Retirement Systems March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2013
Manulife Financial April 2006 - January 2011
Salomon Brothers 2005 - 2006
Union Bank of California May 2002 - May 2005
Fidelity Investments May 2000 - May 2004
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management
Education
Northumbria University 1994 — 1998
BA Economics, Financial Economics, Econometrics
Northumbria University
Bachelor's degree, Economics
Baystate Financial & Baystate Wealth Management December 2008 - Present
Legacy Financial Advisors April 2008 - November 2008
Fidelity Investments October 2003 - April 2008
Fidelity Investments May 1999 - September 2003
Scudder Investments October 1997 - April 1999
Fidelity Investments August 1994 - September 1997
Monitor Company July 1989 - May 1992
Skills
Personal Finance, Special Needs..., Retirement Planning, College Education..., Estate Planning, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing majors
Wesleyan University 1985 — 1989
BA, American Government major
Newton South High School 1981 — 1985
BeyondCore August 2014 - Present
Illinois Framework October 2013 - July 2014
itDuzzit.com, a subsidiary of Intuit Inc. April 2012 - October 2013
CPG Solutions September 2011 - February 2012
Bristlecone March 2010 - September 2011
Oracle Corporation July 2006 - March 2010
Demantra Inc. July 2005 - July 2006
Blacksmith Applications March 2004 - July 2005
Fidelity Investments 1999 - 2003
Fidelity Investments Systems Co. May 1999 - September 2000
Skills
SaaS, Enterprise Software, Business Intelligence, Business Process, ERP, Salesforce.com, Cloud Computing, Integration, Consulting, Business Analysis, Demand Forecasting, Program Management, Supply Chain Management, Business Process..., CRM, Oracle Applications, Value Based Selling, Start-ups, Demand Planning, Cross-functional Team..., Supply Chain, Change Management, Business Alliances, Analytics, Sales, Product Marketing, Project Planning, Supply Chain..., Business Strategy, Forecasting, Management Consulting, Oracle E-Business Suite, Process Consulting, Partner Development, Complex Transactions, Software Integration, Trade Promotions, High Growth, Partner Marketing, Building Alliances, Strategy, Management, Solution Selling, Leadership, Business Development
Education
Northwestern University 1984 — 1989
BS
St. Paul's School 1980 — 1983
TD October 2014 - Present
TD February 2014 - September 2014
TD October 2012 - January 2014
RBC February 2010 - October 2012
Wal-Mart January 2009 - February 2010
Fidelity Investments January 2008 - January 2009
Fidelity Investments March 2004 - January 2008
Fidelity Investments October 2002 - March 2004
CMC LTD April 2001 - September 2002
Skills
SDLC, Project Management, PMO, Integration, Vendor Management, Project Delivery, Leadership, Management, CRM, Business Process..., Project Portfolio..., Visio, Program Management, Oracle Applications, IT Strategy, Risk Management, Oracle E-Business Suite
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Kellogg-Schulich Executive MBA, Leadership and Strategy
York University - Schulich School of Business
Kellogg-Schulich Executive MBA, Leadership, Finance and Strategy
Project Management Institue 2009 — 2009
Project Management Professional (PMP), Project Management
Fidelity Investments July 2015 - Present
Wells Fargo June 2014 - July 2015
Wells Fargo January 2013 - June 2014
Marquette Golf Club April 2008 - May 2012
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Marketing, Leadership, PowerPoint, Microsoft Word, Social Media, Time Management, Team Leadership, Financial Analysis, Teamwork, Sales Management, Event Planning, Banking, Finance, Customer Satisfaction, Accounting, Credit, Loans, Social Networking, Marketing Strategy, Risk Management
Education
Northern Michigan University 2008 — 2012
Bachelor's of Finance, Corporate Finance and Risk Management
MSHS
Greater Cincinnati Northern Kentucky Apartment Association May 2014 - Present
Greater Cincinnati Northern Kentucky Apartment Association August 2012 - May 2014
INC Research (formerly Kendle International) May 2006 - May 2012
Fifth Third Bank October 2005 - May 2006
Fidelity Investments 2000 - 2005
Three Rivers District Health Department 1998 - 2000
Kentucky Higher Education Assistance Authority 1994 - 1998
Kentucky Higher Education Assistance Authority 1989 - 1994
Internal Revenue Service 1988 - 1989
University of Cincinnati 1987 - 1988
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Windows, Outlook, Budget, Public Speaking, Editing, Data Analysis, Interpersonal Skill, Communication Skills, Lotus Notes, Clinical Trials, Academic Advising, Teamwork, Leadership, Management, Coordination, Higher Education, Compliance, Non-profits, Newsletters, Problem Solving, Quality Auditing, Writing, Root Cause Analysis, Contract Management, Conference Coordination, Team Management, Development & delivery..., Budgets, Human Resources, ICH-GCP, GCP, Clinical Research, Oracle Clinical, Nonprofits, Program Management, 21 CFR Part 11, Communication
Education
Eastern Kentucky University 1982 — 1984
Master of Arts, College Student Counseling and Personnel Services
Northern Kentucky University 1972 — 1977
Bachelor of Science, Business Administration
State Street February 2015 - Present
Fidelity Investments June 2013 - February 2015
UNC Kenan-Flagler July 2011 - May 2013
The Home Depot May 2012 - August 2012
Office of the Comptroller of the Currency January 2008 - July 2011
Office of the Comptroller of the Currency January 2007 - January 2008
TD Ameritrade April 2006 - January 2007
Skills
Corporate Finance, Capital Markets, Financial Institutions, Interest Rate Risk..., Credit Risk, Credit Analysis, Strategy, Liquidity Risk, Financial Analysis, ALM, Funding, Pricing Strategy, Management Consulting, Liquidity Management, Chartered Financial..., Finance, Project Management, regulatory capital, CFA Level 3 Candidate, Certified Treasury..., SPIN Sales Training, Pricing Analysis, Volunteer Management, Loan Portfolio Analysis, Price Risk, Regulatory Affairs, Financial Modeling, Analysis, Financial Risk, Business Modeling, Financial Services, Leadership, Risk Management
Education
UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School 2011 — 2013
Master, Business Administration
UNIVERSITY OF SOUTH DAKOTA, Beacom School of Business 2002 — 2005
Bachelor of Business Administration, Finance Emphasis
Northern State University 2001 — 2002
BS, Finance
Large Financial Services Company September 2014 - Present
Western & Southern Financial Group September 2013 - September 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments July 2007 - March 2012
Bank of Kentucky June 2006 - June 2007
Huff June 2005 - May 2006
YMCA June 1999 - June 2005
Cincinnati Bell Wireless September 2002 - March 2005
Skills
General Securities..., Technical Sales, Tax, Finance, Banking, Securities, Retirement, Risk Management, Equities, Management, Employee Benefits, Leadership, Options, IRAs, Credit, Trading, Customer Service, Margin, Series 7, Series 63, Mutual Funds
Education
Northern Kentucky University 2009 — 2011
Masters, Accounting
Northern Kentucky University 2009 — 2011
BACHELOR OF SCIENCE, Finance
Uncorkd July 2014 - Present
Groupon January 2012 - March 2014
Fifth Third Bank October 2010 - October 2011
Fidelity Investments February 2010 - October 2010
Fidelity Investments April 2007 - February 2010
Penn Station November 2006 - June 2007
Skills
Finance, Financial Services, Management, Leadership, Equities, Securities, Mutual Funds, Bloomberg, Sales, Accounting, Budgets, Valuation, Customer Service, Derivatives, Time Management, Salesforce.com, Microsoft Excel, Lead Generation
Education
Northern Kentucky University 2005 — 2009
BS, Business; Finance
Trifacta 2015 - Present
CVS Caremark Corporation 2013 - 2014
Imagitas 2012 - 2013
Imagitas 2008 - 2012
Imagitas 2006 - 2008
New Directions, Inc. 2003 - 2006
Fidelity Investments 2002 - 2002
The Walt Disney Company 1999 - 2001
United Airlines 1998 - 1999
United Airlines 1997 - 1998
Skills
E-commerce, Advertising, Strategic Partnerships, Product Management, Start-ups, Online Marketing, Strategy, Cross-functional Team..., Business Development, Mobile Devices, Lead Generation, Analytics, Marketing, Online Advertising
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Marketing, Finance, Entrepreneurship
University of California, Los Angeles 2000 — 2000
Mathematics for Management (through extension pgm)
Northwestern University 1991 — 1995
BA, Economics
GDA
Fidelity Investments April 2013 - Present
Fidelity Investments June 2006 - April 2013
Fidelity Investments November 2000 - June 2006
Fidelity Investments August 1999 - November 2000
US Bank October 1996 - August 1999
Lapeer County Bank & Trust July 1994 - October 1996
Skills
Mobile Applications, Regulatory Requirements, Business Analysis, Business Process Design, User Interface, Process Improvement, Problem Solving, Qualified Retirement..., Data Analysis, Program Management, Consulting
Education
Lapeer West High School 1980 — 2006
Northern Kentucky University
Business Technology
TJX March 2013 - Present
Fidelity Investments September 1996 - December 2012
John Hancock 1985 - September 1996
Skills
SDLC, Agile Methodologies, Integration, Linux, Business Analysis, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Business Intelligence, Requirements Gathering, Oracle, Visio, PL/SQL, Software Development, Unix, SOA, Microsoft SQL Server, Java Enterprise Edition, Databases, Program Management, Agile Project Management, Process Improvement, Quality Center
Education
Northwestern University
BA
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
Fidelity Investments June 2014 - Present
Skills
401k, Asset Allocation, Retirement, Securities, Investments, Uniform Combined State...
Education
Northern Kentucky University 2005 — 2011
Bachelor of Arts (BA)
Fidelity Investments November 2004 - Present
Mercer January 2001 - October 2004
Hewitt Associates January 1995 - December 2000
Towers Perrin 1993 - 1994
Skills
Actuarial Science, Leadership, Management, Employee Benefits, Process Improvement, Retirement, Defined Benefit, Healthcare, Pensions, Strategic Planning, Benefits Administration, ERISA, Change Management, Insurance, Vendor Management, Financial Services, Executive Pay, Defined Contribution, Strategy, 401k
Education
Northwestern University 1985 — 1989
BA, Mathematics
UCLA 1989 — 1990
MA, Mathematics
Georgetown University February 2009 - Present
Atticus Capital January 2008 - January 2009
Goldman Sachs August 1999 - January 2008
Fidelity Investments June 1994 - July 1997
Skills
Coaching, Recruiting, Management, Investments, Trading, Strategy, Business Strategy, Project Management, Strategic Planning, Leadership
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Marketing
Tufts University 1990 — 1994
BS, Engineering
St Andrews School 1986 — 1990
HS Diploma
Medpace June 2015 - Present
The Weaver Firm May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. 2013 - 2013
Fidelity Investments 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint
Education
Northern Kentucky University—Salmon P. Chase College of Law 2014 — 2017
Xavier University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Criminal Justice
Arrowstreet Capital November 2011 - July 2015
Fidelity Investments February 2011 - October 2011
Goldman Sachs December 2006 - February 2011
McGladrey & Pullen September 2003 - November 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Illinois at Urbana-Champaign 2000 — 2003
Masters
Peking University 1996 — 2000
B.A
PayFactors February 2014 - Present
Workday March 2013 - January 2014
Workday March 2011 - March 2013
Kenexa (through acquistion of Salary.com) October 2010 - March 2011
Salary.com March 2007 - October 2010
Salary.com April 2006 - March 2007
Salary.com January 2004 - March 2006
Bank of America (formerly FleetBoston Financial) June 2001 - February 2004
Fidelity Investments 1999 - 1999
Skills
Salesforce.com, Solution Selling, Fundraising, Forecasting, Talent Management, Compensation, Workday, SaaS, Enterprise Software, Sales, Strategic Partnerships, Management, Mergers & Acquisitions, Applicant Tracking..., Business Strategy, Project Planning, Selling
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Trinity College-Hartford 1997 — 2001
BA
Brookline High School 1993 — 1997
Bernstein Global Wealth Management August 2010 - January 2013
Fidelity Investments 2008 - 2010
JPMorgan Private Bank July 2005 - July 2008
Education
Northwestern University 2001 — 2005
Fidelity Investments October 2011 - Present
Stonehouse Building Products, LLC April 2009 - June 2011
Fidelity Investments July 2008 - February 2009
Fifth Third Securities March 2003 - July 2008
Fidelity Investments December 1995 - March 2003
Fidelity Investments 1995 - 2003
Skills
Relationship Management, Leadership, Process Improvement, Team Management, Business Analysis, Management, Risk Management, Budgets, Customer Service, Call Centers, Forecasting, Vendor Management, Team Leadership, Service Delivery, Sales Management, CRM, Banking, Project Management, Business Process..., Change Management, Cross-functional Team..., Program Management, Strategy, Account Management, Strategic Planning
Education
Northern Kentucky University 1989 — 1993
Fidelity Investments July 2007 - December 2010
SciQuest, Inc. 2004 - 2007
Peopleclick 1999 - 2004
Education
Northwestern University 1995 — 1999
Fidelity Investments January 2008 - Present
MassMutual May 2005 - 2008
Great-West Retirement Services January 2004 - May 2005
Prudential Financial January 2000 - January 2004
Transamerica June 1998 - December 1999
Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63
Education
Northwestern University 1994 — 1998
BS in Speech, Communications/International Studies
Fidelity Investments March 2010 - Present
Fidelity Investments February 2008 - March 2010
Fidelity Investments September 2004 - February 2008
Charles Schwab 2000 - 2004
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Washington and Lee University 1985 — 1989
Bachelors, Economics
J.P. Morgan July 2014 - Present
Tactical Allocation Group, LLC. August 2011 - July 2014
JP Morgan Chase November 2010 - August 2011
Charles Schwab & Co. March 2006 - November 2010
Fidelity Investments April 2001 - August 2006
Fidelity Investments March 2000 - April 2001
Skills
Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Investment Management, Risk Management, Asset Managment, Investment Advisory, Strategy, Finance, Investment Strategies, Bonds, Real Estate, Financial Risk, Mortgage Lending, Asset Management, Equities, ETFs, Mutual Funds, Outsourcing, Series 63
Education
Northern Michigan University 1996 — 1998
Bachelor of Science, Sociology
Fidelity Investments March 1997 - Present
Fidelity Investments 2010 - 2010
Education
Northern Kentucky University—Salmon P. Chase College of Law 2000 — 2004
JD, LAW
Xavier University - Williams College of Business 1998 — 2003
MBA, Business
University of Cincinnati 1991 — 1996
Fidelity Investments March 2006 - Present
Fifth Third Bank January 2003 - March 2006
Cadence Network August 2000 - January 2003
Convergys May 1999 - August 2000
Great American Insurance May 1998 - May 1999
Education
Thomas More College 2003 — 2004
Masters, Business Administration
Northern Kentucky University 1998 — 2001
Bachelors of Science, Computer Science
BLX Group LLC April 2004 - Present
Fidelity Investments June 2000 - April 2004
Education
Northwestern State University 1996 — 2000
DSI Systems Inc. January 2014 - Present
Texas Press Clipping Bureau July 2012 - January 2014
Capital One Bank September 2009 - July 2012
Fidelity Investments June 2008 - February 2009
IndyMac Bank June 2005 - January 2008
Wells Fargo & Company 1996 - 2004
Skills
Change Management, Credit, Loans, Vendor Management, Workforce Management, Process Improvement, Customer Satisfaction, Relationship Management, IVR, Outsourcing, Team Leadership, Problem Resolution, Sales Coaching, Mentoring Of Staff, Performance Management, Call Centers, Sales Motivation, Management, Strategy, Business Coaching, Leadership, Mentoring
Education
Northern State University
Great American Insurance March 2013 - Present
HealthSouth 2011 - 2013
Fidelity Investments 2007 - 2009
Great American Insurance 2002 - 2007
Fidelity Investments 2000 - 2002
Safeco Insurance 1998 - 2000
Great American Insurance 1998 - 1998
Motorists Insurance Group 1995 - 1998
Insurance Intermediaries Inc., A Subsidiary of Nationwide Insurance 1994 - 1995
American Modern Insurance Group 1989 - 1994
Skills
Medicare, Managed Care, Healthcare Management, Healthcare Information..., HIPAA, Hospitals, EMR, Nursing, Medical Terminology, Health Insurance, Medicaid, EHR, Cpr Certified, Epic Systems, Workers Compensation, Long-term Care, Case Managment, Clinical Research, Healthcare Consulting
Education
Northern Kentucky University 1984 — 1989
Bachelor of Science (B.S.), Communications
Beckfield College 2009 — 2011
Associates in Nursing, Nursing
Southern Company February 2015 - Present
Southern Company September 2010 - January 2015
Jones Stephens Corp. February 2008 - August 2010
BMG Seltec (now FiveCubits www.fivecubits.com) 2001 - 2008
SRM Aggregates (now APAC Midsouth) February 2000 - March 2001
Fidelity Investements 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Project Management, Business Development, ERP, Risk Management, CRM, Enterprise Software, Project Planning, Business Process, Forecasting, Product Management, Integration, Requirements Analysis, Budgets, Management, Leadership, Business Analysis, Strategic Planning, Quality Assurance, Process Improvement, Business Process..., Business Intelligence, Vendor Management, Software Development, SDLC, Management Consulting, Resource Management, PMP, Microsoft Project, Program Management, Visio, Strategy, Information Technology, Consulting, SharePoint, Databases, Analysis
Education
Northwestern State University 1991 — 1995
Bachelor of Science, Finance
Fidelity Investments July 2007 - Present
Mercer August 2000 - July 2007
Skills
Internal Communications, Strategic Communications, Employee Benefits, Corporate Communications, Communication Training, Communications Planning, Employee Engagement, HR Consulting, Marketing
Education
Northwestern University 1996 — 2000
MSJ, BSJ, Journalism
Charlotte Angel Fund March 2014 - August 2015
CLT Joules October 2013 - August 2015
Abundant Power Group April 2010 - September 2012
LendingTree/IAC February 2000 - June 2007
Bank of America October 1996 - December 1999
Fidelity Investments December 1991 - October 1996
American Express Company August 1986 - December 1991
Education
Northwestern University - Kellogg School of Management 1985 — 1986
MBA
University of North Carolina at Chapel Hill 1978 — 1982
BS
The University of Edinburgh
Master’s Degree
US Army War College
The Carlyle Group May 2015 - Present
Deloitte October 2013 - May 2015
Capgemini April 2011 - October 2013
Serco - North America March 2010 - March 2011
AES Corporation May 2005 - September 2009
Fidelity Investments January 2004 - October 2004
Accenture September 1996 - January 2004
Skills
SAP, SAP HR, ERP, Business Process Design, Data Migration, Leadership, SAP Implementation, Strategy, Business Process, Management, SAP Netweaver, Business Transformation, SAP R/3, SAP Portal, Business Process..., SAP ERP, Cross-functional Team..., IT Strategy, Integration, Project Portfolio..., Business Intelligence
Education
University of Virginia Darden School of Business 2008 — 2008
Northwestern University 1992 — 1996
BS
AIG September 2014 - Present
Santander Bank, N.A. January 2014 - July 2014
Fidelity Investments October 2006 - January 2014
Fidelity Investments October 2005 - October 2006
Fidelity Investments June 2003 - October 2005
Fidelity Investments March 2000 - June 2003
Fidelity Investments January 1998 - March 2000
Fidelity Investments June 1995 - January 1998
Skills
Vendor Management, Vendor Relations, Risk Management, Risk Assessment, Risk Mitigation, Risk Analysis, Credit Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Market Risk, CISA, CISSP, Risk, Governance, Compliance, Security, ISO 27001, Audit, IT Risk, Business Continuity, Business Analysis, Vendor, Operations Management, Incident Management, Outsourcing, Change Management, Privacy, Contract Management, Internal Controls, Data Privacy, Due Diligence, Policy, Access, SLA, HIPAA, OCC, FDIC, MA Reg, Archer, VMIS, Third Party Vendor..., Third Party Vendors, Contract Negotiation, CRISC, Financial Risk
Education
Northern Kentucky University 1990 — 1995
Bachelor of Science, Finance
Michele Parisey August 2006 - Present
Kao Brands 2008 - 2010
Toyota June 2003 - August 2006
Fidelity Investments January 1996 - June 2003
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Management, Retirement, Investments, Vendor Management, Project Management, Human Resources, Pensions, Succession Planning, 401k, Defined Contribution
Education
Northern Kentucky University—Salmon P. Chase College of Law 2000 — 2004
JD, Law
Xavier University 1997 — 1999
MBA, Business
University of Cincinnati College of Business 1989 — 1994
BBA, Finance & Real Estate
Cincinnati Works May 2013 - Present
Cincinnati Works July 2010 - Present
Lee Hecht Harrison April 2009 - July 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Skills
Leadership, Training, Management Consulting, Employee Training, Adult Education, Performance Consulting
Education
Northwestern University
B.S., Communications
University of Wyoming
none, Marketing
Mercer Management Consulting August 2011 - Present
TreeTop Technologies November 2008 - August 2011
Bella Consulting June 2006 - November 2008
Fidelity Investments March 2005 - June 2006
Diversified Investment Advisors July 2004 - March 2006
Fidelity Investments June 2002 - June 2004
Andrews Survey & Engineering, Inc. December 1995 - June 2002
Mercer Management Consulting August 1995 - December 1995
Towers Watson December 1993 - August 1995
Skills
Databases, Project Management, Pensions, Process Improvement
Education
Northern Michigan University 1990 — 1993
BS, Computer Science and History
Oakbrook Solutions November 2003 - Present
JPMorgan Chase 1995 - Present
JPMORGAN CHASE BANK 1995 - Present
Fidelity Investments 1995 - 1997
Premier Solutions 1994 - 1995
IMIS 1994 - 1995
Sanchez Computer Associates 1993 - 1994
SEI Investments 1976 - 1988
SEI Corporation, Valley Forge, PA 1976 - 1988
Education
Rider University 1972 — 1975
MBA, Organizational Behavior
Northwestern University 1965 — 1966
BA, Mathematics
Origami Owl January 2014 - Present
Fidelity Investments November 2006 - Present
Celebrate With Us! Event Planning August 2006 - Present
Fidelity Investments September 1997 - Present
Skills
Process Improvement, Strategic Planning, Leadership, Vendor Management, Program Management, Customer Service, Business Analysis, Public Speaking, Analysis, Financial Services, Event Planning, Legal Compliance, People Management
Education
Northern Kentucky University—Salmon P. Chase College of Law 2001 — 2005
Doctor of Law (J.D.), Law
University of Cincinnati 1995 — 1997
Bachelor of Arts (B.A.), African-American/Black Studies
Walnut Hills High School 1987 — 1993
Walnut Hills High School
BNY Mellon October 2006 - Present
J.P. Morgan January 2005 - October 2006
Fidelity Investments June 2000 - January 2005
Skills
Operations Management, Project Management, Corporate Trust, Risk Management, Team Building, Team Leadership, Team Management, Performance Metrics
Education
Northwestern State University 1996 — 2000
Bachelor’s Degree, Business Administration and Management, General
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company August 2011 - February 2014
New York Life Insurance Company April 2010 - August 2011
Ringel Rice, LLC April 2009 - May 2010
What's What April 2009 - January 2010
Fidelity Investments July 2007 - February 2009
Fidelity Investments April 2002 - July 2007
Upromise June 2001 - December 2001
Thompson Island Outward Bound 1999 - 2001
Mercer Management Consulting August 1997 - September 1998
Skills
Business Case, Strategic Leadership, Business Strategy, Strategic Planning, Cross-functional Team..., Customer Experience, Cost Benefit, Financial Services, Program Management, Strategy, Competitive Analysis, Business Analysis, Analytics, Strategic Partnerships, Product Marketing, Leadership, Start-ups, Product Management, Management, Market Research, CRM, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Marketing
University of Pennsylvania 1985 — 1989
B.A., International Relations
Fidelity Investments December 2009 - Present
The Fiscal Times May 2009 - January 2011
CBS Interactive February 2009 - April 2009
Charles Schwab 1999 - 2009
Schwab Washington Research Group 1999 - 2002
Money Magazine 1996 - 1998
Fortune Magazine 1994 - 1996
Fortune Magazine 1983 - 1994
Education
Northwestern University 1974 — 1975
MSJ, Journalism
Smith College 1970 — 1974
BA, English and French
Williams College 1972 — 1973
English and French
RBS Citizens Financial Group October 2013 - Present
Fidelity Investments October 2010 - October 2013
Fidelity Investments 1998 - 2009
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1984
MBA, Finance
Northwestern University 1978 — 1982
BA, Economics
John D. Dovich & Associates, LLC August 2000 - Present
Fidelity Investments April 1996 - August 2000
Fidelity Investments June 1994 - April 1996
Fidelity Investments June 1994 - April 1996
Fidelity Investments May 1993 - June 1994
Skills
Wealth Management, Insurance
Education
Xavier University 1996 — 1999
MBA
Northern Kentucky University 1988 — 1992
Accounting
Fidelity Investments November 2012 - Present
Fidelity Investments August 2011 - November 2012
Fidelity Investments July 2006 - August 2011
Fidelity Investments April 2005 - July 2006
Fidelity Investments September 2000 - April 2005
Fidelity Investments January 1999 - September 2000
Fidelity Investments September 1997 - March 1999
Skills
Management, Integrated Marketing, Series 63, 401k, Project Management, Process Improvement, CRM, Series 7
Education
Northern Kentucky University 1989 — 1994
BA, Communications/Marketing
Omnicare Inc. January 2012 - Present
Fidelity Investments 2010 - January 2012
citibank na February 2007 - August 2009
Skills
series 7, Series 63, Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Access, Microsoft Word, Series 7, Customer Service, Public Speaking, Team Building, Finance, Project Management, Strategic Planning, Process Improvement, Banking, Credit, Leadership
Education
Northern Kentucky University 2007 — 2010
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Northern Kentucky University 2007 — 2010
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Fidelity Investments Director Internal Controls Program ManagementFidelity InvestmentsAugust 2011 - Present
Fidelity Investments July 2007 - August 2011
Fidelity Investments January 2007 - July 2007
Fidelity Investments May 2005 - January 2007
Fidelity Investments February 2000 - May 2005
Fidelity Investments June 1998 - February 2000
Fidelity Investments November 1995 - June 1998
Skills
Internal Controls, GRC, Financial Services, Program Management, Process Improvement, Leadership
Education
Northern Kentucky University—Salmon P. Chase College of Law
Juris Doctor (J.D.)
The Ohio State University
Bachelor's Degree, English
Fifth Third Securities August 2003 - December 2004
Fidelity Investments February 1993 - August 1999
Education
Northern Kentucky University—Salmon P. Chase College of Law 1999 — 2002
JD
Xavier University - School of Business Administration 1990 — 1992
MBA, Finance, Business Economics
Thomas More College 1985 — 1989
BA, Business Administration
Cabinet for Health and Family Services October 2010 - Present
Cabinet for Health and Family Services September 2010 - Present
Fidelity Investments August 2007 - September 2010
Blessed Sacrament School August 2000 - June 2007
Skills
Legal..., Customer Service, Administration Assistant, Teacher Assistant, Travel Agent, Courts, Editing, Microsoft Office, Legal Documents, Hearings, Research, Legal Research
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice/Psychology
Wayne High School 1980 — 1983
Fidelity Investments September 1999 - Present
Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, Project Management, Analysis, Software Project..., Business Process..., Risk Management, SQL
Education
Northern Kentucky University 2008 — 2014
Bachelor of Science (B.S.), Human Services
Northern Kentucky University 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Fidelity Investments January 2015 - Present
Fidelity Investments February 2013 - January 2015
Fidelity Investments December 2008 - February 2013
Merrill Lynch October 2007 - December 2008
Skills
Financial Services, Insurance, Relationship Management, Series 7, Uniform Combined State..., Finance, Investments, Customer Service, Financial Analysis
Education
University of North Florida
Bachelor of Business Administration (BBA), Financial Services
University of North Florida
Bachelor of Business Administration (BBA), Finance, Investments Track
Northwestern University