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
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Fidelity Investments Employees
Apervi Inc. July 2014 - Present
@B2C Startup July 2014 - Present
Vistaprint 2010 - 2014
CA Technologies 2009 - 2010
Fidelity Investments 2006 - 2009
PepsiCo, Inc. 2005 - 2006
Motorola 1997 - 2005
Education
Southern Methodist University - Cox School of Business
MBA, General management, Finance
The University of Texas at Arlington
MS, Computer Science
Fidelity Investments August 2013 - Present
Nationstar Mortgage July 2012 - August 2013
Northwestern Mutual January 2012 - July 2012
Real Estate Tax Consultants May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Underwriting, Finance, Bloomberg Terminal, Microsoft Excel, Access, Accounting, Capital IQ, PowerPoint, Loans
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
Next Capital November 2010 - Present
HomeAirCare LLC November 2006 - Present
Wells Fargo Mortgage December 2005 - February 2006
Air Technology de Mexico, S. A. de C. V. December 1993 - November 2004
OLDE GOLDE INC January 1991 - December 1993
FIDELITY INVESTMENTS January 1989 - November 1990
VELARDE SECURITIES, INC February 1984 - January 1989
CHICAGO BOARD OF OPTIONS EXCHANGE January 1980 - January 1984
G. EDWARDS & CO December 1977 - November 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Spanish-speaking, Budgets, Descision Tree Analysis, Market Research, Sales, Sales Management, Web Authoring Tools, Security Analysis, Exchange Traded..., Commodity Markets, Options Strategies, Securities Clearance, Trading, Financial Economics, Goldmine CRM, Business Planning, Business Development, Entrepreneurship, Financial Risk, HVAC, Invoicing, Key Account Management, Leadership, Marketing Research, New Business Development, Office Management, Problem Solving, Pricing, Risk Management, Technical Analysis, Strategy, Hedging, Securities, Derivatives
Education
Southern Methodist University - Cox School of Business 1977 — 1978
None - Completed 1/2 of MBA program, Marketing, Finance
Trinity University 1971 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Global Association of Risk Professionals (GARP)
Enery Risk Professional (ERP) Certification Program - In progress, Risk Management
SAN JACINTO JR. COLLEGE
Fidelity Investments June 2013 - Present
Skills
SQL, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Java, Software Development, Analysis, Software Project..., XML, Scrum, VBA, Web Services, Web Applications, HP Quality Center, JIRA
Education
Southern Methodist University 2010 — 2012
Bachelor of Science (B.S.), Operations Research
Smoothie King (SKFI) 2013 - Present
Mattress One 2013 - Present
State Farm 2012 - 2013
Fidelity Investments 2010 - 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2007 - 2008
Fidelity Investments 1999 - 2007
Fidelity Investments 1998 - 1999
Skills
Business Start-Ups, Business & Market..., Sales & Sales Support, Employee Empowerment, Financial Management, Investment & Portfolio..., Customer Relations &..., Investment Trading, Continuous Improvements, Market Research & Trend..., Policies & Procedures -..., Strategic & Operational..., Marketing & Corporate..., Advertising & Promotions, Project Planning &..., Contract & Agreement..., Lead By Example, Team Builder, High Level of Ethics, Personable, Flexible, Dedicated, Diplomatic, Problem solver, Negotiator, Communicator, Insurance, Leadership Development, Licensed Life & Health..., Licensed Property &..., Series 7, Series 63, Series 9, Series 10, Investment Strategies, Customer Service, Asset Allocation, Retirement and..., FINRA, CRM, Personal Finance, Financial Services, Income Protection, 401(k) and 401(k)..., Business Strategy, Mutual Funds, ETFs, Microsoft Office, Coahing and Mentoring
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Concentrations (3): Strategy & Entrepreneurship, Marketing, Strategic Leadership
Texas Christian University
Bachelor’s Degree, Major: Marketing ; Minor: Psychology
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments April 2013 - February 2014
Fidelity Investments July 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Bisnow January 2013 - March 2013
cafe express November 2005 - August 2010
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments July 2014 - Present
University Tees March 2012 - May 2014
Commercial Tax Group, LLC May 2013 - July 2013
The Morgan Adams Foundation June 2012 - August 2012
Silver Jeans Co. August 2009 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing
FleishmanHillard May 2015 - Present
FleishmanHillard June 2014 - May 2015
FleishmanHillard May 2013 - May 2014
Fleishman-Hillard May 2012 - May 2013
Fleishman-Hillard January 2012 - May 2012
Fidelity Investments June 2011 - January 2012
SMU Daily Mustang December 2010 - May 2011
D Magazine June 2010 - August 2010
Skills
Media Relations, Press Releases, Corporate Communications, Public Relations, Message Development, Communication Training, Copywriting, AP Style, Event Planning, Crisis Communications, Communications Planning, Content Development, Vocus, Blogging
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts (B.A.), Journalism
Wells Fargo Advisors, LLC May 2012 - Present
Allstate Financial Services, LLC May 2007 - May 2012
Smith Barney November 2004 - May 2007
UBS February 2001 - November 2004
Donaldson, Lufkin & Jenrette August 1998 - February 2001
Fidelity Investments December 1994 - September 1997
Bear Stearns August 1993 - September 1994
Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity
Education
Southern Methodist University - Cox School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor's Degree, Economics
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Outlook, Social Media, Fundraising
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (BS), Engineering Management Information Systems
Cottonwood Financial December 2006 - Present
Q Investments February 2005 - August 2006
Argentus Advisors, LLC (Formerly SummitAlliance Investment Group) February 2003 - January 2005
Echelon Group (Greenfield Capital I, Ltd) 2001 - 2002
Tricom Group 2000 - 2001
Korn/Ferry International 1999 - 2000
Heidrick & Struggles (via acquisition of Sandhurst Associates/TASA International/TMP Worldwide/LAI) 1995 - 1999
Lehman Brothers 1994 - 1995
Fidelity Investments 1990 - 1994
Stuart James Investment Bankers 1990 - 1990
Skills
Management, Leadership, Employer Branding, Recruitment Branding, Vendor Management, Contract Negotiation, Executive Search, Talent Acquisition, Recruiting, Salary Negotiation, Interviews, Sourcing, Applicant Tracking..., Search, Internet Recruiting, Start-ups, Financial Services, Sales, Executive Management, Talent Management, Onboarding, Benefits Negotiation, Technical Recruiting, Screening Resumes, Account Management, Salesforce.com, Negotiation, Cold Calling, Recruitment Advertising, Series 7, Series 63, Professional Services, College Recruiting, Performance Management, Hiring, Candidate Screening, Candidate Assessment, MBA, Research, Business Analysis, Conferences, Corporate Recruiting, Project Management, Executive Coaching, Retail, Retail Banking, Consumer Finance, Business Strategy, C Suite
Education
Southern Methodist University - Cox School of Business
MBA, Finance and Marketing
Texas A&M University
BS, Economics
Lakehill Preparatory School
High School
Geode Capital Management May 2013 - February 2015
Geode Capital Management February 2007 - April 2013
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1994 - 1996
Skills
Series 6, 7, 63, Hedge Funds, Asset Management, Equities, Trading, Alternative Investments, Fixed Income, Capital Markets, Corporate Actions, Portfolio Management, Bloomberg, Finance, Securities, Mutual Funds, Fund Accounting, Investment Management, Investments, Derivatives
Education
Southern Methodist University - Cox School of Business 2001 — 2002
MBA, Finance/Marketing
Northeastern University 1989 — 1994
BS, Finance/Int'l Business
AARP August 2014 - Present
Sysco October 2013 - July 2014
Gaylord National Resort & Convention Center April 2011 - October 2013
Gaylord National Resort & Convention Center October 2007 - April 2011
Gaylord Texan Resort & Convention Center July 2006 - September 2007
Fidelity Investments April 2000 - April 2004
Skills
Forecasting, Budgeting, Strategic Planning, Resorts, Financial Analysis, Hotels, Hospitality Industry, Process Improvement, Income Statement, Accounting, Financial Reporting, Microsoft Excel, Analysis, Food & Beverage, Business Analysis, Budgets, Variance Analysis, General Ledger, Accounts Payable, Restaurants, Account Reconciliation, Financial Statements, Payroll, Finance, P&L, Leadership, P&L Management
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, Business
Texas A&M University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hitachi Consulting July 2014 - Present
Southern Methodist University August 2010 - Present
Fidelity Investments June 2013 - August 2013
Hitachi Consulting June 2013 - June 2013
Hegi Career Development Center August 2011 - December 2012
Lancaster General Hospital January 2010 - March 2010
Skills
Microsoft Office, Excel, Access, Engineering Management, Cash Flow Management, Cash Flow Forecasting, Project Planning, PowerPoint, Teamwork, Team Leadership, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Fundraising, Social Media
Education
Southern Methodist University 2010 — 2014
BBA, Management Science, Business Administration, 3.534
Andrews Kurth June 2015 - August 2015
SMU Dedman School of Law Small Business and Trademark Clinic January 2015 - June 2015
Southern Methodist University September 2014 - May 2015
Hunt Consolidated, Inc. September 2014 - December 2014
Fidelity Investments June 2014 - July 2014
Southern Methodist University September 2013 - May 2014
Collin County Courthouse July 2013 - August 2013
Plano ISD February 2009 - June 2012
Blinn College August 2007 - August 2008
Education
Southern Methodist University Dedman School of Law 2012 — 2016
Doctor of Law (J.D.), Law
Texas A&M University 2002 — 2006
B.S., Kinesiology
Newman Smith High School 1998 — 2002
Fidelity Investments January 2004 - Present
Fidelity Investments January 2004 - Present
Cinemark Theaters January 1997 - January 2004
Skills
Mutual Funds, Alternative Investments, Retirement, 401k, Securities
Education
Southern Methodist University - Cox School of Business 2007 — 2009
Master of Financial Consulting, Finance
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration, Finance
ORM Technologies January 2014 - Present
ORM Technologies May 2013 - August 2013
Southern Methodist University January 2012 - May 2013
Fidelity Investments May 2012 - August 2012
AllPlayers.com, Inc. May 2011 - November 2011
Skills
C++, Java, MySQL, HTML, PHP, CSS, Git, Linux, Windows, XML, Agile Methodologies, Microsoft Office, Ruby on Rails, Ruby, PostgreSQL
Education
Southern Methodist University 2009 — 2013
Bachelor of Science (BS), Computer Science
The Bank of Tampa March 2014 - Present
The Bank of Tampa March 2000 - March 2014
Boy Scouts of America March 1997 - February 2000
Fidelity Investments January 1993 - March 1997
Texas Army National Guard 1988 - 1994
Skills
Portfolio Management, Strategic Planning, Risk Assessment, Attribution Modeling, Financial Forecasting, Modern Portfolio Theory, Equity Trading, Fixed Income Analysis, Product Development, Market Risk, Due Diligence, Business Development, Client Presentation, Equity Valuation, Portfolio Optimization, Market Analysis, Equity Research, Wealth Management, Equity Capital Markets, Portfolio Assessment, Equity Derivatives, Investment Portfolio, Financial Risk, Company Newsletters, Bloomberg, Trusts, Endowments, Pensions, Foundations, Risk Management, Fixed Income Strategies, Microsoft Office, Board Relations, Risk Analysis, Axys, Investment Company Act, Chartered Financial..., Investment Management, Equities, Finance
Education
Southern Methodist University 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University 1986 — 1991
Bachelor of Arts (B.A.), Physics and Philosophy
TD Ameritrade January 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments July 2012 - April 2013
iCracked Inc. December 2010 - August 2012
Goldline International, Inc March 2006 - August 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Finance, Communication, Bloomberg Terminal, Asset Management, Sales, Alternative Investments, Retirement Planning, Financial Markets, Financial Transactions, Financial Projection, Analysis, Problem Solving, Capital Markets, Microsoft Office
Education
Oaks Christian
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor's, Finance
Southern Methodist University 2008 — 2012
Minor, Economics
Charles Schwab & Co, Inc. Charles Schwab Bank January 2010 - Present
Retirement Advisors of America April 2008 - December 2008
RAA Wealth Management, LLC August 2006 - April 2008
Retirement Advisors of America December 2005 - August 2006
JPMorganChase Bank December 2003 - December 2005
1st Global October 1999 - December 2003
Fidelity Investments February 1998 - October 1999
Education
Southern Methodist University 2013 — 2015
Certificate Program in Financial Planning (CPFP), Financial Planning and Services
Texas Christian University 1993 — 1997
Bachelor of Science (BS), Economics and International Business
Canterbury School of Florida 1989 — 1993
High School Diploma, College Prepatory
PCJDS 1981 — 1988
Elementry / Middle
ADP March 2011 - Present
Mercer August 2004 - 2011
Clark Consulting 2002 - 2004
Fidelity Investments 2000 - 2002
Hewitt 1998 - 2000
Skills
Vendor Management, Outsourcing, CRM, Management, Leadership, Business Process, Project Management, Team Management, Account Management, Employee Benefits, Integration, Negotiation, Personnel Management, Relationship Management, Defined Benefit, Time Management, Benefits Administration, Performance Management, 401k, Human Resources, BPO, Process Improvement, Talent Acquisition
Education
Southern Methodist University - Cox School of Business
MBA, Management and Finance
The University of Texas at Austin
Psychology and Business
Fidelity Investments October 2014 - Present
Fidelity Investments April 2013 - November 2014
Victoria's Secret March 2013 - May 2013
Med X Sports February 2013 - May 2013
Victoria's Secret September 2012 - March 2013
Burnett Specialists / Choice Staffing February 2012 - May 2012
Skills
Series 7, Series 63, Sales, Customer Service, Leadership, Series 66
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), International/Global Studies
Taipei American School 2006 — 2008
International Baccalaureate Diploma
RooSites Web Development July 2013 - Present
FMS Purchasing & Services May 2009 - May 2013
Fidelity Investments June 1995 - June 2008
Fidelity Investments July 2002 - June 2005
Indus International September 2000 - January 2002
Fidelity Investments December 1992 - September 2000
Skills
Business Analysis, Management, Team Building, Marketing Strategy, Process Improvement, Cross-functional Team..., Customer Service, Strategic Planning, Vendor Management, Program Management, Business Process..., Business Strategy, Project Management, Operations Management, Entrepreneurship, Marketing, Competitive Analysis, Project Planning, Strategy, Digital Marketing, Forecasting, Leadership, Social Media Marketing, Executive Management, Data Analysis, Sales Management, Digital Strategy, Negotiation, Product Management, CRM, Finance, Training, Consulting, Business Development, Start-ups, Business Planning
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
University of Kentucky 1981 — 1985
BBA, Finance
Fidelity Investments June 1994 - Present
Coopers & Lybrand Consulting June 1985 - May 1994
Skills
Strategy, Securities, Asset Allocation, Financial Services, Retirement Planning, Series 63, Risk Management, Relationship Management, Defined Contribution, Defined Benefit, Mutual Funds, 401k, Retirement
Education
Southern Methodist University 1979 — 1983
BBA, Finance
Robert E Lee High School
Jennifer Thorsen Photography January 2010 - Present
Clark Consulting October 2007 - October 2010
D.R. Saur Financial December 2005 - October 2007
True North Advisors October 2003 - November 2005
Consultant November 2002 - November 2003
Fidelity Investments December 1995 - October 2002
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Budgets, Finance, Negotiation, Series 63, Management, Sales, Insurance, Employee Benefits, Financial Services, Banking, Small Business, Accounting, Retirement Planning, Retirement, Process Improvement
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Marketing, Technology
Texas State University 1991 — 1995
BBA, Finance
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments April 2013 - June 2014
Fidelity Investments June 2012 - April 2013
Push America May 2010 - August 2010
The Home Depot October 2007 - January 2010
Wyndham Hotel Group August 2006 - May 2007
Skills
Customer Service, Public Speaking, Leadership, PowerPoint, Event Planning, Time Management, Research, Microsoft Office, Teamwork, Microsoft Word, Leadership Development, Finance, Recruiting, Access, Microsoft Excel, Event Management
Education
Southern Methodist University 2013 — 2014
SMU CAPE Program - CFP®, Certificate in Financial Planning
The University of Texas at Arlington 2008 — 2011
BS, Psychology, Business Administration
Bernstein Global Wealth Management January 2011 - Present
Bernstein Global Wealth Management July 2004 - December 2010
Fidelity Investments August 1997 - July 2004
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Estate Planning, Financial Modeling, Equities, Risk Management, Investment Management, Strategy, Financial Services, Financial Advisory, Capital Markets, Finance, Wealth
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance & Financial Consulting
The University of Texas at Arlington 1994 — 1998
BBA, Finance
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
Fidelity Investments 2002 - 2005
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Lennar Homes January 1995 - January 1997
Skills
Network, Wireless Networking, Telecommunications, Vendor Management, Management, Finance, Product Management, Strategy, SDN, Strategic Roadmaps, Procurement, Enterprise Software, Program Management, Negotiation, Requirements Analysis, Disaster Recovery, Process Improvement, SDLC, Six Sigma, Call Center, Infrastructure..., Project Management, ITIL, Technical Support, Business Analysis, PMP, Information Technology, Networking
Education
Southern Methodist University - Cox School of Business
M.B.A., Finance, Information Technology
The University of Texas at Austin - Red McCombs School of Business
B.B.A., Managment, Mechanical Engineering
Fidelity Investments February 2014 - September 2015
Janus Capital Group September 2010 - February 2014
Janus Capital Group July 2008 - August 2010
Nuveen Investments March 2007 - June 2008
Bank of America 2006 - 2007
Bank of America June 2004 - June 2006
Skills
Public Speaking, Financial Markets, Fixed Income, International Business, Investments, Series 7
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Texas Tech University 1995 — 1999
BS, Mathematics
University of North Texas 1993 — 1995
High School Diploma
Carlyle Capital Markets April 2010 - Present
Friedman Luzzatto & Co. September 1999 - Present
RIO Technical Services August 2005 - March 2010
First Southwest Company 2003 - 2005
Carlyle Capital Markets 1999 - 2003
Bank of America 1997 - 1999
Fidelity Investments 1992 - 1997
First Tennessee Bank 1990 - 1992
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Securities, Bloomberg, Alternative Investments, Mergers, Investment Management, Portfolio Management, Strategic Financial..., Hedge Funds, Commercial Banking, Mutual Funds, Wealth Management, Trading, Investor Relations, Structured Finance, Financial Structuring, Finance, Investment Advisory, Institutional..., Asset Management, FINRA, Financial Advisory, Public Finance, Financial Services, Capital Raising, Financial Markets, Asset Allocation, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1993 — 1996
MBA, Finance
The University of Memphis 1990 — 1991
BBA, Finance
Boy Scouts of America - Grand Teton Council August 2013 - Present
BYU-Idaho March 2013 - August 2013
University of Oklahoma June 2011 - April 2013
State of Oklahoma February 2010 - May 2011
University of Oklahoma January 2009 - August 2009
State of Oklahoma, Tax Commission March 2008 - December 2008
Fidelity Investments March 2001 - January 2008
Skills
Statistical Data..., Focus Groups, Survey Design, Survey Research, Qualitative Research, Quantitative Research, College Teaching, Adult Education, Analysis, Grants, Higher Education, Microsoft Word, PowerPoint, Program Evaluation, Research, SPSS, Statistics, Training, Customer Service
Education
University of North Texas 2005 — 2007
Master of Business Administration (M.B.A.), Strategic Management
Southern Methodist University 2003 — 2004
Master of Arts (M.A.), Applied Economics
Southern Methodist University 2002 — 2003
Graduate Certificate, Finance
University of Utah 1996 — 2000
Bachelor of Science (B.S.), Economics
University of Utah 1996 — 2000
Bachelor's degree, Speech Communication and Rhetoric
Sendero February 2014 - Present
Fidelity Investments July 2012 - January 2014
Morgan Stanley Smith Barney August 2011 - August 2011
GE Capital Solutions Europe Limited September 2010 - December 2010
Advantage Copier Equipment (acquired by ASI Business Solutions) June 2004 - September 2009
Frank J. Budde, Attorney at Law January 2007 - June 2008
Skills
Leadership, Microsoft Office, Financial Analysis, Management, Teamwork, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Leadership Development, Access, Business Analysis, Research, Accounting, Management Consulting, Training & Development, Technology Consulting, Business Strategy, Business Process...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Bridge Program
Southern Methodist University - Cox School of Business 2008 — 2012
B.B.A., Finance; B.A., Markets and Culture
University of Westminster 2010 — 2010
Business
Credit Suisse March 2011 - Present
Fidelity Investments 2006 - 2011
Education
Southern Methodist University - Cox School of Business
Masters of Business Administration, Finance
Texas Tech University
Bachelor of Business Administration, Finance
Fidelity Investments May 2011 - Present
Verizon January 2010 - May 2011
Verizon July 2007 - December 2009
Verizon May 2001 - June 2007
ProCert Inc February 1999 - August 2000
Skills
SDLC, Testing, SQL, Telecommunications, Data Analysis, Team Leadership, Management, Requirements Analysis, Business Requirements, Agile Methodologies, Vendor Management, Business Analysis, Software Project..., Requirements Gathering, Integration, Program Management, Unix, Visio, Project Management, Business Intelligence, Process Improvement
Education
Southern Methodist University - Cox School of Business 2011 — 2011
Graduate Certificate, Business Intelligence Graduate Certificate
The University of Dallas 2006 — 2008
MBA, IT Service Management
University of Oklahoma - Price College of Business 1994 — 1998
BBA, Management Information System
University of Oklahoma 1994 — 1997
Bachelor of Science, Mechanical Engineering
EY August 2015 - Present
Fidelity Investments May 2014 - August 2014
Motorola Solutions May 2013 - August 2013
Knott's Berry Farm Soak City April 2012 - August 2012
Knott's Berry Farm Soak City May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Teamwork, Java, Operations Research, Team Leadership, Microsoft Word, Operations Management, Data Analysis, Communication, AMPL, Engineering Management, Microeconomics, Project Management, EMIS, C++, Engineering Economics, Linear Algebra, Macroeconomics, Accounting, SQL, Agile Methodologies, Visio
Education
Southern Methodist University 2011 — 2015
Bachelor of Science (B.S.), Management Science, and Minor in Mathematics, Senior
Southern Methodist University, Lyle School of Engineering 2011 — 2015
B.S, Candidate, Management Science Engineering
Rosary High School 2007 — 2011
Rosary High School 2007 — 2011
H.S. Diploma
Anchor Private Planning June 2015 - Present
Fidelity Investments January 2001 - June 2015
Skills
Mutual Funds, Series 7, Certified Financial..., Insurance, Finance, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Asset Management, Equities, Financial Planning, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Personal Finance, Portfolio Management, Securities, Series 63, Strategic Financial..., Uniform Combined State..., 401k
Education
Southern Methodist University - Cox School of Business 2003 — 2005
CFP Program, Financial Planning and Services
University Saint Louis Christian College 1995 — 1998
EY July 2015 - Present
Grand Energy Inc. December 2014 - July 2015
Bain & Schindele Tax Consulting January 2015 - April 2015
Southern Methodist University August 2013 - May 2014
Southern Methodist University September 2011 - May 2014
Fidelity Investments June 2013 - August 2013
Skills
Finance, PowerPoint, Microsoft Excel, Statistics, Microsoft Office, Microsoft Word, Outlook, Event Planning, Data Validation, Teamwork
Education
Southern Methodist University 2011 — 2014
B.S., Economics with Finance Applications
Houlihan Lokey January 2015 - Present
CBIZ Valuation Group, LLC September 2012 - December 2014
Waterview Advisors May 2008 - August 2012
Running Rainbow Floral Supply, LLC 2004 - 2008
Southwest Securities 2000 - 2002
Citigroup Geneva Capital Strategies 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
CBRE May 2015 - Present
CBRE September 2014 - May 2015
Fidelity Investments May 2013 - August 2013
Bank of America Merrill Lynch December 2012 - January 2013
Skills
Financial Analysis, Financial Planning, Financial Services, Mutual Funds
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications Specialization
CBRE April 2015 - Present
CBRE January 2012 - April 2015
Booz & Company May 2010 - January 2012
Wolfrox Partners L.P. July 2009 - May 2010
Rogers Communications Inc. February 2009 - July 2009
Vertex Business Services (acquired division from Alliance Data) July 2008 - February 2009
Alliance Data October 2005 - July 2008
Green Mountain Energy Company October 2002 - November 2005
USPowerSolutions November 1999 - July 2002
Fidelity Investments 1997 - 1999
Skills
IT Strategy, Organizational Design, Strategy, Process Simulation, Critical Thinking, Vendor Management, Change Management, Leadership, Business Process..., Process Engineering, Business Analysis, Enterprise Architecture, Business Process, Program Management, Governance, E-commerce, Mergers & Acquisitions, Process Improvement, Business Strategy, Information Technology, Product Management, Strategic Planning, Outsourcing, Team Building, Team Leadership, Analytics, SDLC, Project Management, Business Planning, Project Portfolio..., Management, Enterprise Software, Entrepreneurship, Product Development, Business Intelligence, Professional Services, Management Consulting, Integration, Cross-functional Team...
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA
University of Massachusetts at Lowell 1990 — 1993
Electrical Engineering
Montgomery Coscia Greilich LLP December 2014 - Present
CExchange LLC October 2011 - November 2014
GM Financial/AmeriCredit January 2011 - October 2011
Morgan Stanley July 2007 - July 2011
Fidelity Investments June 2006 - October 2006
AmeriCredit June 2005 - August 2005
Skills
Data Analysis, Forecasting, Microsoft Excel, VBA, SAS, Risk Management, SQL, Business Process..., Microsoft Office, Budgets, PowerPoint, Microsoft Word, Database Administration, Teamwork, Customer Service
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration, Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
BBA, Finance
Southlake Carroll High School
BAMM Group, LLC September 2014 - Present
AGF Global, LLC (America's Gourmet Foods) December 2010 - August 2014
AJC International, Inc. 2005 - 2010
Global Mex Trading, LLC 2004 - 2005
Marcus Food Company 2000 - 2004
Advance Design Center 1997 - 2000
Fidelity Investments 1994 - 1995
Skills
Sales Management, International Sales, Wholesale, Food, Export, Purchasing, Freight Forwarding, International Trade, Marketing Strategy, Logistics
Education
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Business, Management, Marketing, and Related Support Services
Franklin Delano High School, Lima Peru
Deloitte Consulting LLP July 2015 - Present
Southern Methodist University January 2013 - May 2015
Southern Methodist University November 2011 - May 2015
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Jason Villalba Political Campaign May 2012 - August 2012
Skills
Time Management, Management, Leadership, Quality Assurance, Microsoft Excel, Public Speaking, Mechanical Engineering, Agile Methodolgy, Microsoft Office, Sitecore, Political Campaigns, Robotics Engineering..., Tenacious Work Ethic, Systems Analysis, Java, PowerPoint, Research, Data Analysis, Matlab, Social Media
Education
Southern Methodist University 2011 — 2015
Bachelor of Science (BS), Mechanical Engineering, Minor: Mathematics
Richardson High School 2007 — 2011
Distinguished Diploma, 4.0
1st Global August 2011 - Present
1st Global May 2009 - August 2011
1st Global August 2008 - May 2009
TIAA-CREF July 2007 - August 2008
1st Global October 2004 - July 2007
Fidelity Investments April 2000 - February 2003
Skills
Phone Etiquette
Education
Southern Methodist University 1995 — 1998
Bachelor of Arts, Psychology
Fidelity Investments October 2012 - Present
Fidelity Investments May 2008 - October 2012
Fidelity Investments August 2006 - May 2008
Redken Distribution Associates August 2002 - December 2005
Winn Dixie August 1998 - June 2002
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Microsoft Excel, Process Improvement, Finance, PowerPoint
Education
Southern Methodist University - Cox School of Business 2009 — 2011
PMBA, Corporate Finance
The University of Texas at Arlington 2004 — 2006
BBA, Finance, General
Tristan & Associates May 2014 - Present
The Principal Financial Group July 2005 - May 2014
ING FINANCIAL ADVISORS July 2002 - July 2005
Fidelity Investments May 1995 - January 2002
Skills
401 (k), 403 (b), SEP &..., Disability Income..., Annuities (Variable &..., Series 6,7,63, 65, 66..., Asset Allocation, Financial Needs Analysis, Supplemental Retirement..., Tax-Deferred Savings, IRAs (Traditional &..., Term Life Insurance, Mutual Funds
Education
Southern Methodist University 1991 — 1995
BA, History and Medieval Studies
Fidelity Investments August 2012 - Present
McPherson Personal Assets Management July 1997 - August 2012
Fidelity Investments August 1996 - July 1997
Skills
Portfolio Management, Options, Stock Management, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Risk, Chartered Financial..., MBA
Education
Southern Methodist University - Cox School of Business 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Iowa 1991 — 1994
Bachelor of Business Administration (BBA), Finance, General
Dallas Police and Fire Pension System January 2013 - Present
Dallas Police and Fire Pension System 2008 - 2012
Fidelity Investments December 1994 - July 2008
Skills
Alternative Investments, Financial Modeling, Fixed Income, Valuation, Financial Analysis, Asset Management, Performance Benchmarking, Global Tactical Asset..., Asset Allocation, Investment Strategies, Financial Services, Mutual Funds, Investment Management, Investments, Portfolio Management, Due Diligence, Equities
Education
Southern Methodist University - Cox School of Business 2001 — 2004
MBA, Finance and Accounting
Texas A&M University 1989 — 1993
BBA, Finance, Accounting, Economics
Josef Hudson Home & Hospitality Design August 2005 - Present
Fidelity Investments September 2000 - August 2004
Skills
Interior Design, Furniture, Hospitality, Space Planning, Interiors, Renovation, AutoCAD, Furnishings, Art, Concept Design, Hotels, Design Development, CAD, Textiles, Merchandising, Product Design, Budgeting, Construction Documents, Architecture, Finishes, Tiles, Contract Negotiation, FF&E, Concept Development, Creative Problem Solving, Space-planning, Design Research, Space planning, Finish, Residential Homes, Budgets, Residential Design, Custom Furniture, Design Strategy, Interior Architecture, Architectures, Floor Plans, Submittals
Education
Southern Methodist University 1996 — 2000
B.S./B.A.
El Centro School of Design
Design
Fidelity Investments August 2006 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - February 2014
Fidelity Investments July 2012 - February 2013
Fidelity Investments August 2007 - July 2010
Merrill Lynch January 2004 - August 2006
Waddell & Reed 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Series 7, Business Strategy, Series 63, Strategic Planning, Series 65, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Finance
Stephen F. Austin State University 1996 — 2001
B.B.A., Marketing
AIG June 2014 - Present
AIG February 2014 - Present
The Hartford September 2012 - January 2014
The Hartford November 2009 - November 2012
The Hartford November 2007 - October 2009
The Hartford August 2006 - November 2007
The Hartford 2005 - 2006
Pegasus Solutions 2004 - 2005
Fidelity Investments August 1992 - October 2004
Skills
Certified Change..., Team Building, Cross-functional Team..., Continuous Improvement, Business Strategy, Business Analysis, Disaster Recovery, Data Center, Leading Change, Culture Change, IT Service Management, Service Delivery, Thought Leadership, Strategic Planning, IT Strategy, Strategic Thinking, Collaborative Problem..., Virtual Teams, Information Technology, Operations Management, Program Management, Portfolio Management, Leadership, Critical Thinking, Shared Services, Call Center, Organization..., Infrastructure..., Infrastructure..., Strategic Roadmaps, Infrastructure Services, Distributed Team..., Organizational Behavior, Stakeholder Management, Service Desk, Facilities Management, Strategic Leadership, COE, Sourcing, Lean Operations, Business Process..., Innovation, Organizational..., Global Leadership, Technology Roadmapping, Technology Leadership, Technology Solutions, Technology Policy, Technology, Applications
Education
Southern Methodist University 2002 — 2003
MS, Engineering Mgmt
Southern Methodist University
BSS, Maj: Psychology, Min Emph: Poli Sci, Econ
Commodore Hotel Linden 2007 - Present
Bristol County Savings Bank March 2000 - May 2006
Fidelity Investments July 1991 - May 1993
Skills
Marketing Strategy, Event Management, Hospitality, Entrepreneurship, Social Media Marketing, Social Media, Marketing, Tourism, Hotels, New Business Development, Restaurants, Online Marketing, Small Business, Online Advertising, Customer Service, Social Networking, Email Marketing, Trade Shows, E-commerce, Corporate Events, Market Planning
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Marketing
Dell Services November 2012 - Present
Roofing Supply Group July 2012 - September 2012
Fidelity Investments January 2012 - July 2012
Hewlett-Packard November 2010 - December 2011
Resources Global Professionals August 2008 - August 2010
Alsbridge, Inc. February 2007 - April 2008
Small Business Administration February 2006 - November 2006
Nokia July 1999 - November 2005
Alltel Wireless May 1996 - July 1999
GE Capital March 1992 - May 1996
Skills
Financial Planning and..., Financial Modeling, Budgeting, Planning, P&L Management, Forecasting, Financial Projections, Best Practices, Capital Expense (CAPEX), Cash Flow Models, Consulting, Financial Reporting, Key Performance..., Margin Growth, Pricing Models, Operating Expenses..., Back-Office Processes &..., Financial Training, Finance, Analysis, Program Management, Strategy, Cash Flow, Budgets, Strategic Financial..., Project Planning, Business Planning, Key Performance..., Management, Pricing Strategy, Training, Cross-functional Team..., Contract Negotiation, Leadership, Human Resources, Change Management, Fundamental Analysis, Financial Analysis, Gross Margin, Accounting
Education
Southern Methodist University - Cox School of Business
MBA, Finance/Accounting
Texas A&M University
BBA, Business Administration
Centennial Home Group April 2014 - Present
Real Estate One February 2007 - April 2014
Prudential Real Estate January 2003 - January 2007
Sprint June 1995 - June 2002
Fidelity Investments August 1993 - June 1995
Skills
Sellers, Real Estate, Foreclosures, Short Sales, Buyers, Buyer Representation, Commercial Real Estate, Marketing, Construction, First Time Home Buyers, REO, Listings, HUD, Relocation, Referrals, Investors, Investment Properties, Residential Homes, Real Estate Transactions, Selling, New Home Sales, Seller Representation, Contract Negotiation, Negotiation, Team Building, Single Family Homes, Strategic Planning, Management, Luxury, Customer Service
Education
The University of Dallas 1998 — 2002
Masters in Business Administration
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Management Information Systems
Fidelity Investments April 2015 - Present
Sabre Inc. November 2012 - March 2015
Sabre Holdings January 2008 - October 2012
Sabre June 2007 - December 2007
Nokia November 2004 - October 2005
Nokia June 2003 - November 2004
Nokia October 2001 - May 2003
Nokia November 1997 - September 2001
Nokia June 1996 - October 1997
Conti Industries January 1989 - May 1996
Skills
Technical Support, Customer Service, Conflict Management, Agile Project Management, Coaching, Test Management, IT Operations, Change Management, Accounting, Mobile..., Interviewing, Project Management, Technical Leadership, Team Leadership, Leadership Development, Mobile Telephony, Leadership, Telecommunications, Management, Project Portfolio..., Integration, Interviews, Cross-functional Team..., Agile Methodologies
Education
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Management
The University of Texas at Arlington 1991 — 1996
Bachelor's Degree, Information Systems
Fidelity Investments February 2014 - Present
JPMorgan Chase September 2000 - January 2014
ECOM February 2000 - September 2000
JRA Information Services April 1999 - February 2000
RSM February 1999 - April 1999
JRA Information Services November 1998 - February 1999
NIMS Associates, Inc. July 1997 - November 1998
Sprint August 1995 - July 1997
Lockheed Martin March 1985 - July 1995
Skills
DB2, COBOL, Syncsort, NDM, JCL, CICS, SDLC, Software Project..., Business Analysis, TSO, SQL, Application Development, XML, VSAM, Visio, Enterprise Architecture, Software Development, Requirements Analysis, Databases, Unix, MVS, Endeavor, Business Intelligence, Production Support, Data Warehousing, Program Management, Business Process..., IMS DB/DC, Mainframe, Testing, Performance Tuning, Systems Analysis, Oracle, Sybase, Requirements Gathering, Disaster Recovery, Data Modeling, MS Project, PL/SQL, ETL, Teradata, AIX, SharePoint, WebSphere MQ, Fileaid, Business Requirements, IBM Mainframe, Xpediter, Quality Center, z/OS
Education
Southern Methodist University 1992 — 1996
MS, Mathematics
Texas Wesleyan University 1989 — 1992
BS, Mathematics
Fidelity Investments August 2005 - Present
Fidelity Investments March 2004 - August 2005
Fidelity Investments January 2003 - March 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments August 1997 - January 2001
Fidelity Investments March 1996 - August 1997
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Analysis, Business Planning, Defined Contribution, Tax, Institutional..., Series 7, Series 63, Asset Allocation
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA
The University of Texas at Austin 1994 — 1995
BA, Government
Bank of America 2009 - Present
Countrywide April 2006 - April 2009
Fidelity Investments 1995 - 2005
Education
Southern Methodist University - Cox School of Business 1998 — 2001
Trinity University 1991 — 1995
BS, Chemistry
Berkeley Point Capital March 1900 - Present
Fidelity Investments 1900 - 1901
Skills
Real Estate Development, CMBS, Commercial Real Estate, Real Estate Economics, Private Equity, Disposition, Leases, Investments, Mezzanine, Property Management, Real Estate, Valuation, Underwriting, Financial Analysis, Real Estate Transactions, Portfolio Management, Due Diligence, Financial Modeling, Loans, Asset Managment, Financial Structuring, Investment Properties, Credit, Real Estate Financing, Location Intelligence, Apartments, Capital Markets, Real Estate Private..., Brokerage, Acquisitions, Commercial Mortgages, Investors, Mortgage Lending, Loan Origination, Corporate Real Estate, International Real..., Joint Ventures, Finance, Structured Finance
Education
Southern Methodist University - Cox School of Business 1900 — 2021
MBA, Business
The University of Texas at Austin 1900 — 2021
ACE Cash Express October 2014 - Present
GM Financial November 2013 - October 2014
Fidelity Investments February 2013 - August 2013
TD Ameritrade February 2012 - February 2013
TD Ameritrade October 2010 - February 2012
TD Ameritrade March 2009 - September 2010
TD Ameritrade October 2007 - February 2009
Skills
Quantitative Finance, Financial Risk..., Stata, R, SAS, XLMiner, Applied Economics, Econometrics, Portfolio Management, Financial Analysis, Financial Modeling, Managerial Economics, SQL, Valuation, Predictive Analytics, Criminology, Data Analysis, Data Mining, VAR, HAPKIDO, Financial Econometrics, Statistics, Social Sciences, ETFs, Series 63, Fixed Income, Mutual Funds, Series 7, Securities, Derivatives, Statistical Modeling, Credit Risk, Business Intelligence, Options, Quantitative Analytics, Financial Risk, Investment Advisory, Bloomberg, Alternative Investments, Series 24
Education
Southern Methodist University 2010 — 2012
Master of Arts (M.A.), Applied Economics
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Finance
Texas Christian University 2001 — 2003
Bachelors, General Studies - Finance
US Bank Private Client Reserve January 2012 - Present
Northern Trust February 2006 - January 2012
FNB Colorado/Tributary Capital Management 2003 - 2005
Merrill Lynch Investment Management (MLIM) January 1998 - February 2003
Fidelity Investments December 1991 - July 1997
Education
Southern Methodist University - Cox School of Business 1993 — 1997
MBA
Texas A&M University 1986 — 1989
BS, Political Science
ExxonMobil March 2013 - Present
TGGT Holdings BG Group - EXCO JV September 2012 - February 2013
Quorum Business Solutions 2006 - September 2012
Fidelity Investments 2003 - 2006
Prudential Financial 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Valuation, Business Strategy, Energy, Data Analysis, Venture Capital
Education
Southern Methodist University - Cox School of Business 2009 — 2012
MBA, Finance; Energy Finance
The Chinese University of Hong Kong
Exchange Program, Conducting Business in Asia
Investment Banking Institute
Financial Modeling and Valuation
University of North Texas 2001 — 2003
B.S., Computer Science / International Studies
Ukrainian State University 1996 — 1999
Management of Foreign Economic Activity
Wells Fargo June 2010 - March 2012
Fidelity Investments April 2003 - January 2009
Fidelity Investments March 2001 - April 2002
Fidelity Investments February 2000 - March 2001
Fidelity Investments September 1998 - February 2000
Block Trading January 1997 - September 1998
Fidelity Investments June 1996 - January 1997
Fidelity Investments May 1995 - June 1996
Education
Southern Methodist University - Cox School of Business
MBA
Texas Tech University
Bachelor of Arts, Economics
Milbern Ray & Company December 2014 - Present
The Options Clearing Corporation (The OCC) March 2014 - December 2014
AT&T December 2010 - March 2014
AT&T November 2008 - December 2010
Deloitte & Touche January 2005 - November 2008
SBC July 2003 - January 2005
Fidelity Investments July 1998 - June 2001
Fidelity Investments August 1995 - July 1998
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Hyperion Enterprise, Financial Reporting, SEC filings, Sarbanes-Oxley, Financial Analysis, Financial Modeling, Accounting, CPA, GAAP, US GAAP, Enterprise Risk..., SEC Filings, Variance Analysis, Process Improvement, Financial Accounting
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Business Administration and Management, General
Texas A&M University - Mays Business School 1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
Law Office of Kaye Lynne Boll and Associates May 2013 - Present
Kate Smith Law, LLC November 2009 - April 2013
Huey P. Mitchell, P.C. November 2008 - November 2009
Fidelity Investments August 1999 - January 2007
Skills
Family Law, Wills, Adoption, Probate, Document Drafting, Estate Planning, Courts, Legal Research, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Trials, Trusts
Education
Texas Wesleyan University School of Law 2003 — 2007
Doctor of Law (JD)
St. Mary's University 1993 — 1995
MA, Psychology
Southern Methodist University 1989 — 1992
BA, Psychology
Fidelity Investments March 2007 - July 2008
EDS August 1988 - July 1992
Education
Southern Methodist University - Cox School of Business 1980 — 1981
MBA, Finance
The University of Dallas 1975 — 1979
BA, Economics
Fidelity Investments August 2013 - Present
Fidelity Investments July 2010 - July 2013
Fidelity Investments March 2004 - July 2010
Fidelity Investments October 2000 - March 2004
Toys from the Attic June 1998 - October 2000
Fidelity Investments November 1993 - January 1998
Office of the Comptroller of the Currency January 1991 - September 1993
Skills
Series 7, Risk Management, Series 24, Business Process..., Workflow Management, Analysis, Customer Service, Financial Services, Management, Mutual Funds, PMO, Process Improvement, Project Management, Relationship Management, Sales
Education
Southern Methodist University - Cox School of Business 1993 — 1997
MBA, Entrepreneurship
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
Palestine High School
Seaport Companies October 2009 - Present
TGI Fridays USA August 2008 - October 2009
Accor Americas 2006 - 2008
Wyndham Hotels & Resorts 1998 - 2005
The Richards Group 1988 - 1998
Fidelity Investments 1985 - 1987
Skills
Revenue Analysis, Hospitality, Hospitality Industry, Hotels, Food & Beverage, Hospitality Management, Restaurants
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
The University of Texas at Austin 1977 — 1981
BJ, Journalism/Public Relations
iCAD December 2013 - Present
Millipore 2009 - 2013
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Skills
Process Improvement, Visio, Business Process..., Business Analysis, Software Documentation, Payroll, Financial Analysis, Requirements Gathering, PeopleSoft, Data Analysis, Vendor Management, Sarbanes-Oxley Act, Access, Account Reconciliation, Accounting, Auditing, Business Process, Requirements Analysis, Employee Benefits
Education
Southern New Hampshire University
MBA, Business
Hunton & Williams LLP April 2013 - April 2015
Cherry Petersen Landry Albert LLP October 2011 - April 2013
Collegiate Companies March 2010 - October 2011
Griffith Nixon Davison, P.C. October 2006 - December 2009
Chaiken & Chaiken, P.C. September 2005 - September 2006
Deloitte & Touche March 2001 - May 2004
OnSite Access December 1999 - December 2000
The Staubach Company (now Jones Lang LaSalle) May 1998 - December 1999
Grubb & Ellis April 1994 - May 1998
Fidelity Investments August 1992 - April 1994
Skills
Real Estate Transactions, Real Estate Economics, Real Estate, Leases, Real Estate Development, Due Diligence, Commercial Real Estate, Commercial Litigation, Corporate Law, Mergers & Acquisitions, Banking, Real Estate Negotiation, Financial Regulation, Securities Regulation, Corporate Governance, Distressed Property, Acquisitions, Dispositions, Location Intelligence, Finance, Lease Negotiations, Contract Negotiation, Investments
Education
Southern Methodist University Dedman School of Law 2003 — 2005
JD - Cum Laude
Texas A&M University 1987 — 1992
BS, Agricultural Economics - Ag Business
Wells Fargo August 2013 - Present
ALM First Financial Advisors February 2013 - August 2013
Centaurus Energy October 2009 - July 2012
ICMA-RC November 2008 - October 2009
Columbia Management November 1999 - March 2008
Fidelity Investments 1995 - 1999
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Bloomberg, Bonds, Trading, Mutual Funds, Hedge Funds, Asset Allocation, MBS, Securities, Credit, Structured Products, Commodity Markets, Commodity, Hedging, Finance, Interest Rate..., Asset Management, Money Market, ABS
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA
Coronado HS
St. Clements
Keane January 2011 - Present
Fidelity Investments 2006 - 2010
Genex 2005 - 2005
Skills
Quality Assurance, Test Planning, Quality Center, QTP, User Acceptance Testing, Test Automation, Manual Testing, Test Management, Regression Testing, System Testing, Agile Methodologies, Software Quality...
Education
Southern Methodist University 2003 — 2005
Fidelity Investments September 2009 - Present
Wachovia Bank September 2007 - September 2009
IBM Global Business Services January 2005 - July 2007
VF Corporation July 2002 - December 2004
Affiliated Computer Services 1995 - 2002
ACS (Affiliated Computer Services) 1995 - 2002
Skills
Hardware, Disaster Recovery, MVS, zSeries, JCL, CICS, Mainframe, IBM Mainframe, TSO, VSAM, Performance Tuning, z/OS, Unix, Technical Support, Capacity Planning, Troubleshooting, OS/390, Data Center
Education
Southern Methodist University 1989 — 1993
BS, Mathematiccs
Fidelitone VPFidelity Investments1996 - Present
Fidelity Investments January 1987 - Present
Skills
Process Improvement, Vendor Management, SDLC, Operations Management, Business Analysis, Change Management, Financial Analysis, Cross-functional Team..., Strategic Planning, Management, Leadership, Program Management, Business Process..., Project Management, Strategy, Mergers & Acquisitions, Executive Management, Team Building, IT Strategy, Forecasting
Education
Southern Methodist University - Cox School of Business 1980 — 1983
Business Administration and Management, General
HighRoads April 2013 - Present
Fidelity Investments October 2007 - October 2012
Fidelity Investments May 2005 - October 2007
Fidelity Investments October 1998 - May 2005
Dain Rauscher Inc. June 1996 - April 1998
Dain Rauscher Inc. July 1992 - June 1996
Skills
Financial Services, Defined Contribution, Strategic Communications, Communications Planning, Marketing, Relationship Management, 401k, Tax-Exempt Retirement..., Business Planning, Business Strategy, Marketing Strategy, Corporate Communications, Project Management, Marketing Communications, Series 63, Advertising, Budgets, Leadership, Financial Analysis
Education
Southern Methodist University - Cox School of Business
Master of Business Administration
Union College
Bachelor of Science, Mathematics and Spanish
Center for Cross Cultural Study
Seville, Spain
The Loomis Chaffee School
EY October 2014 - Present
EY June 2012 - September 2014
San Antonio Sports November 2009 - May 2012
Fidelity Investments July 2007 - September 2009
Investors Bank & Trust September 2006 - July 2007
Ernst & Young September 2004 - September 2006
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Auditing, Finance, Asset Management, GAAP, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley, CPA, External Audit, Internal Audit, Accounting, Financial Statements
Education
Southern Methodist University - Cox School of Business 2003 — 2004
Master of Science, Accounting, 4.0 GPA, First-in-class
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Summa cum Laude
Federal Reserve Bank of St. Louis April 2015 - Present
Fidelity Investments November 2013 - Present
Fidelity Investments December 2013 - April 2015
Choctaw Nation of Oklahoma May 2011 - August 2013
Partner Intelligence August 2009 - April 2011
TechSolutions 2007 - 2009
Information Builders August 1982 - October 2006
Skills
WebFOCUS, ETL, ERP, Data Integration, Business Intelligence, Data Warehousing, Dashboard, Business Intelligence..., SQL, Databases, Enterprise Software, Enterprise Architecture, Software Development, Data Governance, Master Data Management, Requirements Analysis, Communication, Music, MIS, Data Quality, Data Modeling, Professional Services, Microsoft SQL Server, Database Design, Crystal Reports, Microstrategy, Analytics, Business Analysis, Software Project..., Business Process, Systems Analysis, Integration, Cognos, SharePoint, Solution Architecture, Tableau, Disaster Recovery, Big Data, Business Analytics, SOA, Information Management, DB2, IT Strategy, Data Mining, Visio, Software Documentation, Oracle
Education
University of North Texas 1972 — 1975
BA, Communications
Southern Methodist University 1968 — 1971
Psycology, Music
Fidelity Investments 1987 - 2012
Education
Southern Methodist University
Perri White April 2010 - Present
JPMorgan Chase & Co. November 2012 - September 2014
MoneyGram International January 2012 - October 2012
JPMorgan Chase September 2011 - November 2011
Milkie Ferguson Investments, Inc. December 2008 - March 2010
H. D. Vest September 2004 - November 2008
Southwest Securities, Inc January 1999 - January 2004
Fidelity Investments January 1994 - January 1999
Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Securities, Wealth Management, Investments, Retirement Planning, Fixed Income, Financial Services, Trading, Equities, Series 24, Asset Managment, Portfolio Management
Education
University of Tulsa College of Law 1986 — 1989
JD/MBA, Law & Business
Southern Methodist University 1982 — 1986
BA/BBA, Economics/Finance
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Fidelity Investments July 2014 - December 2014
hawkeye May 2013 - July 2014
SMU Sport Management August 2013 - December 2013
Tiff's Treats Cookie Delivery August 2012 - August 2013
Southern Methodist University January 2013 - May 2013
SMU Soccer Camps 2011 - 2013
Skills
Social Media, Event Planning, Facebook, Advertising, Public Relations, Social Networking, PowerPoint, Time Management, Microsoft Word, Event Management, Customer Service, Marketing, Social Media Marketing, Public Speaking, B2B Marketing, English, Windows, Outlook, Twitter, LinkedIn, Team Leadership, Microsoft Excel, Finance, Series 7, Series 66
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Sport Management and Psychology, Cum Laude
J.W. Mitchell High School 2006 — 2010
Teletrac May 2010 - January 2011
LSG SkyChefs September 2008 - May 2010
Fidelity Investments November 2005 - September 2008
Mercedes Benz Credit November 2004 - November 2005
GE Capital Bank January 2001 - January 2005
GE Capital Bank January 1997 - December 2003
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA - Finance, Finance
COO
Instituto Tecnológico de Estudios Superiores de
B.A, Financial Management2002
Southern Methodist University
M.B.A, 2009
The University of Texas at Arlington
Masters, Information Systems
Fidelity Investments July 1999 - Present
Area Health Education Centers June 2006 - August 2006
Jayhawk Medical Acceptance Corporation January 1997 - January 1999
Education
University of North Texas 2008 — 2011
Master of Business Administration, Health Services Management
University of Texas Health Science Center ·
Master, Public Health
Southern Methodist University 1993 — 1998
B.A., Anthropology, Biology
Fidelity Investments August 2014 - Present
Merrill Lynch October 2009 - August 2014
Fidelity Investments January 2002 - September 2008
Education
Southern Methodist University - Cox School of Business 1997 — 2000
MBA
Western Michigan University 1989 — 1992
Bachelors, Business Administration
Wells Fargo September 2014 - Present
Wells Fargo 2004 - September 2014
Fidelity Investments July 2000 - July 2004
A. G. Edwards March 1999 - July 2000
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Finance, Credit, Portfolio Management, Treasury Management, Wealth Management, Credit Analysis, Mortgage Lending, Small Business Lending, Investments, Relationship Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 1994 — 1998
Bachelor's Degree, Strategic Management and Entrepreneurship
Ideal Brillance March 2011 - May 2012
Spectrum Financial Group April 2006 - April 2011
Fidelity Investments April 2001 - March 2006
Education
Southern Methodist University - Cox School of Business 1993 — 1997
BBA
Fidelity Investments August 2013 - Present
Fidelity Investments July 2012 - December 2013
Skills
Microsoft Office, Data Analysis, Access, SQL, Microsoft Excel, Leadership, Databases, Microsoft Word, Visio, Java, Requirements Analysis, Requirements Gathering, Requirement..., Design Specifications
Education
Southern Methodist University 2015 — 2017
Information Engineering and Management, System Analysis
University of North Texas
Fidelity Investments June 2011 - Present
Fidelity Investments October 2008 - June 2011
Legg Mason July 2007 - September 2008
Skills
Auditing, Risk Management, Process Improvement, Mutual Funds, Sarbanes-Oxley Act, Financial Reporting, Accounting, Finance, Investments
Education
Southern Methodist University 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
Fidelity Investments August 2013 - Present
Cashland Holdings, LLC. 2012 - Present
Cashland Holdings, LLC. September 2010 - Present
Yakety Yak Wireless October 2008 - September 2010
Skills
Credit
Education
Southern Nazarene University
Bachelor of Business Administration (B.B.A.), Business Administration
Charles Schwab June 2014 - Present
Fidelity Investments November 2008 - June 2014
Fidelity Investments July 2002 - November 2008
Fidelity Investments December 1992 - July 2002
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Dallas
BS, Molecular Biology
Fidelity Investments December 1995 - Present
Fidelity Investments 1995 - Present
Education
Southern Methodist University - Cox School of Business