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
Employee
Years
Job
Industry
Lindsey Patton Lindsey Patton's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments July 2015 - Present
Austin College February 2013 - May 2015
City of Greenville, TX May 2010 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Marketing, Psychology, Business, Project Planning, Interpersonal..., Management, Organization Skills, Editing, Leadership
Education
Austin College 2011 — 2015
Bachelor’s Degree, Business Administration and Psychology
Fidelity Investments July 2015 - Present
Austin College February 2013 - May 2015
City of Greenville, TX May 2010 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Marketing, Psychology, Business, Project Planning, Interpersonal..., Management, Organization Skills, Editing, Leadership
Education
Austin College 2011 — 2015
Bachelor’s Degree, Business Administration and Psychology
Thomas Shipley Thomas Shipley's Fidelity Investments Experience August 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
jcpenney June 2010 - July 2013
Pi Kappa Phi January 2011 - December 2012
Skills
Spanish, Social Skills, Microsoft Office, Sports, Tennis, Social Interaction, Leadership, Recruiting, Sales, Marketing, Customer Service, Finance, Social Networking, Time Management, Event Planning, Customer Satisfaction, Critical Thinking, Hospitality, Building Relationships, Budgets, Management
Education
Auburn University 2009 — 2013
Bachelor of Arts (B.A.), Spanish Major & Business Minor
Milton High School 2006 — 2009
High School Diploma
Fidelity Investments August 2013 - Present
jcpenney June 2010 - July 2013
Pi Kappa Phi January 2011 - December 2012
Skills
Spanish, Social Skills, Microsoft Office, Sports, Tennis, Social Interaction, Leadership, Recruiting, Sales, Marketing, Customer Service, Finance, Social Networking, Time Management, Event Planning, Customer Satisfaction, Critical Thinking, Hospitality, Building Relationships, Budgets, Management
Education
Auburn University 2009 — 2013
Bachelor of Arts (B.A.), Spanish Major & Business Minor
Milton High School 2006 — 2009
High School Diploma
Penn Nugent, CFP® Penn Nugent, CFP®'s Fidelity Investments Experience June 2013 - May 2014
Job Senior Vice President & Investment Strategist Private Wealth Management
Industry Investment Management
Experience
SunTrust Bank 2014 - Present
Fidelity Investments June 2013 - May 2014
First Citizens Bank April 2009 - November 2012
Wachovia, A Wells Fargo Company February 2000 - March 2009
BuckInvestor.com 1997 - 1999
Education
Auburn University 1994 — 1996
Masters Public Administration
Auburn University 1990 — 1994
Bachelor of Science, Health Services Administration
SunTrust Bank 2014 - Present
Fidelity Investments June 2013 - May 2014
First Citizens Bank April 2009 - November 2012
Wachovia, A Wells Fargo Company February 2000 - March 2009
BuckInvestor.com 1997 - 1999
Education
Auburn University 1994 — 1996
Masters Public Administration
Auburn University 1990 — 1994
Bachelor of Science, Health Services Administration
Bobby Hardin Bobby Hardin's Fidelity Investments Experience May 1996 - August 1997
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America 1997 - Present
Fidelity Investments May 1996 - August 1997
Bank of America May 1992 - May 1996
Skills
Banking, Commercial Lending, Portfolio Management, Risk Management, Credit, Financial Services, Loans, Relationship Management, Capital Markets, Financial Risk, Mortgage Lending, Business Analysis, Cash Management, Commercial Banking, Mergers, Project Portfolio..., SDLC, Treasury Management, Process Improvement
Education
The University of Texas at Dallas 2001 — 2003
MBA
Austin College 1988 — 1992
BA, Business Administration
Bank of America 1997 - Present
Fidelity Investments May 1996 - August 1997
Bank of America May 1992 - May 1996
Skills
Banking, Commercial Lending, Portfolio Management, Risk Management, Credit, Financial Services, Loans, Relationship Management, Capital Markets, Financial Risk, Mortgage Lending, Business Analysis, Cash Management, Commercial Banking, Mergers, Project Portfolio..., SDLC, Treasury Management, Process Improvement
Education
The University of Texas at Dallas 2001 — 2003
MBA
Austin College 1988 — 1992
BA, Business Administration
Sherri Tate's Fidelity Investments Experience August 2010 - November 2011
Job Licensed Financial Assistant/Operations Manager at an Investment Advisory Firm
Industry Financial Services
Experience
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Allison Hagan Allison Hagan's Fidelity Investments Experience January 2008 - July 2012
Job Volunteer Coordinator at USO
Industry Nonprofit Organization Management
Experience
USO April 2013 - Present
United States Marine Corps May 2013 - June 2015
George W. Bush Presidential Center August 2012 - January 2013
United States Marine Corps October 2011 - July 2012
Fidelity Investments January 2008 - July 2012
United States Marine Corps January 2010 - May 2011
Wachovia Securities Financial Network October 2002 - January 2008
Skills
Transition Planning, Substance Abuse..., Policy, Team Building, Military, Security Clearance, Public Speaking, Government, Six Sigma, Military Operations, Leadership Development, Budgets, Fundraising, Program Management, Emergency Management, DoD, Counterterrorism, Operational Planning, Command, Management, Organizational..., Policy Analysis, Military Logistics, Army, National Security, Strategic Planning, Psychotherapy, Government Contracting, Force Protection, Public Relations, Proposal Writing, Change Management, Non-profits, Training, Process Improvement, Top Secret, Intelligence Analysis, Operations Management, Research, Leadership, Project Planning, Team Leadership, Strategic Communications, Homeland Security, Logistics, Defense, Weapons, International Relations, Counseling, Victim Advocacy
Education
Azusa Pacific University 2009 — 2015
Master of Education (MEd), Educational Counseling
Park University 2004 — 2008
Bachelors of Science, Social Psychology
SABBC 2012 — 2012
Entrepreneurial and Small Business Operations
USO April 2013 - Present
United States Marine Corps May 2013 - June 2015
George W. Bush Presidential Center August 2012 - January 2013
United States Marine Corps October 2011 - July 2012
Fidelity Investments January 2008 - July 2012
United States Marine Corps January 2010 - May 2011
Wachovia Securities Financial Network October 2002 - January 2008
Skills
Transition Planning, Substance Abuse..., Policy, Team Building, Military, Security Clearance, Public Speaking, Government, Six Sigma, Military Operations, Leadership Development, Budgets, Fundraising, Program Management, Emergency Management, DoD, Counterterrorism, Operational Planning, Command, Management, Organizational..., Policy Analysis, Military Logistics, Army, National Security, Strategic Planning, Psychotherapy, Government Contracting, Force Protection, Public Relations, Proposal Writing, Change Management, Non-profits, Training, Process Improvement, Top Secret, Intelligence Analysis, Operations Management, Research, Leadership, Project Planning, Team Leadership, Strategic Communications, Homeland Security, Logistics, Defense, Weapons, International Relations, Counseling, Victim Advocacy
Education
Azusa Pacific University 2009 — 2015
Master of Education (MEd), Educational Counseling
Park University 2004 — 2008
Bachelors of Science, Social Psychology
SABBC 2012 — 2012
Entrepreneurial and Small Business Operations
Venky Konda Venky Konda's Fidelity Investments Experience May 2008 - December 2008
Job Managing Consultant Fusion HCM
Industry Information Technology and Services
Experience
Polaris Associates January 2006 - January 2015
Bank of America April 2010 - March 2011
Wendys Arbys Group April 2009 - April 2010
Fidelity Investments May 2008 - December 2008
Fidelity Investments 2008 - 2008
Nordstrom 2007 - 2007
California Department of Justice 2006 - 2007
HACLA 2006 - 2006
Eis Technologies 2005 - 2006
Ventana Medical Systems 2005 - 2006
Skills
SSH, Oracle HR, Oracle Applications, Payroll, Performance Management, OTL, OAB, CWB, iRecruitment, Oracle E-Business Suite, Business Process, Oracle, SQL, PMP, Business Intelligence, HRIS, Human Resources, OA Framework, Requirements Analysis, Solution Architecture, Oracle Discoverer, ERP, PL/SQL
Education
B. M. S. College of Engineering 1997 — 2001
Engineering, Computer Science
Birla Institute of Technology and Science
M.S, Software Systems
Polaris Associates January 2006 - January 2015
Bank of America April 2010 - March 2011
Wendys Arbys Group April 2009 - April 2010
Fidelity Investments May 2008 - December 2008
Fidelity Investments 2008 - 2008
Nordstrom 2007 - 2007
California Department of Justice 2006 - 2007
HACLA 2006 - 2006
Eis Technologies 2005 - 2006
Ventana Medical Systems 2005 - 2006
Skills
SSH, Oracle HR, Oracle Applications, Payroll, Performance Management, OTL, OAB, CWB, iRecruitment, Oracle E-Business Suite, Business Process, Oracle, SQL, PMP, Business Intelligence, HRIS, Human Resources, OA Framework, Requirements Analysis, Solution Architecture, Oracle Discoverer, ERP, PL/SQL
Education
B. M. S. College of Engineering 1997 — 2001
Engineering, Computer Science
Birla Institute of Technology and Science
M.S, Software Systems
Stephanie Hills Stephanie Hills's Fidelity Investments Experience November 2012 - Present
Job Premium Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
University of Cincinnati September 2010 - June 2011
University of Cincinnati December 2008 - June 2011
Kappa Alpha Theta Foundation December 2008 - December 2009
Skills
Customer Service, Investments, PowerPoint, Microsoft Word, Financial Analysis
Education
Audencia Nantes Ecole de Management 2011 — 2011
International Business
University of Cincinnati College of Business 2007 — 2011
BBA, Finance, International Business
Highlands High School 2003 — 2007
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
University of Cincinnati September 2010 - June 2011
University of Cincinnati December 2008 - June 2011
Kappa Alpha Theta Foundation December 2008 - December 2009
Skills
Customer Service, Investments, PowerPoint, Microsoft Word, Financial Analysis
Education
Audencia Nantes Ecole de Management 2011 — 2011
International Business
University of Cincinnati College of Business 2007 — 2011
BBA, Finance, International Business
Highlands High School 2003 — 2007
David Ashworth's Fidelity Investments Experience July 2001 - February 2006
Job Principal Solutions Consultant at Marketo
Industry Computer Software
Experience
Marketo August 2015 - Present
IBM December 2013 - July 2015
Bindaas Social Ventures December 2010 - August 2014
Infor (Infor Orbis) September 2012 - November 2013
One World Children's Fund March 2011 - September 2012
Entrepreneur / Independent Contractor February 2006 - September 2012
Exponent Partners March 2011 - June 2012
SamaSource.org August 2010 - December 2010
Boston Bi Glass September 2006 - August 2009
Fidelity Investments July 2001 - February 2006
Skills
Start-ups, SaaS, Salesforce.com, Project Management, Business Analysis, Analytics, Entrepreneurship, Solution Selling, Management, Business Intelligence, Management Consulting, User Experience, Marketing Automation, Business Strategy, Lead Generation, Event Planning, Product Development, Business Process, Leadership, Business Alliances, Account Management, Nonprofits, Integration, Pre-Sales Consulting, Implementation..., CRM Integration, Software Implementation, Business Intelligence..., Relationship...
Education
Babson College 2006 — 2008
MBA
Bryant University 1987 — 1991
BSBA
North Attleboro High School
Marketo August 2015 - Present
IBM December 2013 - July 2015
Bindaas Social Ventures December 2010 - August 2014
Infor (Infor Orbis) September 2012 - November 2013
One World Children's Fund March 2011 - September 2012
Entrepreneur / Independent Contractor February 2006 - September 2012
Exponent Partners March 2011 - June 2012
SamaSource.org August 2010 - December 2010
Boston Bi Glass September 2006 - August 2009
Fidelity Investments July 2001 - February 2006
Skills
Start-ups, SaaS, Salesforce.com, Project Management, Business Analysis, Analytics, Entrepreneurship, Solution Selling, Management, Business Intelligence, Management Consulting, User Experience, Marketing Automation, Business Strategy, Lead Generation, Event Planning, Product Development, Business Process, Leadership, Business Alliances, Account Management, Nonprofits, Integration, Pre-Sales Consulting, Implementation..., CRM Integration, Software Implementation, Business Intelligence..., Relationship...
Education
Babson College 2006 — 2008
MBA
Bryant University 1987 — 1991
BSBA
North Attleboro High School
Alexander Pince Alexander Pince's Fidelity Investments Experience August 2012 - March 2013
Job Major Gift Officer, Ave Maria University
Industry Fund-Raising
Experience
Ave Maria University 2013 - Present
Fidelity Investments August 2012 - March 2013
Ave Maria University April 2010 - April 2012
Miami Dolphins October 2011 - January 2012
COPOCO, Swim and Tennis Club May 2007 - September 2008
Skills
Public Speaking, Marketing, Public Relations, Fundraising, Customer Service, Budgets, Research, Economics, Leadership, Raiser's Edge, Event Planning, Nonprofits, Community Outreach, Hold Series 7, Series 63, Events Coordination, Budget Reconciliation, Stata, Data Analysis, Tennis, Macroeconomics, Econometrics, Volunteer Management
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business Administration
Ave Maria University 2013 - Present
Fidelity Investments August 2012 - March 2013
Ave Maria University April 2010 - April 2012
Miami Dolphins October 2011 - January 2012
COPOCO, Swim and Tennis Club May 2007 - September 2008
Skills
Public Speaking, Marketing, Public Relations, Fundraising, Customer Service, Budgets, Research, Economics, Leadership, Raiser's Edge, Event Planning, Nonprofits, Community Outreach, Hold Series 7, Series 63, Events Coordination, Budget Reconciliation, Stata, Data Analysis, Tennis, Macroeconomics, Econometrics, Volunteer Management
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business Administration
Debasish Duttaroy's Fidelity Investments Experience 2006 - 2008
Job Director, IT at MAPFRE U.S.A. Corp.
Industry Insurance
Experience
MAPFRE U.S.A. Corp. January 2014 - Present
MAPFRE U.S.A. Corp. August 2008 - June 2014
Keane February 2005 - August 2008
Fidelity Investments 2006 - 2008
Cognizant Technology Solutions May 2004 - February 2005
Patni Computers 2001 - 2004
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Application Architecture, Web Services, Spring, Tomcat, Requirements Gathering, Requirements Analysis, Websphere, Software Project..., Leadership, SOA, XML, Struts, Software Development, DB2, Business Analysis, Data Warehousing, SQL, PL/SQL, Scrum, JavaScript, Java Enterprise Edition, Agile Project Management, Hibernate, Spring Framework, WebSphere, Consulting, Vendor Management, Integration, Business Intelligence
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Master of Business Administration (MBA)
B. M. S. College of Engineering 1994 — 1998
Bachelor Of Engineering, Information Science & Technology
A K Ghosh Memorial School
MAPFRE U.S.A. Corp. January 2014 - Present
MAPFRE U.S.A. Corp. August 2008 - June 2014
Keane February 2005 - August 2008
Fidelity Investments 2006 - 2008
Cognizant Technology Solutions May 2004 - February 2005
Patni Computers 2001 - 2004
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Application Architecture, Web Services, Spring, Tomcat, Requirements Gathering, Requirements Analysis, Websphere, Software Project..., Leadership, SOA, XML, Struts, Software Development, DB2, Business Analysis, Data Warehousing, SQL, PL/SQL, Scrum, JavaScript, Java Enterprise Edition, Agile Project Management, Hibernate, Spring Framework, WebSphere, Consulting, Vendor Management, Integration, Business Intelligence
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Master of Business Administration (MBA)
B. M. S. College of Engineering 1994 — 1998
Bachelor Of Engineering, Information Science & Technology
A K Ghosh Memorial School
Marne Milhiser's Fidelity Investments Experience July 2004 - March 2012
Job Johnson Sterling, Inc
Industry Financial Services
Experience
Johnson Sterling, Inc. June 2014 - Present
Fidelity Investments July 2004 - March 2012
Smith Barney Consulting Group April 2003 - July 2004
Merrill Lynch Trust Company June 2002 - April 2003
State of New Jersey Office of the Attorney General February 2000 - July 2001
Skills
Relationship Management, Product Development, Mutual Funds, Securities, Series 7, Series 63, Financial Services, Wealth Management, Investments, Asset Management, Equities, Investment Advisory, Alternative Investments, Fixed Income, Risk Management, Retirement Planning, Investment Management, 401k
Education
Auburn University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Mississippi College School of Law 1996 — 1999
Juris Doctorate, Law
University of Delaware 2002 — 2004
MBA, Finance and Corporate Goverenance
Johnson Sterling, Inc. June 2014 - Present
Fidelity Investments July 2004 - March 2012
Smith Barney Consulting Group April 2003 - July 2004
Merrill Lynch Trust Company June 2002 - April 2003
State of New Jersey Office of the Attorney General February 2000 - July 2001
Skills
Relationship Management, Product Development, Mutual Funds, Securities, Series 7, Series 63, Financial Services, Wealth Management, Investments, Asset Management, Equities, Investment Advisory, Alternative Investments, Fixed Income, Risk Management, Retirement Planning, Investment Management, 401k
Education
Auburn University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Mississippi College School of Law 1996 — 1999
Juris Doctorate, Law
University of Delaware 2002 — 2004
MBA, Finance and Corporate Goverenance
Jake Shockley Jake Shockley's Fidelity Investments Experience January 2007 - January 2008
Job Agency Field Leadership at State Farm
Industry Insurance
Experience
State Farm March 2013 - Present
State Farm Insurance November 2011 - March 2013
State Farm Insurance January 2008 - November 2011
Fidelity Investments January 2007 - January 2008
Skills
Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Life Insurance, Health Insurance, Disability Insurance, Sales, Fixed Annuities, Whole Life, Homeowners, Small Business, Umbrella Insurance, Universal Life, General Insurance, Long Term Care Insurance, Casualty, Legal Liability, Long-term Care, Renters, Liability, Retirement Planning, Retirement, Professional Liability
Education
Austin College 2002 — 2006
Bachelor's degree, Economics
State Farm March 2013 - Present
State Farm Insurance November 2011 - March 2013
State Farm Insurance January 2008 - November 2011
Fidelity Investments January 2007 - January 2008
Skills
Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Life Insurance, Health Insurance, Disability Insurance, Sales, Fixed Annuities, Whole Life, Homeowners, Small Business, Umbrella Insurance, Universal Life, General Insurance, Long Term Care Insurance, Casualty, Legal Liability, Long-term Care, Renters, Liability, Retirement Planning, Retirement, Professional Liability
Education
Austin College 2002 — 2006
Bachelor's degree, Economics
Victoria Pierce Victoria Pierce's Fidelity Investments Experience May 2012 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Medical City Dallas Limited June 2011 - April 2012
West Asset Management March 2011 - May 2011
Skills
Customer Service, Leadership, Microsoft Word
Education
Austin College 2007 — 2011
Bachelor of Arts, Sociology
Fidelity Investments May 2012 - Present
Medical City Dallas Limited June 2011 - April 2012
West Asset Management March 2011 - May 2011
Skills
Customer Service, Leadership, Microsoft Word
Education
Austin College 2007 — 2011
Bachelor of Arts, Sociology
Aruna Thapa's Fidelity Investments Experience August 2007 - January 2008
Job Entrepreneurial Product Manager (MBA, CSPO, CSM)
Industry Computer Software
Experience
McGraw-Hill Education March 2014 - Present
CustomMade Ventures November 2013 - February 2014
World Travel Holdings April 2013 - November 2013
Cengage Learning January 2008 - March 2013
Fidelity Investments August 2007 - January 2008
Sun Life Financial January 2007 - July 2007
Skills
Product Management, Agile Project Management, Vendor Management, User Experience, Product Lifecycle..., Product Development, UML, Proof of Concept Design, Certified Scrum Master..., Agile Methodologies, Scrum, Product Requirements, Enterprise Software, Strategy, E-commerce, Software Development, Competitive Analysis, SDLC, Cross-functional Team..., Business Requirements, Product Launch, Software Product..., Business Process, Program Management, Mobile Applications, Project Management, Software Project..., Quality Assurance, Product Marketing, Strategic Partnerships, Business Strategy, Analytics, Management, Software Documentation, Cloud Computing, Mobile Devices, Integration, Leadership, Process Improvement, Web Analytics, SaaS, Business Analysis, Business Development, Testing, User Interface Design, Analysis, Team Management, Market Research, MS Project, Training
Education
Augsburg College 2003 — 2006
Master of Business Administration (M.B.A.)
University of Saint Thomas 2001 — 2003
Master of Science (MS)
St. Cloud State University 1996 — 2001
BS
McGraw-Hill Education March 2014 - Present
CustomMade Ventures November 2013 - February 2014
World Travel Holdings April 2013 - November 2013
Cengage Learning January 2008 - March 2013
Fidelity Investments August 2007 - January 2008
Sun Life Financial January 2007 - July 2007
Skills
Product Management, Agile Project Management, Vendor Management, User Experience, Product Lifecycle..., Product Development, UML, Proof of Concept Design, Certified Scrum Master..., Agile Methodologies, Scrum, Product Requirements, Enterprise Software, Strategy, E-commerce, Software Development, Competitive Analysis, SDLC, Cross-functional Team..., Business Requirements, Product Launch, Software Product..., Business Process, Program Management, Mobile Applications, Project Management, Software Project..., Quality Assurance, Product Marketing, Strategic Partnerships, Business Strategy, Analytics, Management, Software Documentation, Cloud Computing, Mobile Devices, Integration, Leadership, Process Improvement, Web Analytics, SaaS, Business Analysis, Business Development, Testing, User Interface Design, Analysis, Team Management, Market Research, MS Project, Training
Education
Augsburg College 2003 — 2006
Master of Business Administration (M.B.A.)
University of Saint Thomas 2001 — 2003
Master of Science (MS)
St. Cloud State University 1996 — 2001
BS
Joseph S. Jackson, CFP®'s Fidelity Investments Experience August 2010 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Wells Fargo 2009 - 2010
Colliers International 2007 - 2008
Skills
Financial Analysis, Real Estate, Investments, Analysis, Portfolio Management, Sales, Financial Advisory, Process Improvement, Organization, Asset Allocation
Education
University of Cincinnati 2005 — 2009
BBA, Honors, Finance major, Commercial Real Estate minor
The Ohio State University 2011 — 2011
Financial Planner Certification Program
Audencia Nantes Ecole de Management 2008 — 2008
International Business
University of Dayton 2004 — 2005
Brookville High School 2001 — 2005
Fidelity Investments August 2010 - Present
Wells Fargo 2009 - 2010
Colliers International 2007 - 2008
Skills
Financial Analysis, Real Estate, Investments, Analysis, Portfolio Management, Sales, Financial Advisory, Process Improvement, Organization, Asset Allocation
Education
University of Cincinnati 2005 — 2009
BBA, Honors, Finance major, Commercial Real Estate minor
The Ohio State University 2011 — 2011
Financial Planner Certification Program
Audencia Nantes Ecole de Management 2008 — 2008
International Business
University of Dayton 2004 — 2005
Brookville High School 2001 — 2005
Tracy Jolly Tracy Jolly's Fidelity Investments Experience January 1993 - October 2002
Job IT Supply Chain, Procurement, Contract Negotiations,Vendor Management, Project Management, Time Management
Industry Information Technology and Services
Experience
Southwest Airlines December 2003 - May 2014
Fidelity Investments January 1993 - October 2002
Pyramid Technology 1993 - 1993
Pyramid Technology 1990 - 1992
Data General 1989 - 1990
Data General 1987 - 1989
Skills
Contract Negotiation, Procurement, Strategic Sourcing, Supply Management, Purchasing, Management, Supply Chain Management, Team Management, Strategic Planning, Pricing, Global Sourcing, Contract Management, Process Improvement, Professional Services, Leadership, Budgets, SAP, Ariba, Software Licensing, Asset Management, Supply Chain, Vendor Management, Outsourcing, Cross-functional Team..., Negotiation, Team Leadership, Training, Business Process..., Sourcing, Forecasting, Inventory Management, RFP
Education
Austin Community College 1984 — 1985
Southwest Airlines December 2003 - May 2014
Fidelity Investments January 1993 - October 2002
Pyramid Technology 1993 - 1993
Pyramid Technology 1990 - 1992
Data General 1989 - 1990
Data General 1987 - 1989
Skills
Contract Negotiation, Procurement, Strategic Sourcing, Supply Management, Purchasing, Management, Supply Chain Management, Team Management, Strategic Planning, Pricing, Global Sourcing, Contract Management, Process Improvement, Professional Services, Leadership, Budgets, SAP, Ariba, Software Licensing, Asset Management, Supply Chain, Vendor Management, Outsourcing, Cross-functional Team..., Negotiation, Team Leadership, Training, Business Process..., Sourcing, Forecasting, Inventory Management, RFP
Education
Austin Community College 1984 — 1985
Sarah Guinta Sarah Guinta's Fidelity Investments Experience March 2012 - April 2014
Job HR Assistant at ECCO Shoes
Industry Human Resources
Experience
ECCO Shoes April 2014 - Present
Fidelity Investments March 2012 - April 2014
Marshburn Library, Azusa Pacific University January 2010 - December 2011
L'APEU (Azusa Pacific European Union) May 2011 - June 2011
Skills
Organized, Team Oriented, Administrative, Microsoft Office, Outgoing, Team-oriented, Administrative Work, Time Management, Telephone Skills, Critical Thinking, Human Resources, Sales, Background Checks, Customer Service, PowerPoint
Education
Azusa Pacific University 2008 — 2011
Bachelor of Arts, Business Administration
ECCO Shoes April 2014 - Present
Fidelity Investments March 2012 - April 2014
Marshburn Library, Azusa Pacific University January 2010 - December 2011
L'APEU (Azusa Pacific European Union) May 2011 - June 2011
Skills
Organized, Team Oriented, Administrative, Microsoft Office, Outgoing, Team-oriented, Administrative Work, Time Management, Telephone Skills, Critical Thinking, Human Resources, Sales, Background Checks, Customer Service, PowerPoint
Education
Azusa Pacific University 2008 — 2011
Bachelor of Arts, Business Administration
Peter McCaughan Peter McCaughan's Fidelity Investments Experience January 2015 - Present
Job Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Key Biscayne Community Foundation August 2014 - December 2014
Northwestern Mutual March 2014 - May 2014
Tampa Bay Buccaneers July 2013 - May 2014
1WORLD Sports May 2012 - July 2012
Skills
Event Management, PowerPoint, Microsoft Excel, Event Planning, Public Speaking, Social Media, Public Relations, Customer Service, Microsoft Word, Fundraising, Sports Management, Volunteer Management, Facebook, Microsoft Office
Education
Auburn University 2009 — 2013
Bachelor of Science, Economics (Minor: Finance)
Fidelity Investments January 2015 - Present
Key Biscayne Community Foundation August 2014 - December 2014
Northwestern Mutual March 2014 - May 2014
Tampa Bay Buccaneers July 2013 - May 2014
1WORLD Sports May 2012 - July 2012
Skills
Event Management, PowerPoint, Microsoft Excel, Event Planning, Public Speaking, Social Media, Public Relations, Customer Service, Microsoft Word, Fundraising, Sports Management, Volunteer Management, Facebook, Microsoft Office
Education
Auburn University 2009 — 2013
Bachelor of Science, Economics (Minor: Finance)
Brian McGinty Brian McGinty's Fidelity Investments Experience November 1995 - September 2004
Job Information technology professional with broad experience in managing people and technology.
Industry Information Technology and Services
Experience
EMC October 2006 - Present
Accenture February 2005 - October 2006
Fidelity Investments November 1995 - September 2004
Convergys (previously CBIS) January 1990 - October 1995
Spectrum Technology 1985 - 1990
Skills
IT Strategy, Vendor Management, Data Center, IT Transformation, Enterprise Architecture, ITIL, Integration, CRM, Virtualization, Project Delivery, Service Delivery, Disaster Recovery, PMP, Cloud Computing, Management, Enterprise Software, Solution Architecture, IT Operations, Project Management
Education
George Washington University 2000 — 2000
Babson College 1976 — 1980
BS
EMC October 2006 - Present
Accenture February 2005 - October 2006
Fidelity Investments November 1995 - September 2004
Convergys (previously CBIS) January 1990 - October 1995
Spectrum Technology 1985 - 1990
Skills
IT Strategy, Vendor Management, Data Center, IT Transformation, Enterprise Architecture, ITIL, Integration, CRM, Virtualization, Project Delivery, Service Delivery, Disaster Recovery, PMP, Cloud Computing, Management, Enterprise Software, Solution Architecture, IT Operations, Project Management
Education
George Washington University 2000 — 2000
Babson College 1976 — 1980
BS
Anton Yakushin's Fidelity Investments Experience December 2006 - August 2007
Job CoFounder & CEO at VentureBlocks LLC
Industry Information Technology and Services
Experience
VentureBlocks LLC March 2014 - Present
Self-Employed September 2011 - Present
IT Launchpad, LLC December 2011 - March 2014
Eastern Research Group (ERG) November 2009 - September 2011
The Laptop Company, Inc. May 2008 - November 2009
Marsh, Inc. July 2008 - June 2009
Fidelity Investments December 2006 - August 2007
The Mount Sinai School of Medicine May 2005 - January 2006
Skills
PHP, ColdFusion, ASP.NET, C#, Visual Basic, .NET, MySQL, Oracle, SQL Server, Dbase, XML, Sphinx, VBA, MS Office Automation, JavaScript, CSS, HTML, XHTML, jQuery, AJAX, Cloud Computing, Data Modeling, Database Design, Linux, Unix, Server Administration, Server Management, Web Project Management, Software Project..., Information Architecture, Mobile Applications, Entrepreneurship, Microsoft SQL Server, iOS development, SEO, Software Engineering, Project Management, User Experience, Web Services, Web Applications, Git, Integration, Access
Education
Babson College 2004 — 2008
B.S., Business Management, IT Management, Entrepreneurship
VentureBlocks LLC March 2014 - Present
Self-Employed September 2011 - Present
IT Launchpad, LLC December 2011 - March 2014
Eastern Research Group (ERG) November 2009 - September 2011
The Laptop Company, Inc. May 2008 - November 2009
Marsh, Inc. July 2008 - June 2009
Fidelity Investments December 2006 - August 2007
The Mount Sinai School of Medicine May 2005 - January 2006
Skills
PHP, ColdFusion, ASP.NET, C#, Visual Basic, .NET, MySQL, Oracle, SQL Server, Dbase, XML, Sphinx, VBA, MS Office Automation, JavaScript, CSS, HTML, XHTML, jQuery, AJAX, Cloud Computing, Data Modeling, Database Design, Linux, Unix, Server Administration, Server Management, Web Project Management, Software Project..., Information Architecture, Mobile Applications, Entrepreneurship, Microsoft SQL Server, iOS development, SEO, Software Engineering, Project Management, User Experience, Web Services, Web Applications, Git, Integration, Access
Education
Babson College 2004 — 2008
B.S., Business Management, IT Management, Entrepreneurship
Alan White's Fidelity Investments Experience May 2011 - Present
Job Director of Customer Insights at Fidelity Investments
Industry Market Research
Experience
Fidelity Investments May 2011 - Present
Cogent Research February 2010 - May 2011
Cogent Research November 2006 - February 2010
Abt Associates October 2004 - November 2006
Synovate April 2001 - December 2003
Market Facts April 2000 - April 2001
Stratford Associates May 1998 - March 2000
Skills
Segmentation, Quantitative Research, Analytics, Competitive Analysis, Marketing Research, Strategy, Questionnaire Design, Qualitative Research, CRM, Customer Insight, Market Research, Product Development, Focus Groups
Education
Babson College 1994 — 1998
BS, Marketing, Information Technology
Sandwich High School 1990 — 1994
Fidelity Investments May 2011 - Present
Cogent Research February 2010 - May 2011
Cogent Research November 2006 - February 2010
Abt Associates October 2004 - November 2006
Synovate April 2001 - December 2003
Market Facts April 2000 - April 2001
Stratford Associates May 1998 - March 2000
Skills
Segmentation, Quantitative Research, Analytics, Competitive Analysis, Marketing Research, Strategy, Questionnaire Design, Qualitative Research, CRM, Customer Insight, Market Research, Product Development, Focus Groups
Education
Babson College 1994 — 1998
BS, Marketing, Information Technology
Sandwich High School 1990 — 1994
Eric M. Wells's Fidelity Investments Experience August 2008 - Present
Job Vice President Data Center Services
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Skills
Data Center, Leadership, Enterprise IT Strategy, Open Compute, Cloud Computing, Enterprise IT..., Enterprise Architecture, GTD, Start-up Initiatives
Education
Babson College 1987 — 1991
Bachelor of Science (B.S.), Management Information Systems/Management
Fidelity Investments August 2008 - Present
Skills
Data Center, Leadership, Enterprise IT Strategy, Open Compute, Cloud Computing, Enterprise IT..., Enterprise Architecture, GTD, Start-up Initiatives
Education
Babson College 1987 — 1991
Bachelor of Science (B.S.), Management Information Systems/Management
Brian D. Haas Brian D. Haas's Fidelity Investments Experience March 1990 - December 2001
Job Investment Portfolio Manager at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank August 2003 - Present
Quick & Reilly July 2002 - August 2003
Fidelity Investments March 1990 - December 2001
Barnett Banks, Inc. January 1983 - May 1989
Skills
Investments, Compliance, Portfolio Management, Trading, Fixed Income, Bonds, Asset Management, Series 7, Securities, Customer Relations, Insurance, Mutual Funds, FINRA, Problem Solving, Wealth Management, Capital Markets, Team Building, Customer Service, Sales Management, Microsoft Office, Bloomberg, Financial Services, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management...
Education
Auburn University 1977 — 1982
B.S., Finance
Mountain Lakes High School 1973 — 1977
SunTrust Bank August 2003 - Present
Quick & Reilly July 2002 - August 2003
Fidelity Investments March 1990 - December 2001
Barnett Banks, Inc. January 1983 - May 1989
Skills
Investments, Compliance, Portfolio Management, Trading, Fixed Income, Bonds, Asset Management, Series 7, Securities, Customer Relations, Insurance, Mutual Funds, FINRA, Problem Solving, Wealth Management, Capital Markets, Team Building, Customer Service, Sales Management, Microsoft Office, Bloomberg, Financial Services, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management...
Education
Auburn University 1977 — 1982
B.S., Finance
Mountain Lakes High School 1973 — 1977
Donald Ryder Donald Ryder's Fidelity Investments Experience January 2005 - 2010
Job Senior Managing Director, The Americas, at The Palladium Group
Industry Financial Services
Experience
The Palladium Group March 2011 - Present
Fidelity Investments January 2005 - 2010
Fidelity Investments 2004 - 2005
Fidelity Retail Distribution 2003 - 2004
Fidelity Investments Product Marketing January 2001 - January 2003
Fidelity Investments, Core Customer Segment January 1999 - January 2001
Fidelity Investments - Investor Centers and National Sales January 1994 - January 1999
Fidelity Investments Systems Company January 1991 - January 1994
Fidelity Investments 1989 - 1991
Fidelity Investments Retail Telemarketing Company January 1985 - January 1989
Skills
Analysis, Business Intelligence, Business Planning, Business Process..., Business Strategy, Change Management, Finance, Financial Modeling, Financial Services, Leadership, Management, Managerial Finance, Performance Management, Product Management, Relationship Management, Strategy
Education
Babson College
Master, Business Administration
Middlebury College
BA, Economics
The Palladium Group March 2011 - Present
Fidelity Investments January 2005 - 2010
Fidelity Investments 2004 - 2005
Fidelity Retail Distribution 2003 - 2004
Fidelity Investments Product Marketing January 2001 - January 2003
Fidelity Investments, Core Customer Segment January 1999 - January 2001
Fidelity Investments - Investor Centers and National Sales January 1994 - January 1999
Fidelity Investments Systems Company January 1991 - January 1994
Fidelity Investments 1989 - 1991
Fidelity Investments Retail Telemarketing Company January 1985 - January 1989
Skills
Analysis, Business Intelligence, Business Planning, Business Process..., Business Strategy, Change Management, Finance, Financial Modeling, Financial Services, Leadership, Management, Managerial Finance, Performance Management, Product Management, Relationship Management, Strategy
Education
Babson College
Master, Business Administration
Middlebury College
BA, Economics
Dirk A. D. Smith's Fidelity Investments Experience November 2014 - Present
Job Technical Writer at Fidelity Investments
Industry Internet
Experience
Fidelity Investments November 2014 - Present
Landfall Research January 2010 - Present
Alexander LAN, Inc. January 1991 - Present
Cyber SPK, LLC December 2004 - February 2010
Phar Lap Software, Inc. 1989 - 1991
Skills
Research, Press Releases, Event Management, Magazines, Proposal Writing, Writing, Journalism, Marketing Communications, Public Relations, Public Speaking, Technical Documentation, Product Marketing, Case Studies, Company Profiling, Strategic Planning, Business Development, Project Management, Program Management, Strategy, Entrepreneurship, Start-ups, Management, Technical Writing, Advertising, Email Marketing, Leadership, Strategic Partnerships, Business Strategy, Social Media Marketing, Social Media, Editing, Social Networking, Product Management, SaaS, Software Development, Enterprise Software, Consulting, Sales, SEO, Web Content Management, Networking, Lead Generation, E-commerce, Publishing, Online Advertising, Marketing, WordPress, Salesforce.com, Online Marketing, CRM
Education
Babson College 1974 — 1984
BS, Business Finance/Investments
Harvard University Extension School 1990 — 1992
Japanese Language Studies
Voice-Over Workshop
Voice-Over training for corporate recordings
Fidelity Investments November 2014 - Present
Landfall Research January 2010 - Present
Alexander LAN, Inc. January 1991 - Present
Cyber SPK, LLC December 2004 - February 2010
Phar Lap Software, Inc. 1989 - 1991
Skills
Research, Press Releases, Event Management, Magazines, Proposal Writing, Writing, Journalism, Marketing Communications, Public Relations, Public Speaking, Technical Documentation, Product Marketing, Case Studies, Company Profiling, Strategic Planning, Business Development, Project Management, Program Management, Strategy, Entrepreneurship, Start-ups, Management, Technical Writing, Advertising, Email Marketing, Leadership, Strategic Partnerships, Business Strategy, Social Media Marketing, Social Media, Editing, Social Networking, Product Management, SaaS, Software Development, Enterprise Software, Consulting, Sales, SEO, Web Content Management, Networking, Lead Generation, E-commerce, Publishing, Online Advertising, Marketing, WordPress, Salesforce.com, Online Marketing, CRM
Education
Babson College 1974 — 1984
BS, Business Finance/Investments
Harvard University Extension School 1990 — 1992
Japanese Language Studies
Voice-Over Workshop
Voice-Over training for corporate recordings
Dave Rizzo's Fidelity Investments Experience December 1993 - September 1997
Job Account Manager at Systems Engineering
Industry Information Technology and Services
Experience
Systems Engineering February 2011 - Present
United Methodist Church 2007 - 2014
Andover Technology Group February 2008 - January 2011
Asys Technology Group August 2001 - January 2008
Lycos March 1999 - August 2001
Multiple September 1997 - March 1999
Fidelity Investments December 1993 - September 1997
Skills
Citrix, Microsoft Exchange, Windows Server, Operations Management, Windows 7, Information Technology, Project Management, XP, Windows Vista, Computer Security, Cloud Computing, Disaster Recovery, Virtualization, Strategic Planning, Servers, Security, Management, Integration, IT Strategy, Networking
Education
Boston University 1995 — 1997
M.S., Computer Science
Babson College 1990 — 1991
B.A., Finance
Systems Engineering February 2011 - Present
United Methodist Church 2007 - 2014
Andover Technology Group February 2008 - January 2011
Asys Technology Group August 2001 - January 2008
Lycos March 1999 - August 2001
Multiple September 1997 - March 1999
Fidelity Investments December 1993 - September 1997
Skills
Citrix, Microsoft Exchange, Windows Server, Operations Management, Windows 7, Information Technology, Project Management, XP, Windows Vista, Computer Security, Cloud Computing, Disaster Recovery, Virtualization, Strategic Planning, Servers, Security, Management, Integration, IT Strategy, Networking
Education
Boston University 1995 — 1997
M.S., Computer Science
Babson College 1990 — 1991
B.A., Finance
Jason Dutton Jason Dutton's Fidelity Investments Experience December 2011 - Present
Job Accounting Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments October 2006 - December 2011
Walgreens October 2002 - October 2006
Department of Children and Families January 2001 - January 2002
United States Army Reserves January 1993 - January 2000
Education
Auburn University 1994 — 2000
B.A, Communications
Fidelity Investments December 2011 - Present
Fidelity Investments October 2006 - December 2011
Walgreens October 2002 - October 2006
Department of Children and Families January 2001 - January 2002
United States Army Reserves January 1993 - January 2000
Education
Auburn University 1994 — 2000
B.A, Communications
Rick Hauenstein Rick Hauenstein's Fidelity Investments Experience February 2009 - May 2009
Job Senior Technical Writer at Telefonix, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Telefonix, Inc. June 2013 - Present
L Ricks Associates October 1998 - Present
Discover Financial Services November 2012 - January 2013
EMTEQ March 2012 - September 2012
Abbott Laboratories November 2010 - March 2011
Fidelity Investments February 2009 - May 2009
SC Johnson July 2006 - October 2008
Aon Hewitt February 2006 - June 2006
Banderacom July 2000 - August 2004
Semiconductor Manufacturers June 1981 - May 2004
Skills
Cash Flow Forecasting, Workflow Design, Technical Documentation, Technical Writing, Manufacturing, Visio, Documentation, Process Improvement, Data Analysis, Business Analysis, MS Project, Quality Assurance, Requirements Analysis, Access, Cross-functional Team..., Process Development, Product Development, Project Planning, MS Office Suite, Content Management, Testing, Business Process..., SharePoint, Change Management, Program Management, PowerPoint, Problem Solving, Business Process, Excel, Visual Basic, Document Management, Team Leadership, Proposal Writing, Word, Troubleshooting, SDLC, Product Management, Microsoft Office, Outlook, Knowledge Management, Process Engineering, Business Strategy, SQL, Lotus Notes, Technical Training, Customer Relations, HTML, Planning, Analysis
Education
Texas Tech University, Graduate School 1986 — 1988
MS, Applied/Engineering Physics
Texas Tech University 1974 — 1976
BS, Industrial Engineering (Technical Communications); Engineering Physics
Austin Community College 2001 — 2004
Certificates, 1. Web Design/Development and 2. Localization/Globalization
DeAnza College 1969 — 1971
Associate of Arts (A.A.), Pre-Engineering, 3.2
DeVry University (formerly DeVry Technical Institute) 1964 — 1966
Associate in Applied Science, Electronics Engineering Technology, Industrial Electronics Technology/Technician
Telefonix, Inc. June 2013 - Present
L Ricks Associates October 1998 - Present
Discover Financial Services November 2012 - January 2013
EMTEQ March 2012 - September 2012
Abbott Laboratories November 2010 - March 2011
Fidelity Investments February 2009 - May 2009
SC Johnson July 2006 - October 2008
Aon Hewitt February 2006 - June 2006
Banderacom July 2000 - August 2004
Semiconductor Manufacturers June 1981 - May 2004
Skills
Cash Flow Forecasting, Workflow Design, Technical Documentation, Technical Writing, Manufacturing, Visio, Documentation, Process Improvement, Data Analysis, Business Analysis, MS Project, Quality Assurance, Requirements Analysis, Access, Cross-functional Team..., Process Development, Product Development, Project Planning, MS Office Suite, Content Management, Testing, Business Process..., SharePoint, Change Management, Program Management, PowerPoint, Problem Solving, Business Process, Excel, Visual Basic, Document Management, Team Leadership, Proposal Writing, Word, Troubleshooting, SDLC, Product Management, Microsoft Office, Outlook, Knowledge Management, Process Engineering, Business Strategy, SQL, Lotus Notes, Technical Training, Customer Relations, HTML, Planning, Analysis
Education
Texas Tech University, Graduate School 1986 — 1988
MS, Applied/Engineering Physics
Texas Tech University 1974 — 1976
BS, Industrial Engineering (Technical Communications); Engineering Physics
Austin Community College 2001 — 2004
Certificates, 1. Web Design/Development and 2. Localization/Globalization
DeAnza College 1969 — 1971
Associate of Arts (A.A.), Pre-Engineering, 3.2
DeVry University (formerly DeVry Technical Institute) 1964 — 1966
Associate in Applied Science, Electronics Engineering Technology, Industrial Electronics Technology/Technician
Daniel Drown's Fidelity Investments Experience February 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - February 2014
Fidelity Investments October 2007 - July 2011
Skills
Investments, Investment Strategies, Portfolio Management, Financial Analysis, Capital Markets, Valuation, Financial Markets, Options, Analysis, Bonds, Economics, Leadership, Equity Valuation, Management, CRM, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Services, Equities, Asset Allocation, Securities, Fixed Income
Education
Auburn University 2004 — 2007
B.S., Business Administration
Saint Louis University 2003 — 2004
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - February 2014
Fidelity Investments October 2007 - July 2011
Skills
Investments, Investment Strategies, Portfolio Management, Financial Analysis, Capital Markets, Valuation, Financial Markets, Options, Analysis, Bonds, Economics, Leadership, Equity Valuation, Management, CRM, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Services, Equities, Asset Allocation, Securities, Fixed Income
Education
Auburn University 2004 — 2007
B.S., Business Administration
Saint Louis University 2003 — 2004
James C. Francis Jr. CEBS's Fidelity Investments Experience June 1994 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1994 - Present
Towers Perrin August 1980 - November 1993
Skills
Defined Contribution, Retirement Plan..., ERISA, Employee Benefits, Retirement, Qualified Retirement..., Retirement Planning, Mutual Funds, Series 63, Series 6, CEBS
Education
Austin College 1972 — 1975
BA, Sociology / Psychology
Fidelity Investments June 1994 - Present
Towers Perrin August 1980 - November 1993
Skills
Defined Contribution, Retirement Plan..., ERISA, Employee Benefits, Retirement, Qualified Retirement..., Retirement Planning, Mutual Funds, Series 63, Series 6, CEBS
Education
Austin College 1972 — 1975
BA, Sociology / Psychology
David Mastroianni's Fidelity Investments Experience 2007 - 2007
Job Client Services Manager at Adviser Investments
Industry Financial Services
Experience
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
Aseem Gupta, CFA's Fidelity Investments Experience 2009 - 2014
Job Director, Sapient Consulting
Industry Investment Management
Experience
Sapient Global Markets April 2005 - Present
Fidelity Investments 2009 - 2014
Fidelity Investments 2009 - 2014
ADP October 2000 - April 2005
Skills
Business Analysis, Requirements Gathering, Program Management, Software Project..., Requirements Analysis, Agile Methodologies, SDLC, Management, Business Process, Team Management, Management Consulting, Enterprise Architecture, PMP, IT Strategy, Leadership, Agile Project Management, PMO, Vendor Management, Global Delivery, Business Process..., Solution Architecture, Business Process..., Project Management, Process Improvement, Scrum, Enterprise Software, Strategy, Trading Systems, Change Management, Financial Services, Finance, Market Data
Education
B. M. S. College of Engineering 1997 — 2000
MCA, Computer Application
National Defence Academy 1994 — 1997
BSc, Science
Bhartiya Vidya Bhavan 1994 — 1994
High School, Science
Sapient Global Markets April 2005 - Present
Fidelity Investments 2009 - 2014
Fidelity Investments 2009 - 2014
ADP October 2000 - April 2005
Skills
Business Analysis, Requirements Gathering, Program Management, Software Project..., Requirements Analysis, Agile Methodologies, SDLC, Management, Business Process, Team Management, Management Consulting, Enterprise Architecture, PMP, IT Strategy, Leadership, Agile Project Management, PMO, Vendor Management, Global Delivery, Business Process..., Solution Architecture, Business Process..., Project Management, Process Improvement, Scrum, Enterprise Software, Strategy, Trading Systems, Change Management, Financial Services, Finance, Market Data
Education
B. M. S. College of Engineering 1997 — 2000
MCA, Computer Application
National Defence Academy 1994 — 1997
BSc, Science
Bhartiya Vidya Bhavan 1994 — 1994
High School, Science
Siddarameshwar Bulla Siddarameshwar Bulla's Fidelity Investments Experience December 2011 - December 2012
Job Java Architect at Loomis, Sayles & Company
Industry Information Technology and Services
Experience
Loomis, Sayles & Company January 2014 - Present
Loomis, Sayles & Company January 2013 - December 2013
Fidelity Investments December 2011 - December 2012
State Street May 2011 - February 2012
Highdata Software Corp January 2011 - May 2011
Tata Consultancy Services May 2010 - January 2011
Tata Consultancy Services May 2008 - May 2010
Tata Consultancy Services January 2007 - May 2008
Tata Consultancy Services May 2006 - December 2006
Tata Consultancy Services December 2001 - December 2006
Skills
Java Enterprise Edition, PL/SQL, Oracle, Requirements Analysis, SQL, Software Project..., Hibernate, SDLC, Java, Spring, Web Services, SOA, Software Design, Cloud Computing, Enterprise Software, Unix, Websphere, Unix Shell Scripting, Enterprise Architecture, Struts, Solution Architecture, Agile Methodologies, Business Analysis, XML, Weblogic, Data Warehousing, Spring Framework
Education
B. M. S. College of Engineering 1997 — 2001
B.E, Information Science and Engineering
Fatima High School, HUBLI 1992 — 1995
SSLC, KSB
Loomis, Sayles & Company January 2014 - Present
Loomis, Sayles & Company January 2013 - December 2013
Fidelity Investments December 2011 - December 2012
State Street May 2011 - February 2012
Highdata Software Corp January 2011 - May 2011
Tata Consultancy Services May 2010 - January 2011
Tata Consultancy Services May 2008 - May 2010
Tata Consultancy Services January 2007 - May 2008
Tata Consultancy Services May 2006 - December 2006
Tata Consultancy Services December 2001 - December 2006
Skills
Java Enterprise Edition, PL/SQL, Oracle, Requirements Analysis, SQL, Software Project..., Hibernate, SDLC, Java, Spring, Web Services, SOA, Software Design, Cloud Computing, Enterprise Software, Unix, Websphere, Unix Shell Scripting, Enterprise Architecture, Struts, Solution Architecture, Agile Methodologies, Business Analysis, XML, Weblogic, Data Warehousing, Spring Framework
Education
B. M. S. College of Engineering 1997 — 2001
B.E, Information Science and Engineering
Fatima High School, HUBLI 1992 — 1995
SSLC, KSB
Laren Campbell, CEBS,CMFC Laren Campbell, CEBS,CMFC's Fidelity Investments Experience March 2008 - February 2009
Job Financial Education Consultant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2011 - Present
E*TRADE Financial July 2010 - February 2011
MACTEC, Inc. October 2009 - February 2010
Fidelity Investments March 2008 - February 2009
BB&T (Branch Banking & Trust) June 2007 - February 2008
Enterprise Fund Distributors / Enterprise Capital Management January 2006 - May 2007
Enterprise Fund Distributors / Enterprise Capital Management January 2000 - December 2005
Enterprise Fund Distributors / Enterprise Capital Management April 1997 - December 1999
Delta Dental December 1995 - March 1997
Wausau Insurance / Nationwide Insurance April 1989 - November 1995
Education
Auburn University
Bachelor of Science in Business Administration, Marketing
Georgia State University
Master of Business Administration, Finance / Investments
Other
JPMorgan Chase February 2011 - Present
E*TRADE Financial July 2010 - February 2011
MACTEC, Inc. October 2009 - February 2010
Fidelity Investments March 2008 - February 2009
BB&T (Branch Banking & Trust) June 2007 - February 2008
Enterprise Fund Distributors / Enterprise Capital Management January 2006 - May 2007
Enterprise Fund Distributors / Enterprise Capital Management January 2000 - December 2005
Enterprise Fund Distributors / Enterprise Capital Management April 1997 - December 1999
Delta Dental December 1995 - March 1997
Wausau Insurance / Nationwide Insurance April 1989 - November 1995
Education
Auburn University
Bachelor of Science in Business Administration, Marketing
Georgia State University
Master of Business Administration, Finance / Investments
Other
Jay Schmitt Jay Schmitt's Fidelity Investments Experience August 2013 - December 2014
Job Cisco Network Engineer at Century Link
Industry Information Technology and Services
Experience
Century Link January 2015 - Present
NC Studio Productions January 2010 - Present
Talent One June 2005 - Present
Fidelity Investments August 2013 - December 2014
Coldwell Banker Advantage 2000 - 2012
Living Arts College@ School of Communications Arts January 2009 - October 2009
Re/max Hometown September 2007 - January 2008
Century 21 Fourstar January 2002 - September 2007
Skills
Relocation, Foreclosures, Short Sales, Sellers, Real Estate, First Time Home Buyers, Referrals, Single Family Homes, Buyer Representation, Luxury, REO, New Home Sales, Real Estate Transactions, Investment Properties, Residential Homes, Selling, Investors, Condos, Home Staging
Education
Austin Community College 1977 — 1979
Associates, Applied Science
Central Islip School of Nursing 1972 — 1974
RN, Nursing
Suffolk County Community College 1972 — 1974
Nursing, Medicine
Western Hills Senor High School 1970 — 1972
High School Diploma
Madrid American High School 1969 — 1972
JR Year in High School
Century Link January 2015 - Present
NC Studio Productions January 2010 - Present
Talent One June 2005 - Present
Fidelity Investments August 2013 - December 2014
Coldwell Banker Advantage 2000 - 2012
Living Arts College@ School of Communications Arts January 2009 - October 2009
Re/max Hometown September 2007 - January 2008
Century 21 Fourstar January 2002 - September 2007
Skills
Relocation, Foreclosures, Short Sales, Sellers, Real Estate, First Time Home Buyers, Referrals, Single Family Homes, Buyer Representation, Luxury, REO, New Home Sales, Real Estate Transactions, Investment Properties, Residential Homes, Selling, Investors, Condos, Home Staging
Education
Austin Community College 1977 — 1979
Associates, Applied Science
Central Islip School of Nursing 1972 — 1974
RN, Nursing
Suffolk County Community College 1972 — 1974
Nursing, Medicine
Western Hills Senor High School 1970 — 1972
High School Diploma
Madrid American High School 1969 — 1972
JR Year in High School
Harish Gavisiddaiah Harish Gavisiddaiah's Fidelity Investments Experience July 2012 - Present
Job PRINCIPAL SOFTWARE ENGINEER DEVELOPER at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments January 2011 - June 2012
Fidelity Investments July 2010 - December 2010
Fidelity Investments May 2010 - December 2010
Fidelity Investments January 2009 - June 2010
Fidelity Investments July 2007 - December 2008
Fidelity Investments July 2006 - June 2007
Skills
Spring, Hibernate, Maven, Eclipse, Java, iBatis, OSGi, SWT, AspectJ, Tomcat, Ant, J2EE, JSP, JUnit, Servlets, JDBC, MySQL, JPA, Swing, JMS, NetBeans, XML, UML, GWT, AJAX, Hudson, JSTL, C, C++, JavaScript, PL/SQL, JFace, RCP, Axis, Web Services, HTML, EMF, Velocity, Jenkins, RESTful WebServices, Agile Methodologies, Software Development, Java Enterprise Edition, Groovy, Scala, jQuery, Software Design, Solution Architecture, Design Patterns, Splunk
Education
B. M. S. College of Engineering 2002 — 2006
Engineering, Electronics
Fidelity Investments July 2012 - Present
Fidelity Investments January 2011 - June 2012
Fidelity Investments July 2010 - December 2010
Fidelity Investments May 2010 - December 2010
Fidelity Investments January 2009 - June 2010
Fidelity Investments July 2007 - December 2008
Fidelity Investments July 2006 - June 2007
Skills
Spring, Hibernate, Maven, Eclipse, Java, iBatis, OSGi, SWT, AspectJ, Tomcat, Ant, J2EE, JSP, JUnit, Servlets, JDBC, MySQL, JPA, Swing, JMS, NetBeans, XML, UML, GWT, AJAX, Hudson, JSTL, C, C++, JavaScript, PL/SQL, JFace, RCP, Axis, Web Services, HTML, EMF, Velocity, Jenkins, RESTful WebServices, Agile Methodologies, Software Development, Java Enterprise Edition, Groovy, Scala, jQuery, Software Design, Solution Architecture, Design Patterns, Splunk
Education
B. M. S. College of Engineering 2002 — 2006
Engineering, Electronics
Audrey M Nelligan Audrey M Nelligan's Fidelity Investments Experience 2008 - 2011
Job Marketing Consulting
Industry Management Consulting
Experience
Miami Exchange 2013 - 2014
WorkBeast 2012 - 2013
Switchboard of Miami, Inc. 2012 - 2012
Fidelity Investments 2008 - 2011
Fidelity IT Transformation 2007 - 2008
Fidelity Technology Group 2006 - 2007
Fidelity Risk Advisory Services 2003 - 2006
Fidelity Web Technology Group 1998 - 2003
Fidelity Technology Group 1996 - 1998
Blue Cross Blue Shield of Massachusetts 1991 - 1995
Skills
Financial Services, Relationship Management, Customer Service, Data Center, Program Management, Information Technology, Enterprise Architecture, Management, Leadership, CRM, SDLC, Business Process, Strategy, Analysis, Risk Management, Project Management, Project Planning, Requirements Gathering, Vendor Management, Team Building, Business Analysis, Consulting, Networking, Process Improvement, Visio, Recruiting, Resource Management, Training, Human Resources, Technical Recruiting, Outsourcing, Business Process..., Project Portfolio..., Integration, Software Documentation, PMO, IT Strategy, SharePoint, Talent Acquisition, Budgets, Internet Recruiting, PMP, Business Intelligence, Change Management, Applicant Tracking...
Education
Babson College 1987 — 1995
Master, Business Administration
University of Massachusetts Boston 1978 — 1982
Bachelor of Science, Management
Boston Latin School 1974 — 1978
Miami Exchange 2013 - 2014
WorkBeast 2012 - 2013
Switchboard of Miami, Inc. 2012 - 2012
Fidelity Investments 2008 - 2011
Fidelity IT Transformation 2007 - 2008
Fidelity Technology Group 2006 - 2007
Fidelity Risk Advisory Services 2003 - 2006
Fidelity Web Technology Group 1998 - 2003
Fidelity Technology Group 1996 - 1998
Blue Cross Blue Shield of Massachusetts 1991 - 1995
Skills
Financial Services, Relationship Management, Customer Service, Data Center, Program Management, Information Technology, Enterprise Architecture, Management, Leadership, CRM, SDLC, Business Process, Strategy, Analysis, Risk Management, Project Management, Project Planning, Requirements Gathering, Vendor Management, Team Building, Business Analysis, Consulting, Networking, Process Improvement, Visio, Recruiting, Resource Management, Training, Human Resources, Technical Recruiting, Outsourcing, Business Process..., Project Portfolio..., Integration, Software Documentation, PMO, IT Strategy, SharePoint, Talent Acquisition, Budgets, Internet Recruiting, PMP, Business Intelligence, Change Management, Applicant Tracking...
Education
Babson College 1987 — 1995
Master, Business Administration
University of Massachusetts Boston 1978 — 1982
Bachelor of Science, Management
Boston Latin School 1974 — 1978
David Atlee's Fidelity Investments Experience June 2012 - November 2012
Job Financial Advisor at Exclusive Advisors LLC
Industry Financial Services
Experience
Exclusive Advisors LLC August 2014 - Present
Deutsche Bank November 2012 - August 2014
Fidelity Investments June 2012 - November 2012
Fidelity Investments April 2011 - June 2012
The Atlee Appeal April 2010 - April 2011
JW Outfitters February 2010 - April 2011
Skills
Fast-paced, Business, Creative Writing, Technical Writing, Market Research, Event Planning, Social Networking, Business Networking, Creativity, Customer Service, Investments, Marketing, Typing, Management, Sales, Leadership
Education
Auburn University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Exclusive Advisors LLC August 2014 - Present
Deutsche Bank November 2012 - August 2014
Fidelity Investments June 2012 - November 2012
Fidelity Investments April 2011 - June 2012
The Atlee Appeal April 2010 - April 2011
JW Outfitters February 2010 - April 2011
Skills
Fast-paced, Business, Creative Writing, Technical Writing, Market Research, Event Planning, Social Networking, Business Networking, Creativity, Customer Service, Investments, Marketing, Typing, Management, Sales, Leadership
Education
Auburn University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Jennifer Whitlow Jennifer Whitlow's Fidelity Investments Experience April 2015 - Present
Job Staffing Administrator at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 2015 - Present
Dance Dynamics Performing Arts August 2014 - Present
Christi's Dance Center October 2009 - Present
Veritude August 2014 - April 2015
The Prizery June 2013 - August 2013
Olive Garden December 2012 - April 2013
Skills
Communication Skills, Exceptional People..., Creativity, Solid computer skills, PowerPoint, Creative Writing, Proposal Writing, Idea Person, Pitching Ideas, Organized Multi-tasker, Phone Etiquette, Choreography, Dance, Friendly Personality, Highly personable, Community Outreach, Customer Service, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Communication, Higher Education, Microsoft Word
Education
Averett University 2012 — 2014
Bachelor of Science (BS), Sociology/Criminal Justice
Piedmont Community College 2010 — 2012
Associate in Applied Science, Criminal Justice
Fidelity Investments April 2015 - Present
Dance Dynamics Performing Arts August 2014 - Present
Christi's Dance Center October 2009 - Present
Veritude August 2014 - April 2015
The Prizery June 2013 - August 2013
Olive Garden December 2012 - April 2013
Skills
Communication Skills, Exceptional People..., Creativity, Solid computer skills, PowerPoint, Creative Writing, Proposal Writing, Idea Person, Pitching Ideas, Organized Multi-tasker, Phone Etiquette, Choreography, Dance, Friendly Personality, Highly personable, Community Outreach, Customer Service, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Communication, Higher Education, Microsoft Word
Education
Averett University 2012 — 2014
Bachelor of Science (BS), Sociology/Criminal Justice
Piedmont Community College 2010 — 2012
Associate in Applied Science, Criminal Justice
Abhishek Mandil's Fidelity Investments Experience 2010 - 2013
Job Software Quality Assurance Engineer at PAREXEL
Industry Information Technology and Services
Experience
PAREXEL June 2013 - Present
Infosys January 2011 - June 2013
Fidelity Investments 2010 - 2013
Fidelity Investments 2010 - 2013
Infosys June 2010 - December 2010
Infosys June 2009 - June 2010
Infosys June 2006 - June 2009
Skills
Load Testing, QTP, oracle, VBScript, .NET, Unix, Linux, Oracle, Unix Shell Scripting, Quality Center, SDLC, Test Automation, Regression Testing, Software Quality..., Testing, Test Cases, LoadRunner, Performance Testing, SQL, HP Quality Center
Education
Babasaheb Bhimrao Ambedkar University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
PAREXEL June 2013 - Present
Infosys January 2011 - June 2013
Fidelity Investments 2010 - 2013
Fidelity Investments 2010 - 2013
Infosys June 2010 - December 2010
Infosys June 2009 - June 2010
Infosys June 2006 - June 2009
Skills
Load Testing, QTP, oracle, VBScript, .NET, Unix, Linux, Oracle, Unix Shell Scripting, Quality Center, SDLC, Test Automation, Regression Testing, Software Quality..., Testing, Test Cases, LoadRunner, Performance Testing, SQL, HP Quality Center
Education
Babasaheb Bhimrao Ambedkar University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Billy Parker Billy Parker's Fidelity Investments Experience 1993 - 1995
Job Director, Global Business Development at epay, a Euronet Worldwide Company
Industry Online Media
Experience
epay, a Euronet Worldwide Company September 2011 - Present
Comdata Corporation 2007 - September 2011
Parker Custom Building Inc 2000 - 2007
IBM Tivoli Software 1997 - 2000
A-T Financial Informaiton 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
Payments, Technology, Strategic Partnerships, Product Management, Business Development, Mobile Payments, Electronic Payments, Digital Distribution, Content Distribution..., Sales, International Sales, Global Business..., Sales Management, Contract Negotiation, New Business Development, Video Games, Computer Games, Online Gaming, Enterprise Software, Marketing, Management, Cards, Mobile Devices, E-commerce, SaaS, Product Marketing, Strategy, B2B, Start-ups, Solution Selling, Competitive Analysis
Education
Auburn University 1989 — 1993
Bachelor’s Degree
epay, a Euronet Worldwide Company September 2011 - Present
Comdata Corporation 2007 - September 2011
Parker Custom Building Inc 2000 - 2007
IBM Tivoli Software 1997 - 2000
A-T Financial Informaiton 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
Payments, Technology, Strategic Partnerships, Product Management, Business Development, Mobile Payments, Electronic Payments, Digital Distribution, Content Distribution..., Sales, International Sales, Global Business..., Sales Management, Contract Negotiation, New Business Development, Video Games, Computer Games, Online Gaming, Enterprise Software, Marketing, Management, Cards, Mobile Devices, E-commerce, SaaS, Product Marketing, Strategy, B2B, Start-ups, Solution Selling, Competitive Analysis
Education
Auburn University 1989 — 1993
Bachelor’s Degree
Matthew Vicinanzo Matthew Vicinanzo's Fidelity Investments Experience March 2013 - August 2013
Job Intern to Chief Judge Jeffrey R. Howard at First Circuit United States Court Of Appeals
Industry Legal Services
Experience
First Circuit Unted States Court Of Appeals May 2015 - Present
Gartner September 2013 - July 2014
Fidelity Investments March 2013 - August 2013
Strategic Gold Inc. February 2013 - March 2013
New Hampshire Republican State Committee July 2012 - December 2012
Miami Dolphins October 2011 - January 2012
Nixon Peabody LLP May 2011 - August 2011
Skills
Policy, Politics, Political Campaigns, Public Policy, Strategic Communications, Political Science, Market Research, Nonprofits, Public Speaking, University Relations, Press Releases, Event Planning, Research, Fundraising, Government, Leadership, Media Relations, Social Media, Volunteer Management, Speech Writing, Social Networking, Public Relations, American History, Tennis, Community Outreach, Facebook, Policy Analysis, Historical Research, Live Performer, Event Management, Pianist, Department Budget..., Political Communication, Grassroots Organizing, Editing, Spanish, Social Media Marketing, Series 7, Legislative Relations, Nordic Skiing, Series 63, Retirement Savings, Investment Brokerage, Legal Research, Legal Writing, Legal Issues, Legal Documents, Business Strategy, Sales, Client Relations
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (J.D.)
Ave Maria University 2008 — 2012
History, Business Administration and Management, General, Magna Cum Laude
First Circuit Unted States Court Of Appeals May 2015 - Present
Gartner September 2013 - July 2014
Fidelity Investments March 2013 - August 2013
Strategic Gold Inc. February 2013 - March 2013
New Hampshire Republican State Committee July 2012 - December 2012
Miami Dolphins October 2011 - January 2012
Nixon Peabody LLP May 2011 - August 2011
Skills
Policy, Politics, Political Campaigns, Public Policy, Strategic Communications, Political Science, Market Research, Nonprofits, Public Speaking, University Relations, Press Releases, Event Planning, Research, Fundraising, Government, Leadership, Media Relations, Social Media, Volunteer Management, Speech Writing, Social Networking, Public Relations, American History, Tennis, Community Outreach, Facebook, Policy Analysis, Historical Research, Live Performer, Event Management, Pianist, Department Budget..., Political Communication, Grassroots Organizing, Editing, Spanish, Social Media Marketing, Series 7, Legislative Relations, Nordic Skiing, Series 63, Retirement Savings, Investment Brokerage, Legal Research, Legal Writing, Legal Issues, Legal Documents, Business Strategy, Sales, Client Relations
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (J.D.)
Ave Maria University 2008 — 2012
History, Business Administration and Management, General, Magna Cum Laude
Kunal Saxena Kunal Saxena's Fidelity Investments Experience June 2005 - July 2006
Job Oracle Advisory at KPMG
Industry Information Technology and Services
Experience
KPMG Advisory January 2011 - Present
Enbridge Pipelines 2013 - 2015
Enbridge Pipelines 2013 - 2015
Texas A&M University January 2010 - March 2011
Baker Hughes June 2010 - September 2010
Adobe Systems August 2006 - August 2009
Fidelity Investments June 2005 - July 2006
Skills
Web Project Management, Software Quality..., Business Analysis, Process Improvement, Project Management, ITIL, ISO 20000, ColdFusion, SDLC, Requirements Analysis, Oracle E-Business Suite, Oracle R12 Financials, Oracle SCM, Oracle Applications
Education
Texas A&M University 2009 — 2011
MIS, Information Systems, Customer Relationship Management, Project Management
B. M. S. College of Engineering 2001 — 2005
B.E., Information Science and Engineering
St Xaviers 1988 — 2001
KPMG Advisory January 2011 - Present
Enbridge Pipelines 2013 - 2015
Enbridge Pipelines 2013 - 2015
Texas A&M University January 2010 - March 2011
Baker Hughes June 2010 - September 2010
Adobe Systems August 2006 - August 2009
Fidelity Investments June 2005 - July 2006
Skills
Web Project Management, Software Quality..., Business Analysis, Process Improvement, Project Management, ITIL, ISO 20000, ColdFusion, SDLC, Requirements Analysis, Oracle E-Business Suite, Oracle R12 Financials, Oracle SCM, Oracle Applications
Education
Texas A&M University 2009 — 2011
MIS, Information Systems, Customer Relationship Management, Project Management
B. M. S. College of Engineering 2001 — 2005
B.E., Information Science and Engineering
St Xaviers 1988 — 2001
Don Khouri, MBA, GCEC's Fidelity Investments Experience 1987 - 2008
Job Executive Coach, Technology & Healthcare
Industry Professional Training & Coaching
Experience
Khouri Coaching & Consulting, LLC 2009 - Present
St. John Church July 2009 - June 2011
Fidelity Investments 1987 - 2008
Sigma Services June 1984 - June 1987
Skills
Team Building, Problem Solving, Leadership Development, Personal Productivity, Software Development, Dentistry, Executive Coaching, Organizational..., Coaching, Leadership, Staff Development, Workshop Facilitation, Program Management, Management Consulting, Business Strategy, Quality Assurance, Training, Vendor Management, Healthcare, Enterprise Software, Human Resources, Consulting, Analysis, Executive Management, Personal Development, Executive Development, Organizational..., 360 Feedback, MBTI, Career Development, Emotional Intelligence, Management Development, Management, Organizational Design, Business Coaching, Culture Change, Performance Improvement, Change Management, Succession Planning, Talent Management, Performance Management, Employee Engagement, Conflict Resolution, Career Management, Business Process...
Education
Fielding Graduate University 2011 — 2015
Human and Organizational Systems
Fielding Graduate University 2011 — 2013
Master of Arts (MA), Human Development
Massachusetts School of Professional Psychology 2009 — 2010
GCEC, Executive Coaching
Boston University - School of Management 1989 — 1995
MBA, Organizational Behavior
Babson College 1983 — 1987
BS, MIS, Quantitative Methods, Accounting Information Systems
Xaverian Brothers High School 1979 — 1983
Diploma
Khouri Coaching & Consulting, LLC 2009 - Present
St. John Church July 2009 - June 2011
Fidelity Investments 1987 - 2008
Sigma Services June 1984 - June 1987
Skills
Team Building, Problem Solving, Leadership Development, Personal Productivity, Software Development, Dentistry, Executive Coaching, Organizational..., Coaching, Leadership, Staff Development, Workshop Facilitation, Program Management, Management Consulting, Business Strategy, Quality Assurance, Training, Vendor Management, Healthcare, Enterprise Software, Human Resources, Consulting, Analysis, Executive Management, Personal Development, Executive Development, Organizational..., 360 Feedback, MBTI, Career Development, Emotional Intelligence, Management Development, Management, Organizational Design, Business Coaching, Culture Change, Performance Improvement, Change Management, Succession Planning, Talent Management, Performance Management, Employee Engagement, Conflict Resolution, Career Management, Business Process...
Education
Fielding Graduate University 2011 — 2015
Human and Organizational Systems
Fielding Graduate University 2011 — 2013
Master of Arts (MA), Human Development
Massachusetts School of Professional Psychology 2009 — 2010
GCEC, Executive Coaching
Boston University - School of Management 1989 — 1995
MBA, Organizational Behavior
Babson College 1983 — 1987
BS, MIS, Quantitative Methods, Accounting Information Systems
Xaverian Brothers High School 1979 — 1983
Diploma
Cameron Hutt's Fidelity Investments Experience August 2006 - February 2009
Job Sr. Communications Consultant at The PFE Group
Industry Human Resources
Experience
The PFE Group November 2013 - Present
MassMutual Financial Group June 2010 - October 2013
Fidelity Investments August 2006 - February 2009
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Towers Perrin 1993 - 1997
Allmerica Financial 1988 - 1993
Allmerica Financial 1984 - 1988
Skills
Employee Benefits, Internal Communications, Regulatory..., Compliance, Pensions, 401k, Health and Wellness..., Annual Enrollment, Knowledge Management, Employee Engagement, Writing, Editing, Voice Over, Analytics, Benefits Administration, Project Planning
Education
Babson College 1980 — 1982
MBA, Investment Finance
Bentley University 1976 — 1980
BS, Business Communications
The PFE Group November 2013 - Present
MassMutual Financial Group June 2010 - October 2013
Fidelity Investments August 2006 - February 2009
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Towers Perrin 1993 - 1997
Allmerica Financial 1988 - 1993
Allmerica Financial 1984 - 1988
Skills
Employee Benefits, Internal Communications, Regulatory..., Compliance, Pensions, 401k, Health and Wellness..., Annual Enrollment, Knowledge Management, Employee Engagement, Writing, Editing, Voice Over, Analytics, Benefits Administration, Project Planning
Education
Babson College 1980 — 1982
MBA, Investment Finance
Bentley University 1976 — 1980
BS, Business Communications
Craig Hunt Craig Hunt's Fidelity Investments Experience June 1987 - October 1990
Job Java Enterprise Developer / Engineer
Industry Information Technology and Services
Experience
Hewlett-Packard October 2010 - Present
Dell Message One (Techlink Systems Consultant) November 2008 - October 2009
eZee, inc. July 2008 - September 2008
Texas Comptroller of Public Accounts February 2003 - June 2008
Commerce One / Exterprise September 2000 - June 2001
Texas Comptroller of Public Accounts November 1999 - April 2000
American Cancer Society December 1990 - December 1993
Fidelity Investments June 1987 - October 1990
Zale Corporation October 1983 - June 1987
Kansas Power & Light Co July 1982 - October 1983
Skills
XML, Java Enterprise Edition, SQL, Databases, Software Development, Tomcat, Oracle, Java, Hibernate, JavaScript, MySQL, Microsoft SQL Server, DB2, Ant, Software Engineering, Web Applications, JDBC
Education
The University of Texas at Austin 1996 — 1999
BSEE, Electrical & Software Engineering
Austin Community College 1994 — 1996
Pre-Engineering Coursework for UT
Cleveland Institute of Electronics (Correspondence) 1980 — 1981
Telecommunication Electronics
Electronic Computer Programming Institute 1979 — 1980
COBOL, ASSEMBLY, RPG programming
Frankfurt American High School 1973 — 1976
Standard Curriculum & Electronics
Hewlett-Packard October 2010 - Present
Dell Message One (Techlink Systems Consultant) November 2008 - October 2009
eZee, inc. July 2008 - September 2008
Texas Comptroller of Public Accounts February 2003 - June 2008
Commerce One / Exterprise September 2000 - June 2001
Texas Comptroller of Public Accounts November 1999 - April 2000
American Cancer Society December 1990 - December 1993
Fidelity Investments June 1987 - October 1990
Zale Corporation October 1983 - June 1987
Kansas Power & Light Co July 1982 - October 1983
Skills
XML, Java Enterprise Edition, SQL, Databases, Software Development, Tomcat, Oracle, Java, Hibernate, JavaScript, MySQL, Microsoft SQL Server, DB2, Ant, Software Engineering, Web Applications, JDBC
Education
The University of Texas at Austin 1996 — 1999
BSEE, Electrical & Software Engineering
Austin Community College 1994 — 1996
Pre-Engineering Coursework for UT
Cleveland Institute of Electronics (Correspondence) 1980 — 1981
Telecommunication Electronics
Electronic Computer Programming Institute 1979 — 1980
COBOL, ASSEMBLY, RPG programming
Frankfurt American High School 1973 — 1976
Standard Curriculum & Electronics
Karen Hobbs Karen Hobbs's Fidelity Investments Experience May 2009 - June 2010
Job HR Administrator 2 at University of New Mexico
Industry Human Resources
Experience
University of New Mexico June 2015 - Present
NOVA Corporation March 2012 - June 2014
Rinchem June 2010 - March 2012
Fidelity Investments May 2009 - June 2010
Decisions in Care, LLC December 2008 - December 2009
LifeMasters Supported SelfCare August 2005 - September 2008
Azusa Pacific University August 2004 - February 2005
Life Pacific College June 1994 - June 2004
Skills
Leadership, Human Resources, Employee Relations, Recruiting, Talent Management, Fundraising, Leadership Development, Team Building, Organizational..., Community Outreach, Budgets, Strategic Planning, Benefits Administration, Coaching, Time Management, Employee Benefits, Applicant Tracking..., Workforce Planning, Microsoft Word, HRIS, Training, Strategy, Personnel Management, Quality Assurance, Technical Recruiting, Customer Service, College Recruiting, Project Management, Public Speaking, Talent Acquisition, Outlook, Performance Management, Onboarding, Deferred Compensation, Interviews, Resume Writing, FMLA, Temporary Placement
Education
Azusa Pacific University 2002 — 2005
MA, Organizational Leadership
Life Pacific College 1986 — 1992
BA, Bible
University of New Mexico June 2015 - Present
NOVA Corporation March 2012 - June 2014
Rinchem June 2010 - March 2012
Fidelity Investments May 2009 - June 2010
Decisions in Care, LLC December 2008 - December 2009
LifeMasters Supported SelfCare August 2005 - September 2008
Azusa Pacific University August 2004 - February 2005
Life Pacific College June 1994 - June 2004
Skills
Leadership, Human Resources, Employee Relations, Recruiting, Talent Management, Fundraising, Leadership Development, Team Building, Organizational..., Community Outreach, Budgets, Strategic Planning, Benefits Administration, Coaching, Time Management, Employee Benefits, Applicant Tracking..., Workforce Planning, Microsoft Word, HRIS, Training, Strategy, Personnel Management, Quality Assurance, Technical Recruiting, Customer Service, College Recruiting, Project Management, Public Speaking, Talent Acquisition, Outlook, Performance Management, Onboarding, Deferred Compensation, Interviews, Resume Writing, FMLA, Temporary Placement
Education
Azusa Pacific University 2002 — 2005
MA, Organizational Leadership
Life Pacific College 1986 — 1992
BA, Bible
Shradha Santuka Shradha Santuka's Fidelity Investments Experience July 2013 - June 2014
Job Seeking spring internship and full time opportunity in Data Analytics, Business Intelligence, and Marketing Analytics
Industry Information Technology and Services
Experience
Cash America June 2015 - August 2015
Fidelity Investments July 2013 - June 2014
Skills
SQL, PL/SQL, Oracle, R, Business Objects, Java, C++, Statistical Data..., Data Warehousing, Visio, Spreadsheets, Tableau, Sensitivity Analysis, Optimization, Analytical Modelling, Visual Basic, Erwin, Agile Methodologies, ClearCase, What-if Analysis, Solver, Linux, C, Databases, Microsoft Office, HTML, JavaScript, Business Intelligence, Microsoft Excel
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Graduate, Information Technology and Management
BMS College of Engineering, Bangalore 2012 — 2013
Bachelor of Technology (BTech), Computer Science
Cash America June 2015 - August 2015
Fidelity Investments July 2013 - June 2014
Skills
SQL, PL/SQL, Oracle, R, Business Objects, Java, C++, Statistical Data..., Data Warehousing, Visio, Spreadsheets, Tableau, Sensitivity Analysis, Optimization, Analytical Modelling, Visual Basic, Erwin, Agile Methodologies, ClearCase, What-if Analysis, Solver, Linux, C, Databases, Microsoft Office, HTML, JavaScript, Business Intelligence, Microsoft Excel
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Graduate, Information Technology and Management
BMS College of Engineering, Bangalore 2012 — 2013
Bachelor of Technology (BTech), Computer Science
Kimberly Stanczak Hill Kimberly Stanczak Hill's Fidelity Investments Experience September 2014 - Present
Job Fidelity Investments, Investments Consultant, San Jose Ca. Branch
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments July 2012 - August 2014
Fidelity Investments January 2011 - July 2012
The Miller Team - Century 21 Judge Fite October 2010 - January 2011
Reata Homes March 2007 - April 2010
Fidelity Investments January 2008 - June 2009
David Weekley Homes December 2005 - January 2007
KB Home February 2003 - November 2005
Skills
Series 7, Series 63, Series 66, Sales Management, Investments, Real Estate, Customer Service, Negotiation, Retirement Planning, Institutional Investors, Uniform Combined State..., Account Management, Risk Management, Marketing Strategy, Strategic Planning, Team Building, Financial Analysis, Budgets, Institutional..., Insurance, Process Improvement, Retirement, Sales, Selling
Education
Texas Woman's University 2010 — 2014
Bachelor of Arts (B.A.), Art History
Dallas County Community College 2001 — 2010
Art Institute of Dallas 1996 — 2000
Graphic Design/Advertising
Austin Community College 1989 — 1994
Fidelity Investments September 2014 - Present
Fidelity Investments July 2012 - August 2014
Fidelity Investments January 2011 - July 2012
The Miller Team - Century 21 Judge Fite October 2010 - January 2011
Reata Homes March 2007 - April 2010
Fidelity Investments January 2008 - June 2009
David Weekley Homes December 2005 - January 2007
KB Home February 2003 - November 2005
Skills
Series 7, Series 63, Series 66, Sales Management, Investments, Real Estate, Customer Service, Negotiation, Retirement Planning, Institutional Investors, Uniform Combined State..., Account Management, Risk Management, Marketing Strategy, Strategic Planning, Team Building, Financial Analysis, Budgets, Institutional..., Insurance, Process Improvement, Retirement, Sales, Selling
Education
Texas Woman's University 2010 — 2014
Bachelor of Arts (B.A.), Art History
Dallas County Community College 2001 — 2010
Art Institute of Dallas 1996 — 2000
Graphic Design/Advertising
Austin Community College 1989 — 1994
Casey Edward Painter's Fidelity Investments Experience May 2012 - May 2014
Job Hedge Fund Management PFM, Inc.
Industry Investment Management
Experience
Patton Fund Management, Inc. August 2015 - Present
Patton Fund Management July 2014 - Present
Fidelity Investments May 2012 - May 2014
Phi Kappa Tau October 2010 - October 2011
Skills
Series 7, Mutual Funds, Asset Allocation, Microsoft Excel, Series 63, Hedge Funds, Portfolio Management, Leadership, Options, IRAs, Stock Trading, Trading, Public Speaking, Finance, Investments, Management
Education
Auburn University 2008 — 2012
Bachelor of Science (BS), Finance, General
The Bolles School 2005 — 2008
Patton Fund Management, Inc. August 2015 - Present
Patton Fund Management July 2014 - Present
Fidelity Investments May 2012 - May 2014
Phi Kappa Tau October 2010 - October 2011
Skills
Series 7, Mutual Funds, Asset Allocation, Microsoft Excel, Series 63, Hedge Funds, Portfolio Management, Leadership, Options, IRAs, Stock Trading, Trading, Public Speaking, Finance, Investments, Management
Education
Auburn University 2008 — 2012
Bachelor of Science (BS), Finance, General
The Bolles School 2005 — 2008
Andrew Lazarus Andrew Lazarus's Fidelity Investments Experience 1987 - 1991
Job Chief Financial Officer Commercial Solutions at BAE Systems Applied Intelligence
Industry Computer Software
Experience
BAE Systems Applied Intelligence December 2014 - Present
SilverSky 2009 - December 2014
Genesys Conferencing 2002 - 2008
CIBC World Markets 1997 - 2002
GKN Securities 1994 - 1997
Banc of America Securities 1993 - 1994
Fidelity Investments 1987 - 1991
Skills
Due Diligence, Start-ups, Executive Management, Private Equity, Strategy, Corporate Development, Financial Analysis, Accounting, Restructuring, Business Strategy, Financial Modeling, Forecasting, Risk Management, Financial Reporting, Strategic Partnerships, Business Development, Equities, Venture Capital, Sarbanes-Oxley Act, Treasury, Performance Turnaround, International Business, SaaS, Cloud Computing
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Babson College 1983 — 1987
BS, Accounting & Finance
BAE Systems Applied Intelligence December 2014 - Present
SilverSky 2009 - December 2014
Genesys Conferencing 2002 - 2008
CIBC World Markets 1997 - 2002
GKN Securities 1994 - 1997
Banc of America Securities 1993 - 1994
Fidelity Investments 1987 - 1991
Skills
Due Diligence, Start-ups, Executive Management, Private Equity, Strategy, Corporate Development, Financial Analysis, Accounting, Restructuring, Business Strategy, Financial Modeling, Forecasting, Risk Management, Financial Reporting, Strategic Partnerships, Business Development, Equities, Venture Capital, Sarbanes-Oxley Act, Treasury, Performance Turnaround, International Business, SaaS, Cloud Computing
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Babson College 1983 — 1987
BS, Accounting & Finance
Brian Sirota, MBA's Fidelity Investments Experience June 2012 - June 2015
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
Fidelity Investments June 2012 - June 2015
Skills
Financial Planning, Investment Guidance, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Retirement Income..., Financial Services
Education
Nova Southeastern University 2010 — 2012
Master of Business Administration (M.B.A.), 3.8
Auburn University 2006 — 2010
Bachelor’s Degree, Finance
E*TRADE Financial Corporation August 2015 - Present
Fidelity Investments June 2012 - June 2015
Skills
Financial Planning, Investment Guidance, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Retirement Income..., Financial Services
Education
Nova Southeastern University 2010 — 2012
Master of Business Administration (M.B.A.), 3.8
Auburn University 2006 — 2010
Bachelor’s Degree, Finance
William Newton William Newton's Fidelity Investments Experience July 2013 - Present
Job Reporting Tools Developer at Fidelity Investments
Industry Banking
Experience
Fidelity Investments July 2013 - Present
B2B Bank May 2012 - July 2013
Apotex Inc. September 2010 - May 2012
Mylan Pharmaceuticals March 2009 - September 2010
Skills
Business Intelligence, Business Analysis, Databases, Team Leadership, SAP, Microsoft Excel, Strategy, Access, Financial Analysis, Analytics, Data Analysis, VBA, Analysis, SQL, Process Improvement, Data Modeling, Sales, Excel, Financial Reporting, Sales Operations, Automation, Sales Support, OBIEE, Business Objects, Managerial Finance, Financial Modeling, Financial Services, Banking, Mutual Funds
Education
Heriot-Watt University 2011 — 2015
Master of Business Administration (MBA), Business/Commerce, General
Auckland University of Technology 1999 — 2003
Business
Fidelity Investments July 2013 - Present
B2B Bank May 2012 - July 2013
Apotex Inc. September 2010 - May 2012
Mylan Pharmaceuticals March 2009 - September 2010
Skills
Business Intelligence, Business Analysis, Databases, Team Leadership, SAP, Microsoft Excel, Strategy, Access, Financial Analysis, Analytics, Data Analysis, VBA, Analysis, SQL, Process Improvement, Data Modeling, Sales, Excel, Financial Reporting, Sales Operations, Automation, Sales Support, OBIEE, Business Objects, Managerial Finance, Financial Modeling, Financial Services, Banking, Mutual Funds
Education
Heriot-Watt University 2011 — 2015
Master of Business Administration (MBA), Business/Commerce, General
Auckland University of Technology 1999 — 2003
Business
Kavitha Chandran Kavitha Chandran's Fidelity Investments Experience August 2006 - May 2008
Job Senior Advisor at Dell Services
Industry Hospital & Health Care
Experience
Dell Services January 2013 - Present
Dovetail Health August 2011 - January 2013
AIR Worldwide September 2010 - August 2011
Planetsoft December 2008 - September 2010
Fidelity Investments August 2006 - May 2008
Manhattan Associates May 2004 - August 2006
Mindscape & QSG January 2003 - April 2004
Skills
Requirements Gathering, Requirements Analysis, SDLC, Agile Methodologies, Software Project..., User Acceptance Testing, Visio, Agile Project Management, Test Management, Resource Management, Project Portfolio..., Regression Testing, Product Management, Scrum, Vendor Management, Waterfall, Business Analysis, PMP, Leadership, Business Requirements, Analysis, Enterprise Architecture, ICD-10
Education
Bharathiar University 2000 — 2003
Masters, Computer Application
Avinashilingam Institute for Home Science and Higher Education for Women 1996 — 1999
Bachelors, Mathematics & Physics
Dell Services January 2013 - Present
Dovetail Health August 2011 - January 2013
AIR Worldwide September 2010 - August 2011
Planetsoft December 2008 - September 2010
Fidelity Investments August 2006 - May 2008
Manhattan Associates May 2004 - August 2006
Mindscape & QSG January 2003 - April 2004
Skills
Requirements Gathering, Requirements Analysis, SDLC, Agile Methodologies, Software Project..., User Acceptance Testing, Visio, Agile Project Management, Test Management, Resource Management, Project Portfolio..., Regression Testing, Product Management, Scrum, Vendor Management, Waterfall, Business Analysis, PMP, Leadership, Business Requirements, Analysis, Enterprise Architecture, ICD-10
Education
Bharathiar University 2000 — 2003
Masters, Computer Application
Avinashilingam Institute for Home Science and Higher Education for Women 1996 — 1999
Bachelors, Mathematics & Physics
Brad Petty Brad Petty's Fidelity Investments Experience July 2012 - September 2014
Job Investment Consultant at TD Ameritrade
Industry Higher Education
Experience
TD Ameritrade July 2014 - Present
Fidelity Investments July 2012 - September 2014
Azusa Pacific University September 2009 - May 2012
Northwestern Mutual May 2011 - January 2012
Education
Azusa Pacific University 2008 — 2012
Bachelor of Science (B.S.), Business Economics
TD Ameritrade July 2014 - Present
Fidelity Investments July 2012 - September 2014
Azusa Pacific University September 2009 - May 2012
Northwestern Mutual May 2011 - January 2012
Education
Azusa Pacific University 2008 — 2012
Bachelor of Science (B.S.), Business Economics
James Bess's Fidelity Investments Experience December 2014 - Present
Job Electronic Channel Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Walmart 2013 - 2013
Verizon Enhanced Communities 2005 - August 2012
Verizon 2001 - 2005
GTE 1991 - 2001
Contel 1988 - 1991
Skills
Telecommunications, Vendor Management, Financial Analysis, Program Management, Cross-functional Team..., Networking, Provisioning, Process Improvement, Business Analysis, Requirements Analysis, Project Management, PMO
Education
Averett University
Master of Business Administration (MBA), Business Administration and Management, General
Saint Pauls College
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments December 2014 - Present
Walmart 2013 - 2013
Verizon Enhanced Communities 2005 - August 2012
Verizon 2001 - 2005
GTE 1991 - 2001
Contel 1988 - 1991
Skills
Telecommunications, Vendor Management, Financial Analysis, Program Management, Cross-functional Team..., Networking, Provisioning, Process Improvement, Business Analysis, Requirements Analysis, Project Management, PMO
Education
Averett University
Master of Business Administration (MBA), Business Administration and Management, General
Saint Pauls College
Bachelor of Science (BS), Business Administration and Management, General
Daniel Simonsen Daniel Simonsen's Fidelity Investments Experience August 2001 - April 2003
Job Retirement Plan Consultant
Industry Financial Services
Experience
Northwest Savings Bank June 2013 - Present
Northwest Savings Bank October 2010 - June 2013
Northwest Savings Bank May 2008 - October 2010
MetLife July 2005 - April 2008
Fidelity Investments August 2001 - April 2003
Skills
Sales, Leadership, PowerPoint, Investments, Financial Services, Relationship Management, Retirement, Retirement Planning, Mutual Funds, Series 63, Series 7, Insurance, Portfolio Management
Education
Azusa Pacific University 1997 — 1999
Bachelor of Science (B.S.), International Business
Northwest Savings Bank June 2013 - Present
Northwest Savings Bank October 2010 - June 2013
Northwest Savings Bank May 2008 - October 2010
MetLife July 2005 - April 2008
Fidelity Investments August 2001 - April 2003
Skills
Sales, Leadership, PowerPoint, Investments, Financial Services, Relationship Management, Retirement, Retirement Planning, Mutual Funds, Series 63, Series 7, Insurance, Portfolio Management
Education
Azusa Pacific University 1997 — 1999
Bachelor of Science (B.S.), International Business
Josh Frey's Fidelity Investments Experience March 2015 - Present
Job Financial Representative Full Trader with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
City of Plano June 2014 - February 2015
Austin College January 2012 - January 2013
Skills
Research, Public Speaking, Microsoft Office, Program Evaluation, Critical Thinking, PowerPoint, Community Outreach, Microsoft Word, Microsoft Excel, Event Planning, Editing, Teamwork, Spanish, Social Media, Data Analysis, Leadership, Public Policy
Education
Austin College 2010 — 2014
Bachelor of Arts (B.A.), Political Science & Philosophy
Westlake Academy 2004 — 2010
International Baccalaureate Diploma
Fidelity Investments March 2015 - Present
City of Plano June 2014 - February 2015
Austin College January 2012 - January 2013
Skills
Research, Public Speaking, Microsoft Office, Program Evaluation, Critical Thinking, PowerPoint, Community Outreach, Microsoft Word, Microsoft Excel, Event Planning, Editing, Teamwork, Spanish, Social Media, Data Analysis, Leadership, Public Policy
Education
Austin College 2010 — 2014
Bachelor of Arts (B.A.), Political Science & Philosophy
Westlake Academy 2004 — 2010
International Baccalaureate Diploma
NAVEED AHMED JANVEKAR NAVEED AHMED JANVEKAR's Fidelity Investments Experience August 2013 - August 2014
Job Analytics Intern at Nanigans | Actively Seeking Spring Internship & Full Time Business Analytics | Data Analytics | BI
Industry Information Technology and Services
Experience
Nanigans June 2015 - August 2015
Fidelity Investments August 2013 - August 2014
Skills
Java Application..., Java, SAS E-Miner, Shell Scripting, Python, SQL, CSS, HTML, R, Linux, SAS Programming, Microsoft Excel, Microsoft Office, C++ Language, PL/SQL, c, VHDL, Verilog, FPGA, Matlab, PowerPoint, Embedded Systems, C++, Microcontrollers, JavaScript, Electronics, Windows, MySQL
Education
The University of Texas at Dallas 2014 — 2016
Master's Degree, Management Information Systems, CGPA : 4.0/4.0
BMS College of Engineering, Bangalore 2009 — 2013
Bachelor's Degree, Electronics and Communications Engineering, 8.99/10
St. Joseph's Pre-University College, Bangalore 2007 — 2009
High School
SSB International School, Bangalore 1998 — 2007
High School
Nanigans June 2015 - August 2015
Fidelity Investments August 2013 - August 2014
Skills
Java Application..., Java, SAS E-Miner, Shell Scripting, Python, SQL, CSS, HTML, R, Linux, SAS Programming, Microsoft Excel, Microsoft Office, C++ Language, PL/SQL, c, VHDL, Verilog, FPGA, Matlab, PowerPoint, Embedded Systems, C++, Microcontrollers, JavaScript, Electronics, Windows, MySQL
Education
The University of Texas at Dallas 2014 — 2016
Master's Degree, Management Information Systems, CGPA : 4.0/4.0
BMS College of Engineering, Bangalore 2009 — 2013
Bachelor's Degree, Electronics and Communications Engineering, 8.99/10
St. Joseph's Pre-University College, Bangalore 2007 — 2009
High School
SSB International School, Bangalore 1998 — 2007
High School
Doug Bond Doug Bond's Fidelity Investments Experience June 2014 - Present
Job Instructional Designer, Cisco Engineering Learning and Development
Industry Internet
Experience
Cisco July 2015 - Present
TEKsystems February 2015 - Present
Fidelity Investments June 2014 - Present
Anfield Information October 2012 - 2013
TireSwing Systems July 2008 - October 2012
Synaptis 2006 - 2008
Doug Bond February 2001 - January 2006
TRG 2004 - 2004
HowStuffWorks.com January 2000 - January 2001
FGI - Integrated Marketing January 1988 - January 1999
Skills
SEM, Marketing Communications, E-learning, Google Adwords, Art Direction, SEO, Graphic Design, Multimedia, Advertising, Creative Writing, Online Marketing, PPC, Email Marketing, Illustration, Typography, Adobe Creative Suite, Photoshop, Web Analytics, Illustrator, Copywriting, Packaging, InDesign, Creative Direction, Google Analytics, Web Development, Affiliate Marketing, Website Development, E-commerce, Dreamweaver, Layout, Pre-press, Brochures, Logos, User Interface Design, Graphics, Corporate Identity, Web Design, Print Production, Windows, E-Learning, Marketing Strategy, Marketing, Content Strategy, Facebook, Lead Generation, Flash, WordPress, Creative Strategy
Education
Auburn University
BFA, Visual Design
Auburn University
BFA, Visual Design, Design and Visual Communications
Cisco July 2015 - Present
TEKsystems February 2015 - Present
Fidelity Investments June 2014 - Present
Anfield Information October 2012 - 2013
TireSwing Systems July 2008 - October 2012
Synaptis 2006 - 2008
Doug Bond February 2001 - January 2006
TRG 2004 - 2004
HowStuffWorks.com January 2000 - January 2001
FGI - Integrated Marketing January 1988 - January 1999
Skills
SEM, Marketing Communications, E-learning, Google Adwords, Art Direction, SEO, Graphic Design, Multimedia, Advertising, Creative Writing, Online Marketing, PPC, Email Marketing, Illustration, Typography, Adobe Creative Suite, Photoshop, Web Analytics, Illustrator, Copywriting, Packaging, InDesign, Creative Direction, Google Analytics, Web Development, Affiliate Marketing, Website Development, E-commerce, Dreamweaver, Layout, Pre-press, Brochures, Logos, User Interface Design, Graphics, Corporate Identity, Web Design, Print Production, Windows, E-Learning, Marketing Strategy, Marketing, Content Strategy, Facebook, Lead Generation, Flash, WordPress, Creative Strategy
Education
Auburn University
BFA, Visual Design
Auburn University
BFA, Visual Design, Design and Visual Communications
Anthony Bunch's Fidelity Investments Experience October 2005 - April 2006
Job Account Manager at Electronauts
Industry Telecommunications
Experience
Electronauts January 2015 - Present
Macy's June 2013 - June 2014
XLC Services October 2012 - February 2013
MEDLAB April 2012 - August 2012
Alliance Shippers, Inc. November 2011 - March 2012
Northern Kentucky University March 2010 - November 2011
Menlo Worldwide Logistics September 2008 - September 2009
Georgia Southern University November 2007 - July 2008
National City Corporation July 2006 - May 2007
Fidelity Investments October 2005 - April 2006
Skills
EDW Business Objects, Microsoft Office, SAP, ERP, Computer Hardware, Customer Service, Collections Management, Higher Education, Financial Advisory, Analytics, Transportation, Logistics, IBM AS/400, Novell, Lotus 123, Adobe Acrobat, Photoshop, Audacity, Pivot Tables, V Lookups, Microsoft Excel, Microsoft Word, Outlook, Visio, MS Project, PowerPoint, Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Social Media, Social Skills, Sales, Pricing, Pricing Analysis, Financial Analysis, Data Analysis, Mobile Devices, Hardware Support, Hardware Installation, Help Desk Support, Software Installation, Financial Reporting, Ableton Live, DJ, Advising People, Call Center, Dispute Resolution, Google Apps, Freight Claims
Education
University of Cincinnati 2000 — 2007
Bachelor of Business Administration, Operations Management and International Business
Audencia Nantes Ecole de Management 2003 — 2003
Bachelor of Business Administration - International Business, College of Business Administration Study Abroad Program
Bethel-tate 1996 — 1999
Electronauts January 2015 - Present
Macy's June 2013 - June 2014
XLC Services October 2012 - February 2013
MEDLAB April 2012 - August 2012
Alliance Shippers, Inc. November 2011 - March 2012
Northern Kentucky University March 2010 - November 2011
Menlo Worldwide Logistics September 2008 - September 2009
Georgia Southern University November 2007 - July 2008
National City Corporation July 2006 - May 2007
Fidelity Investments October 2005 - April 2006
Skills
EDW Business Objects, Microsoft Office, SAP, ERP, Computer Hardware, Customer Service, Collections Management, Higher Education, Financial Advisory, Analytics, Transportation, Logistics, IBM AS/400, Novell, Lotus 123, Adobe Acrobat, Photoshop, Audacity, Pivot Tables, V Lookups, Microsoft Excel, Microsoft Word, Outlook, Visio, MS Project, PowerPoint, Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Social Media, Social Skills, Sales, Pricing, Pricing Analysis, Financial Analysis, Data Analysis, Mobile Devices, Hardware Support, Hardware Installation, Help Desk Support, Software Installation, Financial Reporting, Ableton Live, DJ, Advising People, Call Center, Dispute Resolution, Google Apps, Freight Claims
Education
University of Cincinnati 2000 — 2007
Bachelor of Business Administration, Operations Management and International Business
Audencia Nantes Ecole de Management 2003 — 2003
Bachelor of Business Administration - International Business, College of Business Administration Study Abroad Program
Bethel-tate 1996 — 1999
Harsha Chaturvedi Harsha Chaturvedi's Fidelity Investments Experience June 1996 - February 2000
Job COO at Vantage Agora
Industry Insurance
Experience
Vantage Agora October 2002 - Present
Coreobjects 2007 - 2009
i2 Technologies February 2000 - October 2002
Fidelity Investments June 1996 - February 2000
Sabre May 1993 - June 1996
Skills
Consulting, Outsourcing, Management Consulting, Enterprise Software, IT Strategy, SaaS, Business Intelligence, Start-ups, Business Process..., Insurance, Process Improvement, Program Management, New Business Development, Business Strategy, Operations Management, Team Management, Vendor Management, Pre-sales, CRM, Leadership, Integration, Executive Management, Business Process..., BPO, Project Management, Team Leadership, Business Process
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Marketing, Finanance
Louisiana State University 1990 — 1992
MS, Computer Science
B. M. S. College of Engineering 1984 — 1989
BS/BE, Electronics Engeering
Vantage Agora October 2002 - Present
Coreobjects 2007 - 2009
i2 Technologies February 2000 - October 2002
Fidelity Investments June 1996 - February 2000
Sabre May 1993 - June 1996
Skills
Consulting, Outsourcing, Management Consulting, Enterprise Software, IT Strategy, SaaS, Business Intelligence, Start-ups, Business Process..., Insurance, Process Improvement, Program Management, New Business Development, Business Strategy, Operations Management, Team Management, Vendor Management, Pre-sales, CRM, Leadership, Integration, Executive Management, Business Process..., BPO, Project Management, Team Leadership, Business Process
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Marketing, Finanance
Louisiana State University 1990 — 1992
MS, Computer Science
B. M. S. College of Engineering 1984 — 1989
BS/BE, Electronics Engeering
Carlos Drayden Carlos Drayden's Fidelity Investments Experience June 2010 - Present
Job Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Lion's Gate Mortgage LLC July 2009 - October 2009
Bosch LLC May 2003 - July 2009
US Army October 1995 - January 2001
Education
Austin Peay State University
Bachelor of Business Administration, Finance
Austin Peay State University
Bachelor of Business Administration, Finance
Fidelity Investments June 2010 - Present
Lion's Gate Mortgage LLC July 2009 - October 2009
Bosch LLC May 2003 - July 2009
US Army October 1995 - January 2001
Education
Austin Peay State University
Bachelor of Business Administration, Finance
Austin Peay State University
Bachelor of Business Administration, Finance
Chris Passante Chris Passante's Fidelity Investments Experience January 2000 - January 2002
Job Assistant Director Key Accounts at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement January 2010 - Present
Prudential Retirement January 2008 - January 2010
CUNA Mutual Group January 2005 - January 2008
METLIFE INVESTMENTS January 2004 - January 2005
EDWARD JONES INVESTMENTS January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1996 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - January 1998
BANKBOSTON/BAYBANK January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategy, Training, Retirement Planning, Sales, 401k, Management, Retirement, Investments, Insurance, Mutual Funds, Relationship Management, Financial Services
Education
Babson College 2003 — 2008
M.B.A, Finance
Dickinson College 1990 — 1993
B.A, Economics
Prudential Retirement January 2010 - Present
Prudential Retirement January 2008 - January 2010
CUNA Mutual Group January 2005 - January 2008
METLIFE INVESTMENTS January 2004 - January 2005
EDWARD JONES INVESTMENTS January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1996 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - January 1998
BANKBOSTON/BAYBANK January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategy, Training, Retirement Planning, Sales, 401k, Management, Retirement, Investments, Insurance, Mutual Funds, Relationship Management, Financial Services
Education
Babson College 2003 — 2008
M.B.A, Finance
Dickinson College 1990 — 1993
B.A, Economics
Eric Bloom's Fidelity Investments Experience April 1992 - September 2000
Job
Industry Information Technology and Services
Experience
Manager Mechanics, LLC January 2009 - Present
IDC September 2013 - Present
National Speakers Association July 2013 - Present
The Boston Company April 2006 - January 2009
Axis Technology LLC 2005 - 2006
Monster Worldwide August 2004 - July 2005
Independence Investments September 2000 - June 2004
Fidelity Investments April 1992 - September 2000
McCormack & Dodge August 1988 - November 1991
Skills
Leadership, Management, IT Management, Leadership Development, Software Development, Strategy, Training, Program Management, Consulting, Start-ups, Vendor Management, Enterprise Software, E-commerce, SaaS, Information Technology, Software Project..., Project Management, Strategic Planning, Business Analysis, Executive Management, Cross-functional Team..., E-Learning, Management Consulting, Team Building, Business Intelligence, Outsourcing, Cloud Computing, Product Management, Strategic Partnerships, Process Improvement, IT Strategy, Business Process..., Agile Methodologies, SDLC, Coaching, CRM, Investments, Team Leadership, Entrepreneurship, Project Portfolio..., Networking, Organizational..., Business Strategy, Instructional Design, Change Management, Team Management, Professional Services
Education
Babson College 1980 — 1982
MBA
Bentley University 1976 — 1980
BS
Manager Mechanics, LLC January 2009 - Present
IDC September 2013 - Present
National Speakers Association July 2013 - Present
The Boston Company April 2006 - January 2009
Axis Technology LLC 2005 - 2006
Monster Worldwide August 2004 - July 2005
Independence Investments September 2000 - June 2004
Fidelity Investments April 1992 - September 2000
McCormack & Dodge August 1988 - November 1991
Skills
Leadership, Management, IT Management, Leadership Development, Software Development, Strategy, Training, Program Management, Consulting, Start-ups, Vendor Management, Enterprise Software, E-commerce, SaaS, Information Technology, Software Project..., Project Management, Strategic Planning, Business Analysis, Executive Management, Cross-functional Team..., E-Learning, Management Consulting, Team Building, Business Intelligence, Outsourcing, Cloud Computing, Product Management, Strategic Partnerships, Process Improvement, IT Strategy, Business Process..., Agile Methodologies, SDLC, Coaching, CRM, Investments, Team Leadership, Entrepreneurship, Project Portfolio..., Networking, Organizational..., Business Strategy, Instructional Design, Change Management, Team Management, Professional Services
Education
Babson College 1980 — 1982
MBA
Bentley University 1976 — 1980
BS
William Talley William Talley's Fidelity Investments Experience October 2011 - 2014
Job Managing Director at Investment Research & Advisory Group, Inc.
Industry Financial Services
Experience
Investment Research & Advisory Group, Inc. October 2014 - Present
Fidelity Investments October 2011 - 2014
Vanguard 2008 - 2011
The Newport Group 2005 - 2008
Skills
401k, Investments, Financial Services, Retirement Planning, Series 63, ERISA, Defined Contribution, Defined Benefit, Pensions, Series 6, Mutual Funds, Asset Allocation
Education
Rollins College 2001 — 2003
Master of Business Administration, Business
Auburn University 1981 — 1985
Bachelor of Science, Business
Investment Research & Advisory Group, Inc. October 2014 - Present
Fidelity Investments October 2011 - 2014
Vanguard 2008 - 2011
The Newport Group 2005 - 2008
Skills
401k, Investments, Financial Services, Retirement Planning, Series 63, ERISA, Defined Contribution, Defined Benefit, Pensions, Series 6, Mutual Funds, Asset Allocation
Education
Rollins College 2001 — 2003
Master of Business Administration, Business
Auburn University 1981 — 1985
Bachelor of Science, Business
Elijah Feinstein's Fidelity Investments Experience January 2001 - January 2002
Job Managing Director at Baker Martin Capital, LLC
Industry Financial Services
Experience
Baker Martin Capital, LLC January 2013 - Present
Feinstein Fixed Assets, LLC September 2008 - Present
EMH Strategy December 2010 - December 2012
ERA Stirling Properties July 2008 - 2010
The Corcoran Group November 2004 - 2009
2003-2004Hale Group May 2003 - May 2004
2003Booz Allen Hamilton September 2002 - December 2002
Harvard Clinical Research Institute May 2002 - August 2002
Fidelity Investments January 2001 - January 2002
U.S. Peace Corps August 1998 - December 2000
Skills
Financial Modeling, Investments, Negotiation, Entrepreneurship, Real Estate, Investment Properties, Business Development, Financial Analysis, Sellers, Finance, Marketing Strategy, Management, Residential Homes, Real Estate Development, Sales, Real Estate Transactions, Brokerage, Loans, Management Consulting, Real Estate Economics, Due Diligence, Mergers
Education
Babson College 2001 — 2003
M.B.A
Brandeis University 1993 — 1997
B.A, Economics and History
Concord Academy
Baker Martin Capital, LLC January 2013 - Present
Feinstein Fixed Assets, LLC September 2008 - Present
EMH Strategy December 2010 - December 2012
ERA Stirling Properties July 2008 - 2010
The Corcoran Group November 2004 - 2009
2003-2004Hale Group May 2003 - May 2004
2003Booz Allen Hamilton September 2002 - December 2002
Harvard Clinical Research Institute May 2002 - August 2002
Fidelity Investments January 2001 - January 2002
U.S. Peace Corps August 1998 - December 2000
Skills
Financial Modeling, Investments, Negotiation, Entrepreneurship, Real Estate, Investment Properties, Business Development, Financial Analysis, Sellers, Finance, Marketing Strategy, Management, Residential Homes, Real Estate Development, Sales, Real Estate Transactions, Brokerage, Loans, Management Consulting, Real Estate Economics, Due Diligence, Mergers
Education
Babson College 2001 — 2003
M.B.A
Brandeis University 1993 — 1997
B.A, Economics and History
Concord Academy
Casey Karnes Casey Karnes's Fidelity Investments Experience May 2012 - October 2014
Job Corporate Recruiting at Dr Pepper Snapple Group
Industry Human Resources
Experience
Dr Pepper Snapple Group April 2015 - Present
Capital One October 2014 - April 2015
Fidelity Investments May 2012 - October 2014
Fidelity Investments March 2012 - April 2012
Prodigy Placements January 2012 - February 2012
JCPenney August 2011 - December 2011
American Home Mortgage Servicing June 2011 - August 2011
The Limited April 2007 - December 2010
7-Eleven June 2010 - August 2010
The Limited January 2010 - January 2010
Skills
Taleo, PeopleSoft, Avature, Recruiting, Scheduling, Phone Screening, Sourcing, Customer Service, Customer Experience, Coordination, Social Networking, Business Networking, Retail, Microsoft Office, Outlook, Word, Excel, PowerPoint, Cold Calling, CareerBuilder, LinkedIn, Twitter
Education
Austin College 2007 — 2011
Bachelors, Psychology
Dr Pepper Snapple Group April 2015 - Present
Capital One October 2014 - April 2015
Fidelity Investments May 2012 - October 2014
Fidelity Investments March 2012 - April 2012
Prodigy Placements January 2012 - February 2012
JCPenney August 2011 - December 2011
American Home Mortgage Servicing June 2011 - August 2011
The Limited April 2007 - December 2010
7-Eleven June 2010 - August 2010
The Limited January 2010 - January 2010
Skills
Taleo, PeopleSoft, Avature, Recruiting, Scheduling, Phone Screening, Sourcing, Customer Service, Customer Experience, Coordination, Social Networking, Business Networking, Retail, Microsoft Office, Outlook, Word, Excel, PowerPoint, Cold Calling, CareerBuilder, LinkedIn, Twitter
Education
Austin College 2007 — 2011
Bachelors, Psychology
Austin Savage Austin Savage's Fidelity Investments Experience April 2011 - August 2011
Job Home Mortgage Consultant
Industry Real Estate
Experience
Wells Fargo Home Mortgage June 2012 - Present
Citywide Home Loans March 2012 - June 2012
Veritas Funding January 2012 - February 2012
Fidelity Investments April 2011 - August 2011
Southwestern/Great American May 2009 - August 2009
Amtex Energy, Inc. and BBL Falcoln Industries, Ltd. May 2008 - August 2008
BBL Falcon Industries, Ltd. May 2006 - August 2006
BBL Falcon Industries, Ltd. May 2005 - August 2005
Skills
Fluent in spanish and..., Great relating to...
Education
Universitat Autònoma de Barcelona 2010 — 2010
Study-abroad coursework
Auburn University 2006 — 2010
Bachelor of Science, International business (Finance & Spanish)
Wells Fargo Home Mortgage June 2012 - Present
Citywide Home Loans March 2012 - June 2012
Veritas Funding January 2012 - February 2012
Fidelity Investments April 2011 - August 2011
Southwestern/Great American May 2009 - August 2009
Amtex Energy, Inc. and BBL Falcoln Industries, Ltd. May 2008 - August 2008
BBL Falcon Industries, Ltd. May 2006 - August 2006
BBL Falcon Industries, Ltd. May 2005 - August 2005
Skills
Fluent in spanish and..., Great relating to...
Education
Universitat Autònoma de Barcelona 2010 — 2010
Study-abroad coursework
Auburn University 2006 — 2010
Bachelor of Science, International business (Finance & Spanish)
Travis Sewell Travis Sewell's Fidelity Investments Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Turner Wealth Management April 2012 - Present
Western and Southern Financial Group October 2011 - March 2012
Universal Studios May 2008 - July 2008
Education
Auburn University
B.A, Economics
Auburn University
B.A, Finance
Fidelity Investments June 2015 - Present
Turner Wealth Management April 2012 - Present
Western and Southern Financial Group October 2011 - March 2012
Universal Studios May 2008 - July 2008
Education
Auburn University
B.A, Economics
Auburn University
B.A, Finance
Bill Chisholm's Fidelity Investments Experience June 2014 - Present
Job Principal Staffing Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Skills
Sourcing, Leadership, Management, Interviews, Temporary Placement, Human Resources, Consulting, Onboarding, Vendor Management, Technical Recruiting
Education
Babson College 1988 — 1992
BS, Marketing
Fidelity Investments June 2014 - Present
Skills
Sourcing, Leadership, Management, Interviews, Temporary Placement, Human Resources, Consulting, Onboarding, Vendor Management, Technical Recruiting
Education
Babson College 1988 — 1992
BS, Marketing
Chip Benson's Fidelity Investments Experience 2009 - 2010
Job Senior Finance Executive
Industry Utilities
Experience
National Grid 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2003 - 2009
Hewlett-Packard 2002 - 2003
Compaq 2000 - 2002
Compaq 1998 - 2000
Digital Equipment Corporation 1980 - 1998
Honeywell Information Systems 1978 - 1980
Skills
Acquisition Integration, Strategic Financial..., Performance Measurement, Manufacturing, Clutter Control
Education
Babson College 1979 — 1982
M.B.A., Management
Bentley University 1976 — 1979
B.S., Management
National Grid 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2003 - 2009
Hewlett-Packard 2002 - 2003
Compaq 2000 - 2002
Compaq 1998 - 2000
Digital Equipment Corporation 1980 - 1998
Honeywell Information Systems 1978 - 1980
Skills
Acquisition Integration, Strategic Financial..., Performance Measurement, Manufacturing, Clutter Control
Education
Babson College 1979 — 1982
M.B.A., Management
Bentley University 1976 — 1979
B.S., Management
Ron Gabrilowitz Ron Gabrilowitz's Fidelity Investments Experience 2006 - 2008
Job MBA Global Program Management at EMC
Industry Computer Hardware
Experience
EMC September 2013 - Present
EMC 2010 - September 2013
. 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments - Systems Company / Institutional Services 2001 - 2004
Fidelity Investments - Systems Company 1996 - 2000
Skills
Outsourcing, Management Consulting, Vendor Management, Process Improvement, Program Management, Change Management, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., ITIL, Strategic Planning, Disaster Recovery, Computer Hardware, Organizational Behavior, Organizational Change..., CRM, Management, Strategy, Enterprise Architecture, Business Process, Leadership, Training
Education
Boston University Questrom School of Business 2000 — 2001
MBA, Business
Massachusetts Institute of Technology - Sloan School of Management
Certificate, Business, Management, Marketing, and Related Support Services
Babson College
Certificate, Business, Management, Marketing, and Related Support Services
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Management/Marketing
EMC September 2013 - Present
EMC 2010 - September 2013
. 2008 - 2010
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments - Systems Company / Institutional Services 2001 - 2004
Fidelity Investments - Systems Company 1996 - 2000
Skills
Outsourcing, Management Consulting, Vendor Management, Process Improvement, Program Management, Change Management, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., ITIL, Strategic Planning, Disaster Recovery, Computer Hardware, Organizational Behavior, Organizational Change..., CRM, Management, Strategy, Enterprise Architecture, Business Process, Leadership, Training
Education
Boston University Questrom School of Business 2000 — 2001
MBA, Business
Massachusetts Institute of Technology - Sloan School of Management
Certificate, Business, Management, Marketing, and Related Support Services
Babson College
Certificate, Business, Management, Marketing, and Related Support Services
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Management/Marketing
A VanKeuren's Fidelity Investments Experience August 2012 - Present
Job Business System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2012 - Present
Saxon Mortgage 2009 - 2011
Mass Mutual Financial Group August 2007 - June 2009
First Horizon Home Loans March 2001 - August 2007
Alltel Information Systems March 1999 - September 2001
Alltel Information Systems/Systematics, Inc. March 1994 - March 1999
Systematics, Inc 1991 - 1994
Skills
User Acceptance Testing, End-to-end Testing, JCL, VSAM, IBM Utilities, IBM 3090, Business Analysis, Requirements Management, Requirements..., Quality Center, Test Management, Disaster Recovery, Functional...
Education
Professional Development Institute (UNT) 2002 — 2004
The University of Texas at Austin 1991 — 1993
Bachelor of Liberal Arts
Austin Community College 1989 — 1991
Associate of Science
Fidelity Investments August 2012 - Present
Saxon Mortgage 2009 - 2011
Mass Mutual Financial Group August 2007 - June 2009
First Horizon Home Loans March 2001 - August 2007
Alltel Information Systems March 1999 - September 2001
Alltel Information Systems/Systematics, Inc. March 1994 - March 1999
Systematics, Inc 1991 - 1994
Skills
User Acceptance Testing, End-to-end Testing, JCL, VSAM, IBM Utilities, IBM 3090, Business Analysis, Requirements Management, Requirements..., Quality Center, Test Management, Disaster Recovery, Functional...
Education
Professional Development Institute (UNT) 2002 — 2004
The University of Texas at Austin 1991 — 1993
Bachelor of Liberal Arts
Austin Community College 1989 — 1991
Associate of Science
Anirudh Shridhar's Fidelity Investments Experience March 2007 - May 2009
Job Manager Software Development at C&S Wholesale Grocers
Industry Information Technology and Services
Experience
C&S Wholesale Grocers June 2009 - Present
Fidelity Investments March 2007 - May 2009
Mindtree Consulting December 2000 - March 2007
Gemalto ( formerly Gemplus) April 2000 - December 2000
Skills
Enterprise Architecture, Solution Architecture, Cassandra, Requirements Analysis, Apache Kafka, Project Management, Web Development, Software Engineering, Web Services, Java Enterprise Edition, Agile Methodologies, SOA, Enterprise Software, SDLC, Enterprise Content..., Hibernate, Spring, Java, Software Development, Weblogic, CRM, ORM, B2B, Software Project..., Big Data, Batch Processing, Messaging, XML, UCM, Oracle Fusion Middleware, Agile Project Management, WebCenter, Unix, eCommerce, Mobile Devices, Apache, Tomcat, High Availability..., Vendor Management, Scrum, J2EE Application..., Open Source, Integration, SaaS, Web Applications, Oracle, Architecture
Education
Babson College 2011 — 2015
Master's Degree, MBA
University of Pune
Engineer's Degree, Instrumentation & Control (Electrical)
C&S Wholesale Grocers June 2009 - Present
Fidelity Investments March 2007 - May 2009
Mindtree Consulting December 2000 - March 2007
Gemalto ( formerly Gemplus) April 2000 - December 2000
Skills
Enterprise Architecture, Solution Architecture, Cassandra, Requirements Analysis, Apache Kafka, Project Management, Web Development, Software Engineering, Web Services, Java Enterprise Edition, Agile Methodologies, SOA, Enterprise Software, SDLC, Enterprise Content..., Hibernate, Spring, Java, Software Development, Weblogic, CRM, ORM, B2B, Software Project..., Big Data, Batch Processing, Messaging, XML, UCM, Oracle Fusion Middleware, Agile Project Management, WebCenter, Unix, eCommerce, Mobile Devices, Apache, Tomcat, High Availability..., Vendor Management, Scrum, J2EE Application..., Open Source, Integration, SaaS, Web Applications, Oracle, Architecture
Education
Babson College 2011 — 2015
Master's Degree, MBA
University of Pune
Engineer's Degree, Instrumentation & Control (Electrical)
Susan Dellio's Fidelity Investments Experience January 2000 - November 2000
Job Senior Manager, Interactive Marketing Strategy
Industry Financial Services
Experience
Columbia Threadneedle Investments, US May 2010 - Present
Bank of America March 2008 - April 2010
Bank of America March 2006 - March 2008
Fidelity Investments - Mutual Fund Product October 2004 - March 2006
Fidelity Investments - Portfolio Advisory Services November 2000 - October 2004
Fidelity Investments January 2000 - November 2000
Fidelity Investments - Institutional Services Company September 1998 - December 1999
XOMA Corporation May 1996 - May 1998
KNSD Channel 7-39 September 1995 - May 1996
Skills
Integrated Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Strategy, Marketing, SEO, Advertising, Competitive Analysis, Management, Product Marketing, Cross-functional Team..., Marketing Communications, Online Advertising, Training, Content Management, CRM, Financial Services, Relationship Management, Leadership, Investments, Digital Marketing, Strategic Planning, Digital Strategy, Interactive Marketing, Social Media, Online Marketing, Content Strategy, Project Management
Education
University of San Diego 1993 — 1996
Bachelor of Arts, Communication Studies (Mass Media Emphasis)
Azusa Pacific University 1992 — 1993
Columbia Threadneedle Investments, US May 2010 - Present
Bank of America March 2008 - April 2010
Bank of America March 2006 - March 2008
Fidelity Investments - Mutual Fund Product October 2004 - March 2006
Fidelity Investments - Portfolio Advisory Services November 2000 - October 2004
Fidelity Investments January 2000 - November 2000
Fidelity Investments - Institutional Services Company September 1998 - December 1999
XOMA Corporation May 1996 - May 1998
KNSD Channel 7-39 September 1995 - May 1996
Skills
Integrated Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Strategy, Marketing, SEO, Advertising, Competitive Analysis, Management, Product Marketing, Cross-functional Team..., Marketing Communications, Online Advertising, Training, Content Management, CRM, Financial Services, Relationship Management, Leadership, Investments, Digital Marketing, Strategic Planning, Digital Strategy, Interactive Marketing, Social Media, Online Marketing, Content Strategy, Project Management
Education
University of San Diego 1993 — 1996
Bachelor of Arts, Communication Studies (Mass Media Emphasis)
Azusa Pacific University 1992 — 1993
Douglas Knox's Fidelity Investments Experience September 2009 - Present
Job Director Operations Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Fidelity Investments December 1984 - December 2008
Education
Babson College 1980 — 1984
Fidelity Investments September 2009 - Present
Fidelity Investments December 1984 - December 2008
Education
Babson College 1980 — 1984
Keith Licursi's Fidelity Investments Experience October 2012 - July 2014
Job Franchise Owner
Industry Financial Services
Experience
Coastal Ventures Holdings July 2014 - Present
Fidelity Investments October 2012 - July 2014
Fidelity Investments 2008 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity investments September 1999 - January 2001
Skills
New Business Development, P&L, Pricing, Business Analysis, Data Analysis, Database Administration, Salesforce.com, Operations, Marketing Operations, Sales Operations, CRM, Analysis, Business Strategy, Finance
Education
Auburn University 1995 — 1999
4 Yr, Finance
Coastal Ventures Holdings July 2014 - Present
Fidelity Investments October 2012 - July 2014
Fidelity Investments 2008 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity investments September 1999 - January 2001
Skills
New Business Development, P&L, Pricing, Business Analysis, Data Analysis, Database Administration, Salesforce.com, Operations, Marketing Operations, Sales Operations, CRM, Analysis, Business Strategy, Finance
Education
Auburn University 1995 — 1999
4 Yr, Finance
Denise Kaminsky's Fidelity Investments Experience August 2015 - Present
Job Director of Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments November 1994 - Present
Best Programs, Inc November 1991 - March 1994
Merisel 1987 - 1989
Skills
Mutual Funds, Financial Modeling, Strategic Financial..., Financial Analysis, Financial Reporting, Investments, Accounting, Essbase, Financial Services, Finance, Business Analysis, Process Improvement, Corporate Finance, Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2007
Babson College 1977 — 1981
B.S., Business
Fidelity Investments August 2015 - Present
Fidelity Investments November 1994 - Present
Best Programs, Inc November 1991 - March 1994
Merisel 1987 - 1989
Skills
Mutual Funds, Financial Modeling, Strategic Financial..., Financial Analysis, Financial Reporting, Investments, Accounting, Essbase, Financial Services, Finance, Business Analysis, Process Improvement, Corporate Finance, Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2007
Babson College 1977 — 1981
B.S., Business
Jeffrey Bloeser's Fidelity Investments Experience January 2013 - Present
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Edward Jones January 2008 - December 2012
Best Buy April 2007 - January 2008
Walgreens December 1990 - March 2007
Education
Augustana College 1986 — 1990
Fidelity Investments January 2013 - Present
Edward Jones January 2008 - December 2012
Best Buy April 2007 - January 2008
Walgreens December 1990 - March 2007
Education
Augustana College 1986 — 1990
Alicia Surratt's Fidelity Investments Experience 2000 - 2002
Job Vice President, Specialty Assets Oil & Gas
Industry Oil & Energy
Experience
JPMorgan Chase June 2014 - Present
The Law Office of Heather Kemble November 2012 - June 2014
BAUCUM STEED BARKER ATTORNEYS January 2010 - December 2012
BAUCUM STEED BARKER ATTORNEYS December 2009 - December 2010
Barnett McNair Hall, LLC 2008 - 2009
Guaranty Bank 2005 - 2007
USAA 2003 - 2005
American Funds 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Financial Analysis, Business Development, Business Strategy, Retirement Planning, Mutual Funds, Legal Writing, Financial Services, Legal Research, Due Diligence, Leases, Contract Negotiation, Negotiation, Title Clearing, Oil/Gas, Mineral Rights, Investments, Portfolio Management, Research, Estate Planning, Energy Industry, Title Opinions, Division Orders, Lease Negotiations
Education
St. Mary's University School of Law 2009 — 2011
Austin College 1995 — 1999
B.A.
Woodrow Wilson High School 1991 — 1995
JPMorgan Chase June 2014 - Present
The Law Office of Heather Kemble November 2012 - June 2014
BAUCUM STEED BARKER ATTORNEYS January 2010 - December 2012
BAUCUM STEED BARKER ATTORNEYS December 2009 - December 2010
Barnett McNair Hall, LLC 2008 - 2009
Guaranty Bank 2005 - 2007
USAA 2003 - 2005
American Funds 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Financial Analysis, Business Development, Business Strategy, Retirement Planning, Mutual Funds, Legal Writing, Financial Services, Legal Research, Due Diligence, Leases, Contract Negotiation, Negotiation, Title Clearing, Oil/Gas, Mineral Rights, Investments, Portfolio Management, Research, Estate Planning, Energy Industry, Title Opinions, Division Orders, Lease Negotiations
Education
St. Mary's University School of Law 2009 — 2011
Austin College 1995 — 1999
B.A.
Woodrow Wilson High School 1991 — 1995
Stephen M Passey's Fidelity Investments Experience November 2006 - January 2014
Job Americas Theater Center of Excellence Lead at Cisco
Industry Facilities Services
Experience
Cisco January 2014 - Present
Fidelity Investments November 2006 - January 2014
Wachovia Bank April 2004 - November 2006
SAIC 1997 - 2004
Skills
Vendor Management, Corporate Real Estate, Financial Services, Data Center, Contract Negotiation, Asset Managment, Team Leadership, Business Strategy, Construction, Project Planning, Leadership, Management, Property Management, Project Coordination, Construction Management, Budgets, Due Diligence, Financial Modeling, Operations Management, Financial Analysis, Disposition, Risk Management, Facilities Management, Investments, Real Estate, Commercial Real Estate, Project Management, Cross Functional Team..., Program Management, Portfolio Management
Education
Auburn University 2006 — 2008
MBA
West Virginia University 1988 — 1992
BSBA
Cisco January 2014 - Present
Fidelity Investments November 2006 - January 2014
Wachovia Bank April 2004 - November 2006
SAIC 1997 - 2004
Skills
Vendor Management, Corporate Real Estate, Financial Services, Data Center, Contract Negotiation, Asset Managment, Team Leadership, Business Strategy, Construction, Project Planning, Leadership, Management, Property Management, Project Coordination, Construction Management, Budgets, Due Diligence, Financial Modeling, Operations Management, Financial Analysis, Disposition, Risk Management, Facilities Management, Investments, Real Estate, Commercial Real Estate, Project Management, Cross Functional Team..., Program Management, Portfolio Management
Education
Auburn University 2006 — 2008
MBA
West Virginia University 1988 — 1992
BSBA
John W. Akerman's Fidelity Investments Experience September 2000 - July 2002
Job Attorney/Consultant at Rosen Litigation Techology Consulting
Industry Legal Services
Experience
Rosen Litigation Techology Consulting July 2007 - Present
AV Connections July 2002 - August 2006
Fidelity Investments September 2000 - July 2002
Skills
Legal Services, Litigation Support, Legal Technology, Legal Support, Litigation, Computer Forensics, Presenter
Education
Charleston School of Law 2004 — 2007
Juris Doctor
Auburn University 1996 — 2000
B.S., Finance
Rosen Litigation Techology Consulting July 2007 - Present
AV Connections July 2002 - August 2006
Fidelity Investments September 2000 - July 2002
Skills
Legal Services, Litigation Support, Legal Technology, Legal Support, Litigation, Computer Forensics, Presenter
Education
Charleston School of Law 2004 — 2007
Juris Doctor
Auburn University 1996 — 2000
B.S., Finance
Jeffrey Skipworth's Fidelity Investments Experience July 2005 - January 2006
Job Houston Director at Moran & Company
Industry Commercial Real Estate
Experience
Moran & Company July 2011 - Present
Moran & Company January 2006 - September 2011
Fidelity Investments July 2005 - January 2006
National Financial July 1999 - July 2005
Skills
Financial Analysis, Real Estate, Asset Managment, Valuation, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Financial Modeling, Disposition, Acquisitions, Real Estate Transactions, Risk Management, Brokerage, Underwriting
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance
Austin College 1995 — 1999
BA, History, Economics
Moran & Company July 2011 - Present
Moran & Company January 2006 - September 2011
Fidelity Investments July 2005 - January 2006
National Financial July 1999 - July 2005
Skills
Financial Analysis, Real Estate, Asset Managment, Valuation, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Financial Modeling, Disposition, Acquisitions, Real Estate Transactions, Risk Management, Brokerage, Underwriting
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance
Austin College 1995 — 1999
BA, History, Economics
Vijay Ahuja's Fidelity Investments Experience January 2012 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments September 2009 - January 2012
Fidelity Investments June 1996 - November 2008
Coopers & Lybrand Consulting L.L.P. 1993 - 1996
J. Baker, Inc 1991 - 1993
Skills
VSS, Mainframe, Leadership, SDLC, DB2, Requirements Analysis, Analysis, Business Analysis, Visio, MVS, Agile Methodologies, CICS, z/OS, Software Development, VSAM
Education
B. M. S. College of Engineering 2001 — 2006
BS, Electronics Engineering
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Computer Information Systems
Fidelity Investments January 2012 - Present
Fidelity Investments September 2009 - January 2012
Fidelity Investments June 1996 - November 2008
Coopers & Lybrand Consulting L.L.P. 1993 - 1996
J. Baker, Inc 1991 - 1993
Skills
VSS, Mainframe, Leadership, SDLC, DB2, Requirements Analysis, Analysis, Business Analysis, Visio, MVS, Agile Methodologies, CICS, z/OS, Software Development, VSAM
Education
B. M. S. College of Engineering 2001 — 2006
BS, Electronics Engineering
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Computer Information Systems
Albert Moon's Fidelity Investments Experience July 1996 - October 1997
Job Voter Registrations & Elections
Industry Government Administration
Experience
Forsyth County August 2014 - Present
The Moon Family May 2008 - Present
Target September 2012 - August 2014
Mortgage Services Unlimited, Inc. January 2002 - May 2008
Electronic Data Systems December 1998 - October 2001
Tokyu World Transport, DFW Branch October 1997 - December 1998
Fidelity Investments July 1996 - October 1997
BCW Food Products, Inc. May 1992 - June 1996
Skills
Business Development, FHA, Refinance, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loan Origination, VA loans, Loans, Credit, First Time Home Buyers, Retail, Leadership, Management, Program Management, Project Management, Sales, Selling, Strategic Planning, Customer Service, Process Improvement
Education
Austin College 1988 — 1993
BA, Business
Forsyth County August 2014 - Present
The Moon Family May 2008 - Present
Target September 2012 - August 2014
Mortgage Services Unlimited, Inc. January 2002 - May 2008
Electronic Data Systems December 1998 - October 2001
Tokyu World Transport, DFW Branch October 1997 - December 1998
Fidelity Investments July 1996 - October 1997
BCW Food Products, Inc. May 1992 - June 1996
Skills
Business Development, FHA, Refinance, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loan Origination, VA loans, Loans, Credit, First Time Home Buyers, Retail, Leadership, Management, Program Management, Project Management, Sales, Selling, Strategic Planning, Customer Service, Process Improvement
Education
Austin College 1988 — 1993
BA, Business
Lee Wood's Fidelity Investments Experience September 2006 - June 2008
Job Human Resources Manager at Shaw University
Industry Human Resources
Experience
Shaw University August 2015 - Present
The Body Shop (L'Oreal) April 2013 - Present
Jackson Hewitt January 2013 - Present
The Body Shop 2013 - 2015
The Body Shop 2013 - 2015
Dollar General July 2008 - November 2011
Fidelity Investments September 2006 - June 2008
Sprint Nextel March 2003 - August 2006
Productivity Point International August 1999 - February 2003
Skills
Employee Relations, Succession Planning, Performance Management, Recruiting, Human Resources, HRIS, Onboarding, Talent Acquisition, Training, Leadership Development, Coaching, Benefits Administration, Strategic Planning, New Hire Orientations, Customer Satisfaction, Personnel Management, Retail, Interviews, Employee Training, Budgets, Leadership, Talent Management, Management, HR Policies, Employee Benefits, Applicant Tracking..., College Recruiting, Tax Preparation, Hiring, Commitment to Customer..., Deferred Compensation
Education
Auburn University
Bachelor, Aerospace Engineering
Columbia Southern University
MBA, Human Resources Management
Shaw University August 2015 - Present
The Body Shop (L'Oreal) April 2013 - Present
Jackson Hewitt January 2013 - Present
The Body Shop 2013 - 2015
The Body Shop 2013 - 2015
Dollar General July 2008 - November 2011
Fidelity Investments September 2006 - June 2008
Sprint Nextel March 2003 - August 2006
Productivity Point International August 1999 - February 2003
Skills
Employee Relations, Succession Planning, Performance Management, Recruiting, Human Resources, HRIS, Onboarding, Talent Acquisition, Training, Leadership Development, Coaching, Benefits Administration, Strategic Planning, New Hire Orientations, Customer Satisfaction, Personnel Management, Retail, Interviews, Employee Training, Budgets, Leadership, Talent Management, Management, HR Policies, Employee Benefits, Applicant Tracking..., College Recruiting, Tax Preparation, Hiring, Commitment to Customer..., Deferred Compensation
Education
Auburn University
Bachelor, Aerospace Engineering
Columbia Southern University
MBA, Human Resources Management
Rick Pepper's Fidelity Investments Experience September 2007 - August 2010
Job Healthcare Integ. Lead & System Integration at Concentrix
Industry Information Technology and Services
Experience
Concentrix February 2014 - Present
IBM August 2010 - February 2014
Fidelity Investments September 2007 - August 2010
Eaton Corporation March 2005 - December 2006
Pepper & Associates Consulting, LLC September 2000 - June 2004
The Boeing Company June 1985 - June 2000
Skills
Integration, Program Management, IT Strategy, Solution Architecture, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Outsourcing, PMP, PMO, Software Project...
Education
Embry-Riddle Aeronautical University 1986 — 1989
MBA, Aeronautics
Auburn University 1981 — 1985
BSIE, Industrial Engineering
Concentrix February 2014 - Present
IBM August 2010 - February 2014
Fidelity Investments September 2007 - August 2010
Eaton Corporation March 2005 - December 2006
Pepper & Associates Consulting, LLC September 2000 - June 2004
The Boeing Company June 1985 - June 2000
Skills
Integration, Program Management, IT Strategy, Solution Architecture, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Outsourcing, PMP, PMO, Software Project...
Education
Embry-Riddle Aeronautical University 1986 — 1989
MBA, Aeronautics
Auburn University 1981 — 1985
BSIE, Industrial Engineering
Blaine Dennison's Fidelity Investments Experience 1995 - June 2014
Job East Community Pastor at Oak Pointe Church
Industry Financial Services
Experience
Oak Pointe Church July 2014 - Present
Fidelity Investments 1995 - June 2014
Education
Veritas Evangelical Seminary 2012 — 2016
Master's Degree, Theological and Ministerial Studies
Azusa Pacific University 1991 — 1994
Master's degree, Human Resource Development
Oak Pointe Church July 2014 - Present
Fidelity Investments 1995 - June 2014
Education
Veritas Evangelical Seminary 2012 — 2016
Master's Degree, Theological and Ministerial Studies
Azusa Pacific University 1991 — 1994
Master's degree, Human Resource Development
Scott E. Couto, CFA's Fidelity Investments Experience July 2011 - Present
Job President, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2009 - July 2011
Evergreen Investments March 2003 - August 2009
Columbia Management January 1991 - March 2003
Education
Babson College 1987 — 1991
BS, Finance/Investments
Fidelity Investments July 2011 - Present
Fidelity Investments August 2009 - July 2011
Evergreen Investments March 2003 - August 2009
Columbia Management January 1991 - March 2003
Education
Babson College 1987 — 1991
BS, Finance/Investments
Jeremy Huelsman's Fidelity Investments Experience September 1996 - February 1999
Job Associate Director at alliantgroup
Industry Accounting
Experience
alliantgroup Consultantincentis groupMay 2006 - August 2008
Rothschild January 2001 - June 2002
ABN AMRO November 1999 - December 2000
Fidelity Investments September 1996 - February 1999
Education
Australian Graduate School of Management 1999 — 2000
MBA, Finance
Miami University 1991 — 1995
B.S., Finance
alliantgroup Consultantincentis groupMay 2006 - August 2008
Rothschild January 2001 - June 2002
ABN AMRO November 1999 - December 2000
Fidelity Investments September 1996 - February 1999
Education
Australian Graduate School of Management 1999 — 2000
MBA, Finance
Miami University 1991 — 1995
B.S., Finance
Brittany Whitehead McArdle's Fidelity Investments Experience February 2015 - Present
Job Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments February 2015 - Present
Skills
Microsoft Excel, Customer Service, Event Planning, Budgets, Recruiting, Microsoft Word, Proposal Writing, Management, Team Leadership, Public Speaking, Analysis, Marketing, Marketing Strategy, Team Building, Human Resources, Government, Access, Process Improvement, SharePoint, Program Management, Microsoft Office, Leadership, Project Management, Strategic Planning
Education
Penn Foster 2013 — 2015
Associate's degree, Graphic Design
Auburn University at Montgomery 2003 — 2007
BS, Marketing
Prattville High
Fidelity Investments February 2015 - Present
Skills
Microsoft Excel, Customer Service, Event Planning, Budgets, Recruiting, Microsoft Word, Proposal Writing, Management, Team Leadership, Public Speaking, Analysis, Marketing, Marketing Strategy, Team Building, Human Resources, Government, Access, Process Improvement, SharePoint, Program Management, Microsoft Office, Leadership, Project Management, Strategic Planning
Education
Penn Foster 2013 — 2015
Associate's degree, Graphic Design
Auburn University at Montgomery 2003 — 2007
BS, Marketing
Prattville High
Manish Honnatti's Fidelity Investments Experience July 2007 - July 2008
Job Software Engineer at Zappos Family of Companies
Industry Information Technology and Services
Experience
Zappos Family of Companies October 2012 - Present
IBM July 2011 - June 2012
University of California, Irvine March 2011 - September 2011
Target May 2010 - July 2010
Target January 2010 - May 2010
Target April 2009 - January 2010
Applied Fiction Interaction Design July 2008 - March 2009
Fidelity Investments July 2007 - July 2008
Skills
SQL, Java, WebFOCUS, C/C++ STL, SDLC, Business Intelligence..., DBMS, Information Retrieval, Microsoft SQL Server, Business Intelligence, Cloud Computing, Databases, Eclipse
Education
University of California, Irvine 2010 — 2012
MS, Computer Science
B. M. S. College of Engineering 2003 — 2007
B.E., Electrical Engineering
Zappos Family of Companies October 2012 - Present
IBM July 2011 - June 2012
University of California, Irvine March 2011 - September 2011
Target May 2010 - July 2010
Target January 2010 - May 2010
Target April 2009 - January 2010
Applied Fiction Interaction Design July 2008 - March 2009
Fidelity Investments July 2007 - July 2008
Skills
SQL, Java, WebFOCUS, C/C++ STL, SDLC, Business Intelligence..., DBMS, Information Retrieval, Microsoft SQL Server, Business Intelligence, Cloud Computing, Databases, Eclipse
Education
University of California, Irvine 2010 — 2012
MS, Computer Science
B. M. S. College of Engineering 2003 — 2007
B.E., Electrical Engineering
Carolyn Dunlea's Fidelity Investments Experience June 2007 - August 2007
Job Program Analyst at Kratos Defense
Industry Government Relations
Experience
Kratos Defense and Security Solutions July 2009 - Present
Fidelity Investments June 2007 - August 2007
Skills
International Business, International Relations, Government, Problem Solving, SAP ERP, Microsoft Office, Microsoft Excel, Analysis, Research
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (MBA), International Business
The George Washington University 2009 — 2012
MA/MBA, International Business
Audencia Nantes Ecole de Management 2011 — 2011
N/A, Corporate Responsibility (CSR)
Syracuse University 2005 — 2009
BA, International Relations, (International Political Economy; Europe)
2007 — 2008
Certificate, International Relations
Bedford High School 2001 — 2005
Diploma, College Prep
Kratos Defense and Security Solutions July 2009 - Present
Fidelity Investments June 2007 - August 2007
Skills
International Business, International Relations, Government, Problem Solving, SAP ERP, Microsoft Office, Microsoft Excel, Analysis, Research
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (MBA), International Business
The George Washington University 2009 — 2012
MA/MBA, International Business
Audencia Nantes Ecole de Management 2011 — 2011
N/A, Corporate Responsibility (CSR)
Syracuse University 2005 — 2009
BA, International Relations, (International Political Economy; Europe)
2007 — 2008
Certificate, International Relations
Bedford High School 2001 — 2005
Diploma, College Prep
Shibani Paul's Fidelity Investments Experience August 2009 - April 2010
Job Payroll Implementation Consultant at OneSource Virtual
Industry Human Resources
Experience
OneSource Virtual January 2013 - Present
OneSource Virtual August 2011 - December 2012
HR Accesss, A Fidelity Investments Company August 2009 - August 2011
Fidelity Investments August 2009 - April 2010
Fidelity Investments November 2005 - June 2007
Fidelity Investments May 2000 - November 2005
Fidelity Investments February 2002 - August 2003
Skills
401k, Investments, Human Resources, Accounting, Training, Management, HRIS, Visio, Business Analysis, Payroll, Access, Payroll Taxes, Benefits Administration, Employee Benefits
Education
The University of Dallas 2008 — 2011
MBA, Accounting
Austin College 1996 — 2000
Business Administration, Accounting
OneSource Virtual January 2013 - Present
OneSource Virtual August 2011 - December 2012
HR Accesss, A Fidelity Investments Company August 2009 - August 2011
Fidelity Investments August 2009 - April 2010
Fidelity Investments November 2005 - June 2007
Fidelity Investments May 2000 - November 2005
Fidelity Investments February 2002 - August 2003
Skills
401k, Investments, Human Resources, Accounting, Training, Management, HRIS, Visio, Business Analysis, Payroll, Access, Payroll Taxes, Benefits Administration, Employee Benefits
Education
The University of Dallas 2008 — 2011
MBA, Accounting
Austin College 1996 — 2000
Business Administration, Accounting
Nathan Risenmay's Fidelity Investments Experience February 2001 - Present
Job Financial Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Education
Auburn University
Master's degree, Accounting
Brigham Young University
Bachelor's degree, Spanish Language and Literature
Westminster College
Master of Business Administration (M.B.A.)
Fidelity Investments February 2001 - Present
Education
Auburn University
Master's degree, Accounting
Brigham Young University
Bachelor's degree, Spanish Language and Literature
Westminster College
Master of Business Administration (M.B.A.)
Mike Adair's Fidelity Investments Experience 1993 - 2000
Job Project/Program Specialist Sr. Mainframe Systems Programmer at University of Arkansas
Industry Information Technology and Services
Experience
University of Arkansas June 2015 - Present
Informatica August 2013 - June 2015
Sabre Holdings July 2013 - August 2013
CA Technologies 2006 - May 2013
A. Adair Chiropractic January 1995 - November 2009
E-Net Corporation 2004 - 2006
Bank of America 2000 - 2004
Fidelity Investments 1993 - 2000
ACS 1991 - 1993
E-Systems 1979 - 1991
Skills
z/OS, TSO, JCL, CICS, DB2, ISPF, IBM Mainframe, REXX, Mainframe, MVS, VSAM, COBOL, Software Development, SQL, XML, Enterprise Architecture, Disaster Recovery, TCP/IP, VTAM, ALC, SCLM, Endeavor, CA-SYSVIEW, IPCS, GTF, RMF, XRF, RACF, XDC, SMP/E, Agile Methodologies, OMEGAMON, TMON/CICS, CSS, CAFC, JES2, MQ, Microsoft Office, Microsoft Excel, Microsoft Word, LU 6.2, CPSM, RDO, Databases, IDMS, Websphere, WebSphere MQ, Testing, IMS DB/DC
Education
Austin Community College 2011 — 2012
Certifications, Webmaster, N/A
Texas A&M University-Commerce 1973 — 1976
BS, Computer Science/General Business
University of Arkansas June 2015 - Present
Informatica August 2013 - June 2015
Sabre Holdings July 2013 - August 2013
CA Technologies 2006 - May 2013
A. Adair Chiropractic January 1995 - November 2009
E-Net Corporation 2004 - 2006
Bank of America 2000 - 2004
Fidelity Investments 1993 - 2000
ACS 1991 - 1993
E-Systems 1979 - 1991
Skills
z/OS, TSO, JCL, CICS, DB2, ISPF, IBM Mainframe, REXX, Mainframe, MVS, VSAM, COBOL, Software Development, SQL, XML, Enterprise Architecture, Disaster Recovery, TCP/IP, VTAM, ALC, SCLM, Endeavor, CA-SYSVIEW, IPCS, GTF, RMF, XRF, RACF, XDC, SMP/E, Agile Methodologies, OMEGAMON, TMON/CICS, CSS, CAFC, JES2, MQ, Microsoft Office, Microsoft Excel, Microsoft Word, LU 6.2, CPSM, RDO, Databases, IDMS, Websphere, WebSphere MQ, Testing, IMS DB/DC
Education
Austin Community College 2011 — 2012
Certifications, Webmaster, N/A
Texas A&M University-Commerce 1973 — 1976
BS, Computer Science/General Business
Kent Buchman's Fidelity Investments Experience Co-ManagerKrogerOctober 1995 - January 1998
Job Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Co-ManagerKrogerOctober 1995 - January 1998
Skills
401k
Education
Auburn University 1991 — 1995
Fidelity Investments Co-ManagerKrogerOctober 1995 - January 1998
Skills
401k
Education
Auburn University 1991 — 1995
Jeremy Huelsman's Fidelity Investments Experience September 1996 - February 1999
Job Tax Credits and Incentives
Industry Financial Services
Experience
First Advantage September 2010 - Present
Incentis Group May 2006 - February 2010
NM Rothschild & Sons (Australia) January 2001 - May 2002
ABN AMRO Bank N.V. November 1999 - December 2000
Fidelity Investments September 1996 - February 1999
Skills
Financial Modeling, Client Service, Tax Credits, Finance, Financial Services, Valuation
Education
Australian Graduate School of Management 1999 — 2000
M.B.A., Finance
Miami University 1991 — 1995
Bachelor of Science, International Business
First Advantage September 2010 - Present
Incentis Group May 2006 - February 2010
NM Rothschild & Sons (Australia) January 2001 - May 2002
ABN AMRO Bank N.V. November 1999 - December 2000
Fidelity Investments September 1996 - February 1999
Skills
Financial Modeling, Client Service, Tax Credits, Finance, Financial Services, Valuation
Education
Australian Graduate School of Management 1999 — 2000
M.B.A., Finance
Miami University 1991 — 1995
Bachelor of Science, International Business
Judd Jenkins's Fidelity Investments Experience August 1992 - September 1998
Job Wealth Advisor
Industry Financial Services
Experience
Frost Bank December 2009 - March 2013
Merrill Lynch March 2008 - April 2009
Southwest Securities September 1998 - October 2005
Fidelity Investments August 1992 - September 1998
Skills
Equities, Series 7
Education
Austin College 1987 — 1991
BA, Economics
Frost Bank December 2009 - March 2013
Merrill Lynch March 2008 - April 2009
Southwest Securities September 1998 - October 2005
Fidelity Investments August 1992 - September 1998
Skills
Equities, Series 7
Education
Austin College 1987 — 1991
BA, Economics
Aaditya Gorur Paniraj's Fidelity Investments Experience January 2012 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
Part Time & Freelancing July 2009 - January 2012
IBM india January 2010 - August 2010
Accenture Services Pvt. Ltd. July 2007 - May 2009
Skills
Databases, Unix, Linux, PL/SQL, Perl, Unix Shell Scripting, Tomcat, Eclipse, JSP, SQL, Java, Oracle, Java Enterprise Edition, Enterprise Architecture, Software Development, Agile Methodologies, JavaScript, Spring, Disaster Recovery, SharePoint, Windows Server, Requirements Analysis, Solution Architecture, Shell Scripting, Server Administration, Linux Server, Network Architecture, Android SDK, Android Development, Groovy, HTML, CSS, javaS, Hibernate
Education
New Jersey Institute of Technology 2010 — 2012
MS, Computer Science
B. M. S. College of Engineering 2003 — 2007
BE, Telecommunication
NPS
Fidelity Investments January 2012 - Present
Part Time & Freelancing July 2009 - January 2012
IBM india January 2010 - August 2010
Accenture Services Pvt. Ltd. July 2007 - May 2009
Skills
Databases, Unix, Linux, PL/SQL, Perl, Unix Shell Scripting, Tomcat, Eclipse, JSP, SQL, Java, Oracle, Java Enterprise Edition, Enterprise Architecture, Software Development, Agile Methodologies, JavaScript, Spring, Disaster Recovery, SharePoint, Windows Server, Requirements Analysis, Solution Architecture, Shell Scripting, Server Administration, Linux Server, Network Architecture, Android SDK, Android Development, Groovy, HTML, CSS, javaS, Hibernate
Education
New Jersey Institute of Technology 2010 — 2012
MS, Computer Science
B. M. S. College of Engineering 2003 — 2007
BE, Telecommunication
NPS
Deirdre Cassidy's Fidelity Investments Experience 2005 - 2012
Job Principal Systems Analyst
Industry Financial Services
Experience
Fidelity Investments 2005 - 2012
Fidelity Investments 2003 - 2005
Fidelity Investments 2002 - 2003
Fidelity Investments 1999 - 2002
Skills
Strategic Planning, Project Management, Coaching, Requirements Analysis, Customer Service, Problem Solving, Multi Tasking, Team Leadership, System Conversion, Business Requirements, Business Process..., Manage Client..., Client Liaison, Self Directed, Analytical Skills, Test Planning, Quality Assurance, Quality Control, Program Management, Website Content, Client Education, Content Writing, Software Testing Life..., Prioritisation, End User Training, Writing, Communication
Education
Babson College
Bachelor of Science (BS), Business Administration
Bentley University
Certificate, Human Resources
Fidelity Investments 2005 - 2012
Fidelity Investments 2003 - 2005
Fidelity Investments 2002 - 2003
Fidelity Investments 1999 - 2002
Skills
Strategic Planning, Project Management, Coaching, Requirements Analysis, Customer Service, Problem Solving, Multi Tasking, Team Leadership, System Conversion, Business Requirements, Business Process..., Manage Client..., Client Liaison, Self Directed, Analytical Skills, Test Planning, Quality Assurance, Quality Control, Program Management, Website Content, Client Education, Content Writing, Software Testing Life..., Prioritisation, End User Training, Writing, Communication
Education
Babson College
Bachelor of Science (BS), Business Administration
Bentley University
Certificate, Human Resources
Carl Resnick's Fidelity Investments Experience January 1993 - August 1998
Job Head of Rydex Funds Distribution at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments November 2012 - Present
Guggenheim Invesments June 2012 - November 2012
Guggenheim Investments December 2008 - June 2012
Guggenheim Investments December 2007 - December 2008
Guggenheim Investments December 2000 - December 2007
Guggenheim Investments September 1998 - December 2000
Fidelity Investments January 1993 - August 1998
Skills
Asset Managment, Hedge Funds, Investments, ETFs, Strategic Financial..., Trading, Financial Services, Finance, Management, CRM, Sales, Equities, Mutual Funds, Fixed Income, Derivatives
Education
Austin College 1984 — 1998
Bachelor of Business Administration (BBA)
University of Dallas, Irving, TX 1990 — 1992
Master of Business Administration (MBA), Finance, General
Guggenheim Investments November 2012 - Present
Guggenheim Invesments June 2012 - November 2012
Guggenheim Investments December 2008 - June 2012
Guggenheim Investments December 2007 - December 2008
Guggenheim Investments December 2000 - December 2007
Guggenheim Investments September 1998 - December 2000
Fidelity Investments January 1993 - August 1998
Skills
Asset Managment, Hedge Funds, Investments, ETFs, Strategic Financial..., Trading, Financial Services, Finance, Management, CRM, Sales, Equities, Mutual Funds, Fixed Income, Derivatives
Education
Austin College 1984 — 1998
Bachelor of Business Administration (BBA)
University of Dallas, Irving, TX 1990 — 1992
Master of Business Administration (MBA), Finance, General
Carlette Bunton's Fidelity Investments Experience November 1997 - August 2006
Job Retail Professional
Industry Retail
Experience
rbcb realestate 2013 - 2014
Macy's 2011 - 2012
Fidelity Investments November 1997 - August 2006
Skills
Conceptual Ability, Ability to establish..., Problem Solving, Selling, Customer Satisfaction, Inventory Control, Telephone Skills, Merchandising, Inventory Management, Retail, Call Centers, Sales, Data Entry, Customer Service, Time Management
Education
Cincinnati State Technical and Community College 1991 — 1993
Marketing/Marketing Management, General
Austin Peay State University 1977 — 1978
Business Administration and Management, General
rbcb realestate 2013 - 2014
Macy's 2011 - 2012
Fidelity Investments November 1997 - August 2006
Skills
Conceptual Ability, Ability to establish..., Problem Solving, Selling, Customer Satisfaction, Inventory Control, Telephone Skills, Merchandising, Inventory Management, Retail, Call Centers, Sales, Data Entry, Customer Service, Time Management
Education
Cincinnati State Technical and Community College 1991 — 1993
Marketing/Marketing Management, General
Austin Peay State University 1977 — 1978
Business Administration and Management, General
Derek McGinthy's Fidelity Investments Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo June 2013 - September 2014
Fidelity Investments 2010 - 2013
Averett University December 2008 - June 2010
Skills
Series 24, Series 7, Series 63, Life and Annuity, Investment Banking, Financial Planning, Operations Management, Financial Services, Retail Banking, FAA Licensed Pilot, Aviation, Program Management, Flights, Commercial Aviation, Aircraft, Airlines, Flight Safety, Airports, Risk Management, Finance, Investments
Education
Argosy University-Phoenix Online Division 2011 — 2013
Master's degree, Finance, General
Averett University 2003 — 2008
Bachelor of Science (BS), Aerospace Management: Concentration in Flight Operations
Wells Fargo June 2013 - September 2014
Fidelity Investments 2010 - 2013
Averett University December 2008 - June 2010
Skills
Series 24, Series 7, Series 63, Life and Annuity, Investment Banking, Financial Planning, Operations Management, Financial Services, Retail Banking, FAA Licensed Pilot, Aviation, Program Management, Flights, Commercial Aviation, Aircraft, Airlines, Flight Safety, Airports, Risk Management, Finance, Investments
Education
Argosy University-Phoenix Online Division 2011 — 2013
Master's degree, Finance, General
Averett University 2003 — 2008
Bachelor of Science (BS), Aerospace Management: Concentration in Flight Operations
Sean McLoone's Fidelity Investments Experience Business AnalystFidelity InvestmentsJanuary 2011 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Business AnalystFidelity InvestmentsJanuary 2011 - Present
Skills
Microsoft Office, Microsoft Excel
Education
Auburn University 2007 — 2010
Bachelor’s Degree, Economics
Fidelity Investments Business AnalystFidelity InvestmentsJanuary 2011 - Present
Skills
Microsoft Office, Microsoft Excel
Education
Auburn University 2007 — 2010
Bachelor’s Degree, Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank