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
Derric Turner Derric Turner's Fidelity Investments Experience February 2014 - Present
Job Finance Associate
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Foundation Financial Group May 2012 - August 2013
McDonald's Corporation September 2011 - May 2012
CarMax January 2008 - May 2012
Princeton Data Source June 2005 - December 2006
Skills
Mortgage Lending, Investments, Finance, Corporate Finance, Financial Analysis, Strategic Financial..., Cash Management, Residential Mortgages, Loan Origination, Refinance, Consumer Lending, Financial Services, Financial Forecasting, Cash Flow, Credit Analysis, Banking, Financial Accounting, Investment Banking, Investment Advisory, Stocks, Budget Monitoring, Budget Setting, Determination, Personal Finance, Team Management, Loan Officers, Entertainment Industry, Entertainment, Budget Forecasts, Determined to Succeed, Discipline, Success Driven, Solution Focused, Great Organizer, Retirement Planning, Personal Financial..., FHA, Corporate Portfolio...
Education
Kaplan University 2012 — 2014
Master's Degree, Financial Planning and Services, 3.4
North Carolina A&T State University 2006 — 2011
Bachelor of Science (BS), Finance, General, 3.2
Fidelity Investments February 2014 - Present
Foundation Financial Group May 2012 - August 2013
McDonald's Corporation September 2011 - May 2012
CarMax January 2008 - May 2012
Princeton Data Source June 2005 - December 2006
Skills
Mortgage Lending, Investments, Finance, Corporate Finance, Financial Analysis, Strategic Financial..., Cash Management, Residential Mortgages, Loan Origination, Refinance, Consumer Lending, Financial Services, Financial Forecasting, Cash Flow, Credit Analysis, Banking, Financial Accounting, Investment Banking, Investment Advisory, Stocks, Budget Monitoring, Budget Setting, Determination, Personal Finance, Team Management, Loan Officers, Entertainment Industry, Entertainment, Budget Forecasts, Determined to Succeed, Discipline, Success Driven, Solution Focused, Great Organizer, Retirement Planning, Personal Financial..., FHA, Corporate Portfolio...
Education
Kaplan University 2012 — 2014
Master's Degree, Financial Planning and Services, 3.4
North Carolina A&T State University 2006 — 2011
Bachelor of Science (BS), Finance, General, 3.2
Sreedhar Reddy Sreedhar Reddy's Fidelity Investments Experience May 2007 - July 2007
Job Lead QA Test Engineer at IntraEdge / Skytouch Technology
Industry Information Technology and Services
Experience
IntraEdge June 2014 - December 2014
Avis Budget Group May 2014 - June 2014
Mindtree September 2013 - April 2014
TD June 2013 - August 2013
Wells Fargo / Experis November 2012 - May 2013
American Express /Syntel May 2010 - November 2012
Capital One September 2008 - March 2010
Publix Super Markets September 2007 - July 2008
Fidelity Investments May 2007 - July 2007
Fiserv / IntegraSys July 2002 - May 2005
Skills
Quality Assurance, Quality Center, QTP, Project Planning, Team Leadership, E-commerce, Strategy, LoadRunner, Product Management, SDLC, Networking, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, User Acceptance Testing, Databases, Test Management, PL/SQL, Performance Testing, Test Strategy, Project Management, Testing, Waterfall, Defect Tracking, Enterprise Architecture, Requirements Gathering, Test Planning, Software Quality..., Integration, Business Requirements, System Testing, Agile Project Management, Performance Tuning, Resource Management, Regression Testing, Visio, HP QTP, HP Quality Center
Education
National Institute of Information Technology 2000 — 2001
MCSE, Windows Networking
Karnatak University 1983 — 1988
Bachelor of Engineering, Civil
Golden Valley Educational Trust's KGF First Grade College 1981 — 1983
Bachelor of Science, Physics, Chemistry, Maths
Sri Sathya Sai Institute of Higher Learning 1979 — 1981
Pre-University, Physics, Chemistry, Maths, Biology
Lindsay Memorial BGML HIgh School 1976 — 1979
Secondary School Leaving Certification, English, Hindi, Kannada, Maths, Science, Social Studies
KGF School 1969 — 1976
Primary and Middle School, General Studies
IntraEdge June 2014 - December 2014
Avis Budget Group May 2014 - June 2014
Mindtree September 2013 - April 2014
TD June 2013 - August 2013
Wells Fargo / Experis November 2012 - May 2013
American Express /Syntel May 2010 - November 2012
Capital One September 2008 - March 2010
Publix Super Markets September 2007 - July 2008
Fidelity Investments May 2007 - July 2007
Fiserv / IntegraSys July 2002 - May 2005
Skills
Quality Assurance, Quality Center, QTP, Project Planning, Team Leadership, E-commerce, Strategy, LoadRunner, Product Management, SDLC, Networking, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, User Acceptance Testing, Databases, Test Management, PL/SQL, Performance Testing, Test Strategy, Project Management, Testing, Waterfall, Defect Tracking, Enterprise Architecture, Requirements Gathering, Test Planning, Software Quality..., Integration, Business Requirements, System Testing, Agile Project Management, Performance Tuning, Resource Management, Regression Testing, Visio, HP QTP, HP Quality Center
Education
National Institute of Information Technology 2000 — 2001
MCSE, Windows Networking
Karnatak University 1983 — 1988
Bachelor of Engineering, Civil
Golden Valley Educational Trust's KGF First Grade College 1981 — 1983
Bachelor of Science, Physics, Chemistry, Maths
Sri Sathya Sai Institute of Higher Learning 1979 — 1981
Pre-University, Physics, Chemistry, Maths, Biology
Lindsay Memorial BGML HIgh School 1976 — 1979
Secondary School Leaving Certification, English, Hindi, Kannada, Maths, Science, Social Studies
KGF School 1969 — 1976
Primary and Middle School, General Studies
Kasey Bradburn Kasey Bradburn's Fidelity Investments Experience September 2012 - July 2014
Job PreDental Student
Industry Medical Practice
Experience
Fidelity Investments September 2012 - July 2014
Fidelity Investments October 2011 - September 2012
Fidelity Investments December 2010 - October 2011
Fidelity Investments May 2008 - December 2010
Deseret First Credit Union May 2007 - May 2008
Skills
Mutual Funds, Retirement Planning, Investments, Financial Advisory, Investment Strategies, Finance, Strategic Financial..., Securities, Wealth, Series 7, Series 63, Wealth Management, Asset Allocation, Insurance, Asset Management, Fixed Annuities, Trading, Customer Service, Retirement, Equities, Fixed Income, 401k, Investment Advisory, FINRA, Series 6, Uniform Combined State..., IRAs, Financial Services, Relationship Management
Education
University of Utah 2014 — 2016
Pre-Dental, Dentistry
Kaplan University 2011 — 2013
University of Utah 2002 — 2010
Bachelor's degree, Psychology
Fidelity Investments September 2012 - July 2014
Fidelity Investments October 2011 - September 2012
Fidelity Investments December 2010 - October 2011
Fidelity Investments May 2008 - December 2010
Deseret First Credit Union May 2007 - May 2008
Skills
Mutual Funds, Retirement Planning, Investments, Financial Advisory, Investment Strategies, Finance, Strategic Financial..., Securities, Wealth, Series 7, Series 63, Wealth Management, Asset Allocation, Insurance, Asset Management, Fixed Annuities, Trading, Customer Service, Retirement, Equities, Fixed Income, 401k, Investment Advisory, FINRA, Series 6, Uniform Combined State..., IRAs, Financial Services, Relationship Management
Education
University of Utah 2014 — 2016
Pre-Dental, Dentistry
Kaplan University 2011 — 2013
University of Utah 2002 — 2010
Bachelor's degree, Psychology
Darrin Hicks's Fidelity Investments Experience September 2012 - October 2014
Job Mathematics Teacher and Basketball Coach
Industry Education Management
Experience
Spring Branch ISD August 2015 - Present
AppDynamics January 2015 - April 2015
Fidelity Investments September 2012 - October 2014
K-State Challenge Course June 2008 - May 2012
Griffith Lumber Co. May 2011 - October 2011
Capital Title Agency February 2004 - May 2006
Skills
Time Management, Microsoft Office, Customer Service, Teamwork, Public Speaking, Access, PowerPoint, Microeconomics, Macroeconomics, Stata, Statistics, Research, Social Media, Critical Thinking, Minitab, Calculus, Regression Models, Forecasting, Retail Sales, Organization
Education
Kansas State University 2007 — 2012
Bachelor's, Economics
The University of Kansas 2006 — 2007
N/A, Architectural Engineering
Blue Valley High School 2002 — 2006
Diploma, General Education
Spring Branch ISD August 2015 - Present
AppDynamics January 2015 - April 2015
Fidelity Investments September 2012 - October 2014
K-State Challenge Course June 2008 - May 2012
Griffith Lumber Co. May 2011 - October 2011
Capital Title Agency February 2004 - May 2006
Skills
Time Management, Microsoft Office, Customer Service, Teamwork, Public Speaking, Access, PowerPoint, Microeconomics, Macroeconomics, Stata, Statistics, Research, Social Media, Critical Thinking, Minitab, Calculus, Regression Models, Forecasting, Retail Sales, Organization
Education
Kansas State University 2007 — 2012
Bachelor's, Economics
The University of Kansas 2006 — 2007
N/A, Architectural Engineering
Blue Valley High School 2002 — 2006
Diploma, General Education
Cody O'Keefe's Fidelity Investments Experience February 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
ExecReps September 2013 - March 2014
Merrill Lynch July 2012 - April 2013
Bank of America August 2009 - July 2012
Bank of America August 2008 - August 2009
Skills
Finance, Banking, Financial Analysis, Customer Service, Social Networking, Investments, Consumer Lending, Financial Services, Management, Sales, Lines Of Credit, Small Business Lending, Microsoft Office, Credit, Marketing, Loans, Small Business, Strategic Financial..., Internet Banking, Financial Accounting, Business Ethics, Business Analysis, Commercial Lending, Commercial Banking, Personal Banking, Account Management, Strategic Communications, Series 7, Accounting, Wealth Management, CRM, Managerial Finance, Financial Reporting, Options Strategies, Private Banking, Retail Banking, Mortgage Banking, Stock Market, Profit Margins, Managerial Economics, GAAP, Portfolio Management, Risk Management, Leadership, Financial Advisory, Financial Planning
Education
University of California, Berkeley
CFP, Personal Financial Planning
Kaplan University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.48
Healdsburg High School 2000 — 2004
High School Diploma, 3.5
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
ExecReps September 2013 - March 2014
Merrill Lynch July 2012 - April 2013
Bank of America August 2009 - July 2012
Bank of America August 2008 - August 2009
Skills
Finance, Banking, Financial Analysis, Customer Service, Social Networking, Investments, Consumer Lending, Financial Services, Management, Sales, Lines Of Credit, Small Business Lending, Microsoft Office, Credit, Marketing, Loans, Small Business, Strategic Financial..., Internet Banking, Financial Accounting, Business Ethics, Business Analysis, Commercial Lending, Commercial Banking, Personal Banking, Account Management, Strategic Communications, Series 7, Accounting, Wealth Management, CRM, Managerial Finance, Financial Reporting, Options Strategies, Private Banking, Retail Banking, Mortgage Banking, Stock Market, Profit Margins, Managerial Economics, GAAP, Portfolio Management, Risk Management, Leadership, Financial Advisory, Financial Planning
Education
University of California, Berkeley
CFP, Personal Financial Planning
Kaplan University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.48
Healdsburg High School 2000 — 2004
High School Diploma, 3.5
Carolyn Frager, CFP®'s Fidelity Investments Experience November 2012 - June 2014
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Fidelity Investments November 2012 - June 2014
Education
Kansas State University 2008 — 2011
Bachelor of Science, Personal Financial Planning
Creative Planning Inc. July 2014 - Present
Fidelity Investments November 2012 - June 2014
Education
Kansas State University 2008 — 2011
Bachelor of Science, Personal Financial Planning
Justin Otto Justin Otto's Fidelity Investments Experience December 2007 - February 2009
Job Store Manager at TD Bank
Industry Banking
Experience
TD Bank November 2012 - Present
TD Bank May 2009 - November 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments March 2003 - December 2007
Fidelity Investments July 2000 - March 2003
Fidelity Investments August 1998 - July 2000
Skills
Microsoft Excel, Training, Program Management, Leadership, Sales, Coaching
Education
Keene State College 1995 — 1998
BS, History
Southern New Hampshire University 1993 — 1995
AS, Liberal Arts
TD Bank November 2012 - Present
TD Bank May 2009 - November 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments March 2003 - December 2007
Fidelity Investments July 2000 - March 2003
Fidelity Investments August 1998 - July 2000
Skills
Microsoft Excel, Training, Program Management, Leadership, Sales, Coaching
Education
Keene State College 1995 — 1998
BS, History
Southern New Hampshire University 1993 — 1995
AS, Liberal Arts
Lisa (Gayoski) Garabedian Lisa (Gayoski) Garabedian's Fidelity Investments Experience 1987 - 2002
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Fidelity Investments 1987 - 2002
Skills
Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Alternative Investments
Education
Suffolk University 1992 — 1996
Master of Business Administration (MBA)
Mount Ida College 1987 — 1989
Bachelors Degree
Katherine Gibbs School 1985 — 1987
Associate's Degree
Old Rochester Regional High School 1981 — 1985
Merrill Lynch July 2002 - Present
Fidelity Investments 1987 - 2002
Skills
Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Alternative Investments
Education
Suffolk University 1992 — 1996
Master of Business Administration (MBA)
Mount Ida College 1987 — 1989
Bachelors Degree
Katherine Gibbs School 1985 — 1987
Associate's Degree
Old Rochester Regional High School 1981 — 1985
Christy Sorensen Christy Sorensen's Fidelity Investments Experience August 2012 - Present
Job HR Readiness Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Skills
Project Management, Business Requirements, Strategic Planning, Readiness, People Development, Negotiation, End User Training, Relationship Management, Strategic Partnerships, Call Centers, Service Delivery Models, Customer Service, Business Analysis, Content Management, Agile Methodologies, Process Improvement
Education
Keene State College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments August 2012 - Present
Skills
Project Management, Business Requirements, Strategic Planning, Readiness, People Development, Negotiation, End User Training, Relationship Management, Strategic Partnerships, Call Centers, Service Delivery Models, Customer Service, Business Analysis, Content Management, Agile Methodologies, Process Improvement
Education
Keene State College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jason Burton Jason Burton's Fidelity Investments Experience September 1998 - January 2009
Job Business Analyst, Finance at Cisco
Industry Financial Services
Experience
Cisco September 2011 - Present
Fidelity Investments September 1998 - January 2009
Skills
Management, Call Center, Six Sigma, Financial Services, Employee Benefits, Leadership, Call Centers, Vendor Management, Change Management, Business Analysis, Access, Training, Customer Service, Team Leadership, Recruiting, Process Improvement, Outsourcing, CRM, Program Management, Lease Documentation, Finance, Unified Communications, Data Center, Human Resources, Sales, Customer Retention
Education
Keene State College 1992 — 1995
Occupational Safety, Business
Cisco September 2011 - Present
Fidelity Investments September 1998 - January 2009
Skills
Management, Call Center, Six Sigma, Financial Services, Employee Benefits, Leadership, Call Centers, Vendor Management, Change Management, Business Analysis, Access, Training, Customer Service, Team Leadership, Recruiting, Process Improvement, Outsourcing, CRM, Program Management, Lease Documentation, Finance, Unified Communications, Data Center, Human Resources, Sales, Customer Retention
Education
Keene State College 1992 — 1995
Occupational Safety, Business
Bruce Herrling Bruce Herrling's Fidelity Investments Experience June 2013 - Present
Job Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments November 2011 - March 2013
Morse Technologies February 2008 - November 2011
Fidelity Investments May 2006 - February 2008
Fidelity Investments December 2004 - May 2006
Fidelity Investments February 2000 - December 2004
Fidelity Investments February 1994 - February 2000
Skills
Windows, Unix, IT Operations, Disaster Recovery, Data Center, Vendor Management, Solaris, ITIL, IT Strategy, VMware, Business Continuity, Virtualization, Software Project..., Agile Methodologies, SDLC, IT Service Management, Servers, Infrastructure, Incident Management, System Deployment, Change Management, Project Management, Troubleshooting, ETL Tools, ETL, Informatica, SaaS
Education
Keene State College
Admiral Farragut Academy
High School, College Prepatory Naval Military Academy
Fidelity Investments June 2013 - Present
Fidelity Investments November 2011 - March 2013
Morse Technologies February 2008 - November 2011
Fidelity Investments May 2006 - February 2008
Fidelity Investments December 2004 - May 2006
Fidelity Investments February 2000 - December 2004
Fidelity Investments February 1994 - February 2000
Skills
Windows, Unix, IT Operations, Disaster Recovery, Data Center, Vendor Management, Solaris, ITIL, IT Strategy, VMware, Business Continuity, Virtualization, Software Project..., Agile Methodologies, SDLC, IT Service Management, Servers, Infrastructure, Incident Management, System Deployment, Change Management, Project Management, Troubleshooting, ETL Tools, ETL, Informatica, SaaS
Education
Keene State College
Admiral Farragut Academy
High School, College Prepatory Naval Military Academy
Sara Stiles, CMFC®'s Fidelity Investments Experience November 2011 - June 2012
Job Internal Wholesaler, Financial Advisor Consultant
Industry Financial Services
Experience
American Century Investments July 2014 - Present
Bank of Kansas City June 2012 - July 2014
Fidelity Investments November 2011 - June 2012
Blue Ridge Bank and Trust Co January 2010 - November 2011
Blue Ridge Bank and Trust Co. February 2006 - November 2011
Blue Ridge Bank and Trust Co August 2008 - January 2010
Skills
Banking, Wealth Management, Fixed Annuities, Estate Planning, Investments, Insurance, Financial Planners, Loans, Asset Management, Strategic Financial..., Financial Services, Series 7, Portfolio Management, Series 63, Securities, Finance, Retirement Planning, Commercial Lending, Mutual Funds, Financial Planning, Relationship Management, Investment Management, Retirement, Customer Service, Sales, Asset Allocation, Financial Analysis
Education
Kansas State University 2013 — 2015
Master of Science (MS), Personal Financial Planning
Park University 2007 — 2011
Bachelor of Science (B.S.), Management and Finance
American Century Investments July 2014 - Present
Bank of Kansas City June 2012 - July 2014
Fidelity Investments November 2011 - June 2012
Blue Ridge Bank and Trust Co January 2010 - November 2011
Blue Ridge Bank and Trust Co. February 2006 - November 2011
Blue Ridge Bank and Trust Co August 2008 - January 2010
Skills
Banking, Wealth Management, Fixed Annuities, Estate Planning, Investments, Insurance, Financial Planners, Loans, Asset Management, Strategic Financial..., Financial Services, Series 7, Portfolio Management, Series 63, Securities, Finance, Retirement Planning, Commercial Lending, Mutual Funds, Financial Planning, Relationship Management, Investment Management, Retirement, Customer Service, Sales, Asset Allocation, Financial Analysis
Education
Kansas State University 2013 — 2015
Master of Science (MS), Personal Financial Planning
Park University 2007 — 2011
Bachelor of Science (B.S.), Management and Finance
Chris Leogrande Chris Leogrande's Fidelity Investments Experience April 2013 - Present
Job HP Exstream SME
Industry Information Technology and Services
Experience
OxfordCorp Consultants September 2014 - Present
Fidelity Investments April 2013 - Present
OxfordCorp September 2014 - December 2014
Biglion Tech Services, LLC 2013 - 2013
TSR Consulting, Inc. 2011 - 2012
Contractor at MedCo 2011 - 2012
Skills
HP Exstream, ASP, Business Analysis, Technical Recruiting, Staff Augmentation, SDLC, Management, Team Leadership, CSF
Education
Kean University 1981 — 1990
Bachelor of Science (B.S.), Management Information Systems, General
Chubb Institute 1976 — 1976
Certificate, Computer Programming
OxfordCorp Consultants September 2014 - Present
Fidelity Investments April 2013 - Present
OxfordCorp September 2014 - December 2014
Biglion Tech Services, LLC 2013 - 2013
TSR Consulting, Inc. 2011 - 2012
Contractor at MedCo 2011 - 2012
Skills
HP Exstream, ASP, Business Analysis, Technical Recruiting, Staff Augmentation, SDLC, Management, Team Leadership, CSF
Education
Kean University 1981 — 1990
Bachelor of Science (B.S.), Management Information Systems, General
Chubb Institute 1976 — 1976
Certificate, Computer Programming
Ramana Konduru's Fidelity Investments Experience July 2005 - June 2015
Job systems analyst at Credorax
Industry Financial Services
Experience
Credorax June 2015 - Present
Fidelity Investments July 2005 - June 2015
AT&T January 2002 - July 2005
Skills
Unix, Solaris, Financial Services, Operating Systems, Servers, ITIL, Unix Shell Scripting, High Availability, Sun, Networking, Shell Scripting, SAN, Storage, AIX, Service Delivery, Linux, Veritas Cluster Server, Hardware, Enterprise Software, Disaster Recovery, NAS, Virtualization, IBM AIX
Education
Kakatiya University 1991 — 1995
Bachelor's degree, Electronics and Instrumentation
Somasila ZPP high school
Credorax June 2015 - Present
Fidelity Investments July 2005 - June 2015
AT&T January 2002 - July 2005
Skills
Unix, Solaris, Financial Services, Operating Systems, Servers, ITIL, Unix Shell Scripting, High Availability, Sun, Networking, Shell Scripting, SAN, Storage, AIX, Service Delivery, Linux, Veritas Cluster Server, Hardware, Enterprise Software, Disaster Recovery, NAS, Virtualization, IBM AIX
Education
Kakatiya University 1991 — 1995
Bachelor's degree, Electronics and Instrumentation
Somasila ZPP high school
Gil Isenstein Gil Isenstein's Fidelity Investments Experience September 2007 - February 2013
Job Corporate Communications and Public Relations Professional
Industry Public Relations and Communications
Experience
DISC Corp. April 2013 - Present
Fidelity Investments September 2007 - February 2013
Mullen March 2004 - August 2007
Steel Rock Communications September 2001 - February 2004
Lightbridge May 2000 - June 2001
Mullen August 1999 - April 2000
SCHWARTZ COMMUNICATIONS, INC. 1997 - 1999
MetLife 1991 - 1994
Skills
Public Relations, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Media Relations, Messaging, Account Management, Strategy, Social Media, Content Strategy, Corporate Branding, Integrated Marketing, Creative Direction, Strategic Planning, Message Development, Crisis Communications, Digital Strategy, Leadership, Analyst Relations, Communication Training, Competitive Analysis, Marketing Research, Writing
Education
Keene State College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
DISC Corp. April 2013 - Present
Fidelity Investments September 2007 - February 2013
Mullen March 2004 - August 2007
Steel Rock Communications September 2001 - February 2004
Lightbridge May 2000 - June 2001
Mullen August 1999 - April 2000
SCHWARTZ COMMUNICATIONS, INC. 1997 - 1999
MetLife 1991 - 1994
Skills
Public Relations, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Media Relations, Messaging, Account Management, Strategy, Social Media, Content Strategy, Corporate Branding, Integrated Marketing, Creative Direction, Strategic Planning, Message Development, Crisis Communications, Digital Strategy, Leadership, Analyst Relations, Communication Training, Competitive Analysis, Marketing Research, Writing
Education
Keene State College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Alicia Kocinski's Fidelity Investments Experience May 2015 - Present
Job Background Investigator
Industry Consumer Services
Experience
Fidelity Investments May 2015 - Present
Quantem Aviation Services April 2015 - May 2015
Seamark International September 2014 - March 2015
Edge Velocity Corporation 2013 - September 2014
American Tower February 2013 - April 2013
SimplexGrinnell 2011 - February 2013
Hesser College August 2010 - February 2011
Skills
Social Media Marketing, Training, Leadership, Data Entry, Time Management, Merchandising, Social Networking, Mac OS X, Outlook, Packaging, Microsoft Office, Customer Satisfaction, Microsoft Word, Microsoft Excel, Editing, Retail, Event Planning, Multi Tasking, Positive Can-do Attitude, OS X, Customer Service, Software Documentation, Sales, Management, Process Scheduler, Facebook, Team Building, PowerPoint, Purchasing, Social Media, Inventory Control
Education
Hellenic American University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration with People Management Certification
Keene State College 2006 — 2010
Bachelor of Arts (BA), English
Fidelity Investments May 2015 - Present
Quantem Aviation Services April 2015 - May 2015
Seamark International September 2014 - March 2015
Edge Velocity Corporation 2013 - September 2014
American Tower February 2013 - April 2013
SimplexGrinnell 2011 - February 2013
Hesser College August 2010 - February 2011
Skills
Social Media Marketing, Training, Leadership, Data Entry, Time Management, Merchandising, Social Networking, Mac OS X, Outlook, Packaging, Microsoft Office, Customer Satisfaction, Microsoft Word, Microsoft Excel, Editing, Retail, Event Planning, Multi Tasking, Positive Can-do Attitude, OS X, Customer Service, Software Documentation, Sales, Management, Process Scheduler, Facebook, Team Building, PowerPoint, Purchasing, Social Media, Inventory Control
Education
Hellenic American University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration with People Management Certification
Keene State College 2006 — 2010
Bachelor of Arts (BA), English
Christopher Boulanger Christopher Boulanger's Fidelity Investments Experience September 2007 - August 2013
Job Senior Business Anlayst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - August 2013
Fidelity Investments April 2006 - September 2007
Fidelity Investments January 2005 - April 2006
Fidelity Investments January 2004 - January 2005
Fidelity Investments January 2003 - January 2004
Fidelity Investments September 2000 - January 2003
Skills
Retirement, Employee Benefits, Defined Benefit, Pensions, 401k, Process Improvement, Offshore Operations, Employee Management, Leadership, Financial Services, Analysis, Business Analysis
Education
North Carolina State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Keene State College 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Fidelity Investments September 2007 - August 2013
Fidelity Investments April 2006 - September 2007
Fidelity Investments January 2005 - April 2006
Fidelity Investments January 2004 - January 2005
Fidelity Investments January 2003 - January 2004
Fidelity Investments September 2000 - January 2003
Skills
Retirement, Employee Benefits, Defined Benefit, Pensions, 401k, Process Improvement, Offshore Operations, Employee Management, Leadership, Financial Services, Analysis, Business Analysis
Education
North Carolina State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Keene State College 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Audrey Parker Audrey Parker's Fidelity Investments Experience 2004 - 2007
Job Accomplished Human Resources professional w/ proven expertise in enhancing Employee Relations & HR Programs.
Industry Human Resources
Experience
American HR & Management Consulting Group and Training Academy April 2012 - Present
Roadmark Corporation February 2013 - January 2015
StaffMasters /AWNC- Toyota Transmissions (Japanese Company) February 2010 - April 2012
PPD January 2008 - September 2009
Fidelity Investments 2004 - 2007
Monarch Recruitment Ltd 1994 - 2001
Skills
Staffing Services, Applicant Tracking..., Temporary Staffing, Behavioral Interviewing, Technical Recruiting, Talent Acquisition, Temporary Placement, I-9 Compliance, Recruiting, Background Checks, Sourcing, E-Verify, Managment Consulting, Account Management, Business Relationship..., Training, Employee Relations, Program Management, Project Management
Education
Kaplan University 2009 — 2011
MBA, Business
American HR & Management Consulting Group and Training Academy April 2012 - Present
Roadmark Corporation February 2013 - January 2015
StaffMasters /AWNC- Toyota Transmissions (Japanese Company) February 2010 - April 2012
PPD January 2008 - September 2009
Fidelity Investments 2004 - 2007
Monarch Recruitment Ltd 1994 - 2001
Skills
Staffing Services, Applicant Tracking..., Temporary Staffing, Behavioral Interviewing, Technical Recruiting, Talent Acquisition, Temporary Placement, I-9 Compliance, Recruiting, Background Checks, Sourcing, E-Verify, Managment Consulting, Account Management, Business Relationship..., Training, Employee Relations, Program Management, Project Management
Education
Kaplan University 2009 — 2011
MBA, Business
Brian Appel, CFP® Brian Appel, CFP®'s Fidelity Investments Experience August 2012 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Education
The American College
CFP®, ChFC®, Financial Planning
University of Pennsylvania - The Wharton School
Certification "Retirement Planning Specialist"
Kean University
BS International Business, Economics Finance
Fidelity Investments August 2012 - Present
Education
The American College
CFP®, ChFC®, Financial Planning
University of Pennsylvania - The Wharton School
Certification "Retirement Planning Specialist"
Kean University
BS International Business, Economics Finance
Irum Naqvi Irum Naqvi's Fidelity Investments Experience 1999 - 2009
Job at Rancho Margot
Industry Financial Services
Experience
Rancho Margot December 2009 - Present
Fidelity Investments Canada ULC January 1999 - January 2009
Fidelity Investments 1999 - 2009
American Standard March 1997 - December 1998
Skills
Financial Services, Risk Management, Relationship Management, Requirements Gathering, User Acceptance Testing, Quality Assurance, Business Analysis, Mutual Funds, Business Process..., Wealth Management, Investments, Securities, Management, Project Delivery, Leadership, Consulting, SDLC, Requirements Analysis, Testing, Training, Team Leadership, Team Building, Coaching, Analysis, Team Management, Process Improvement, Program Management, Change Management, Software Documentation, PMO, Project Portfolio...
Education
Seneca College of Applied Arts and Technology 1983 — 1984
Diploma, Business Programming
Karachi University
B.A. Hons, International Relations
Rancho Margot December 2009 - Present
Fidelity Investments Canada ULC January 1999 - January 2009
Fidelity Investments 1999 - 2009
American Standard March 1997 - December 1998
Skills
Financial Services, Risk Management, Relationship Management, Requirements Gathering, User Acceptance Testing, Quality Assurance, Business Analysis, Mutual Funds, Business Process..., Wealth Management, Investments, Securities, Management, Project Delivery, Leadership, Consulting, SDLC, Requirements Analysis, Testing, Training, Team Leadership, Team Building, Coaching, Analysis, Team Management, Process Improvement, Program Management, Change Management, Software Documentation, PMO, Project Portfolio...
Education
Seneca College of Applied Arts and Technology 1983 — 1984
Diploma, Business Programming
Karachi University
B.A. Hons, International Relations
Amber Gagnon, PHR Amber Gagnon, PHR's Fidelity Investments Experience August 2007 - Present
Job Human Resource Generalist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Venturi Partners, New York, NY December 2006 - August 2007
Skills
Applicant Tracking..., Recruiting, Interviews, Human Resources, Visas, Background Checks, Legal Compliance, Compliance, Time Management, Employee Relations, Employee Training, Taleo, New Hire Orientations, Deferred Compensation, Onboarding, Temporary Placement, College Recruiting, Workforce Planning, Benefits Administration, HRIS, Employee Benefits, FMLA
Education
Villanova University 2010 — 2014
Master's Degree, Human Resource Development
Keene State College 2002 — 2006
Bachelor of Science, Business Management
Fidelity Investments August 2007 - Present
Venturi Partners, New York, NY December 2006 - August 2007
Skills
Applicant Tracking..., Recruiting, Interviews, Human Resources, Visas, Background Checks, Legal Compliance, Compliance, Time Management, Employee Relations, Employee Training, Taleo, New Hire Orientations, Deferred Compensation, Onboarding, Temporary Placement, College Recruiting, Workforce Planning, Benefits Administration, HRIS, Employee Benefits, FMLA
Education
Villanova University 2010 — 2014
Master's Degree, Human Resource Development
Keene State College 2002 — 2006
Bachelor of Science, Business Management
Alexis Rotkiewicz Alexis Rotkiewicz's Fidelity Investments Experience 2012 - January 2014
Job Accountemps Staffing Manager with Robert Half
Industry Financial Services
Experience
Accountemps January 2014 - Present
Fidelity Investments 2012 - January 2014
Fidelity Investments June 2012 - October 2012
BAE Systems May 2011 - August 2011
BAE Systems May 2010 - August 2010
Superior Group May 2009 - February 2010
BAE Systems December 2010 - 2010
Skills
Microsoft Office 2007, Social Media, Time Management, Team Leadership, Customer Service, PowerPoint, Business Analysis, Citrix, Marketing, Analysis, Strategy
Education
Keene State College 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services; Minor Communications
Accountemps January 2014 - Present
Fidelity Investments 2012 - January 2014
Fidelity Investments June 2012 - October 2012
BAE Systems May 2011 - August 2011
BAE Systems May 2010 - August 2010
Superior Group May 2009 - February 2010
BAE Systems December 2010 - 2010
Skills
Microsoft Office 2007, Social Media, Time Management, Team Leadership, Customer Service, PowerPoint, Business Analysis, Citrix, Marketing, Analysis, Strategy
Education
Keene State College 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services; Minor Communications
Mihir Shah Mihir Shah's Fidelity Investments Experience August 1994 - Present
Job Chief Technology Officer/Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1994 - Present
Coors Brewing Company February 1993 - August 1994
Tata Consultancy Services July 1987 - August 1994
Skills
Enterprise Architecture, IT Strategy, SDLC, Product Management, Program Management, Business Analysis, Vendor Management, Cloud Computing, Agile Methodologies, Financial Services, SOA, Requirements Analysis, Offshoring, Solution Architecture, Portfolio Management, Data Architecture, Data Integration, Data Modeling, Data Warehousing, Platform Development
Education
S.P. Jain Institute of Management & Research 1985 — 1987
MBA
Karnatak University 1980 — 1984
Bachelor of Engineering
St. Xavier's College 1978 — 1980
SYJC
Sardar Patel Vidyalaya 1968 — 1978
Grade 1 - Grade 10
Fidelity Investments August 1994 - Present
Coors Brewing Company February 1993 - August 1994
Tata Consultancy Services July 1987 - August 1994
Skills
Enterprise Architecture, IT Strategy, SDLC, Product Management, Program Management, Business Analysis, Vendor Management, Cloud Computing, Agile Methodologies, Financial Services, SOA, Requirements Analysis, Offshoring, Solution Architecture, Portfolio Management, Data Architecture, Data Integration, Data Modeling, Data Warehousing, Platform Development
Education
S.P. Jain Institute of Management & Research 1985 — 1987
MBA
Karnatak University 1980 — 1984
Bachelor of Engineering
St. Xavier's College 1978 — 1980
SYJC
Sardar Patel Vidyalaya 1968 — 1978
Grade 1 - Grade 10
Amber Hatfield's Fidelity Investments Experience November 2011 - August 2012
Job Government Insuring Specialist at McLean Mortgage Corporation
Industry Financial Services
Experience
McLean Mortgage Corporation April 2015 - Present
McLean Mortgage Corporation September 2012 - April 2015
Fidelity Investments November 2011 - August 2012
Fidelity Investments January 2011 - November 2011
The Mutual Fund Store May 2007 - January 2011
Charlson & Wilson Bonded Abstractors August 2005 - May 2007
Skills
Credit, Loans, Financial Services, Customer Service, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Residential Mortgages, Retirement Planning, Mortgage Lending, Banking, Investments, Financial Analysis, Loan Origination
Education
Kansas State University 2002 — 2007
Family Studies and Human Services, Financial Planning
McLean Mortgage Corporation April 2015 - Present
McLean Mortgage Corporation September 2012 - April 2015
Fidelity Investments November 2011 - August 2012
Fidelity Investments January 2011 - November 2011
The Mutual Fund Store May 2007 - January 2011
Charlson & Wilson Bonded Abstractors August 2005 - May 2007
Skills
Credit, Loans, Financial Services, Customer Service, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Residential Mortgages, Retirement Planning, Mortgage Lending, Banking, Investments, Financial Analysis, Loan Origination
Education
Kansas State University 2002 — 2007
Family Studies and Human Services, Financial Planning
Brett Rich Brett Rich's Fidelity Investments Experience October 2010 - August 2012
Job Premium Services Representative
Industry Financial Services
Experience
Fidelity Investments October 2010 - August 2012
Fidelity Investments October 2007 - October 2010
Skills
Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Wealth Management, Investment Advisory, Series 7, Equities, ETFs, Fixed Income, Investments, Portfolio Management, Investment Management, Securities, Bonds, Strategic Financial...
Education
University of Utah 2007 — 2012
Bachelor of Science (BS), Mathematics and Statistics
Kaplan University 2010 — 2011
CFP
Fidelity Investments October 2010 - August 2012
Fidelity Investments October 2007 - October 2010
Skills
Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Wealth Management, Investment Advisory, Series 7, Equities, ETFs, Fixed Income, Investments, Portfolio Management, Investment Management, Securities, Bonds, Strategic Financial...
Education
University of Utah 2007 — 2012
Bachelor of Science (BS), Mathematics and Statistics
Kaplan University 2010 — 2011
CFP
Beverly Hobbs Beverly Hobbs's Fidelity Investments Experience February 2006 - February 2008
Job LPL Financial Advisor at SAC Federal Credit Union
Industry Financial Services
Experience
SAC Federal Credit Union March 2012 - Present
TD Ameritrade September 2008 - March 2012
Fidelity Investments February 2006 - February 2008
First Command Financial Services 2002 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., 401k, Wealth Management, Fixed Annuities, Investments, IRAs, Asset Allocation, Securities, Finance, Insurance, FINRA, Estate Planning, Relationship Management
Education
Western International University 1995 — 1997
Bachelor's Degree, Accounting
Kansas City Kansas Community College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
SAC Federal Credit Union March 2012 - Present
TD Ameritrade September 2008 - March 2012
Fidelity Investments February 2006 - February 2008
First Command Financial Services 2002 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., 401k, Wealth Management, Fixed Annuities, Investments, IRAs, Asset Allocation, Securities, Finance, Insurance, FINRA, Estate Planning, Relationship Management
Education
Western International University 1995 — 1997
Bachelor's Degree, Accounting
Kansas City Kansas Community College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Lauren Frazzetta Lauren Frazzetta's Fidelity Investments Experience December 2010 - Present
Job Workplace Investing Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Veritude December 2010 - April 2011
American Heart Association June 2008 - November 2010
Sears Holdings Corporation October 2007 - June 2008
Merrimack School District December 2002 - June 2008
Sears Holdings Corporation September 2006 - October 2007
Cohen Center for Holocaust Studies September 2004 - May 2006
Skills
Customer Service, Public Speaking, Mentoring, Coaching, PowerPoint, Editing, Research, Problem Solving, Organizing, Administrative Support, New Hire Orientation, Volunteer Development, Event Management, Event Planning, Marketing, Microsoft Office, Microsoft Excel, Recruiting, New Hire Orientations, Administrative..., Microsoft Word
Education
Keene State College 2002 — 2006
Bachelor of Arts, European History & Holocaust Studies
Merrimack High School 1998 — 2002
Fidelity Investments December 2010 - Present
Veritude December 2010 - April 2011
American Heart Association June 2008 - November 2010
Sears Holdings Corporation October 2007 - June 2008
Merrimack School District December 2002 - June 2008
Sears Holdings Corporation September 2006 - October 2007
Cohen Center for Holocaust Studies September 2004 - May 2006
Skills
Customer Service, Public Speaking, Mentoring, Coaching, PowerPoint, Editing, Research, Problem Solving, Organizing, Administrative Support, New Hire Orientation, Volunteer Development, Event Management, Event Planning, Marketing, Microsoft Office, Microsoft Excel, Recruiting, New Hire Orientations, Administrative..., Microsoft Word
Education
Keene State College 2002 — 2006
Bachelor of Arts, European History & Holocaust Studies
Merrimack High School 1998 — 2002
Nicole Foote Nicole Foote's Fidelity Investments Experience August 2004 - June 2005
Job Career Counselor/Advisor at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University August 2014 - Present
Southern New Hampshire University July 2013 - August 2014
MMIS, Inc. February 2012 - August 2013
Op4G February 2011 - February 2012
Stonewall Kitchen May 2009 - February 2011
Sun Microsystems January 2008 - February 2009
Sun Microsystems June 2005 - December 2007
Fidelity Investments August 2004 - June 2005
Skills
Customer Service, Communication, Relationship Management, Program Management, Training, Project Management, Email Marketing, Analytical Skills, Administrative Work, CRM, Marketing, Project Coordination, Administration, Social Media, Computer, Career Development, General Administration, Project Managment, Career Counseling, Online and Print..., Social Media..., Analytical, Budget Development
Education
Keene State College 2000 — 2004
Bachelor of Science, Business Administration and Management, GPA 3.2
Alvirne High School 1997 — 2000
High School, College Course
Southern New Hampshire University August 2014 - Present
Southern New Hampshire University July 2013 - August 2014
MMIS, Inc. February 2012 - August 2013
Op4G February 2011 - February 2012
Stonewall Kitchen May 2009 - February 2011
Sun Microsystems January 2008 - February 2009
Sun Microsystems June 2005 - December 2007
Fidelity Investments August 2004 - June 2005
Skills
Customer Service, Communication, Relationship Management, Program Management, Training, Project Management, Email Marketing, Analytical Skills, Administrative Work, CRM, Marketing, Project Coordination, Administration, Social Media, Computer, Career Development, General Administration, Project Managment, Career Counseling, Online and Print..., Social Media..., Analytical, Budget Development
Education
Keene State College 2000 — 2004
Bachelor of Science, Business Administration and Management, GPA 3.2
Alvirne High School 1997 — 2000
High School, College Course
Candace Melvin's Fidelity Investments Experience August 2011 - Present
Job Senior HR Immigrations Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments March 2006 - August 2011
Fidelity Investments January 2005 - March 2006
Fidelity Investments July 2004 - January 2005
VeriSign Inc January 1999 - January 2004
Skills
Process Improvement, Onboarding, HRIS, Vendor Management, Human Resources, Business Analysis, CRM, Analysis, Project Management, Employee Benefits
Education
Kaplan University 2011 — 2015
Bachelor's degree- Communications , Communication and Media Studies
Kaplan University 2010 — 2015
Bachelors of Science in Communications, Communication and Media Studies
Fidelity Investments August 2011 - Present
Fidelity Investments March 2006 - August 2011
Fidelity Investments January 2005 - March 2006
Fidelity Investments July 2004 - January 2005
VeriSign Inc January 1999 - January 2004
Skills
Process Improvement, Onboarding, HRIS, Vendor Management, Human Resources, Business Analysis, CRM, Analysis, Project Management, Employee Benefits
Education
Kaplan University 2011 — 2015
Bachelor's degree- Communications , Communication and Media Studies
Kaplan University 2010 — 2015
Bachelors of Science in Communications, Communication and Media Studies
Harsha Patil Harsha Patil's Fidelity Investments Experience October 2000 - March 2001
Job Application Programmer at Delta Career Education
Industry
Experience
Delta Career Education June 2010 - Present
ARI June 2008 - June 2010
Channel Blade Technologies August 2003 - June 2008
The Reynolds and Reynolds Company March 2001 - August 2003
Fidelity Investments October 2000 - March 2001
netNumina April 2000 - October 2000
Magus Marketing Information Support Pvt. Ltd., India August 1998 - March 2000
Kimaya Computers September 1996 - August 1998
Skills
Microsoft SQL Server, .NET, ASP.NET, C#, Agile Methodologies, T-SQL, MVC, Web Applications, SDLC, ASP.NET MVC, VMware, Visual Studio, WCF, TFS, ADO.NET, XML, Database Design, SSRS, ASP, SSIS
Education
Karnatak University
B.E., Computer Science and Engineering
Delta Career Education June 2010 - Present
ARI June 2008 - June 2010
Channel Blade Technologies August 2003 - June 2008
The Reynolds and Reynolds Company March 2001 - August 2003
Fidelity Investments October 2000 - March 2001
netNumina April 2000 - October 2000
Magus Marketing Information Support Pvt. Ltd., India August 1998 - March 2000
Kimaya Computers September 1996 - August 1998
Skills
Microsoft SQL Server, .NET, ASP.NET, C#, Agile Methodologies, T-SQL, MVC, Web Applications, SDLC, ASP.NET MVC, VMware, Visual Studio, WCF, TFS, ADO.NET, XML, Database Design, SSRS, ASP, SSIS
Education
Karnatak University
B.E., Computer Science and Engineering
Venkata Laxman Bethapudi's Fidelity Investments Experience 2006 - 2009
Job QA Lead at Baker Hughes
Industry Information Technology and Services
Experience
Baker Hughes December 2013 - Present
Schlumberger October 2013 - November 2013
AMEC March 2013 - September 2013
KBR October 2009 - March 2013
NTT Data Corporation October 2006 - March 2013
Fidelity Investments 2006 - 2009
TRANZACT 2006 - 2006
Express Scripts (Formally MedcoHealth Solutions) 2004 - 2006
Skills
SDLC, Quality Assurance, User Acceptance Testing, Testing, Agile Methodologies, Requirements Analysis, Visio, Business Analysis, Quality Center, SharePoint, Integration, QTP, Software Project..., Automation, SQL, LoadRunner, QALoad, Rational Robot, TestPartner, Test Planning, Test Automation, Manual Testing, Regression Testing, Test Strategy, Performance Testing, Test Cases, MS Project, PMP, Defect Tracking, Web Applications, System Testing, XML, Software Quality..., Requirements Gathering, Agile Project Management, Oracle, Scrum, PL/SQL, VBScript, Systems Analysis, Unix, SOA, Test Execution, Microsoft SQL Server, Software Documentation, Software Development, Data Migration, Web Services, Quality Control, Business Process
Education
Boston University 2008 — 2008
Business Analyst, Business Administration and Management, General
New Mexico Institute of Mining and Technology 2001 — 2003
MS, Petroleum Engineering
Kakatiya University 1994 — 1998
B.Tech, Mining Engineering
Baker Hughes December 2013 - Present
Schlumberger October 2013 - November 2013
AMEC March 2013 - September 2013
KBR October 2009 - March 2013
NTT Data Corporation October 2006 - March 2013
Fidelity Investments 2006 - 2009
TRANZACT 2006 - 2006
Express Scripts (Formally MedcoHealth Solutions) 2004 - 2006
Skills
SDLC, Quality Assurance, User Acceptance Testing, Testing, Agile Methodologies, Requirements Analysis, Visio, Business Analysis, Quality Center, SharePoint, Integration, QTP, Software Project..., Automation, SQL, LoadRunner, QALoad, Rational Robot, TestPartner, Test Planning, Test Automation, Manual Testing, Regression Testing, Test Strategy, Performance Testing, Test Cases, MS Project, PMP, Defect Tracking, Web Applications, System Testing, XML, Software Quality..., Requirements Gathering, Agile Project Management, Oracle, Scrum, PL/SQL, VBScript, Systems Analysis, Unix, SOA, Test Execution, Microsoft SQL Server, Software Documentation, Software Development, Data Migration, Web Services, Quality Control, Business Process
Education
Boston University 2008 — 2008
Business Analyst, Business Administration and Management, General
New Mexico Institute of Mining and Technology 2001 — 2003
MS, Petroleum Engineering
Kakatiya University 1994 — 1998
B.Tech, Mining Engineering
Christopher Frost Christopher Frost's Fidelity Investments Experience June 2005 - October 2007
Job Assoc. Mgr. Commercial Planning & Analysis at Regeneron Pharmaceuticals
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Regeneron Pharmaceuticals October 2012 - October 2014
Aptuit May 2009 - August 2012
SkillSoft Corporation November 2007 - April 2009
Fidelity Investments June 2005 - October 2007
Skills
Accounting, Finance, Pharmaceutical Industry, International Business, Financial Analysis, Forecasting, PeopleSoft, Financial Modeling, Financial Reporting, Process Improvement, Budgets, Account Reconciliation, Data Analysis, Sarbanes-Oxley Act, Access, Microsoft Excel, Analysis, Mergers & Acquisitions
Education
Keene State College 2001 — 2005
Bachelor of Sciences, Business Management
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Regeneron Pharmaceuticals October 2012 - October 2014
Aptuit May 2009 - August 2012
SkillSoft Corporation November 2007 - April 2009
Fidelity Investments June 2005 - October 2007
Skills
Accounting, Finance, Pharmaceutical Industry, International Business, Financial Analysis, Forecasting, PeopleSoft, Financial Modeling, Financial Reporting, Process Improvement, Budgets, Account Reconciliation, Data Analysis, Sarbanes-Oxley Act, Access, Microsoft Excel, Analysis, Mergers & Acquisitions
Education
Keene State College 2001 — 2005
Bachelor of Sciences, Business Management
John Simonson, CFP®'s Fidelity Investments Experience March 2008 - July 2014
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc. July 2014 - Present
Fidelity Investments March 2008 - July 2014
Skills
Wealth, Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Asset Allocation, Mutual Funds, Equities, Wealth Management..., Financial Planners, Plannning, Series 7, Series 63, Retirement, Investments, Financial Services, Portfolio Management, Securities, Fixed Income, Relationship Management, 401k, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, FINRA, Uniform Combined State..., Insurance, Financial Planning
Education
Kansas State University
Creative Planning, Inc. July 2014 - Present
Fidelity Investments March 2008 - July 2014
Skills
Wealth, Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Asset Allocation, Mutual Funds, Equities, Wealth Management..., Financial Planners, Plannning, Series 7, Series 63, Retirement, Investments, Financial Services, Portfolio Management, Securities, Fixed Income, Relationship Management, 401k, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, FINRA, Uniform Combined State..., Insurance, Financial Planning
Education
Kansas State University
John F. Aloszka, Jr.'s Fidelity Investments Experience 2009 - 2012
Job Owner at Self Employed
Industry Logistics and Supply Chain
Experience
Self Employed December 2013 - Present
Merrill Lynch November 2012 - December 2013
Fidelity Investments 2009 - 2012
Self Employed February 2002 - October 2010
Atlantic Coast Federal Bank February 1998 - January 2002
HSBC Bank 2000 - 2002
Skills
Hold Series 7, Hold Series 7, 66, 63,..., Hold Series 66, Strategic Financial..., Financial Modeling, Private Equity, Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Start-ups, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Strategic Planning, Budgets, Mutual Funds, Retirement Planning, Social Media, Business Strategy, Wealth Management, Entrepreneurship
Education
University of Florida 1986 — 1990
BSBA Finance, Minor in Accounting, Investments and Securities, Graduated with Honors
Kaplan University
San Jose
Self Employed December 2013 - Present
Merrill Lynch November 2012 - December 2013
Fidelity Investments 2009 - 2012
Self Employed February 2002 - October 2010
Atlantic Coast Federal Bank February 1998 - January 2002
HSBC Bank 2000 - 2002
Skills
Hold Series 7, Hold Series 7, 66, 63,..., Hold Series 66, Strategic Financial..., Financial Modeling, Private Equity, Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Start-ups, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Strategic Planning, Budgets, Mutual Funds, Retirement Planning, Social Media, Business Strategy, Wealth Management, Entrepreneurship
Education
University of Florida 1986 — 1990
BSBA Finance, Minor in Accounting, Investments and Securities, Graduated with Honors
Kaplan University
San Jose
Gordon Tanner Gordon Tanner's Fidelity Investments Experience 1985 - 1990
Job Propmaker at IATSE local 481
Industry Motion Pictures and Film
Experience
IATSE local 481 2010 - Present
fidelity investments 1985 - 1990
fidelity investments 1985 - 1990
digital equipment corporation 1984 - 1987
digital equipment corporation 1984 - 1987
digital equipment corporation 1984 - 1987
boston globe 1981 - 1984
Skills
Photoshop, Graphic Design, InDesign, Photography, Adobe Creative Suite, Writing, Logo Design, Layout, Packaging, Art Direction, Graphics, Corporate Identity, QuarkXPress
Education
Kansas City Art Institute
BFA, Graphic Design
IATSE local 481 2010 - Present
fidelity investments 1985 - 1990
fidelity investments 1985 - 1990
digital equipment corporation 1984 - 1987
digital equipment corporation 1984 - 1987
digital equipment corporation 1984 - 1987
boston globe 1981 - 1984
Skills
Photoshop, Graphic Design, InDesign, Photography, Adobe Creative Suite, Writing, Logo Design, Layout, Packaging, Art Direction, Graphics, Corporate Identity, QuarkXPress
Education
Kansas City Art Institute
BFA, Graphic Design
Quentin Sampson Quentin Sampson's Fidelity Investments Experience July 2013 - March 2014
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Fidelity Investments July 2013 - March 2014
PNC January 2013 - July 2013
Charles Schwab November 2010 - December 2012
The UPS Store June 2010 - November 2010
Skills
Investments, Customer Retention, Sales, Retirement, Customer Service, Team Management, Organization, Leadership Development, Team Leadership, Customer Satisfaction
Education
Kaplan University 2009 — 2011
Bachelor's degree, Accounting
Lincoln College of Technology-Indianapolis 2007 — 2009
Associate's degree, Business Administration and Management, General
Charles Schwab June 2014 - Present
Fidelity Investments July 2013 - March 2014
PNC January 2013 - July 2013
Charles Schwab November 2010 - December 2012
The UPS Store June 2010 - November 2010
Skills
Investments, Customer Retention, Sales, Retirement, Customer Service, Team Management, Organization, Leadership Development, Team Leadership, Customer Satisfaction
Education
Kaplan University 2009 — 2011
Bachelor's degree, Accounting
Lincoln College of Technology-Indianapolis 2007 — 2009
Associate's degree, Business Administration and Management, General
Pavithra Soundarrajan's Fidelity Investments Experience June 2006 - December 2012
Job Experienced corporate trainer
Industry Education Management
Experience
Fidelity Investments June 2006 - December 2012
Skills
Training Facilitation, Instructional Design, Experiential Learning, Instructor-led Training, Creative Solutions, Creative Problem Solving, Employee Engagement, Strategy, Employee Training, Performance Management, Talent Management, Training Delivery, Workshop Facilitation, Training
Education
Karnataka State Open University 2007 — 2009
Master of Business Administration (M.B.A.), Human Resources
Vijaya Main Degree College, Bangalore 2003 — 2006
Bachelor's Degree, Electronics and Communication
Fidelity Investments June 2006 - December 2012
Skills
Training Facilitation, Instructional Design, Experiential Learning, Instructor-led Training, Creative Solutions, Creative Problem Solving, Employee Engagement, Strategy, Employee Training, Performance Management, Talent Management, Training Delivery, Workshop Facilitation, Training
Education
Karnataka State Open University 2007 — 2009
Master of Business Administration (M.B.A.), Human Resources
Vijaya Main Degree College, Bangalore 2003 — 2006
Bachelor's Degree, Electronics and Communication
Janelle Pavon Janelle Pavon's Fidelity Investments Experience May 2012 - September 2013
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Financial Representative September 2013 - March 2014
Fidelity Investments May 2012 - September 2013
Langdon Ford Financial January 2011 - June 2012
Salesmaster February 2010 - October 2010
The Eagle Group August 2008 - November 2008
Fletcher Thompson July 2007 - July 2008
Posen Architects May 2005 - June 2007
Education
Kean University 2004 — 2008
BFA, Interior Design
Rutgers University-New Brunswick 1995 — 1999
BA, Psychology
Financial Representative September 2013 - March 2014
Fidelity Investments May 2012 - September 2013
Langdon Ford Financial January 2011 - June 2012
Salesmaster February 2010 - October 2010
The Eagle Group August 2008 - November 2008
Fletcher Thompson July 2007 - July 2008
Posen Architects May 2005 - June 2007
Education
Kean University 2004 — 2008
BFA, Interior Design
Rutgers University-New Brunswick 1995 — 1999
BA, Psychology
Marcel Schwab Marcel Schwab's Fidelity Investments Experience August 1996 - February 2009
Job Reporting & Analysis Artiste
Industry Financial Services
Experience
Fidelity Investments, Veritude April 2012 - Present
Marriage Navigation January 2011 - Present
isolvIT, Inc. November 2009 - April 2012
Fidelity Investments August 1996 - February 2009
Skills
Analysis, Problem Solving, Excel, Access, PowerPoint, Stories from Data, Microsoft Excel, Human Resources, Performance Management, Requirements Analysis, Leadership, Nonprofits, Databases, Analytics, Marketing, Team Building, Business Analysis, Data Analysis
Education
Kalamazoo College 1979 — 1983
BA, Philosophy
Fidelity Investments, Veritude April 2012 - Present
Marriage Navigation January 2011 - Present
isolvIT, Inc. November 2009 - April 2012
Fidelity Investments August 1996 - February 2009
Skills
Analysis, Problem Solving, Excel, Access, PowerPoint, Stories from Data, Microsoft Excel, Human Resources, Performance Management, Requirements Analysis, Leadership, Nonprofits, Databases, Analytics, Marketing, Team Building, Business Analysis, Data Analysis
Education
Kalamazoo College 1979 — 1983
BA, Philosophy
Anil Jampana Anil Jampana's Fidelity Investments Experience December 2004 - March 2006
Job Vice President, Head of Technology
Industry Food & Beverages
Experience
Acurian September 2015 - Present
Nutrisystem, Inc. (Top 100 Internet Retailer) March 2006 - September 2015
Fidelity Investments December 2004 - March 2006
Fiserv Securities, Inc 2002 - 2004
Cingular Wireless January 2001 - September 2002
Skills
Team Building, Strategic Planning, Budgeting, Disaster Recovery, SDLC, Leadership Development, Financial Planning, Compliance, Change Management, Contract Negotiation, Program Management, Event Planning, Event Management, Vendor Management, Vendor Relations, Procurement, Business Objects, Business Intelligence, Operational Excellence, Hosting, High Availability, B2B eCommerce, Human Capital Management, Resource Management, Efficiency Improvement, Process Improvement, Executive Management, Senior Executives, Visionary, Technology Development, Network Security, Computer Security, Budgets, Leadership, Quality Assurance, Oracle, Strategic Financial..., Databases, Business Analysis, Project Planning, Management, Data Center, E-commerce, B2B, Microsoft SQL Server, Security, Analysis, Telecommunications, Personnel Management, Fraud Prevention
Education
West Virginia University 1993 — 1994
MSCE
Kakatiya University 1987 — 1991
BSCE
HPS, Begumpet 1975 — 1987
High School Diploma
Acurian September 2015 - Present
Nutrisystem, Inc. (Top 100 Internet Retailer) March 2006 - September 2015
Fidelity Investments December 2004 - March 2006
Fiserv Securities, Inc 2002 - 2004
Cingular Wireless January 2001 - September 2002
Skills
Team Building, Strategic Planning, Budgeting, Disaster Recovery, SDLC, Leadership Development, Financial Planning, Compliance, Change Management, Contract Negotiation, Program Management, Event Planning, Event Management, Vendor Management, Vendor Relations, Procurement, Business Objects, Business Intelligence, Operational Excellence, Hosting, High Availability, B2B eCommerce, Human Capital Management, Resource Management, Efficiency Improvement, Process Improvement, Executive Management, Senior Executives, Visionary, Technology Development, Network Security, Computer Security, Budgets, Leadership, Quality Assurance, Oracle, Strategic Financial..., Databases, Business Analysis, Project Planning, Management, Data Center, E-commerce, B2B, Microsoft SQL Server, Security, Analysis, Telecommunications, Personnel Management, Fraud Prevention
Education
West Virginia University 1993 — 1994
MSCE
Kakatiya University 1987 — 1991
BSCE
HPS, Begumpet 1975 — 1987
High School Diploma
Bala Peddi Bala Peddi's Fidelity Investments Experience December 1996 - August 1998
Job Assistant Vice President at Bank Of america , India
Industry Financial Services
Experience
Bank Of america , India February 2010 - Present
Bank of America February 2010 - November 2011
Wachovia, A Wells Fargo Company August 1998 - February 2010
Fidelity Investments December 1996 - August 1998
Mahindra Satyam January 1995 - November 1996
Skills
ETL, Team Leadership, Data Warehousing, Replication, Teradata
Education
Karnatak University 1989 — 1993
BE, Computer Science
Goutam S5
Bank Of america , India February 2010 - Present
Bank of America February 2010 - November 2011
Wachovia, A Wells Fargo Company August 1998 - February 2010
Fidelity Investments December 1996 - August 1998
Mahindra Satyam January 1995 - November 1996
Skills
ETL, Team Leadership, Data Warehousing, Replication, Teradata
Education
Karnatak University 1989 — 1993
BE, Computer Science
Goutam S5
David Parkes David Parkes's Fidelity Investments Experience 1993 - 1998
Job
Industry Information Technology and Services
Experience
Timberhorn IT Solutions August 2013 - Present
Modis March 2010 - July 2013
BravoTECH January 2009 - January 2010
DIGITAL INTELLIGENCE SYSTEMS CORP. (DISYS) April 2007 - December 2008
Knowledge Tranzfer April 2004 - March 2007
CompUSA 2001 - 2004
IBM Global Services January 2000 - March 2001
COMCAST CORP. (formerly AT&T BROADBAND) January 1998 - March 1999
SE Technologies 1999 - 1999
Fidelity Investments 1993 - 1998
Skills
Business Analysis, Vendor Management, Sales, Business Development, Technical Recruiting, Strategy, Information Technology, CRM, Applicant Tracking..., Consulting, Outsourcing, Software Development, IT Management, Management, Recruiting, Customer Service, Pre-sales, Contract Recruitment, Requirements Analysis, Networking, Enterprise Software, Project Management, Business Strategy, SDLC, Quality Assurance, PMO, Solution Architecture, IT Recruitment, Sales Process, Salesforce.com, Call Centers, Management Consulting, Staffing Services, Benefits Negotiation, Databases, Relationship Management, Talent Acquisition, Marketing, Infrastructure, Start-ups, Business Intelligence, Budgets, Sourcing, Strategic Sourcing, Analytics, ERP, Internet Recruiting, Advertising, Staff Augmentation, Data Warehousing
Education
The University of Wolverhampton 1990 — 1993
BA(Hons)
Bristnall Hall
Keene State College
Timberhorn IT Solutions August 2013 - Present
Modis March 2010 - July 2013
BravoTECH January 2009 - January 2010
DIGITAL INTELLIGENCE SYSTEMS CORP. (DISYS) April 2007 - December 2008
Knowledge Tranzfer April 2004 - March 2007
CompUSA 2001 - 2004
IBM Global Services January 2000 - March 2001
COMCAST CORP. (formerly AT&T BROADBAND) January 1998 - March 1999
SE Technologies 1999 - 1999
Fidelity Investments 1993 - 1998
Skills
Business Analysis, Vendor Management, Sales, Business Development, Technical Recruiting, Strategy, Information Technology, CRM, Applicant Tracking..., Consulting, Outsourcing, Software Development, IT Management, Management, Recruiting, Customer Service, Pre-sales, Contract Recruitment, Requirements Analysis, Networking, Enterprise Software, Project Management, Business Strategy, SDLC, Quality Assurance, PMO, Solution Architecture, IT Recruitment, Sales Process, Salesforce.com, Call Centers, Management Consulting, Staffing Services, Benefits Negotiation, Databases, Relationship Management, Talent Acquisition, Marketing, Infrastructure, Start-ups, Business Intelligence, Budgets, Sourcing, Strategic Sourcing, Analytics, ERP, Internet Recruiting, Advertising, Staff Augmentation, Data Warehousing
Education
The University of Wolverhampton 1990 — 1993
BA(Hons)
Bristnall Hall
Keene State College
Adam Paprocki Adam Paprocki's Fidelity Investments Experience August 2004 - February 2005
Job Business Sales Agent at Clark Insurance
Industry Insurance
Experience
Clark Insurance September 2011 - Present
Watson Insurance September 2005 - September 2011
Ultimate Staffing April 2005 - July 2005
Fidelity Investments August 2004 - February 2005
Fidelity Investments September 2003 - August 2004
Skills
Insurance, Customer Service, Cold Calling, Workers Compensation, Sales, PowerPoint, Commercial Insurance, Sales Process, Risk Management, Business Networking, Real Estate Investor, Employee Benefits, Casualty, Liability, Professional Liability, Umbrella Insurance, Casualty Insurance
Education
Keene State College 1998 — 2002
Bachelors of Science, Business Management
Clark Insurance September 2011 - Present
Watson Insurance September 2005 - September 2011
Ultimate Staffing April 2005 - July 2005
Fidelity Investments August 2004 - February 2005
Fidelity Investments September 2003 - August 2004
Skills
Insurance, Customer Service, Cold Calling, Workers Compensation, Sales, PowerPoint, Commercial Insurance, Sales Process, Risk Management, Business Networking, Real Estate Investor, Employee Benefits, Casualty, Liability, Professional Liability, Umbrella Insurance, Casualty Insurance
Education
Keene State College 1998 — 2002
Bachelors of Science, Business Management
Eric Lowitt Eric Lowitt's Fidelity Investments Experience June 2001 - January 2006
Job CEO of Nexus Global Advisors | HBR Author | Keynote Speaker | Volatility Advocate and Strategy Thought Leader
Industry Management Consulting
Experience
The Angiogenesis Foundation February 2014 - Present
Nexus Global Advisors November 2010 - Present
Deloitte Consulting LLP February 2010 - November 2010
Accenture March 2006 - November 2009
Fidelity Investments June 2001 - January 2006
Accenture January 1996 - April 1999
Merrill Lynch May 1994 - August 1994
Skills
Competitive Strategy, Sustainability..., Stakeholder Management, Strategic Planning, Business Strategy, Organizational Design, Employee Engagement, Sustainability, Thought Leadership, Sustainability Strategy, Strategic Consulting, Strategy Development, Management Consulting, Strategy, Market Research, Project Management, Stakeholder Engagement, Analytics, Start-ups, Business Transformation, Leadership, Corporate Social..., Economics, Management, Consulting, Executive Management, Sustainable Development, Program Management, Business Planning, Analysis, Sustainable Business, Business Process..., Research, Organizational..., Mergers & Acquisitions, Human Resources, Entrepreneurship, Social Entrepreneurship, Corporate Development, Strategic Partnerships, International Business, Venture Capital, Strategic Thinking, Innovation Management, Executive Coaching, Competitive Analysis, Acquisition Integration, Business Development, Energy, Governance
Education
THE WHARTON SCHOOL, University of Pennsylvania 1999 — 2001
Master, Business Administration; Strategic Management and E-Commerce
Kansai Gaidai University 1994 — 1995
N/A, Japanese
UNIVERSITY AT ALBANY, State University of New 1991 — 1995
Bachelor of Science, Japanese Studies and Finance/ Marketing
The Angiogenesis Foundation February 2014 - Present
Nexus Global Advisors November 2010 - Present
Deloitte Consulting LLP February 2010 - November 2010
Accenture March 2006 - November 2009
Fidelity Investments June 2001 - January 2006
Accenture January 1996 - April 1999
Merrill Lynch May 1994 - August 1994
Skills
Competitive Strategy, Sustainability..., Stakeholder Management, Strategic Planning, Business Strategy, Organizational Design, Employee Engagement, Sustainability, Thought Leadership, Sustainability Strategy, Strategic Consulting, Strategy Development, Management Consulting, Strategy, Market Research, Project Management, Stakeholder Engagement, Analytics, Start-ups, Business Transformation, Leadership, Corporate Social..., Economics, Management, Consulting, Executive Management, Sustainable Development, Program Management, Business Planning, Analysis, Sustainable Business, Business Process..., Research, Organizational..., Mergers & Acquisitions, Human Resources, Entrepreneurship, Social Entrepreneurship, Corporate Development, Strategic Partnerships, International Business, Venture Capital, Strategic Thinking, Innovation Management, Executive Coaching, Competitive Analysis, Acquisition Integration, Business Development, Energy, Governance
Education
THE WHARTON SCHOOL, University of Pennsylvania 1999 — 2001
Master, Business Administration; Strategic Management and E-Commerce
Kansai Gaidai University 1994 — 1995
N/A, Japanese
UNIVERSITY AT ALBANY, State University of New 1991 — 1995
Bachelor of Science, Japanese Studies and Finance/ Marketing
Amy Dolce's Fidelity Investments Experience 2011 - 2013
Job Safety Officer at SAI Communications
Industry Construction
Experience
SAI Communications 2013 - Present
Fidelity Investments 2011 - 2013
American Red Cross January 2011 - May 2011
Skills
Construction, Customer Service, Process Improvement, Team Building, Training, Management, Process Scheduler, Project Management, Project Planning, Construction Safety, Program Management, Policy, Occupational Health, Inspection, Microsoft Office
Education
Keene State College 2007 — 2011
Bachelor of Science (BS), Occupational Health and Safety Applied Sciences
SAI Communications 2013 - Present
Fidelity Investments 2011 - 2013
American Red Cross January 2011 - May 2011
Skills
Construction, Customer Service, Process Improvement, Team Building, Training, Management, Process Scheduler, Project Management, Project Planning, Construction Safety, Program Management, Policy, Occupational Health, Inspection, Microsoft Office
Education
Keene State College 2007 — 2011
Bachelor of Science (BS), Occupational Health and Safety Applied Sciences
BARBARA ROSKO's Fidelity Investments Experience May 2005 - Present
Job Client & Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
State Street Bank December 2003 - May 2005
Bank of Astoria March 2003 - November 2003
Deutsche Bank May 2000 - January 2003
Education
Kean University 2000 — 2002
Bachelor of Arts (B.A.)
Woodbridge High School 1994 — 1997
Fidelity Investments May 2005 - Present
State Street Bank December 2003 - May 2005
Bank of Astoria March 2003 - November 2003
Deutsche Bank May 2000 - January 2003
Education
Kean University 2000 — 2002
Bachelor of Arts (B.A.)
Woodbridge High School 1994 — 1997
Thomas Kramer's Fidelity Investments Experience September 2002 - November 2003
Job Cruise Consultant at Expedia CruiseShipCenters
Industry Leisure, Travel & Tourism
Experience
Expedia CruiseShipCenters 2015 - Present
Internal Revenue Service June 2009 - Present
CSAA July 2005 - June 2009
Expedia January 2004 - May 2005
Fidelity Investments September 2002 - November 2003
Skills
Leadership, Management, Analysis, Customer Service, Sales, Accounting, Finance, Negotiation, Tax, Financial Statements, Financial Analysis, Interviews, Critical Thinking, Problem Solving, Fraud, Cost Management, Efficiency, Productivity, Business Analysis, Teamwork, Collaboration, Proposal Writing, Written & Oral..., Entrepreneurship, Program Management, Change Management, Accounts Payable, Process Improvement, Government, Team Building, Team Leadership, Insurance, Supervisory Skills, Organizational..., Strategic Planning, Small Business, Process Scheduler, Employee Relations, Recruiting, Investments, Marketing, Access, Coaching, Public Speaking, SDLC, Microsoft Office, Risk Management, Tax Accounting, Income Tax
Education
University of Colorado Colorado Springs 2006 — 2008
MBA, Finance
Southern New Hampshire University 2000 — 2002
B.S., Business
Keene State College 1998 — 2000
Stanford University
Expedia CruiseShipCenters 2015 - Present
Internal Revenue Service June 2009 - Present
CSAA July 2005 - June 2009
Expedia January 2004 - May 2005
Fidelity Investments September 2002 - November 2003
Skills
Leadership, Management, Analysis, Customer Service, Sales, Accounting, Finance, Negotiation, Tax, Financial Statements, Financial Analysis, Interviews, Critical Thinking, Problem Solving, Fraud, Cost Management, Efficiency, Productivity, Business Analysis, Teamwork, Collaboration, Proposal Writing, Written & Oral..., Entrepreneurship, Program Management, Change Management, Accounts Payable, Process Improvement, Government, Team Building, Team Leadership, Insurance, Supervisory Skills, Organizational..., Strategic Planning, Small Business, Process Scheduler, Employee Relations, Recruiting, Investments, Marketing, Access, Coaching, Public Speaking, SDLC, Microsoft Office, Risk Management, Tax Accounting, Income Tax
Education
University of Colorado Colorado Springs 2006 — 2008
MBA, Finance
Southern New Hampshire University 2000 — 2002
B.S., Business
Keene State College 1998 — 2000
Stanford University
Dominic Colletti's Fidelity Investments Experience December 2012 - April 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - April 2014
Fidelity Investments June 2012 - August 2012
Millennium Trust Company May 2011 - December 2011
Skills
Investments, Financial Markets, Equity Investments, Bond Investments, Retirement Plans, Financial Economics, Statistical Analysis, Business Economics, Options, Mutual Funds
Education
Kaplan University 2013 — 2016
CFP® Certification Program
Illinois State University 2010 — 2012
Bachelor of Science, Economics
Waubonsee Community College 2008 — 2010
Associate of Science, Business
Fidelity Investments December 2012 - April 2014
Fidelity Investments June 2012 - August 2012
Millennium Trust Company May 2011 - December 2011
Skills
Investments, Financial Markets, Equity Investments, Bond Investments, Retirement Plans, Financial Economics, Statistical Analysis, Business Economics, Options, Mutual Funds
Education
Kaplan University 2013 — 2016
CFP® Certification Program
Illinois State University 2010 — 2012
Bachelor of Science, Economics
Waubonsee Community College 2008 — 2010
Associate of Science, Business
Lisa Avery's Fidelity Investments Experience August 2010 - Present
Job Financial Associate II Defined Benefits
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Wake County April 2007 - May 2010
Wake County February 2006 - April 2007
Wake County October 1998 - February 2006
Skills
Payroll, Time & Attendance, Customer Service, Defined Benefit, Employee Benefits, Account Reconciliation, Training, Software Documentation, General Ledger, Accounting, ADP Payroll, System Administration, Benefits Administration, Personnel Management, Human Resources, Insurance, Accounts Payable
Education
Kaplan University
Bachelor of Science (B.S.), Business Administration
Wake Technical Community College
Associate of Science (A.S.), Accounting
Fidelity Investments August 2010 - Present
Wake County April 2007 - May 2010
Wake County February 2006 - April 2007
Wake County October 1998 - February 2006
Skills
Payroll, Time & Attendance, Customer Service, Defined Benefit, Employee Benefits, Account Reconciliation, Training, Software Documentation, General Ledger, Accounting, ADP Payroll, System Administration, Benefits Administration, Personnel Management, Human Resources, Insurance, Accounts Payable
Education
Kaplan University
Bachelor of Science (B.S.), Business Administration
Wake Technical Community College
Associate of Science (A.S.), Accounting
Susan DiFranco Susan DiFranco's Fidelity Investments Experience February 2009 - July 2013
Job Senior Solutions Engineer
Industry Information Technology and Services
Experience
Delphix August 2015 - Present
Citizens Bank July 2013 - August 2015
Fidelity Investments February 2009 - July 2013
Fidelity Investments September 2007 - February 2009
Cambridge Integrated Solutions December 2000 - August 2007
Skills
Data Modeling, Oracle, Sybase, DB2, Project Management, Project Planning, Databases, Enterprise Architecture, Microsoft SQL Server, Software Development, Unix, Software Documentation, Solaris
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (BBA), International Business
Kansai Gaidai University 1995 — 1996
Delphix August 2015 - Present
Citizens Bank July 2013 - August 2015
Fidelity Investments February 2009 - July 2013
Fidelity Investments September 2007 - February 2009
Cambridge Integrated Solutions December 2000 - August 2007
Skills
Data Modeling, Oracle, Sybase, DB2, Project Management, Project Planning, Databases, Enterprise Architecture, Microsoft SQL Server, Software Development, Unix, Software Documentation, Solaris
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (BBA), International Business
Kansai Gaidai University 1995 — 1996
Jason Engelbrecht Jason Engelbrecht's Fidelity Investments Experience February 2012 - October 2013
Job Financial Services Representative at Principal Financial Group DBA Capital West Securities
Industry Financial Services
Experience
Principal Financial Group December 2014 - Present
Pacific Retirement Services October 2013 - October 2014
Fidelity Investments February 2012 - October 2013
Education
Kaplan University 2012 — 2014
Master's Degree, Financial Planning and Services, 3.6
University of North Texas 2009 — 2011
Bachelor's Degree, 3.5
Principal Financial Group December 2014 - Present
Pacific Retirement Services October 2013 - October 2014
Fidelity Investments February 2012 - October 2013
Education
Kaplan University 2012 — 2014
Master's Degree, Financial Planning and Services, 3.6
University of North Texas 2009 — 2011
Bachelor's Degree, 3.5
Joan McIntyre Joan McIntyre's Fidelity Investments Experience May 2002 - November 2003
Job Experienced, Versatile and Creative Job Seeker Professional key contributor in diverse international companies.
Industry Executive Office
Experience
Ahold USA (parent company of Stop and Shop Supermarkets LLC) August 2013 - May 2015
Randstad Staffing USA April 2012 - August 2013
RBS Citizens Group February 2013 - May 2013
The Computer Merchant February 2013 - May 2013
IDEX Corporation August 2012 - October 2012
Egon Zehnder International August 2006 - March 2012
Bank of America October 2003 - July 2006
Fidelity Investments May 2002 - November 2003
Emplanet February 2001 - December 2001
Computershare US (formerly EquiServe) July 1998 - January 2001
Skills
Executive..., MS Office Suite, Office Management, Event Planning, Excel, Google Apps, Google Chrome, Outlook, Business Travel, Meeting Planning, Travel Arrangements, Detailed Planning, Print Production, Databases, Training, Business Communications, Administration, Training Coordination, Calendaring, Global Logistics, Database Administration, Data Management, Database Mining, Online Research, Staff Training, Travel Planning, Executive Search, Corporate Communications, Internal Communications, Marketing Communications, Intercultural..., Travel, Investor Relations, Financial Reporting, Board Relations, Securities, Stock Options, Employee Plan..., Conference Coordination, Location Selection, Google, Internet Explorer, Commercial Real Estate, Legal Documents, Microsoft Word, PowerPoint, Graphic Design, Software Implementation, Notary Public, Client Services
Education
Stonehill College
Marketing and Communications
Northeastern University
Business Administration and Management
Katharine Gibbs School
Advanced Executive Secretarial Program, Administrative Assistant and Secretarial Science, Business
Ahold USA (parent company of Stop and Shop Supermarkets LLC) August 2013 - May 2015
Randstad Staffing USA April 2012 - August 2013
RBS Citizens Group February 2013 - May 2013
The Computer Merchant February 2013 - May 2013
IDEX Corporation August 2012 - October 2012
Egon Zehnder International August 2006 - March 2012
Bank of America October 2003 - July 2006
Fidelity Investments May 2002 - November 2003
Emplanet February 2001 - December 2001
Computershare US (formerly EquiServe) July 1998 - January 2001
Skills
Executive..., MS Office Suite, Office Management, Event Planning, Excel, Google Apps, Google Chrome, Outlook, Business Travel, Meeting Planning, Travel Arrangements, Detailed Planning, Print Production, Databases, Training, Business Communications, Administration, Training Coordination, Calendaring, Global Logistics, Database Administration, Data Management, Database Mining, Online Research, Staff Training, Travel Planning, Executive Search, Corporate Communications, Internal Communications, Marketing Communications, Intercultural..., Travel, Investor Relations, Financial Reporting, Board Relations, Securities, Stock Options, Employee Plan..., Conference Coordination, Location Selection, Google, Internet Explorer, Commercial Real Estate, Legal Documents, Microsoft Word, PowerPoint, Graphic Design, Software Implementation, Notary Public, Client Services
Education
Stonehill College
Marketing and Communications
Northeastern University
Business Administration and Management
Katharine Gibbs School
Advanced Executive Secretarial Program, Administrative Assistant and Secretarial Science, Business
Adam Jensen CFP® Adam Jensen CFP®'s Fidelity Investments Experience September 1998 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1998 - Present
Education
Keene State College 1993 — 1997
Bachelor's degree
Fidelity Investments September 1998 - Present
Education
Keene State College 1993 — 1997
Bachelor's degree
Karen O'Neil, MS Karen O'Neil, MS's Fidelity Investments Experience May 2004 - October 2005
Job Graduate seeking Entry Level opportunity in Emergency Management
Industry Public Safety
Experience
Comcast April 2013 - Present
American Red Cross February 2013 - Present
The Nagler Group November 2012 - March 2013
eCoast September 2009 - August 2012
Karen O'Neil December 2008 - January 2010
Gila Corp November 2008 - May 2009
Hello Direct October 2005 - September 2008
Fidelity Investments May 2004 - October 2005
Smiths Medical February 2003 - May 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Coaching, Sales, Data Entry, Public Speaking, Customer Satisfaction, Lead Generation, Sales Management, B2B, Call Centers, Leadership, Cold Calling, Time Management, CRM, Project Planning, Recruiting, Sales Operations, Business Development, Solution Selling, Inventory Management, Direct Sales, Customer Retention, Salesforce.com, Telecommunications, Leadership Development, Security, New Business Development, Social Networking, Process Scheduler, Social Media Marketing, Networking, Strategy, Process Improvement, Event Planning
Education
Walden University 2010 — 2012
MS, Psychology, Terrorism and Security, 3.4
University of Phoenix 2010 — 2010
Masters, Psychology
Keene State College 1997 — 2002
Bachelor of Arts, Social Psychology
Comcast April 2013 - Present
American Red Cross February 2013 - Present
The Nagler Group November 2012 - March 2013
eCoast September 2009 - August 2012
Karen O'Neil December 2008 - January 2010
Gila Corp November 2008 - May 2009
Hello Direct October 2005 - September 2008
Fidelity Investments May 2004 - October 2005
Smiths Medical February 2003 - May 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Coaching, Sales, Data Entry, Public Speaking, Customer Satisfaction, Lead Generation, Sales Management, B2B, Call Centers, Leadership, Cold Calling, Time Management, CRM, Project Planning, Recruiting, Sales Operations, Business Development, Solution Selling, Inventory Management, Direct Sales, Customer Retention, Salesforce.com, Telecommunications, Leadership Development, Security, New Business Development, Social Networking, Process Scheduler, Social Media Marketing, Networking, Strategy, Process Improvement, Event Planning
Education
Walden University 2010 — 2012
MS, Psychology, Terrorism and Security, 3.4
University of Phoenix 2010 — 2010
Masters, Psychology
Keene State College 1997 — 2002
Bachelor of Arts, Social Psychology
Eddie Gwin's Fidelity Investments Experience January 2007 - July 2011
Job Regional Vice President at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
Fidelity Charitable August 2011 - Present
Fidelity Investments January 2007 - July 2011
Fidelity Investments February 2004 - April 2006
Education
Kansas State University
Bachelor of Science (B.S.), Music Education
Fidelity Charitable August 2011 - Present
Fidelity Investments January 2007 - July 2011
Fidelity Investments February 2004 - April 2006
Education
Kansas State University
Bachelor of Science (B.S.), Music Education
Dharmendra Sarkar Dharmendra Sarkar's Fidelity Investments Experience July 2007 - April 2008
Job Adobe
Industry Information Technology and Services
Experience
Adobe June 2015 - Present
Infoimage Inc. December 2012 - June 2015
Idhasoft June 2008 - December 2012
Fidelity Investments July 2007 - April 2008
Symphony Services 2004 - 2007
Oracle Corporation April 2002 - April 2004
Blue Star Infotech January 2001 - March 2002
Bangalore Software Services (private) Ltd December 1999 - January 2001
Skills
Java Enterprise Edition, JMS, Java, Software Development, Struts, Oracle, Ant, XML, Maven, Hibernate, Agile Methodologies, Web Services, Websphere, Hadoop, Spring, XSLT, jQuery, Enterprise Software, AOP, AJAX, Cloud Computing, Design Patterns, MongoDB, SOAP, REST, Servlets, Core Java, JSP, Tomcat, Ruby on Rails, Cassandra, OpenStack, Machine Learning, Apache, J2EE 1.4, Weblogic, JBoss Application Server, Message Broker, EJB, JUnit, Architecture, JPA, NoSQL, ESB, Scala, Apache Spark, Meteor, Spring Framework, JavaScript, Enterprise Architecture
Education
Karnatak University 1995 — 1999
Bachelor of Engineering (B.E.), Computer Science and Engineering
Dale Carnegie 2010 — 2010
Human relations and leadership strategies
Vijaya College, Bangalore 1992 — 1994
Pre-University, Computer Science
Adobe June 2015 - Present
Infoimage Inc. December 2012 - June 2015
Idhasoft June 2008 - December 2012
Fidelity Investments July 2007 - April 2008
Symphony Services 2004 - 2007
Oracle Corporation April 2002 - April 2004
Blue Star Infotech January 2001 - March 2002
Bangalore Software Services (private) Ltd December 1999 - January 2001
Skills
Java Enterprise Edition, JMS, Java, Software Development, Struts, Oracle, Ant, XML, Maven, Hibernate, Agile Methodologies, Web Services, Websphere, Hadoop, Spring, XSLT, jQuery, Enterprise Software, AOP, AJAX, Cloud Computing, Design Patterns, MongoDB, SOAP, REST, Servlets, Core Java, JSP, Tomcat, Ruby on Rails, Cassandra, OpenStack, Machine Learning, Apache, J2EE 1.4, Weblogic, JBoss Application Server, Message Broker, EJB, JUnit, Architecture, JPA, NoSQL, ESB, Scala, Apache Spark, Meteor, Spring Framework, JavaScript, Enterprise Architecture
Education
Karnatak University 1995 — 1999
Bachelor of Engineering (B.E.), Computer Science and Engineering
Dale Carnegie 2010 — 2010
Human relations and leadership strategies
Vijaya College, Bangalore 1992 — 1994
Pre-University, Computer Science
Mithun Sugur's Fidelity Investments Experience April 2004 - April 2005
Job Cloud and Virtualization Architect
Industry Information Technology and Services
Experience
EMC June 2007 - Present
EMC, Berkeley Heights, NJ June 2007 - June 2009
AXA Tech, New York, NY June 2005 - June 2007
Fidelity Investments April 2004 - April 2005
GE January 2003 - April 2004
Wipro Technologies March 2001 - January 2003
Skills
Storage Area Networks, Storage, VMware, Cloud Computing, Storage Management, NAS, Solaris, Servers, Infrastructure, Solution Architecture, Red Hat Linux, Unix, Clariion, Network Administration, Brocade, Netbackup, Storage Virtualization, Project Management, CISSP, VDI, SAN, Symmetrix, ITIL, EMC Storage, Data Center, Systems Management, Scripting, Consulting, IBM Products, SOA Security, ThinApp, Cisco Technologies, Hyper-V, Storage Solutions, Sun, Enterprise Software, EMC Networker, NetApp, Solution Design, OpenStack, Puppet, Chef, Hadoop, TOGAF, vCloud, Virtualization, Disaster Recovery, Enterprise Architecture, Networking, IT Service Management
Education
National Institute of Information Technology 1999 — 2001
GNIIT, Computer Systems Management
Karnatak University 1996 — 1999
Bachelors of Science, Physics, Mathematics, Computer Science
EMC June 2007 - Present
EMC, Berkeley Heights, NJ June 2007 - June 2009
AXA Tech, New York, NY June 2005 - June 2007
Fidelity Investments April 2004 - April 2005
GE January 2003 - April 2004
Wipro Technologies March 2001 - January 2003
Skills
Storage Area Networks, Storage, VMware, Cloud Computing, Storage Management, NAS, Solaris, Servers, Infrastructure, Solution Architecture, Red Hat Linux, Unix, Clariion, Network Administration, Brocade, Netbackup, Storage Virtualization, Project Management, CISSP, VDI, SAN, Symmetrix, ITIL, EMC Storage, Data Center, Systems Management, Scripting, Consulting, IBM Products, SOA Security, ThinApp, Cisco Technologies, Hyper-V, Storage Solutions, Sun, Enterprise Software, EMC Networker, NetApp, Solution Design, OpenStack, Puppet, Chef, Hadoop, TOGAF, vCloud, Virtualization, Disaster Recovery, Enterprise Architecture, Networking, IT Service Management
Education
National Institute of Information Technology 1999 — 2001
GNIIT, Computer Systems Management
Karnatak University 1996 — 1999
Bachelors of Science, Physics, Mathematics, Computer Science
Michael Gosselin Michael Gosselin's Fidelity Investments Experience 2004 - 2007
Job Field Recruiter at Hertz 6175613088
Industry Leisure, Travel & Tourism
Experience
Hertz September 2013 - Present
John Leonard Employment Services February 2012 - September 2013
Ingersoll Rand, Trane February 2012 - February 2012
ITT August 2011 - February 2012
Seven Step Recruiting April 2011 - February 2012
Robert Half International 2008 - 2009
Fidelity Investments 2004 - 2007
Skills
Recruiting, Bullhorn, BrassRing, Micro J, Hodes IQ, Defined Contributions, Defined Benefits, Direct Sales
Education
Keene State College
Management
Maynooth University
St. Thomas Aquinas
University of New Hampshire
Hertz September 2013 - Present
John Leonard Employment Services February 2012 - September 2013
Ingersoll Rand, Trane February 2012 - February 2012
ITT August 2011 - February 2012
Seven Step Recruiting April 2011 - February 2012
Robert Half International 2008 - 2009
Fidelity Investments 2004 - 2007
Skills
Recruiting, Bullhorn, BrassRing, Micro J, Hodes IQ, Defined Contributions, Defined Benefits, Direct Sales
Education
Keene State College
Management
Maynooth University
St. Thomas Aquinas
University of New Hampshire
Moinpasha Syed Moinpasha Syed's Fidelity Investments Experience August 2012 - Present
Job Principal Siebel Consultant
Industry Computer Software
Experience
Fidelity Investments August 2012 - Present
BCBSNC June 2010 - August 2012
BCBSNC June 2008 - May 2010
TCS March 2003 - October 2007
Skills
EAI, Siebel, Requirements Analysis, Solution Architecture, SDLC, Call Centers, PL/SQL, Web Services, Enterprise Architecture, SOA
Education
Karnatak University
Fidelity Investments August 2012 - Present
BCBSNC June 2010 - August 2012
BCBSNC June 2008 - May 2010
TCS March 2003 - October 2007
Skills
EAI, Siebel, Requirements Analysis, Solution Architecture, SDLC, Call Centers, PL/SQL, Web Services, Enterprise Architecture, SOA
Education
Karnatak University
Rose Waltz, JD's Fidelity Investments Experience July 2008 - February 2009
Job Plan Documentation Specialist at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources May 2013 - Present
Mercer September 2012 - April 2013
MedSynergies April 2011 - January 2012
Essilor of America, Inc. August 2009 - April 2011
Fidelity Investments July 2008 - February 2009
Fidelity Investments May 2002 - July 2008
Fidelity Investments December 1999 - May 2002
Norwest Bank now known as Wells Fargo February 1996 - February 1999
Skills
401k, 401k Analyst, 401(k), 401k Specialist, Benefit, Benefits, Benefit Administration, Benefits Administration, Benefits Administrator, Benefit Analysis, Benefits Analysis, Benefits Analyst, Benefits Communication, Benefits Plan Design, Benefits Specialist, Communication Skills, Compliance, Contract Negotiation, Conversions, Defined Contribution, Defined Contribution..., Document Drafting, Document Review, EAP, Employee Benefits, Employee Education, Employee Wellness..., ERISA, Excel, FMLA, Flexible Spending..., HRIS, Health & Welfare..., HR Benefits, Legal Compliance, Mentoring, Microsoft Excel, Microsoft Office, Naturally Slim Wellness, Open Enrollment, Plan Administration, Plan Design, Profit Sharing, Qualified Domestic..., Qualified Retirement..., Research, Retirement, Retirement Plans, Retirement Plan..., Wellness
Education
Kansas State University
BA, Journalism and Mass Communications with emphasis on Public Relations and Advertising
Washburn University School of Law
JD, Law
GuideStone Financial Resources May 2013 - Present
Mercer September 2012 - April 2013
MedSynergies April 2011 - January 2012
Essilor of America, Inc. August 2009 - April 2011
Fidelity Investments July 2008 - February 2009
Fidelity Investments May 2002 - July 2008
Fidelity Investments December 1999 - May 2002
Norwest Bank now known as Wells Fargo February 1996 - February 1999
Skills
401k, 401k Analyst, 401(k), 401k Specialist, Benefit, Benefits, Benefit Administration, Benefits Administration, Benefits Administrator, Benefit Analysis, Benefits Analysis, Benefits Analyst, Benefits Communication, Benefits Plan Design, Benefits Specialist, Communication Skills, Compliance, Contract Negotiation, Conversions, Defined Contribution, Defined Contribution..., Document Drafting, Document Review, EAP, Employee Benefits, Employee Education, Employee Wellness..., ERISA, Excel, FMLA, Flexible Spending..., HRIS, Health & Welfare..., HR Benefits, Legal Compliance, Mentoring, Microsoft Excel, Microsoft Office, Naturally Slim Wellness, Open Enrollment, Plan Administration, Plan Design, Profit Sharing, Qualified Domestic..., Qualified Retirement..., Research, Retirement, Retirement Plans, Retirement Plan..., Wellness
Education
Kansas State University
BA, Journalism and Mass Communications with emphasis on Public Relations and Advertising
Washburn University School of Law
JD, Law
Brian Dowd CFP® AIF® Brian Dowd CFP® AIF®'s Fidelity Investments Experience January 2000 - January 2001
Job Owner, Dowd Financial Group LLC
Industry Financial Services
Experience
Dowd Financial Group LLC May 2008 - Present
Bank of America June 2005 - May 2008
Quick and Reilly/ Fleet Bank January 2001 - June 2005
Fidelity Investments January 2000 - January 2001
Dreyfus Service Corporation January 1995 - January 2000
Rich Financial Services August 1994 - January 1995
Stratton Oakmont January 1994 - August 1994
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Accounting, Negotiation
Education
Kaplan University 2011 — 2012
Bachelor's Degree, Business Administration and Management, General, 4.0 Summa Cum Laude
SUNY Farmingdale 1988 — 1990
Associate's Degree, Electrical Engineering
Dowd Financial Group LLC May 2008 - Present
Bank of America June 2005 - May 2008
Quick and Reilly/ Fleet Bank January 2001 - June 2005
Fidelity Investments January 2000 - January 2001
Dreyfus Service Corporation January 1995 - January 2000
Rich Financial Services August 1994 - January 1995
Stratton Oakmont January 1994 - August 1994
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Accounting, Negotiation
Education
Kaplan University 2011 — 2012
Bachelor's Degree, Business Administration and Management, General, 4.0 Summa Cum Laude
SUNY Farmingdale 1988 — 1990
Associate's Degree, Electrical Engineering
Damien Keith Damien Keith's Fidelity Investments Experience March 2008 - March 2010
Job
Industry Internet
Experience
Isobar Molecular February 2011 - July 2011
Fidelity Investments March 2008 - March 2010
Fidelity Investments November 2005 - March 2008
Smart Destinations, Inc August 2005 - October 2005
KeySpan Energies June 2003 - September 2003
New Agora Corporation September 1996 - September 2001
Skills
ImageReady, JavaScript, CSS, jQuery, XML, HTML, User Interface Design, HTML 5, Web Development, Content Management
Education
Kansas City Art Institute 1980 — 1982
Isobar Molecular February 2011 - July 2011
Fidelity Investments March 2008 - March 2010
Fidelity Investments November 2005 - March 2008
Smart Destinations, Inc August 2005 - October 2005
KeySpan Energies June 2003 - September 2003
New Agora Corporation September 1996 - September 2001
Skills
ImageReady, JavaScript, CSS, jQuery, XML, HTML, User Interface Design, HTML 5, Web Development, Content Management
Education
Kansas City Art Institute 1980 — 1982
Craig Doehring's Fidelity Investments Experience 1993 - 1997
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
Prudential March 2007 - October 2012
Milliman USA 2005 - 2007
Wells Fargo Financial 2004 - 2005
American Express Financial Advisors 2000 - 2004
Deloitte 1999 - 2000
American Express Financial Advisors 1997 - 1999
Fidelity Investments 1993 - 1997
Skills
Strategic Planning, Organizational Change, Consultative Selling, Client Service, Employee Benefits, Retirement Services, Benefits Administration, Vendor Management, Institutional Relations, Key Account Management, Relationship Development, Investment Advisory, Retirement Plans, FINRA Series 6, 7, 63, Sales Presentations, Outsourcing Management, Employee Management, Investments, Asset Managment, Defined Benefit, Defined Contribution, Retirement, Financial Services, Retirement Planning, Deferred Compensation, Selling, Asset Allocation, Investment Strategies, Leadership, Pensions, Asset Management
Education
Kansas State University
TIAA-CREF 2012 - Present
Prudential March 2007 - October 2012
Milliman USA 2005 - 2007
Wells Fargo Financial 2004 - 2005
American Express Financial Advisors 2000 - 2004
Deloitte 1999 - 2000
American Express Financial Advisors 1997 - 1999
Fidelity Investments 1993 - 1997
Skills
Strategic Planning, Organizational Change, Consultative Selling, Client Service, Employee Benefits, Retirement Services, Benefits Administration, Vendor Management, Institutional Relations, Key Account Management, Relationship Development, Investment Advisory, Retirement Plans, FINRA Series 6, 7, 63, Sales Presentations, Outsourcing Management, Employee Management, Investments, Asset Managment, Defined Benefit, Defined Contribution, Retirement, Financial Services, Retirement Planning, Deferred Compensation, Selling, Asset Allocation, Investment Strategies, Leadership, Pensions, Asset Management
Education
Kansas State University
Srikanth Kadari AKT, SPC4, CSM, CSPO, SAFe-SA's Fidelity Investments Experience July 2011 — December 2012
Job Agile Coach, Trainer & Mentor
Industry Information Technology and Services
Experience
Freelancer - Consulting April 2014 — Present
FedEx Office January 2013 — November 2013
Fidelity Investments July 2011 — December 2012
Sovereign Bank July 2010 — June 2011
Capital One February 2010 — July 2010
Fidelity Investments June 2007 — December 2009
Skills
Banking, SDLC, Business Analysis, Data Warehousing, Vendor Management, Data Analysis, Requirements Analysis, Requirements Gathering, Software Project..., User Acceptance Testing, Visio, Agile Methodologies, Business Intelligence, Business Requirements, SQL, Gap Analysis, PL/SQL, Waterfall, Testing, Databases, MS Project, Business Process, Quality Assurance, Business Process Design, System Testing, Scrum, Analysis, Software Development, DB2, Database Design, PMP, ETL, Oracle, Data Modeling, Software Documentation, Unix, UML, Agile Project Management, CRM, SharePoint, Test Planning, Visual Basic, Systems Analysis, Functional..., Java, Analytics, Integration, COBOL, Quality Center, Project Management
Education
Scaled Agile Institute 2013 — 2013
SAFe SPC
Kakatiya University 1997 — 1998
PGDPMIR, Personnel Management
Software Solutions Integrated Ltd 1996 — 1997
Post Graduate Diploma in Computer Science, Computer Science
Kakatiya Institute of Technology and Science 1992 — 1996
B.Tech, Civil Engineeering
Freelancer - Consulting April 2014 — Present
FedEx Office January 2013 — November 2013
Fidelity Investments July 2011 — December 2012
Sovereign Bank July 2010 — June 2011
Capital One February 2010 — July 2010
Fidelity Investments June 2007 — December 2009
Skills
Banking, SDLC, Business Analysis, Data Warehousing, Vendor Management, Data Analysis, Requirements Analysis, Requirements Gathering, Software Project..., User Acceptance Testing, Visio, Agile Methodologies, Business Intelligence, Business Requirements, SQL, Gap Analysis, PL/SQL, Waterfall, Testing, Databases, MS Project, Business Process, Quality Assurance, Business Process Design, System Testing, Scrum, Analysis, Software Development, DB2, Database Design, PMP, ETL, Oracle, Data Modeling, Software Documentation, Unix, UML, Agile Project Management, CRM, SharePoint, Test Planning, Visual Basic, Systems Analysis, Functional..., Java, Analytics, Integration, COBOL, Quality Center, Project Management
Education
Scaled Agile Institute 2013 — 2013
SAFe SPC
Kakatiya University 1997 — 1998
PGDPMIR, Personnel Management
Software Solutions Integrated Ltd 1996 — 1997
Post Graduate Diploma in Computer Science, Computer Science
Kakatiya Institute of Technology and Science 1992 — 1996
B.Tech, Civil Engineeering
Summi Ahuja's Fidelity Investments Experience August 2007 - August 2010
Job
Industry Retail
Experience
Thirty-One Gifts November 2009 - Present
Fidelity Investments August 2007 - August 2010
Hewitt Associates July 2005 - July 2007
Hewitt Associates September 2002 - June 2005
Hewitt Associates January 1997 - August 2002
Sprint Corporation June 1995 - December 1996
Skills
Cross-functional Team..., Project Management, SDLC, Program Management, Project Planning, Employee Benefits
Education
Kansas State University 1992 — 1995
Bachelor of Science
Thirty-One Gifts November 2009 - Present
Fidelity Investments August 2007 - August 2010
Hewitt Associates July 2005 - July 2007
Hewitt Associates September 2002 - June 2005
Hewitt Associates January 1997 - August 2002
Sprint Corporation June 1995 - December 1996
Skills
Cross-functional Team..., Project Management, SDLC, Program Management, Project Planning, Employee Benefits
Education
Kansas State University 1992 — 1995
Bachelor of Science
Muhammad Habib Yusuf's Fidelity Investments Experience September 2006 - Present
Job Systems Project Manager at Fidelity Investments and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Fidelity Investments September 2006 - Present
IBT 2005 - 2006
State Street Corp April 2001 - November 2004
Education
Karachi University 1988 — 1990
MBA, Finance
Fidelity Investments September 2006 - Present
IBT 2005 - 2006
State Street Corp April 2001 - November 2004
Education
Karachi University 1988 — 1990
MBA, Finance
Andrea L. Schild, Esq.'s Fidelity Investments Experience 2006 - 2006
Job Associate Counsel at Reisenfeld & Associates LPA, LLC
Industry Law Practice
Experience
Reisenfeld & Associates LPA, LLC April 2015 - Present
Gerner & Kearns Co. LPA April 2014 - April 2015
Gerner & Kearns Co. LPA February 2013 - April 2014
Lerner, Sampson & Rothfuss August 2011 - July 2012
Kroger March 2011 - August 2011
Kroger December 2009 - March 2011
Procter & Gamble September 2008 - May 2009
Great American Insurance February 2008 - May 2008
Cincinnati Financial Corp 2006 - 2007
Fidelity Investments 2006 - 2006
Skills
Contract Negotiation, Negotiation, Process Improvement, Outlook, Public Speaking, Data Analysis, Budgets, Civil Litigation, Cross-functional Team..., Public Relations, Litigation, Auditing, Strategy, Accounting, Westlaw, Editing, Strategic Sourcing, Six Sigma, Supply Chain Management, Procurement, Leadership, Management, Customer Service
Education
Northern Kentucky University—Salmon P. Chase College of Law 2010 — 2014
Juris Docterate, Law
Xavier University 2001 — 2006
B.S., International Business
KEDGE Business School 2003 — 2003
Semester Study Abroad - International Business Management
Temple University 2002 — 2002
Summer Study Abroad Program - Business Globalization & Roman Art History
Université de Pau et des Pays de l'Adour 2001 — 2001
Summer Study Abroad - French Language
Rhodes College 1999 — 2000
Reisenfeld & Associates LPA, LLC April 2015 - Present
Gerner & Kearns Co. LPA April 2014 - April 2015
Gerner & Kearns Co. LPA February 2013 - April 2014
Lerner, Sampson & Rothfuss August 2011 - July 2012
Kroger March 2011 - August 2011
Kroger December 2009 - March 2011
Procter & Gamble September 2008 - May 2009
Great American Insurance February 2008 - May 2008
Cincinnati Financial Corp 2006 - 2007
Fidelity Investments 2006 - 2006
Skills
Contract Negotiation, Negotiation, Process Improvement, Outlook, Public Speaking, Data Analysis, Budgets, Civil Litigation, Cross-functional Team..., Public Relations, Litigation, Auditing, Strategy, Accounting, Westlaw, Editing, Strategic Sourcing, Six Sigma, Supply Chain Management, Procurement, Leadership, Management, Customer Service
Education
Northern Kentucky University—Salmon P. Chase College of Law 2010 — 2014
Juris Docterate, Law
Xavier University 2001 — 2006
B.S., International Business
KEDGE Business School 2003 — 2003
Semester Study Abroad - International Business Management
Temple University 2002 — 2002
Summer Study Abroad Program - Business Globalization & Roman Art History
Université de Pau et des Pays de l'Adour 2001 — 2001
Summer Study Abroad - French Language
Rhodes College 1999 — 2000
Dave Chamberlin, PMP's Fidelity Investments Experience 2008 - January 2010
Job Vice President, Sr. Project Manager at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank October 2010 - Present
Alloy Education September 2009 - October 2010
FIDELITY INVESTMENTS 2008 - January 2010
Fidelity Investments August 1987 - November 2007
Skills
SDLC, PMP, Vendor Management, Requirements Gathering, Process Improvement, PMO, SharePoint, Project Portfolio..., Software Development, Software Project..., Resource Management, Requirements Analysis, Business Analysis, Business Requirements, Visio, Enterprise Architecture
Education
Kansas State University 1972 — 1976
BS, Microbiology
Citizens Bank October 2010 - Present
Alloy Education September 2009 - October 2010
FIDELITY INVESTMENTS 2008 - January 2010
Fidelity Investments August 1987 - November 2007
Skills
SDLC, PMP, Vendor Management, Requirements Gathering, Process Improvement, PMO, SharePoint, Project Portfolio..., Software Development, Software Project..., Resource Management, Requirements Analysis, Business Analysis, Business Requirements, Visio, Enterprise Architecture
Education
Kansas State University 1972 — 1976
BS, Microbiology
Firdous Joosub's Fidelity Investments Experience June 2003 - January 2006
Job Director of Financial Planning and Operations Technology at IMAX
Industry Motion Pictures and Film
Experience
IMAX September 2013 - Present
Aviva Canada November 2010 - October 2012
Aviva Canada June 2008 - November 2010
Aviva Canada January 2006 - June 2008
Fidelity Investments June 2003 - January 2006
Manulife Financial March 2001 - June 2003
Manulife Financial April 1997 - March 2001
Manulife Financial April 1996 - April 1997
Manulife Financial February 1994 - April 1996
Royal Trust January 1992 - February 1994
Skills
Risk Management, Financial Analysis, Forecasting, Strategic Financial..., Financial Modeling, Strategy, Project Management, Budgets, Accounting, Cross-functional Team..., Management, Business Process, Business Intelligence, Leadership, Analysis, Finance, Managerial Finance, Business Strategy, Financial Planning, Insurance, Process Improvement, Business Process..., Business Analysis
Education
Schulich School of Management (York University)
MBA, Finance
Karachi University
M. Com, Accounting
York University - Schulich School of Business
M.B.A., Accounting and Finance
IMAX September 2013 - Present
Aviva Canada November 2010 - October 2012
Aviva Canada June 2008 - November 2010
Aviva Canada January 2006 - June 2008
Fidelity Investments June 2003 - January 2006
Manulife Financial March 2001 - June 2003
Manulife Financial April 1997 - March 2001
Manulife Financial April 1996 - April 1997
Manulife Financial February 1994 - April 1996
Royal Trust January 1992 - February 1994
Skills
Risk Management, Financial Analysis, Forecasting, Strategic Financial..., Financial Modeling, Strategy, Project Management, Budgets, Accounting, Cross-functional Team..., Management, Business Process, Business Intelligence, Leadership, Analysis, Finance, Managerial Finance, Business Strategy, Financial Planning, Insurance, Process Improvement, Business Process..., Business Analysis
Education
Schulich School of Management (York University)
MBA, Finance
Karachi University
M. Com, Accounting
York University - Schulich School of Business
M.B.A., Accounting and Finance
Colin Fernandes's Fidelity Investments Experience March 2006 - March 2008
Job Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank October 2009 - Present
Pension Analytix, Inc. June 2008 - March 2011
Fidelity Investments March 2006 - March 2008
JP Morgan February 2003 - March 2006
American Century Investments 1999 - 2002
GE Capital 1995 - 1998
Skills
CRM, Product Management, Analytics, Risk Management, Mergers & Acquisitions, Financial Services, Financial Modeling, Investments, Strategic Planning, Leadership, Series 7, Mutual Funds, Asset Managment, Strategy, 401k, Analysis, Retirement, Asset Allocation, Portfolio Management, Pricing, Strategic Financial..., Series 63, Asset Management, Financial Planning
Education
The University of Kansas 1992 — 1994
MA, Mathematics
Kansas State University 1988 — 1992
MS, Mathematics
University of Mumbai 1983 — 1986
BS, Mathematics
St. Xavier's College
Fifth Third Bank October 2009 - Present
Pension Analytix, Inc. June 2008 - March 2011
Fidelity Investments March 2006 - March 2008
JP Morgan February 2003 - March 2006
American Century Investments 1999 - 2002
GE Capital 1995 - 1998
Skills
CRM, Product Management, Analytics, Risk Management, Mergers & Acquisitions, Financial Services, Financial Modeling, Investments, Strategic Planning, Leadership, Series 7, Mutual Funds, Asset Managment, Strategy, 401k, Analysis, Retirement, Asset Allocation, Portfolio Management, Pricing, Strategic Financial..., Series 63, Asset Management, Financial Planning
Education
The University of Kansas 1992 — 1994
MA, Mathematics
Kansas State University 1988 — 1992
MS, Mathematics
University of Mumbai 1983 — 1986
BS, Mathematics
St. Xavier's College
Manjunath Laxetti's Fidelity Investments Experience July 2015 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
Fidelity July 2014 - July 2015
Fidelity Investments December 2013 - July 2014
Bangalore Softsell Ltd January 2005 - August 2006
Skills
Agile Methodologies, Java, SDLC
Education
Karnatak University 2000 — 2003
Master of Computer Applications (M.C.A.), Master of Computer Application
Fidelity Investments July 2015 - Present
Fidelity July 2014 - July 2015
Fidelity Investments December 2013 - July 2014
Bangalore Softsell Ltd January 2005 - August 2006
Skills
Agile Methodologies, Java, SDLC
Education
Karnatak University 2000 — 2003
Master of Computer Applications (M.C.A.), Master of Computer Application
Matthew Andrulot's Fidelity Investments Experience March 1999 - September 2006
Job Executive Director, Kelly Wealth Management / HighTower Advisors
Industry Investment Management
Experience
Hightower Advisors October 2012 - Present
Fortigent, LLC September 2006 - October 2012
Fidelity Investments March 1999 - September 2006
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Investment Advisory, Hedge Funds, Asset Allocation, Investment Strategies, Wealth Management..., Fixed Income, New Business Development, Financial Advisory, Due Diligence, Investment Management, Wealth, Series 7, Strategic Planning, Series 63, Financial Modeling, Strategic Financial..., Insurance, Financial Planning, Risk Management, Estate Planning, Business Strategy, Vendor Management, Product Development, Retirement Planning, Private Equity, High Net Worth..., Financial Analysis, Relationship Management, Equities, Management Consulting, Business Planning, Planning, Product Management, Sales Management, Options, Managed Accounts, Investment Policy..., Family Office, Financial Services, Management, Strategy, Real Estate Private..., Venture Capital, Consulting
Education
Keene State College 1995 — 1999
Hightower Advisors October 2012 - Present
Fortigent, LLC September 2006 - October 2012
Fidelity Investments March 1999 - September 2006
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Investment Advisory, Hedge Funds, Asset Allocation, Investment Strategies, Wealth Management..., Fixed Income, New Business Development, Financial Advisory, Due Diligence, Investment Management, Wealth, Series 7, Strategic Planning, Series 63, Financial Modeling, Strategic Financial..., Insurance, Financial Planning, Risk Management, Estate Planning, Business Strategy, Vendor Management, Product Development, Retirement Planning, Private Equity, High Net Worth..., Financial Analysis, Relationship Management, Equities, Management Consulting, Business Planning, Planning, Product Management, Sales Management, Options, Managed Accounts, Investment Policy..., Family Office, Financial Services, Management, Strategy, Real Estate Private..., Venture Capital, Consulting
Education
Keene State College 1995 — 1999
Riaz Khoja, MBA, MSCS, PMP's Fidelity Investments Experience June 1995 - June 1999
Job Application Development Team Lead/Project Manager at American Airlines
Industry Computer Software
Experience
American Airlines October 2009 - Present
American Airlines January 2005 - November 2009
RTech Sofware Inc. October 2001 - December 2004
Sabre Airline Solutions November 2000 - August 2001
Accenture Technology Solutions January 2000 - October 2000
Nortel June 1999 - January 2000
Q4i, Inc. 2000 - 2000
Fidelity Investments June 1995 - June 1999
Microsoft June 1997 - November 1997
Computer Language Research April 1994 - June 1995
Skills
Java Enterprise Edition, SOA, Agile Methodologies, Requirements Analysis, SDLC, Oracle, Flights, Software Quality..., Enterprise Architecture, Program Management, Enterprise Software, Software Project..., SharePoint, Scrum, Software Development, Solution Architecture, Business Intelligence, Requirements Gathering, IT Strategy, Integration, Vendor Management, PMP, Agile Project Management, Project Portfolio..., PMO, Business Analysis, Data Warehousing, Business Process, Visio
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2011
MBA
University of Illinois at Chicago 1990 — 1992
Masters, Computer Science
NED University of Engineering and Technology 1985 — 1990
BS, Electrical Engineering
Karachi University 1986 — 1988
BCom
American Airlines October 2009 - Present
American Airlines January 2005 - November 2009
RTech Sofware Inc. October 2001 - December 2004
Sabre Airline Solutions November 2000 - August 2001
Accenture Technology Solutions January 2000 - October 2000
Nortel June 1999 - January 2000
Q4i, Inc. 2000 - 2000
Fidelity Investments June 1995 - June 1999
Microsoft June 1997 - November 1997
Computer Language Research April 1994 - June 1995
Skills
Java Enterprise Edition, SOA, Agile Methodologies, Requirements Analysis, SDLC, Oracle, Flights, Software Quality..., Enterprise Architecture, Program Management, Enterprise Software, Software Project..., SharePoint, Scrum, Software Development, Solution Architecture, Business Intelligence, Requirements Gathering, IT Strategy, Integration, Vendor Management, PMP, Agile Project Management, Project Portfolio..., PMO, Business Analysis, Data Warehousing, Business Process, Visio
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2011
MBA
University of Illinois at Chicago 1990 — 1992
Masters, Computer Science
NED University of Engineering and Technology 1985 — 1990
BS, Electrical Engineering
Karachi University 1986 — 1988
BCom
Jason Skolnik's Fidelity Investments Experience July 2005 - March 2011
Job Financial Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Fidelity Investments July 2005 - March 2011
AXA Financial May 2004 - July 2005
D.C. CAPITAL CORPORATION December 2002 - May 2004
Dreyfus September 1999 - October 2002
Skills
Corporate Finance, Operations Management, Finance, MS Office, ILX,..., Investments, CRM, Equities, Fixed Income, Management, Trading, Financial Services, Financial Markets, Strategic Financial..., Sales, Options, Financial Advisory
Education
Kean University
Bachelor's degree, Business/Managerial Economics
Merrill Lynch April 2011 - Present
Fidelity Investments July 2005 - March 2011
AXA Financial May 2004 - July 2005
D.C. CAPITAL CORPORATION December 2002 - May 2004
Dreyfus September 1999 - October 2002
Skills
Corporate Finance, Operations Management, Finance, MS Office, ILX,..., Investments, CRM, Equities, Fixed Income, Management, Trading, Financial Services, Financial Markets, Strategic Financial..., Sales, Options, Financial Advisory
Education
Kean University
Bachelor's degree, Business/Managerial Economics
Julie Dey's Fidelity Investments Experience July 2007 - January 2008
Job Electronic Data Coordinator at Transtar Industries
Industry Marketing and Advertising
Experience
Real Alloy February 2015 - Present
Transtar Industries March 2012 - Present
STERIS Corporation July 2008 - September 2010
Fidelity Investments July 2007 - January 2008
Ann Taylor LOFT July 2006 - July 2007
Skills
Recruiting, Sales, Customer Service, Customer Satisfaction, Purchasing, Sales Management, Inventory Management, Management, Team Building, New Business Development, Profit, Negotiation
Education
Kent State University 2000 — 2006
B.A, Business Administration; Marketing
Kaplan University
Masters, Business Administration
Real Alloy February 2015 - Present
Transtar Industries March 2012 - Present
STERIS Corporation July 2008 - September 2010
Fidelity Investments July 2007 - January 2008
Ann Taylor LOFT July 2006 - July 2007
Skills
Recruiting, Sales, Customer Service, Customer Satisfaction, Purchasing, Sales Management, Inventory Management, Management, Team Building, New Business Development, Profit, Negotiation
Education
Kent State University 2000 — 2006
B.A, Business Administration; Marketing
Kaplan University
Masters, Business Administration
Gayatree Nalwadad's Fidelity Investments Experience November 2008 - April 2013
Job Principal Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2008 - April 2013
Infosys March 2005 - October 2008
Creative Minds October 2003 - October 2004
KEONICS August 2002 - September 2003
Skills
Performance Center, Management, Testing, LoadRunner, Performance Testing, Quality Center, QTP, JMeter, Test Automation, Test Planning, Agile Methodologies, Quality Assurance, Software Quality..., Performance Engineering
Education
Karnatak University
BCA
Fidelity Investments November 2008 - April 2013
Infosys March 2005 - October 2008
Creative Minds October 2003 - October 2004
KEONICS August 2002 - September 2003
Skills
Performance Center, Management, Testing, LoadRunner, Performance Testing, Quality Center, QTP, JMeter, Test Automation, Test Planning, Agile Methodologies, Quality Assurance, Software Quality..., Performance Engineering
Education
Karnatak University
BCA
Todd Sorensen's Fidelity Investments Experience January 2009 - July 2011
Job Senior Business Systems Analyst at HighRoads
Industry Computer Software
Experience
HighRoads August 2013 - Present
ADP March 2012 - August 2013
HR Access Solutions July 2011 - March 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2003 - 2005
Fidelity Investments January 2000 - January 2003
Skills
Business Analysis, Requirements Gathering, Data Analysis, Requirements Analysis, Analysis, Testing, Visio, Program Management, Benefits Administration, SQL, Implementation..., Relationship Management, Consulting, Project Management, User Acceptance Testing, Business Requirements, Access, Management, Quality Assurance, Vendor Management
Education
Keene State College 1995 — 2000
BA, English, Education
HighRoads August 2013 - Present
ADP March 2012 - August 2013
HR Access Solutions July 2011 - March 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2003 - 2005
Fidelity Investments January 2000 - January 2003
Skills
Business Analysis, Requirements Gathering, Data Analysis, Requirements Analysis, Analysis, Testing, Visio, Program Management, Benefits Administration, SQL, Implementation..., Relationship Management, Consulting, Project Management, User Acceptance Testing, Business Requirements, Access, Management, Quality Assurance, Vendor Management
Education
Keene State College 1995 — 2000
BA, English, Education
Peter Nastri's Fidelity Investments Experience August 2007 - June 2011
Job Manager, Risk Tools & Training
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
Fidelity Investments August 2007 - June 2011
UBS Financial Services, Inc. September 2000 - September 2007
Skills
Risk Management, Financial Risk, Securities, Equities, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Operational Risk
Education
Kean University 1996 — 2000
BS, Business Management
TD Ameritrade July 2011 - Present
Fidelity Investments August 2007 - June 2011
UBS Financial Services, Inc. September 2000 - September 2007
Skills
Risk Management, Financial Risk, Securities, Equities, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Operational Risk
Education
Kean University 1996 — 2000
BS, Business Management
Tristan Stradling's Fidelity Investments Experience January 2007 - September 2008
Job New hire instructor at Merrill Edge
Industry Financial Services
Experience
Bank of America January 2013 - Present
USAA September 2008 - Present
Fidelity Investments January 2007 - September 2008
Fidelity Investments 2007 - 2008
Real Estate for June 2005 - July 2007
Marriott International October 1999 - April 2006
Marriott Intl October 1999 - June 2005
Nelson Business Grp June 2003 - September 2004
Skills
Credit, Contract Negotiation, Customer Satisfaction, Finance, Financial Modeling, Financial Reporting, Financial Analysis, Budgets, Cold Calling, Asset Managment, Banking, Asset Allocation, Financial Services, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Process Improvement, Mutual Funds, Series 7, Sales, Retirement Planning, Retail Banking, Relationship Management, Wealth Management
Education
Kaplan University 2011 — 2013
Master's degree, Accounting, 4.0
University of Phoenix 2007 — 2010
BA, Finance, 3.8
Lds Business College 1999 — 2000
aa, Business
Kaplan University
Masters, Accounting; an Emphasis on
LDS Business College
Associate of Science, Business Management
University of Phoenix
Bachelors, Finance
Bank of America January 2013 - Present
USAA September 2008 - Present
Fidelity Investments January 2007 - September 2008
Fidelity Investments 2007 - 2008
Real Estate for June 2005 - July 2007
Marriott International October 1999 - April 2006
Marriott Intl October 1999 - June 2005
Nelson Business Grp June 2003 - September 2004
Skills
Credit, Contract Negotiation, Customer Satisfaction, Finance, Financial Modeling, Financial Reporting, Financial Analysis, Budgets, Cold Calling, Asset Managment, Banking, Asset Allocation, Financial Services, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Process Improvement, Mutual Funds, Series 7, Sales, Retirement Planning, Retail Banking, Relationship Management, Wealth Management
Education
Kaplan University 2011 — 2013
Master's degree, Accounting, 4.0
University of Phoenix 2007 — 2010
BA, Finance, 3.8
Lds Business College 1999 — 2000
aa, Business
Kaplan University
Masters, Accounting; an Emphasis on
LDS Business College
Associate of Science, Business Management
University of Phoenix
Bachelors, Finance
Venugopal Banda's Fidelity Investments Experience visitorMaharishi Ayurveda Health Center2009 - 2010
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments visitorMaharishi Ayurveda Health Center2009 - 2010
Pershing August 2003 - August 2005
iNautix Technologies August 2003 - August 2005
Patni Computer Systems 1998 - 2003
GE Money Americas HQ 1998 - 2002
Education
Kakatiya University 1989 — 1993
BE, Electronics and Instrumentation
Fidelity Investments visitorMaharishi Ayurveda Health Center2009 - 2010
Pershing August 2003 - August 2005
iNautix Technologies August 2003 - August 2005
Patni Computer Systems 1998 - 2003
GE Money Americas HQ 1998 - 2002
Education
Kakatiya University 1989 — 1993
BE, Electronics and Instrumentation
Tom Soucy's Fidelity Investments Experience January 2011 - May 2013
Job Experienced Retirement Operations and Product Management Executive
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
Fidelity Investments January 2011 - May 2013
Fidelity Investments December 2005 - December 2010
Fidelity Investments December 1998 - December 2005
Skills
Defined Benefit, 401k, Retirement, Pensions, Plan Administration, Offshoring, Employee Benefits, Performance Measurement, Process Improvement, Capacity Planning, Series 63, Operations Management, PMP, Business Analysis, Process Engineering, Product Management, Cross-functional Team..., Process Management, Budget Management, Strategic Planning, Program Management, Change Management, FINRA, Cross Selling, ERISA, Customer Relations, Outsourcing, Leadership, Analytics, Management, Financial Services, Investments, Analysis
Education
Keene State College 1986 — 1990
BS, Management
Goldsmiths College, U. of London 1989 — 1989
Exchange Student for Fall Semester
Milford Area Senior High 1982 — 1985
TIAA-CREF December 2013 - Present
Fidelity Investments January 2011 - May 2013
Fidelity Investments December 2005 - December 2010
Fidelity Investments December 1998 - December 2005
Skills
Defined Benefit, 401k, Retirement, Pensions, Plan Administration, Offshoring, Employee Benefits, Performance Measurement, Process Improvement, Capacity Planning, Series 63, Operations Management, PMP, Business Analysis, Process Engineering, Product Management, Cross-functional Team..., Process Management, Budget Management, Strategic Planning, Program Management, Change Management, FINRA, Cross Selling, ERISA, Customer Relations, Outsourcing, Leadership, Analytics, Management, Financial Services, Investments, Analysis
Education
Keene State College 1986 — 1990
BS, Management
Goldsmiths College, U. of London 1989 — 1989
Exchange Student for Fall Semester
Milford Area Senior High 1982 — 1985
Mike Fetchel's Fidelity Investments Experience January 1995 - July 1996
Job SAS Programming Manager at Pfizer
Industry Pharmaceuticals
Experience
Pfizer March 2006 - Present
Pfizer March 2004 - February 2006
Bristol-Myers Squibb July 2003 - February 2004
Pfizer January 2002 - July 2003
Bayer Pharmaceuticals August 1996 - December 2001
Fidelity Investments January 1995 - July 1996
AT&T January 1985 - November 1994
Skills
SAS, SAS programming, Statistics, Data Analysis, Clinical Trials, Statistical Programming, Clinical Research, Data Management, Predictive Analytics, Data Quality
Education
Rutgers University-New Brunswick 1995 — 1997
Masters, Statistics
Kean University 1981 — 1985
BS / BA, Computer Science / Mathematics
Pfizer March 2006 - Present
Pfizer March 2004 - February 2006
Bristol-Myers Squibb July 2003 - February 2004
Pfizer January 2002 - July 2003
Bayer Pharmaceuticals August 1996 - December 2001
Fidelity Investments January 1995 - July 1996
AT&T January 1985 - November 1994
Skills
SAS, SAS programming, Statistics, Data Analysis, Clinical Trials, Statistical Programming, Clinical Research, Data Management, Predictive Analytics, Data Quality
Education
Rutgers University-New Brunswick 1995 — 1997
Masters, Statistics
Kean University 1981 — 1985
BS / BA, Computer Science / Mathematics
Jacqueline Pitts's Fidelity Investments Experience December 2009 - Present
Job Financial Professional
Industry Information Technology and Services
Experience
Fidelity Investments December 2009 - Present
Delta Airlines June 1985 - September 2008
Education
Kaplan University 2005 — 2009
Bachelor of Science, Management Information Systems
University of Houston 1980 — 1986
Chemical Engineer
Fidelity Investments December 2009 - Present
Delta Airlines June 1985 - September 2008
Education
Kaplan University 2005 — 2009
Bachelor of Science, Management Information Systems
University of Houston 1980 — 1986
Chemical Engineer
David Binder, MBA's Fidelity Investments Experience 2012 - 2015
Job Operations Leader/Controls and Risk Management/Process Improvement/Customer Care/Team Leadership
Industry Financial Services
Experience
In Transition 2015 - Present
Fidelity Investments 2012 - 2015
Fidelity Investments 2000 - 2012
Skills
Leadership, Microsoft Excel, Investments, Insurance, Mutual Funds, Account Management, Series 63, Series 7, Training, Change Management, Retirement Planning, Financial Services, Sales Management, Sales, Customer Service, Team Building, Risk Management, Retirement, Microsoft Office, Securities, 401k
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Kansas State University
Bachelor's Degree, Business Administration
In Transition 2015 - Present
Fidelity Investments 2012 - 2015
Fidelity Investments 2000 - 2012
Skills
Leadership, Microsoft Excel, Investments, Insurance, Mutual Funds, Account Management, Series 63, Series 7, Training, Change Management, Retirement Planning, Financial Services, Sales Management, Sales, Customer Service, Team Building, Risk Management, Retirement, Microsoft Office, Securities, 401k
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Kansas State University
Bachelor's Degree, Business Administration
Carter Melvin's Fidelity Investments Experience February 2011 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments July 2009 - May 2011
Fidelity Investments May 2005 - July 2009
Morgan Stanley July 2004 - May 2005
Skills
Management, Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Portfolio Management, Equities, Fixed Income, Retirement Planning, Investment Strategies, Asset Management, Securities, Investment Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement, Certified Financial...
Education
Old Dominion University 1998 — 2003
Bachelors, International Business
Kansai Gaidai University
Fidelity Investments February 2011 - Present
Fidelity Investments July 2009 - May 2011
Fidelity Investments May 2005 - July 2009
Morgan Stanley July 2004 - May 2005
Skills
Management, Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Portfolio Management, Equities, Fixed Income, Retirement Planning, Investment Strategies, Asset Management, Securities, Investment Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement, Certified Financial...
Education
Old Dominion University 1998 — 2003
Bachelors, International Business
Kansai Gaidai University
Mark Rohrbough's Fidelity Investments Experience July 2015 - Present
Job Vice President at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
North Carolina State University August 2010 - Present
Fidelity Investments July 2011 - June 2015
Fidelity Investments January 1999 - October 2010
Fidelity Investments February 1996 - December 1998
Transamerica Financial Solutions 1991 - 1996
Transamerica Financial Solutions July 1990 - December 1991
CACI International Inc July 1985 - December 1989
Mason & Hanger June 1982 - June 1985
Education
North Carolina State University 2010 — 2015
Human Resource Development
Kansas State University
B.S., Industrial Engineering
Fidelity Investments July 2015 - Present
North Carolina State University August 2010 - Present
Fidelity Investments July 2011 - June 2015
Fidelity Investments January 1999 - October 2010
Fidelity Investments February 1996 - December 1998
Transamerica Financial Solutions 1991 - 1996
Transamerica Financial Solutions July 1990 - December 1991
CACI International Inc July 1985 - December 1989
Mason & Hanger June 1982 - June 1985
Education
North Carolina State University 2010 — 2015
Human Resource Development
Kansas State University
B.S., Industrial Engineering
Tara Cronin-Rodgers's Fidelity Investments Experience 1997 - 2000
Job Purchasing Manager at APEM Inc.
Industry Electrical/Electronic Manufacturing
Experience
APEM Inc. August 2013 - Present
APEM Components June 2001 - Present
Fidelity Investments 1997 - 2000
Renwood Properties 1994 - 1997
Skills
Continuous Improvement, Electronics, Negotiation, Manufacturing, Product Management, ERP Implementations, Production Planning, Lean Manufacturing, Supply Management, Product Development
Education
Katherine Gibbs School 1992 — 1993
Merrimack College
APEM Inc. August 2013 - Present
APEM Components June 2001 - Present
Fidelity Investments 1997 - 2000
Renwood Properties 1994 - 1997
Skills
Continuous Improvement, Electronics, Negotiation, Manufacturing, Product Management, ERP Implementations, Production Planning, Lean Manufacturing, Supply Management, Product Development
Education
Katherine Gibbs School 1992 — 1993
Merrimack College
Eberhardt Scott's Fidelity Investments Experience 1997 - Present
Job Equity Trader at Fidelity Investments
Industry Investment Management
Experience
The Woodhall School January 2013 - Present
Fidelity Investments 1997 - Present
Fidelity Investments 1997 - December 2006
PA Public School Employees Retirement System 1992 - 1997
Skills
Portfolio Management, Equities, Securities, Trading, Bloomberg, Investments, Asset Management, Trading Strategies, Mutual Funds, Technical Analysis
Education
Juniata College 1983 — 1987
BS, finance, economics
The Woodhall School January 2013 - Present
Fidelity Investments 1997 - Present
Fidelity Investments 1997 - December 2006
PA Public School Employees Retirement System 1992 - 1997
Skills
Portfolio Management, Equities, Securities, Trading, Bloomberg, Investments, Asset Management, Trading Strategies, Mutual Funds, Technical Analysis
Education
Juniata College 1983 — 1987
BS, finance, economics
John Gesumaria's Fidelity Investments Experience May 2007 - August 2007
Job Process Consultant
Industry Financial Services
Experience
Protiviti April 2011 - Present
Pizza Plus May 2002 - September 2009
Fidelity Investments May 2007 - August 2007
Skills
Business Analysis, SDLC, Microsoft Excel, Internal Audit
Education
Kean University 2006 — 2010
Bachelor of Science, Finance
Protiviti April 2011 - Present
Pizza Plus May 2002 - September 2009
Fidelity Investments May 2007 - August 2007
Skills
Business Analysis, SDLC, Microsoft Excel, Internal Audit
Education
Kean University 2006 — 2010
Bachelor of Science, Finance
Nick De Pinto's Fidelity Investments Experience August 2013 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
AXA Advisors August 2006 - July 2013
US Trust September 2002 - April 2006
Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Wealth Management, Mutual Funds, Portfolio Management, Securities, Asset Managment, Fixed Annuities, Asset Allocation, Bonds, ETFs, Relationship Management
Education
Kean University
BS, Finance and Economics
Fidelity Investments August 2013 - Present
AXA Advisors August 2006 - July 2013
US Trust September 2002 - April 2006
Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Wealth Management, Mutual Funds, Portfolio Management, Securities, Asset Managment, Fixed Annuities, Asset Allocation, Bonds, ETFs, Relationship Management
Education
Kean University
BS, Finance and Economics
Rick Swanson, CFP®, ChFC®'s Fidelity Investments Experience February 1995 - January 1996
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2007 - Present
TIAA-CREF July 2005 - December 2006
Fidelity Investments Institutional Sales Company January 1996 - January 2003
Fidelity Investments February 1995 - January 1996
Fidelity Investments January 1994 - January 1995
Fidelity Investments Brokerage Services Company January 1993 - January 1994
Fidelity Investments Brokerage Services Company January 1991 - January 1993
Skills
Retirement Planning, Securities, Retirement, Investments, Wealth Management, Strategic Financial..., High Net Worth..., Insurance, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Services, Series 63, Investment Strategies, IRAs, Uniform Combined State..., 401k, Series 65, Fixed Annuities, FINRA, Series 24, Financial Advisory, Series 6, Wealth Management..., Estate Planning, Wealth, Investment Management, Alternative Investments, Pensions, Variable Annuities, 401k Rollovers, Certified Financial..., Qualified Retirement..., Financial Planning
Education
The American College 2010 — 2011
ChFC, Financial Planning
Kaplan University 2006 — 2007
CFP, Financial Planning
University of South Florida 1985 — 1989
BA, Business/Economics
TIAA-CREF January 2007 - Present
TIAA-CREF July 2005 - December 2006
Fidelity Investments Institutional Sales Company January 1996 - January 2003
Fidelity Investments February 1995 - January 1996
Fidelity Investments January 1994 - January 1995
Fidelity Investments Brokerage Services Company January 1993 - January 1994
Fidelity Investments Brokerage Services Company January 1991 - January 1993
Skills
Retirement Planning, Securities, Retirement, Investments, Wealth Management, Strategic Financial..., High Net Worth..., Insurance, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Services, Series 63, Investment Strategies, IRAs, Uniform Combined State..., 401k, Series 65, Fixed Annuities, FINRA, Series 24, Financial Advisory, Series 6, Wealth Management..., Estate Planning, Wealth, Investment Management, Alternative Investments, Pensions, Variable Annuities, 401k Rollovers, Certified Financial..., Qualified Retirement..., Financial Planning
Education
The American College 2010 — 2011
ChFC, Financial Planning
Kaplan University 2006 — 2007
CFP, Financial Planning
University of South Florida 1985 — 1989
BA, Business/Economics
Christine Keller, CFP®'s Fidelity Investments Experience September 1998 - June 2012
Job Senior Mortgage Loan Officer at Envoy Mortgage
Industry Real Estate
Experience
Envoy Mortgage June 2013 - Present
Regency Mortgage Corp June 2012 - June 2013
Fidelity Investments September 1998 - June 2012
Skills
Retirement, Retirement Planning, Mutual Funds, Wealth Management, Investments, Mortgage Lending, Asset Allocation, Strategic Financial..., Residential Mortgages, Investment Advisory, Financial Services, Financial Advisory, Finance, Mortgage Banking, Loans, Real Estate, Life Insurance, Referrals, VA Loans, First Time Home Buyers, Financial Planning, Estate Planning, FHA
Education
Kaplan University 2009 — 2012
Business Administration and Management, General
Merrimack College 2003 — 2005
CFP certification, Financial Planning and Services
College for Financial Planning 2004 — 2004
CRPC certification, Chartered Retirement Planning Counselor
University of New Hampshire-Manchester 1995 — 1997
Business Administration and Management, General
Pinkerton Academy 1990 — 1994
Envoy Mortgage June 2013 - Present
Regency Mortgage Corp June 2012 - June 2013
Fidelity Investments September 1998 - June 2012
Skills
Retirement, Retirement Planning, Mutual Funds, Wealth Management, Investments, Mortgage Lending, Asset Allocation, Strategic Financial..., Residential Mortgages, Investment Advisory, Financial Services, Financial Advisory, Finance, Mortgage Banking, Loans, Real Estate, Life Insurance, Referrals, VA Loans, First Time Home Buyers, Financial Planning, Estate Planning, FHA
Education
Kaplan University 2009 — 2012
Business Administration and Management, General
Merrimack College 2003 — 2005
CFP certification, Financial Planning and Services
College for Financial Planning 2004 — 2004
CRPC certification, Chartered Retirement Planning Counselor
University of New Hampshire-Manchester 1995 — 1997
Business Administration and Management, General
Pinkerton Academy 1990 — 1994
Darren Hines, CSM's Fidelity Investments Experience October 2006 - January 2009
Job Armed Protective Security/ Administrator
Industry Security and Investigations
Experience
TigerSwan January 2015 - Present
BCSI/ Frontline Security Services March 2011 - January 2015
THE Darnichin Group January 2009 - September 2013
Garda Cash Logistics September 2010 - April 2011
Special Response Corporation October 1999 - October 2010
Fidelity Investments October 2006 - January 2009
Viking Security February 2002 - July 2003
U.S. Census Bureau January 2000 - August 2001
Skills
Corporate Security, Surveillance, Access Control, Security, Physical Security, Asset Protection, CCTV, Security Training, Executive Protection, Security Operations, Security Audits, Personal Security, Security Management, Private Investigations, Training, Protection, Criminal Investigations, Firearms, Team Building, Public Speaking, Weapons, Criminal Justice, Microsoft Excel, Customer Service, Personnel Security, Emergency Management, Outlook, Personal Protection, Leadership, Lenel, HSPD-12, e-QIP, Fingerprinting, Microsoft Word, Outlook Express, Background Checks, Defensive Driving, Handyman Services, Individual Counselling, Problem Solving, Fugitive Recovery, Air Traffic Control
Education
Kaplan University 2003 — 2004
CRIMINAL JUSTICE, TERRORISM AND NATIONAL SECURITY MANAGEMENT
Tarboro High 1982 — 1986
TigerSwan January 2015 - Present
BCSI/ Frontline Security Services March 2011 - January 2015
THE Darnichin Group January 2009 - September 2013
Garda Cash Logistics September 2010 - April 2011
Special Response Corporation October 1999 - October 2010
Fidelity Investments October 2006 - January 2009
Viking Security February 2002 - July 2003
U.S. Census Bureau January 2000 - August 2001
Skills
Corporate Security, Surveillance, Access Control, Security, Physical Security, Asset Protection, CCTV, Security Training, Executive Protection, Security Operations, Security Audits, Personal Security, Security Management, Private Investigations, Training, Protection, Criminal Investigations, Firearms, Team Building, Public Speaking, Weapons, Criminal Justice, Microsoft Excel, Customer Service, Personnel Security, Emergency Management, Outlook, Personal Protection, Leadership, Lenel, HSPD-12, e-QIP, Fingerprinting, Microsoft Word, Outlook Express, Background Checks, Defensive Driving, Handyman Services, Individual Counselling, Problem Solving, Fugitive Recovery, Air Traffic Control
Education
Kaplan University 2003 — 2004
CRIMINAL JUSTICE, TERRORISM AND NATIONAL SECURITY MANAGEMENT
Tarboro High 1982 — 1986
Nitin Tapashetti's Fidelity Investments Experience June 2011 - Present
Job SOFTWAREt ENGINEER at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2011 - Present
Skills
• Languages: C, C++,..., • Database: SQL,..., • Other Tools: HR..., C, HTML, Oracle, SQL, C++, Shell Scripting, Unix, PL/SQL
Education
Visvesvaraya Technological University 2008 — 2011
Master of Computer Applications (M.C.A.), Computer Science, DISTINCTION
Karnatak University 2005 — 2008
BACHELOR OF COMPUTER APPLICATION, Computer Science, DISTINCTION
ashirvad high school 1992 — 2003
Master of Computer Applications (MCA)
Fidelity Investments June 2011 - Present
Skills
• Languages: C, C++,..., • Database: SQL,..., • Other Tools: HR..., C, HTML, Oracle, SQL, C++, Shell Scripting, Unix, PL/SQL
Education
Visvesvaraya Technological University 2008 — 2011
Master of Computer Applications (M.C.A.), Computer Science, DISTINCTION
Karnatak University 2005 — 2008
BACHELOR OF COMPUTER APPLICATION, Computer Science, DISTINCTION
ashirvad high school 1992 — 2003
Master of Computer Applications (MCA)
Derick Jones's Fidelity Investments Experience March 2001 - December 2002
Job Financial Services Professional
Industry Accounting
Experience
Preferred Health Systems January 2008 - April 2010
EMC Mortgage Corporation March 2005 - October 2007
JP Morgan Chase July 2004 - February 2005
Fidelity Investments March 2001 - December 2002
Education
Kansas State University
B.S, Business Administration in Finance
Preferred Health Systems January 2008 - April 2010
EMC Mortgage Corporation March 2005 - October 2007
JP Morgan Chase July 2004 - February 2005
Fidelity Investments March 2001 - December 2002
Education
Kansas State University
B.S, Business Administration in Finance
Klaus Schneider's Fidelity Investments Experience May 2010 - Present
Job Principal Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments July 2005 - March 2012
K2 Software, Inc. September 1992 - June 2005
Flexible Information Systems August 1989 - December 1999
Advanced Technology Systems October 1988 - July 1989
ISOS GmbH December 1985 - July 1988
General Electric, Inc March 1985 - August 1985
Skills
Oracle, SDLC, PL/SQL, Data Modeling, Databases, SQL, Software Development, Data Analysis, Data Warehousing, Java, Software Documentation, ETL, Requirements Analysis, Agile Methodologies
Education
Karlsruhe Institute of Technology (KIT) 1982 — 1988
Diplom-Wirtschaftsingenieur, Computer Science and Operations Research
Union College 1984 — 1985
Master of Science, Operations Research and Applied Statistics
Fidelity Investments May 2010 - Present
Fidelity Investments July 2005 - March 2012
K2 Software, Inc. September 1992 - June 2005
Flexible Information Systems August 1989 - December 1999
Advanced Technology Systems October 1988 - July 1989
ISOS GmbH December 1985 - July 1988
General Electric, Inc March 1985 - August 1985
Skills
Oracle, SDLC, PL/SQL, Data Modeling, Databases, SQL, Software Development, Data Analysis, Data Warehousing, Java, Software Documentation, ETL, Requirements Analysis, Agile Methodologies
Education
Karlsruhe Institute of Technology (KIT) 1982 — 1988
Diplom-Wirtschaftsingenieur, Computer Science and Operations Research
Union College 1984 — 1985
Master of Science, Operations Research and Applied Statistics
Shannon Owens's Fidelity Investments Experience June 2011 - Present
Job Executive Assistant/PowerPoint Designer at Fidelity Investments
Industry Design
Experience
Fidelity Investments June 2011 - Present
Freelance May 2009 - Present
Mercer August 2010 - January 2011
Basement Technologies November 2009 - February 2010
Skills
Adobe Acrobat, InDesign, Illustrator, Dreamweaver, Logo Design, Brochures, Illustration, Layout, Photoshop, Posters, Graphics, Graphic Design, Social Media
Education
Kean University 2005 — 2009
BS, Graphic Communications
Fidelity Investments June 2011 - Present
Freelance May 2009 - Present
Mercer August 2010 - January 2011
Basement Technologies November 2009 - February 2010
Skills
Adobe Acrobat, InDesign, Illustrator, Dreamweaver, Logo Design, Brochures, Illustration, Layout, Photoshop, Posters, Graphics, Graphic Design, Social Media
Education
Kean University 2005 — 2009
BS, Graphic Communications
Jane Poteet's Fidelity Investments Experience October 2004 - September 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments October 2004 - September 2009
Fidelity Investments 1993 - September 2009
Skills
401k, Investments
Education
Xavier University - Williams College of Business 1996 — 1998
MBA, International Economics
Kalamazoo College 1986 — 1990
BA, Economics
Fidelity Investments October 2004 - September 2009
Fidelity Investments 1993 - September 2009
Skills
401k, Investments
Education
Xavier University - Williams College of Business 1996 — 1998
MBA, International Economics
Kalamazoo College 1986 — 1990
BA, Economics
Sharavati Chougule's Fidelity Investments Experience September 2006 - April 2010
Job Senior Test engineer
Industry Information Technology and Services
Experience
Softworld Inc June 2011 - December 2011
Effron4sight December 2010 - June 2011
Fidelity Investments September 2006 - April 2010
Skills
Regression Testing, Manual Testing, Test Planning, SDLC, SQL, Test Automation, HP Quality Center, Requirements Analysis, Agile Methodologies, System Testing, User Acceptance Testing, Test Cases, HP QTP, Quality Assurance, Software Quality..., Test Management
Education
Karnatak University 1997 — 2001
BE, Electronics and Communication
Softworld Inc June 2011 - December 2011
Effron4sight December 2010 - June 2011
Fidelity Investments September 2006 - April 2010
Skills
Regression Testing, Manual Testing, Test Planning, SDLC, SQL, Test Automation, HP Quality Center, Requirements Analysis, Agile Methodologies, System Testing, User Acceptance Testing, Test Cases, HP QTP, Quality Assurance, Software Quality..., Test Management
Education
Karnatak University 1997 — 2001
BE, Electronics and Communication
Geraldine Johnston's Fidelity Investments Experience 1998 - 2002
Job
Industry
Experience
Advanced Health Media August 2009 - Present
Fidelity Investments 1998 - 2002
Skills
Real Estate Agent, Project Coordinator, Notary Public, Compliance, Coaching and Counseling, Budgeting, Event Planning and..., Customer Satisfaction, Microsoft Office, Budgets, Event Planning, Outlook, Event Management
Education
Kean University 2010 — 2013
Bachelor's degree, Business Management, 3.9
Advanced Health Media August 2009 - Present
Fidelity Investments 1998 - 2002
Skills
Real Estate Agent, Project Coordinator, Notary Public, Compliance, Coaching and Counseling, Budgeting, Event Planning and..., Customer Satisfaction, Microsoft Office, Budgets, Event Planning, Outlook, Event Management
Education
Kean University 2010 — 2013
Bachelor's degree, Business Management, 3.9
Santosh Kaloji's Fidelity Investments Experience May 2013 - January 2014
Job Sr. IBM BPM Consultant at Navy Federal Credit Union
Industry Information Technology and Services
Experience
Barclaycard September 2015 - Present
Navy Federal Credit Union July 2015 - September 2015
Barclaycard February 2014 - May 2015
Fidelity Investments May 2013 - January 2014
BNY Mellon July 2011 - March 2013
The Advocator Group February 2009 - July 2011
Skills
IBM BPM, Lombardi Teamworks, Business Process..., JavaScript, Agile Methodologies, IBM Certified, Blueworks Live, AJAX, Business Process Design, SDLC, Agile & Waterfall..., Requirements Analysis, jQuery, BPMN, Microsoft SQL Server, SOA, WebSphere, Enterprise Architecture, Java, BRMS, SQL, Consulting, Lombardi, Oracle, Dojo, WSDL, Web Services
Education
Texas State University-San Marcos 2006 — 2008
Master’s Degree, Computer Science
University of Florida 2005 — 2006
Master's degree, Computer Science
Kakatiya University
Bachelor of Science (B.S.), Computer Science
Barclaycard September 2015 - Present
Navy Federal Credit Union July 2015 - September 2015
Barclaycard February 2014 - May 2015
Fidelity Investments May 2013 - January 2014
BNY Mellon July 2011 - March 2013
The Advocator Group February 2009 - July 2011
Skills
IBM BPM, Lombardi Teamworks, Business Process..., JavaScript, Agile Methodologies, IBM Certified, Blueworks Live, AJAX, Business Process Design, SDLC, Agile & Waterfall..., Requirements Analysis, jQuery, BPMN, Microsoft SQL Server, SOA, WebSphere, Enterprise Architecture, Java, BRMS, SQL, Consulting, Lombardi, Oracle, Dojo, WSDL, Web Services
Education
Texas State University-San Marcos 2006 — 2008
Master’s Degree, Computer Science
University of Florida 2005 — 2006
Master's degree, Computer Science
Kakatiya University
Bachelor of Science (B.S.), Computer Science
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank