Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Jade Bridgeman, MS Jade Bridgeman, MS Dallas/Fort Worth Area Details
Jade Bridgeman, MS's Fidelity Investments Experience August 2013 - Present
Job Fund Accountant
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Texas Tech University  July 2011 - June 2012
Wells Fargo  May 2010 - July 2011

Skills
Skilled in Financial..., Thorough knowledge of..., Skilled in..., Financial Analysis, Excel, Word, PowerPoint, Microsoft Excel, Accounting, Sales, Mutual Funds, Financial Planning

Education
Texas Tech University   2010 — 2012
Master of Science, Personal Financial Planning

Midwestern State University   2005 — 2008
Bachelor of Business Administration (BBA), Finance

Casey Behan Casey Behan Grapevine, Texas Details
Casey Behan's Fidelity Investments Experience June 2012 - June 2014
Job Capacity Planning Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - June 2014

Skills
Critical Thinking, Programming, Statistical Modeling, Mainframe, SAS programming, Microsoft Excel, Java, Python, Django, MySQL, HTML, ITIL, Linux

Education
Millsaps College   2008 — 2012
Bachelor of Science (BS), Applied Mathematics

Evan Richard Evan Richard Keller, Texas Details
Evan Richard's Fidelity Investments Experience October 2013 - Present
Job Brokerage Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present

Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Series 63, Uniform Combined State...

Education
Midwestern State University   2010 — 2013
International/Global Studies

Joan Straub Joan Straub Dallas/Fort Worth Area Details
Joan Straub's Fidelity Investments Experience September 2014 - Present
Job Assistant to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments - Fidelity Pricing & Cash Management Services   July 2012 - September 2014
Fidelity Investments - XTRAC Solutions, LLC   August 2011 - July 2012
Fidelity Investments   August 2006 - August 2011
Fidelity Investments   August 2005 - August 2006
Fidelity Investments   February 2005 - August 2005
Fidelity Investments   June 2004 - February 2005
Fidelity Investments   October 2001 - June 2004
Pharmasmarket.Com   May 2000 - April 2001
Fidelity Investments   September 1999 - May 2000

Education
Middlesex Community College
Paralegal Studies

Scott Hays Scott Hays Dallas/Fort Worth Area Details
Scott Hays's Fidelity Investments Experience February 2011 - April 2015
Job Athletic Compliance Intern at the University of North Texas
Industry Sports
Experience
University of North Texas  May 2015 - Present
Fidelity Investments   February 2011 - April 2015
Best Buy  October 2010 - January 2011
Best Buy  May 2009 - October 2010

Skills
Call Centers, Financial Services, Customer Service, Process Improvement, Mutual Funds, Relationship Management, Banking, Access, Business Analysis, Microsoft Excel, Outlook, Customer Satisfaction, Microsoft Office, Investments, Analysis, Microsoft Word, Time Management, PowerPoint, Leadership, Public Speaking, Sales, Team Building, Inventory Management

Education
Texas A&M University School of Law   2012 — 2015
Doctor of Law (JD), Law

Midwestern State University   2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0

Ashley Quinn Ashley Quinn Omaha, Nebraska Details
Ashley Quinn's Fidelity Investments Experience June 2014 - November 2014
Job BSA/AML Investigator at Bank of the West
Industry Security and Investigations
Experience
Bank of the West  December 2014 - Present
Fidelity Investments   June 2014 - November 2014
Fidelity Investments   May 2014 - November 2014
Fidelity Investments   February 2013 - May 2014
Fidelity Investments   May 2012 - January 2013
Keefe Bartels LLC  March 2011 - April 2012
Virginia & Ambinder, LLP   June 2006 - April 2011
New York City District Council of Carpenters  June 2004 - August 2005

Skills
Corporate Security, Emergency Management, Physical Security, CCTV, Organizational..., Customer Service, Public Speaking, Leadership, Teamwork, Security Operations, Global Security..., Surveillance, Investigations, Crisis Management, Crisis Communications

Education
Monmouth University   2010 — 2012
MA, Criminal Justice: Homeland Security, 3.85

Western Connecticut State University   2004 — 2007
B.S., Justice and Law Administration: Legal Studies

Abigail Murray Crain Abigail Murray Crain Kansas City, Missouri Area Details
Abigail Murray Crain's Fidelity Investments Experience August 2010 - July 2014
Job Associate Financial Advisor at Penney, Murray and Associates/Ameriprise Financial
Industry Financial Services
Experience
Penney, Murray & Associates/Ameriprise Financial Services, Inc   August 2014 - Present
Fidelity Investments   August 2010 - July 2014
Penney, Murray and Associates/Ameriprise Financial   September 2007 - August 2010
1 Hair Place, LLC   June 2005 - September 2007

Education
Missouri State University   2004 — 2007
Bachelor of Science, Finance

Colby Coppage Colby Coppage San Francisco, California Details
Colby Coppage's Fidelity Investments Experience December 2004 - June 2006
Job Financial Services Compliance
Industry Financial Services
Experience
Nuveen Investments  May 2012 - July 2014
State Street  June 2006 - March 2011
Fidelity Investments   December 2004 - June 2006
Fidelity Investments   October 2003 - December 2004
Fidelity Investments   October 2002 - October 2003
Fidelity Investments   May 2001 - October 2002
Fidelity Investments   February 2000 - May 2001
Bowne  July 1997 - February 2000

Skills
FINRA, Marketing Communications, Series 7, Series 24, Investments, Project Management, Process Improvement, Business Workflows, Investment Advisor..., GIPS Compliance, Financial Services, Securities, Mutual Funds, UCITS, Institutional..., ETFs, Hedge Funds, Compliance Audits, Regulatory Liaison, Regulatory Research, Regulatory Filings, Equities, Fixed Income, Team Leadership, Training & Development, Performance Metrics, Client Services, Business Relationship..., Negotiation, Interpersonal Skills, Management

Education
Mississippi State University   1992 — 1996
Bachelors of Business Administration, Marketing

Melissa Zetty Melissa Zetty Greater New York City Area Details
Melissa Zetty's Fidelity Investments Experience 2008 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial  September 2010 - Present
Fidelity Investments   2008 - October 2010
Hess Corporation  2004 - 2005
Prudential Financial  October 1996 - May 2004
Prudential Financial  October 1996 - May 2004

Skills
Investments, Mutual Funds, Vendor Management, Risk Management, Business Analysis, Securities, Series 63, Series 7

Education
Mountainside Hospital School of Nursing
Registered Nursing/Registered Nurse

Middlesex County College

Jeremy Davidson, MBA Jeremy Davidson, MBA United States Details
Jeremy Davidson, MBA's Fidelity Investments Experience April 2014 - Present
Job Product and Consumer Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
AutoZone  May 2012 - April 2014
Mississippi State University  July 2009 - April 2014
Dany's Closet - Fashion Boutique   August 2010 - May 2013
City of West Point, Mississippi   May 2009 - July 2009

Skills
Microsoft Office, SIRSI, ILLiad, EBSCO, Time Management, Fundraising, Access, Team Building, Microsoft Excel, Microsoft Word, Management, Business Development, Business Strategy, Advertising, Research, Marketing, PowerPoint, Outlook, Windows, Mac OS, 75 wpm, Staff Management, Office Administration, Personal Budgeting, Analysis, Customer Service, Customer Satisfaction, Customer Retention, Public Relations, Relationship Management, Relationship Marketing, Building Relationships, Presentations, Leadership, Pay Close Attention to..., Oral & Written..., Inventory Accuracy, Public Speaking, Market Research, Data Analysis, Event Planning, Budgets, Marketing Strategy

Education
Mississippi State University   2011 — 2013
Master of Business Administration (MBA) - Minor in Sports Management, Business, Management, Marketing, and Related Support Services

Mississippi State University   2003 — 2008
Bachelor's degree, Marketing

Michelle Hoerber Michelle Hoerber Boston, Massachusetts Details
Michelle Hoerber's Fidelity Investments Experience January 2015 - Present
Job Equity Quant Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   May 2014 - January 2015
Wells Fargo Advisors  September 2014 - November 2014
Robert W. Baird & Co.   August 2014 - August 2014
Ekon Benefits  May 2013 - September 2013
International Alliance Associates Limited  February 2013 - May 2013
Northwestern Mutual  May 2011 - May 2013
Tabor Investment Portfolio   May 2011 - May 2013
Center of Entrepreneurship   January 2011 - May 2012

Skills
Retirement Planning, Statistics, Valuation, Portfolio Management, Finance, Java, Options Pricing, Investments, Mutual Funds, Bloomberg, Options, Stochastic Calculus, Technical Analysis, R, Matlab, Strategic Financial...

Education
Washington University in St. Louis   2013 — 2014
Master of Science (MS), Quantitative Finance

Millikin University   2009 — 2013
Bachelor of Science, Finance & Mathematics Actuarial Science, Summa Cum Laude

Brian Hatton Brian Hatton Dallas/Fort Worth Area Details
Brian Hatton's Fidelity Investments Experience February 1998 - December 1998
Job Vice President
Industry Insurance
Experience
English Insurance Group   December 2010 - Present
State Farm Insurance  January 1999 - December 2010
Fidelity Investments   February 1998 - December 1998

Skills
Insurance, Property & Casualty..., Home, Customer Service, Risk Management, Commercial Insurance, Workers Compensation, Umbrella Insurance, Automobile Liability, General Insurance, Liability, Negotiation, Casualty, Training, Claims Management, Legal Liability, Small Business, Account Management, Homeowners, Leadership, Employee Benefits, Customer Satisfaction, Customer Retention, Renters, Professional Liability, Cold Calling, Claim, Underwriting, Term Life Insurance, Life Insurance

Education
Midwestern State University   1992 — 1997
BBA, Management

John Tinder John Tinder Phoenix, Arizona Area Details
John Tinder's Fidelity Investments Experience December 2012 - December 2014
Job Information Technology Manager | Senior IT Project Manager | IT Implementation Consultant | Key Contributor & Leader
Industry Information Technology and Services
Experience
Banner Health  January 2015 - Present
Fidelity Investments   December 2012 - December 2014
Aon Hewitt  February 2012 - December 2012
Fidelity Investments   September 2010 - January 2012
Fidelity Investments   July 2007 - September 2010
Fidelity Investments   January 2006 - July 2007
Fidelity Investments   January 2003 - January 2006
IBM  September 2000 - December 2002
United States Air Force  February 1992 - June 1998

Skills
International Project..., IT Project & Program..., Global Implementation, Project Management, Data Management, IT Project..., Client Relationship..., Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Business Process..., CRM, Oracle, Agile Methodologies, Data Warehousing, Visio, Process Engineering, Process Improvement, Software Documentation, Oracle E-Business Suite, Data Conversion, ETL, Risk Management, Risk Mitigation, Strategic Planning, Status Reporting, Issues Management, Vendor Management, HRIS, Full SDLC, Human Capital Management, Business Intelligence, Consulting

Education
Suffolk University - Sawyer Business School   2004 — 2006
MBA, MBA

Minot State University   1998 — 2000
Bachelors Degree, MIS/Bus Admin

Air Force Leadership School   1997 — 1997

Bryan Sajjadi Bryan Sajjadi Dallas/Fort Worth Area Details
Bryan Sajjadi's Fidelity Investments Experience October 2013 - Present
Job Senior Internal Sector/ETF Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present
Fidelity Investments   January 2013 - October 2013
Fidelity Investments   May 2012 - August 2012
State National Bank of Texas   January 2010 - May 2010

Skills
Series 7, Series 63

Education
Texas Tech University - Rawls College of Business   2011 — 2012
Master of Business Administration (MBA) & Master of Finance (MSBA Finance), 4.0

Midwestern State University   2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.63

The University of New Mexico   2006 — 2007
Finance, 3.5

Amine Issa, Jr. Amine Issa, Jr. Washington D.C. Metro Area Details
Amine Issa, Jr.'s Fidelity Investments Experience January 1999 - January 2000
Job Director Client Relations at HR Certification Institute HRCI
Industry Human Resources
Experience
HR Certification Institute - HRCI  April 2014 - Present
EF Education First  2014 - Present
GISP Group ApS   January 2014 - May 2014
BonBini Consultants, LLC   January 2012 - May 2014
ADP- Employease, Inc.   January 2006 - January 2012
Mercer Human Resource Consulting (formerly Synhrgy HR Technologies, Inc.)   September 2000 - January 2006
Watson Wyatt Consulting   January 2000 - December 2000
Fidelity Investments   January 1999 - January 2000
Prudential Service Bureau Inc.(SHPS, Inc)   January 1997 - June 1999
Humana Inc  January 1996 - January 1997

Skills
Customer Relations, SaaS, Benefits Administration, Benefits, Human Capital Management, HRIS, Performance Management, Employee Relations, Mergers, Change Management, Organizational..., Account Management, Team Building, Strategic Planning, Talent Management, Employee Engagement, Sales Management, Negotiation, Process Improvement, Customer Service, Outsourcing, Contract Negotiation, Consultative Selling, Coaching, Budgeting, Problem Solving, Management Consulting, Analysis, Compliance, Business Strategy, Talent Acquisition, Microsoft Office, Call Center, Vendor Management, Operations Management, New Business Development, Leadership Development, HR Strategy, Mentoring, Payroll Processing, HR Consulting, Employee Benefits, ADP, Open Enrollment, Team Management, Succession Planning, HR Policies, Onboarding, Organizational..., Hiring

Education
The George Washington University   1985 — 1987
M.A, International Affairs

Mississippi State University
B.S Chemistry and B.B.A, Management & Personnel

The University of Georgia

R Elizabeth Deming R Elizabeth Deming West Chester, Ohio Details
R Elizabeth Deming's Fidelity Investments Experience 2011 - 2013
Job MLO at US Bank Home Mortgages
Industry Financial Services
Experience
US Bank Home Mortgages  June 2015 - Present
American Financial Network, Inc.   March 2015 - April 2015
AMERIFIRST  2014 - March 2015
Fidelity Investments   2011 - 2013
AMERIFIRST HOME MORTGAGE  December 2009 - April 2011
Fifth Third Bank  2008 - 2009
Accredited Home Lenders  2005 - 2007
Accredited Home Lenders  2002 - 2005
Accredited Home Lenders  2001 - 2002
Queen City Mtg   1998 - 2001

Skills
Mortgage Lending, Mortgage Banking, Credit, Leadership, Training, Banking, Loan Servicing, Underwriting, Risk Management, Loans, Finance, Consumer Lending, Credit Analysis, Software Documentation, First Time Home Buyers, Residential Mortgages, Loan Origination, FHA, Refinance, Investments, Credit Risk, Real Estate, USDA, HomePath, Customer Service, FHA financing, Whole House Renovations, Government Loans, Renovation, Historical Renovations, Referrals, FHA Financing

Education
Missouri State University

Hondros College 20 hr National +UST along with 4hr Ohio State   2013 — 2013
Certification, SAFE mandatory prelim mortgage hours

I.T.   2008 — 2009
MCP, Network+, A+

Edward Hanlon Edward Hanlon New York, New York Details
Edward Hanlon's Fidelity Investments Experience March 2014 - September 2014
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  September 2014 - Present
Fidelity Investments   March 2014 - September 2014
University of Mississippi  August 2010 - August 2013
AmeriCorps  October 2009 - August 2010
RJ Young  February 2008 - October 2009

Skills
Project Management, Team Management, Creative Problem Solving, Statistical Data..., Statistical Software, Statistical Modeling, Multivariate Statistics, Data Analysis, Technical Presentations, Long-term Customer..., Customer Retention, Grant Writing, Scientific Writing, Regulatory Requirements, International Logistics, Statistical Sampling, Statistical Reporting, Solution Selling, Sales, Social Media, Microsoft Excel, Strategic Planning, Research, Microsoft Office, Public Speaking, Management, Customer Service, Business Process...

Education
University of Rhode Island
Master of Business Administration (MBA)

University of Mississippi
Master of Science (MS), Biology/Biological Sciences, General

Mississippi State University
Bachelor's degree, Biology/Biological Sciences, General

Cameron Storey Cameron Storey Fort Worth, Texas Details
Cameron Storey's Fidelity Investments Experience February 2015 - Present
Job BBA Management at Midwestern State University
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   November 2014 - February 2015
Fidelity Investments   February 2014 - November 2014
Fidelity Investments   April 2013 - February 2014
General Electric Manufacturing Solutions   June 2012 - April 2013
Red River Army Depot  May 2006 - August 2006

Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Computer Literate, Internet, Organizing, Troubleshooting, Data Entry, English, Management, Microsoft Word, Microsoft Excel, Customer Service, Outlook, Time Management

Education
Midwestern State University   2007 — 2011
BBA, Management

Paris Junior College   2005 — 2007
Associate's degree, General Studies

Janine Breck Janine Breck Vancouver, Canada Area Details
Janine Breck's Fidelity Investments Experience March 2012 - May 2013
Job Inside Sales, Vertex One
Industry Higher Education
Experience
Vertex One Asset Management   May 2013 - Present
Fidelity Investments   March 2012 - May 2013
Simon Fraser University  2006 - December 2011
Wonton Media Inc   June 2011 - November 2011

Skills
Mutual Funds, Alternative Investments, Inside Sales, Time Management, Sales, Social Networking, Marketing, Event Management, Leadership, Hedge Funds, Market Research, Strategy, Customer Service, Portfolio Management, Marketing Communications, Online Marketing

Education
Canadian Securities Institute   2012 — 2014
CSC, Perfoanal Financial Service Advice, Fundamentals of Financial Planning

Simon Fraser University   2006 — 2011
BBA, Marketing and International Business

Simon Fraser University   2006 — 2011
Minor in Biokinetics and Physiology, Heath and Fitness, Nutrition

Monash University   2009 — 2010
Commerce, Commerce

Shelby Teague Shelby Teague Wichita Falls, Texas Area Details
Shelby Teague's Fidelity Investments Experience November 2013 - September 2014
Job Director of Sales and Marketing at PurAir Filter
Industry Information Technology and Services
Experience
Pur-Air Filter   September 2015 - Present
Executive Notary Services   May 2012 - Present
Solomon Orthodontic Systems   October 2014 - September 2015
Fidelity Investments   November 2013 - September 2014
Executive Notary Services   May 2013 - November 2013
AIL, Alex Roland Agency   February 2012 - June 2012
Texas Roadhouse  March 2011 - February 2012
First National Bank of Wichita Falls  March 2010 - March 2011

Skills
Restaurants, Food & Beverage, Food Service, Money Handling, Account Management, Sales Management, Call Center, Youth Ministry, Customer Service, Recruiting, Event Planning, Team Building, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Satisfaction, Social Media, Social Networking, Teamwork, Cold Calling, Telephone Skills, Highly detail oriented, Event Management, Money, Business Planning, Leadership, Time Management, Training, Sales, Inventory Management, Call Centers

Education
Midwestern State University   2007 — 2011
Bachelor of Arts (BA), Psychology

Henrietta High School   2003 — 2007

Michelle McMillin Michelle McMillin Tyngsboro, Massachusetts Details
Michelle McMillin's Fidelity Investments Experience July 2014 - Present
Job Freelance Graphic | Web Designer
Industry Marketing and Advertising
Experience
Fidelity Investments   July 2014 - Present
Bank of America  July 2013 - July 2014
119 Gallery   April 2012 - September 2012

Skills
Skilled on both Windows..., Expertise in Photoshop..., Blogging, Brochures, Graphics, Graphic Design, Logo Design, SEO, Posters, WordPress, Photography, Web Design, Digital Photography, Photoshop

Education
UMass Lowell   2009 — 2012
Bachelor of Arts (B.A.), Graphic/ Web Design

Middlesex Community College   2008 — 2009
Associate of Arts (A.A.), Graphic Design

Charmaine Balok Charmaine Balok Raleigh-Durham, North Carolina Area Details
Charmaine Balok's Fidelity Investments Experience January 1998 - July 1999
Job Senior Vice President at BB&T
Industry Banking
Experience
BB&T Retirement and Institutional Services   March 2003 - Present
BB&T  July 2002 - Present
Fidelity Investments   January 1998 - July 1999

Skills
Product Development, Marketing, Retirement Planning, Portfolio Management, Institutional..., Investment Management, Management, 401k, Leadership, Mutual Funds, Financial Services, Investments, Relationship Management, Finance, Risk Management, Project Management, Series 7, Banking

Education
Minnesota State University, Mankato

Jonathan Barker, D.Min. Jonathan Barker, D.Min. Raleigh-Durham, North Carolina Area Details
Jonathan Barker, D.Min.'s Fidelity Investments Experience November 2006 - Present
Job 401K Retirement Guidance
Industry Financial Services
Experience
Fidelity Investments   November 2006 - Present
Presbyterian Church (USA)   September 1981 - January 2013
Carolina Partners in Mental HealthCare  November 2001 - February 2004
The Land Development Group, LTD   January 2001 - January 2004
Southpoint.Durham, NC   January 2001 - January 2002
Central Carolina Bank  January 1999 - January 2001
Bank of America  January 1995 - January 1999
Lifecare Resource Center   January 1992 - January 1995
Gannett Newspapers  February 1973 - September 1973

Skills
Non-profits, Strategic Planning, Team Building, Coaching, Public Speaking, Team Leadership, Personal Finance, Financial Services, Retirement, Research, New Business Development, Teaching, Small Business, Leadership, Project Planning, Customer Service, Nonprofits

Education
The Fielding Institute   1989 — 1992
Post, Doctoral Research Studies

Colgate Rochester Divinity School   1981 — 1984
Masters of Divinity, Theology

Colgate Rochester Divinity School   1975 — 1984
Doctorate, Theology and Family Systems

Missouri Valley College   1971 — 1973
Colgate Rochester Crozer Divinity School, Fielding Graduate University

Missouri Valley College   1970 — 1973
Bachelor of Science, Journalism, Radio and Politics

Brian Nanney Brian Nanney Memphis, Tennessee Details
Brian Nanney's Fidelity Investments Experience March 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Raymond James Financial Inc.  July 2014 - March 2015
Shoemaker Financial  April 2012 - July 2014
C.H. Robinson Worldwide, Inc.   October 2010 - February 2012

Skills
Retirement Planning, Series 7, Series 66, Strategic Financial..., Alternative Investments

Education
Mississippi State University

Nicole Baune Nicole Baune Greater Minneapolis-St. Paul Area Details
Nicole Baune's Fidelity Investments Experience July 2015 - Present
Job Financial Representitive
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
The Boulder Tap House  October 2012 - July 2015
Papa Murphy's International  2009 - 2012

Education
Minnesota State University, Mankato   2011 — 2015
Bachelor of Science (Spring 2015), Finance, 3.2

C. Scott Kwiat C. Scott Kwiat Greater Milwaukee Area Details
C. Scott Kwiat's Fidelity Investments Experience September 2006 - March 2010
Job Freelance Art Director
Industry Marketing and Advertising
Experience
C. Scott Kwiat   December 2012 - Present
Direct Supply  December 2010 - December 2012
Hiebing  March 2010 - October 2010
Fidelity Investments   September 2006 - March 2010
M&I Bank  2010 - 2010
DWS Investments  March 2004 - September 2006
SCOLOR DESIGNS   January 2000 - September 2006
lynda.com  2000 - 2004
Eaton Publishing   March 2003 - November 2003
Johnson & Johnson  July 2003 - August 2003

Skills
Graphic Design, Art Direction, Creative Direction, Direct Mail, Adobe Creative Suite, Advertising, Brochures, Mac, Graphics, Layout, Adobe Acrobat, Illustrator, InDesign, Photoshop, QuarkXPress, Flash Animation, PowerPoint development, Information Design, Audio Editing, Digital Audio, Audio Post Production, Final Cut Pro, Sound Mixing, Pre-press, Variable Data Printing, Print On Demand, Illustration, Flash, Web Design, Catalogs, Newsletters, Packaging, Image Manipulation, Collateral, Multimedia, Crossmedia, Corporate Branding, Digital Printing, Interaction Design, Flyers, Brand Development, Typography, Corporate Identity, User Interface, Creative Strategy, User Interface Design

Education
Milwaukee Area Technical College   1989 — 1994
AA, Commercial Art

MIAD - Milwaukee Institute

University of Wisconsin-Waukesha

Waukesha North High School

Christine Melsheimer Christine Melsheimer Durham, North Carolina Details
Christine Melsheimer's Fidelity Investments Experience July 2014 - Present
Job Customer Service Representative
Industry Real Estate
Experience
Fidelity Investments   July 2014 - Present
The Conner Group Real Estate   September 2013 - February 2014
Claire's Accessories  November 2010 - July 2013
Forever 21  October 2010 - November 2010
Claire's Accessories  August 2008 - October 2010

Skills
Customer Service, Microsoft Office, Microsoft Excel, Retail, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Photoshop, Sales, Strategic Planning, Customer Satisfaction, Visual Merchandising, Training, Time Management

Education
SUNY Albany   2007 — 2009
Bachelor of Arts (B.A.), American History (United States)

Millsaps College   2005 — 2007

Ray Raynor Ray Raynor Raleigh-Durham, North Carolina Area Details
Ray Raynor's Fidelity Investments Experience February 2012 - June 2015
Job .
Industry Information Technology and Services
Experience
Fidelity Investments   February 2012 - June 2015
SCANA  August 2000 - February 2012
Inacom  November 1998 - June 2000
US Army  February 1991 - November 1996

Skills
VMware, Group Policy, Citrix Certified..., Active Directory, Citrix, PVS, System Administration, Windows Server 2008, SharePoint, CNE, A+ Certified, Windows Server, Windows

Education
Midlands Technical College   2010 — 2012
Transfer- USC-Computer Science

Sean Michaels Sean Michaels Raleigh-Durham, North Carolina Area Details
Sean Michaels's Fidelity Investments Experience June 2007 - August 2011
Job Founding Partner at Cloud Nine Partners
Industry Computer Software
Experience
Cloud Nine Partners   August 2012 - Present
Full City Software Inc.   April 2000 - Present
consilium1  August 2011 - August 2012
Fidelity Investments   June 2007 - August 2011
Redwood Software  November 2004 - June 2007
Avesair Inc.   2001 - 2002
Interadnet   1999 - 2001
Buildnet  1997 - 1999
Healthpoint  1997 - 1998
Ventana Communications   1996 - 1997

Skills
Java, vFabric Gemfire, vFabric RabbitMQ, Spring, Spring Integration, Spring Batch, Oracle, Gemstone/J, JBoss, PostgreSQL, MySQL, Websphere, Casandra, Hadoop, vFabric tcServer, RabbitMQ, JBoss Application Server, Tomcat, Web Services, Databases, REST, Agile Methodologies, Subversion, XML, Architecture, Cloud Computing, Git, Open Source, Maven, Integration, Java Enterprise Edition, SOA, Enterprise Software, Enterprise Architecture, Agile Project Management, Web Applications, Scrum, Spring Framework

Education
Mississippi College   1993 — 1995
BS

Millsaps College   1988 — 1992
BA

Colin Carr, CSM Colin Carr, CSM Chapel Hill, North Carolina Details
Colin Carr, CSM's Fidelity Investments Experience June 2014 - Present
Job Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   June 2014 - Present
Colin Carr DBA   May 2006 - June 2014
Connecture  March 2013 - December 2013
Family Health Network Inc   October 2012 - March 2013
MTS, LTD   January 2012 - October 2012
Argus Networks   April 2009 - January 2012
Smart Online  February 2008 - April 2009
Duke University  July 2007 - December 2007
Exactor   June 2006 - July 2007
Warner Bros. Entertainment Group of Companies  2004 - May 2006

Skills
Linux, Cloud Computing, MySQL, Bash, Software Engineering, Scrum, Unix, Virtualization, Web Development, SaaS, High Availability, Software Project..., Java Enterprise Edition, SOA, Middleware, Fault Tolerant Systems, Java, E-commerce, Android, Distributed Systems, C, Servers, Project Engineering, Common Lisp, Scheme, Emacs, Storage Virtualization, Server Technologies, Artificial Intelligence, jQuery, iOS development, Linux System..., OS X, J2EE Architecture, OSGi, Enterprise Portals, Liferay, Payment Gateways, Off Shore Development, Open Source Development, Open Source Licensing, Linux development, Web Infrastructure, Distributed File Systems, Clojure, Internet Security, Hacking, Android Development, HTML 5, Infrastructure

Education
Milwaukee School of Engineering

Shimer College

Northwestern University

Kelliann DeSaulnier-Iannuzzo Kelliann DeSaulnier-Iannuzzo Hudson, New Hampshire Details
Kelliann DeSaulnier-Iannuzzo's Fidelity Investments Experience July 2013 - June 2014
Job Marketing/Promotions Assistant at Harvard University
Industry Public Relations and Communications
Experience
Fidelity Investments   July 2013 - June 2014
Harvard University  December 2012 - May 2013
Suffolk University  September 2011 - May 2013
CM Communications  September 2012 - December 2012
Bianco's Catering Company   January 2010 - June 2011
YMCA  September 2008 - October 2010

Skills
Fundraising, Customer Service, Facebook, Event Planning, Social Media, PowerPoint, Public Speaking, Research, Microsoft Office, Higher Education, Social Networking, Community Outreach, Advertising, Marketing, Public Relations

Education
Suffolk University   2011 — 2013
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication, Magna Cum Laude

Middlesex Community College   2009 — 2011
Associates, Business

Christopher Lassiter, MBA Christopher Lassiter, MBA Dallas/Fort Worth Area Details
Christopher Lassiter, MBA's Fidelity Investments Experience 2012 - 2014
Job Business/ Finance Teacher at IISD
Industry Education Management
Experience
IISD  August 2014 - Present
Fidelity Investments   2012 - 2014
C2 Global Consulting   February 2012 - November 2012
New Avenue, Inc.   November 2009 - February 2012
Nixon's Electric, Inc.   November 2007 - November 2009

Skills
Account Management, Business Development, Strategic Planning, New Business Development, Team Building, Marketing, Banking, Sales, Microsoft Office, Customer Service, Training, Process Improvement, Recruiting, Microsoft Excel, Management, Budgets, Coaching, Program Management, Human Resources, Public Speaking, Public Relations, Business Strategy, Data Entry, Time Management, Organizational..., Leadership Development

Education
Walden University   2014 — 2016
Doctor of Business Administration (DBA), Entrepreneurship and Small Business Operations, 4.0

Forbes School of Business Ashford University   2009 — 2014
Master of Business Administration (MBA), Finance, 3.125

Miles College   2004 — 2008
Bachelor of Business Administration (BBA), Finance

Expert Rating
Financial Skills Certification, Life Coach

Tom Pfannkoch Tom Pfannkoch Greater Boston Area Details
Tom Pfannkoch's Fidelity Investments Experience January 1998 - July 2011
Job Dev/Ops Systems Engineer at Measured Progress
Industry Information Technology and Services
Experience
Measured Progress  February 2012 - Present
Fidelity Investments   January 1998 - July 2011
Rutgers University  November 1989 - January 1998
AT&T Bell Laboratories  June 1982 - November 1989

Skills
Disaster Recovery, ITIL, Unix, Perl, Servers, Solaris, Integration, Linux, System Deployment, Networking, Vendor Management, Windows, VMware, Shell Scripting, Data Center

Education
Middlesex County College
AAS, Electrical Engineering Technology

Angelia Holthaus, CRPC Angelia Holthaus, CRPC Cincinnati Area Details
Angelia Holthaus, CRPC's Fidelity Investments Experience April 1994 - February 2000
Job Vice President, National Accounts at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group  October 2005 - Present
Edward Jones  October 2002 - January 2005
AF Kelly Consulting   April 2000 - August 2002
Fidelity Investments   April 1994 - February 2000
Kemper Clearing Corp.  1989 - 1994
DST Systems  1984 - 1989

Education
Missouri State University
Accounting

Larry Sample Larry Sample Greater Boston Area Details
Larry Sample's Fidelity Investments Experience November 1996 - December 2008
Job Information Technology and Services Professional
Industry Financial Services
Experience
Fidelity Investments   November 1996 - December 2008
ISI Systems Inc.  1995 - 1996
Superior Insurance Company  1994 - 1995
American International Group (AIG)   1984 - 1994

Education
Midlands Technical College   1966 — 1968
Associate, Computer Science

Bryan Sharples Bryan Sharples Greater New York City Area Details
Bryan Sharples's Fidelity Investments Experience November 2013 - Present
Job Security Master & Pricing Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2013 - Present
Sea Girt Crossroads Shopping Center   May 2010 - November 2013
Newport Capital Group  March 2012 - July 2012
John Thomas Financial  January 2010 - May 2010

Skills
Series 7, Series 63, Equities, Securities, Oracle SQL Developer, Bloomberg Terminal, Vendor Relationship..., Pricing Analysis, Reference Data, Fixed Income, Data Analysis, Derivatives, Financial Modeling

Education
Monmouth University

Patricia M. Taylor Patricia M. Taylor Plano, Texas Details
Patricia M. Taylor's Fidelity Investments Experience 2006 - 2007
Job Software Engineering Sr. Analyst at Accenture
Industry Information Technology and Services
Experience
Macy's  October 2014 - February 2015
IKOM Investments LLC   2010 - 2014
Credit Suisse  2008 - 2009
EDS, a Hewlett-Packard Company  2007 - 2008
Fidelity Investments   2006 - 2007
EDS, a Hewlett-Packard Company  2005 - 2006
ACS, a Xerox company  September 1999 - September 2005

Skills
Oracle Applications, System Testing, Performance Testing, UAT coordination, Benefits Administration, Defined Benefit, HRIS, Business Analysis, Portfolio Management, SDLC, Risk Management, Change Control, Mercury Test Tools, Business Objects, SharePoint, Remedy 7, Odyssey, SQL, Visio, Enterprise Architecture, Rational Rose 2000, Beyond Compare, RUP Methodologies, Rational Requisite Pro, Integration Testing, Functional Testing, Quality Center, User Acceptance Testing, Quality Assurance, HP Quality Center, Project Management, Testing

Education
Middlesex County College   2005 — 2005
HR Certificate, Human Resources Management/Personnel Administration, General

New Jersey City University   1995 — 2002
Bachelor of Science (B.Sc.), International Business

Jenna Celano Jenna Celano Greater New York City Area Details
Jenna Celano's Fidelity Investments Experience October 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Fidelity Investments   July 2011 - October 2012
Associated Pension Consultants, Inc.   February 2010 - June 2011

Skills
Finance, Microsoft Excel, Microsoft Word, Pensions, Financial Services, Equities, Mutual Funds, Financial Analysis, Series 7, Securities

Education
Molloy College   2010 — 2012
Master of Business Administration (M.B.A.), Finance

Stony Brook University   2006 — 2009
Bachelor of Arts (B.A.), Psychology, Minor in Business

Stephen Poling Stephen Poling Greater New York City Area Details
Stephen Poling's Fidelity Investments Experience December 2014 - Present
Job Fidelity Investments: Investment Consultant
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   June 2013 - December 2014
Wells Fargo Advisors  2012 - 2013
R. Seelause & Co., Inc.   February 2011 - September 2011
Power Home Remodeling Group  June 2010 - February 2011

Education
Monmouth University   2005 — 2009
B.S, Management & Marketing

Lindsey Wortman Lindsey Wortman Johnson City, Tennessee Area Details
Lindsey Wortman's Fidelity Investments Experience November 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2012 - Present
Raymond James Financial Inc. at Citizen's Bank   April 2012 - November 2012
Edward Jones  June 2002 - April 2012
Edward Jones  June 1994 - June 2002

Education
Milligan College   2000 — 2002
Business, Economics, finance

Elizabethton High School   1991 — 1995

Jeff Oehler Jeff Oehler Raleigh-Durham, North Carolina Area Details
Jeff Oehler's Fidelity Investments Experience July 2013 - Present
Job Senior Project Manager / Scrum Master, PI Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Fidelity Investments   October 2007 - July 2013
Credit Suisse  April 2005 - September 2007
Constella Group  July 2003 - April 2005
Thomson Dialog  June 2001 - July 2003

Skills
Facilities Management, Project Management, Budgets, Customer Service, Process Improvement, Business Development, Team Building, Program Management, Operations Management, Leadership, Project Planning, Strategic Planning, Personnel Management, Space-planning, Performance Improvement, Construction Management, Vendor Management, Cost Reduction...

Education
Minnesota State University, Mankato
B.S., Business Management

Chad Minnix Chad Minnix Wichita Falls, Texas Area Details
Chad Minnix's Fidelity Investments Experience January 2012 - October 2012
Job In The End, We Only Regret Chances We Didn't Take
Industry Nonprofit Organization Management
Experience
North Texas Area United Way, Inc   January 2014 - Present
Planet Fitness  October 2012 - January 2014
Fidelity Investments   January 2012 - October 2012

Skills
Non-profit..., Project Management, Human Resources, Fundraising, Financial Analysis, Professional..., Federal Grant Management, Budget Management

Education
Midwestern State University   2013 — 2015
Master of Business Administration (M.B.A.)

Midwestern State University   2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance

The University of Texas at Austin   2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Joe Shoemaker, CPP Joe Shoemaker, CPP Endicott, New York Details
Joe Shoemaker, CPP's Fidelity Investments Experience January 2003 - May 2006
Job Payroll Services Manager at HP Hood LLC
Industry Food Production
Experience
HP Hood  May 2006 - Present
Fidelity Investments   January 2003 - May 2006
IBM  September 1995 - January 2003

Skills
Payroll, Accounting, Deferred Compensation, Employee Benefits, Employee Relations, FMLA, Forecasting, HRIS, Human Resources, Management, Onboarding, Payroll Taxes, Performance Management, Process Improvement, Recruiting, Tax

Education
Utica College   1979 — 1981
Bachelor's degree, Accounting

Mohawk Valley Community College-Utica Branch   1977 — 1979
Associate of Science (A.S.), Accounting

Karen Fernandes Karen Fernandes Greater Boston Area Details
Karen Fernandes's Fidelity Investments Experience 1999 - 2000
Job Senior Information Developer at Rocket Software
Industry Computer Software
Experience
Rocket Software  July 2007 - Present
Mink Publishing   2001 - Present
Victory Productions  2006 - 2007
Community Newspaper Company - The Register Newspaper   2000 - 2001
Fidelity Investments   1999 - 2000

Skills
Editing, Writing, Proofreading, Technical Writing, FrameMaker, HTML, Copy Editing, Adobe Acrobat, Content Development, Online Help, Publishing, Creative Writing, Editorial, DITA, Journalism, Technical Communication, Educational Publishing, SnagIt, Newspaper, Content Management, White Papers, Technical Documentation, Software Documentation, Grammar, Information Architecture, Online Help Development, Context-sensitive Help, End-user manuals, Snag It, Arbortext Epic Editor, Arbortext Epic, DITA XML, Single Sourcing, Structured Authoring, Release Notes, Web Content, XMetal

Education
University of Massachusetts, Amherst   1995 — 1999
BA, English

Middlesex Community College   2007 — 2008
Certificate, Technical Writing

Maureen Tarnuzzer Maureen Tarnuzzer Greater Boston Area Details
Maureen Tarnuzzer's Fidelity Investments Experience March 2012 - Present
Job Director, Social Media
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
Fidelity Investments   November 2010 - March 2012
Fidelity Investments   March 2004 - November 2010
P&H Solutions  January 2001 - March 2004
Franklin Skilled Nursing & Rehabilitation Center   September 1998 - September 1999
Texas Dept. of Protective and Regulatory Services   October 1997 - August 1998

Skills
Program Management, Product Management, Project Management, Strategy, Leadership, Financial Services, Business Analysis, Vendor Management, Management, Analytics, Process Improvement, Quality Assurance, CRM, Customer Experience, Requirements Analysis, Software Project..., Social Media, Relationship Management, Consulting, User Experience, Requirements Gathering, Data Analysis, Cross-functional Team..., Content Management, Usability Testing, Product Marketing, Usability, Product Development, Account Management, Project Portfolio..., Business Process...

Education
Mississippi State University   1994 — 1997
BSW, Social Work

Tupelo High School   1989 — 1992

Animesh Das Animesh Das San Francisco Bay Area Details
Animesh Das's Fidelity Investments Experience May 2009 - August 2009
Job Senior Search Engineer at Healthline Networks, Inc.
Industry Computer Software
Experience
Healthline Networks, Inc.   November 2010 - Present
Open Software Integrators, LLC  February 2010 - November 2010
North Carolina State University  August 2008 - December 2009
Fidelity Investments   May 2009 - August 2009
Mumbai University  August 2004 - July 2008

Skills
Java, Java Enterprise Edition, Tomcat, Struts, Hibernate, JBoss Application Server, MVC, Ruby on Rails, Eclipse, Spring, C, C++, JavaScript, JSP, SQL, Web Applications, Web Services, Linux, jQuery, Subversion, Open Source, Web Development

Education
North Carolina State University   2008 — 2009
MS, Computer Science

University of Mumbai   2004 — 2008
BS, Computer Engineering

Mithibai College   2002 — 2004
Schooling for Higher Secondary Certificate, Science

Andrew Rolston Andrew Rolston Dallas/Fort Worth Area Details
Andrew Rolston's Fidelity Investments Experience February 2015 - Present
Job PRA
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Symmetry Financial Group  August 2014 - February 2015
U.S. Cellular   February 2013 - August 2014
The Home Depot  November 2011 - February 2013
Walmart  March 2009 - November 2011

Skills
Inventory Management, Retail, Customer Service, Customer Experience, Sales, Customer Retention, Management, Wireless, Customer Satisfaction, Retail Sales

Education
Truman State University   2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General

Moberly Area Community College   2008 — 2010
Associate of Arts (A.A.), General education

Sonilia S. Laville, MBA Sonilia S. Laville, MBA Dallas, Texas Details
Sonilia S. Laville, MBA's Fidelity Investments Experience September 2015 - Present
Job Brokerage Operations:Tax
Industry Accounting
Experience
Fidelity Investments   September 2015 - Present
Network Promotions and Events, LLC  February 2013 - Present
Texas Woman's University  October 2014 - August 2015
Thomson Reuters/ Pride Staff   June 2014 - September 2014
Texas Woman's University  November 2013 - June 2014
AutoNation/ Robert Half Finance & Accounting   April 2013 - July 2013
Ambit Energy  June 2012 - March 2013
Moffett Library   January 2009 - June 2012
North Texas Area United Way  January 2011 - April 2011
Dominica Air & Sea Ports Authority   January 2005 - June 2008

Skills
Microsoft Office, Payroll, Accounts Payable, Accounting, Account Reconciliation, QuickBooks, PowerPoint, Customer Service, Tax, Accounts Receivable, Bookkeeping, Financial Statements, Spreadsheets, Inventory Management, Analytical Skills, Account Management, Communicative Skills, Problem Solving

Education
Texas Woman's University   2013 — 2015
MBA

Midwestern State University   2008 — 2011
BBA, Accounting

Rob White, CFP® Rob White, CFP® Greater Minneapolis-St. Paul Area Details
Rob White, CFP®'s Fidelity Investments Experience February 2015 - Present
Job Vice President, Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   March 2011 - Present
Fidelity Investments   2004 - March 2011
TCF Bank  2001 - 2004

Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Allocation, 401k, Retirement, Strategic Financial..., Fixed Income, Retail Banking, PowerPoint, Estate Planning, Coaching

Education
Minnesota State University, Mankato
Bachelor of Sceince, Management/Finance

Caroline Hering Caroline Hering Roanoke, Texas Details
Caroline Hering's Fidelity Investments Experience August 2015 - Present
Job HR Coordinator
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   February 2015 - August 2015
Behavioral Health Center of Nueces County  July 2014 - January 2015
Hospice of Wichita Falls  August 2013 - May 2014
Midwestern State University  January 2013 - May 2014
Nanny  May 2011 - August 2013

Skills
Social Services, Student Affairs, Higher Education, Student Development, Community Outreach, Research, Public Speaking, Event Planning, PowerPoint, Nonprofits, Fundraising, SPSS, Microsoft Office, Teaching, Microsoft Excel, Access, Microsoft Word, Editing, Statistics, Social Media

Education
Midwestern State University   2010 — 2014
Bachelor's Degree, Social Work

Marcus High School

Sean Doucette, CRPC Sean Doucette, CRPC Greater Boston Area Details
Sean Doucette, CRPC's Fidelity Investments Experience March 2006 - December 2007
Job Financial Advisor at American Financial Partners
Industry Financial Services
Experience
American Financial Partners   January 2013 - Present
The Great Escape, playcafe   November 2010 - Present
MassMutual Financial Group  June 2012 - February 2013
Bancnorth Investment Group  2008 - 2009
TD Bank  2008 - 2009
Fidelity Investments   March 2006 - December 2007

Skills
Retirement, Strategic Financial..., Disability Insurance, Insurance, Long Term Care Insurance

Education
Minnesota State University, Moorhead

Worcester State University
BS, Business

Peggy Martinez Peggy Martinez Greater New York City Area Details
Peggy Martinez's Fidelity Investments Experience 2000 - 2007
Job Assistant Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman  July 2010 - Present
Brown Brothers Harriman  September 2007 - June 2011
Fidelity Investments   2000 - 2007

Skills
Remote Deposit Capture, Checks, Lockbox, Payment Card Processing, ACH, Cash Management, Financial Services, Relationship Management, Mutual Funds, Payments, Financial Analysis, Process Improvement, Finance

Education
Rutgers   1998 — 2000
BA, Economics

Middlesex County College   1997 — 1998
Associates, Business Administration

ROBERT DANIEL, CFP® ROBERT DANIEL, CFP® Milford, New Hampshire Details
ROBERT DANIEL, CFP®'s Fidelity Investments Experience July 2007 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2007 - Present
Fidelity Investments   December 2005 - July 2007
Fidelity Investments   November 2000 - December 2005
Fidelity Investments   September 1997 - October 2000

Skills
Certified Financial..., Insurance license..., Series 7, 6, 63, 66, 26..., In depth knowledge of..., Solid understanding and..., insurance and financial..., Account Management, Mutual Funds, Relationship Management, Financial Services

Education
Mississippi State University   1990 — 1995
Bachelor of Business Administration, Marketing

Warren Central High School   1988 — 1990
High school

Bharath Gopal Bharath Gopal Denver, Colorado Details
Bharath Gopal's Fidelity Investments Experience June 2011 - August 2011
Job SQE, Pearson
Industry Computer Networking
Experience
Pearson  July 2013 - Present
BlackBerry  September 2012 - December 2012
University of Massachusetts Amherst  September 2010 - May 2012
Fidelity Investments   June 2011 - August 2011
Renault Nissan Technology and Business Centre India  June 2009 - July 2010
Renault Nissan Technology and Business center India   June 2008 - June 2009

Skills
C, SQL, Java, Unix, C++, Matlab, Eclipse, Python, Computer Network..., Algorithms, OBIEE, HTML, Databases, Machine Learning, Test Automation

Education
University of Massachusetts, Amherst   2010 — 2013
M.S, Electrical and Computer Systems Engineering

Anna University, India   2004 — 2008
B.E, Engineering

Modern School   2002 — 2004
HSD, Computer Science, Mathematics

Joselyn Bengtson Joselyn Bengtson Boston, Massachusetts Details
Joselyn Bengtson's Fidelity Investments Experience 1998 - 2002
Job Ambit Energy Consultant/ HR Benefits Administrator at HR Professional.
Industry Oil & Energy
Experience
Ambit Energy  February 2015 - Present
Veolia Energy North America  April 2011 - January 2014
Kayem Foods Inc.  February 2009 - April 2011
BTHR Solutions / BeneTemps  1998 - 2009
Goodwin Procter LLP  2008 - 2008
State Street  2007 - 2008
Investor's Bank & Trust   2006 - 2007
Fidelity Investments   1998 - 2002
Cabot Corporation  1988 - 1998

Skills
Employee Benefits, Benefits Administration, Management, HRIS, Analysis, PeopleSoft, Personnel Management, Insurance, Onboarding, Employee Relations, Disability Insurance, Human Resources, Time Management, Recruiting, FMLA, Deferred Compensation

Education
Middlesex Community College

Warren Johnston Warren Johnston Greater Boston Area Details
Warren Johnston's Fidelity Investments Experience October 2013 - Present
Job Experienced Benefits Professional
Industry Human Resources
Experience
Fidelity Investments   October 2013 - Present
PAREXEL  April 2012 - May 2013
Comverse, Inc  May 2008 - April 2012
SeaChange International  May 2006 - May 2008
Chemineer, Inc  December 2000 - May 2006
Oxford Health Plans  March 1999 - December 2000
Phillips Medical  1997 - 1998

Skills
Employee Benefits, HRIS, Benefits Administration, Training, Human Resources, Deferred Compensation, Payroll, FMLA, HR Consulting, COBRA, Vendor Management, New Hire Orientations, Onboarding, Leadership

Education
Middlesex Community College
A.S, Business Administration

Scott Plympton, PMP Scott Plympton, PMP Boston, Massachusetts Details
Scott Plympton, PMP's Fidelity Investments Experience December 2006 - October 2009
Job Project Manager at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain  February 2015 - Present
Commonwealth of Massachusetts  April 2013 - February 2014
Commonwealth of Massachusetts  October 2011 - November 2012
Sapient  June 2011 - August 2011
MFS Investment Management  October 2010 - April 2011
Advent International  January 2010 - July 2010
Fidelity Investments   December 2006 - October 2009
Rockland Trust  December 2003 - August 2006
State Street Corporation  May 1997 - April 2002
Putnam Investments  January 1993 - January 1997

Skills
SDLC, Process Improvement, Project Portfolio..., Management, MS Project, PMP, Project Management, Integration, Vendor Management

Education
The George Washington University
Masters Certificate, Project Management

University of Arkansas
MBA, Masters degree, Business Administrations

Missouri State University
Bachelors degree, Information Systems Management

Lisa Overbo Lisa Overbo Washington, District Of Columbia Details
Lisa Overbo's Fidelity Investments Experience January 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   January 2014 - Present
T. Rowe Price  August 2010 - January 2014
Wells Fargo Financial  October 2008 - August 2010

Skills
Asset Allocation, Series 7, Mutual Funds, Investment Strategies, Investment Management, Investments, Fixed Income, Asset Managment, Equities, Investment Advisory, Wealth Management, Series 66

Education
North Dakota State University
Bachelor of Science (B.S.)

Minnesota State University, Moorhead   2002 — 2004

Joy Andrews Joy Andrews Derry, New Hampshire Details
Joy Andrews's Fidelity Investments Experience May 2005 - December 2006
Job Software Developer at OptumHealth
Industry Health, Wellness and Fitness
Experience
OptumHealth Education  April 2013 - Present
Mortgage Network, Inc.   April 2012 - April 2013
Atrium Medical  January 2007 - March 2012
Fidelity Investments   May 2005 - December 2006
Charm Sciences  September 2001 - April 2005
Acumentrics Corporation  2000 - 2001
Zoll Medical  1999 - 2000
APC  1994 - 1998

Skills
ASP.NET, Oracle, PL/SQL, Oracle E-Business Suite, .NET, Microsoft SQL Server, XML, JavaScript, VB.NET, Databases, Software Documentation, Web Services, C#, Web Applications, T-SQL, Software Development, HTML, SSRS

Education
Middlesex Community College

Kara Lincoln Kara Lincoln Raleigh-Durham, North Carolina Area Details
Kara Lincoln's Fidelity Investments Experience April 2013 - Present
Job Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Proskauer Rose LLP  2008 - 2013
U.S. Court of Appeals   2007 - 2008
McGlinchey Stafford  June 2006 - June 2006
Mitchell, McNutt & Sams   June 2005 - June 2005
Lane Home Furnishings  2002 - 2004

Skills
Litigation, Appeals, Employment Law, Class Actions, Mediation, Alternative Dispute..., Legal Writing, Arbitration, Employment...

Education
University of Mississippi School of Law   2004 — 2007
J.D., magna cum laude

Mississippi State University - College of Business and Industry   1998 — 2002
Bachelor of Business Administration, Management Information Systems, summa cum laude

Amanda Krummenacker Amanda Krummenacker Greater New York City Area Details
Amanda Krummenacker's Fidelity Investments Experience February 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2013 - Present
Fidelity Investments   January 2012 - February 2013
Fidelity Investments   June 2010 - January 2012
New York and Company  May 2007 - June 2010
Pearle Vision  June 2002 - June 2010
First Investors Corporation  May 2009 - August 2009

Education
Molloy College   2012 — 2014
Master of Business Administration (M.B.A.), 3.9

Siena College   2006 — 2010
Bachelors of Science, Finance

Siena Italian Studies   2009 — 2009
Study Abroad Program

Commack High School   2002 — 2006

Kathleen Victorino Kathleen Victorino Washington D.C. Metro Area Details
Kathleen Victorino's Fidelity Investments Experience January 1991 - December 2002
Job
Industry Investment Management
Experience
US Treasury Office of Financial Research   April 2014 - Present
US Treasury Office of Financial Stability   March 2009 - April 2014
Deloitte Consulting  2005 - 2009
Corporate Growth Group   2003 - 2005
Fidelity Investments   January 1991 - December 2002
Deloitte Consulting  1985 - 1991
Peat Marwick  1979 - 1985

Skills
Securities, Compliance, Risk Management, Due Diligence, Asset Management, Fixed Income, Capital Markets, Asset Managment, Financial Services, Mergers & Acquisitions, Strategy, Finance, Investments, Banking, Program Management, Budgets, Portfolio Management, SDLC, Emerging Markets, Management, Financial Modeling, Leadership, Corporate Governance, Cross-functional Team..., Derivatives, Private Equity, AML, Mutual Funds, Outsourcing, Financial Risk, Financial Analysis, Bloomberg, Corporate Finance, Equities, Valuation, Financial Markets, Enterprise Risk..., Management Consulting, Investment Banking

Education
UCLA Anderson School of Management   1975 — 1977
MBA, Accounting, Strategy

Mills College
Bachelor of Arts (B.A.), Fine Arts

Luis Miguel Justino Luis Miguel Justino Guatemala area Details
Luis Miguel Justino's Fidelity Investments Experience July 2012 - December 2013
Job Senior Quality Assurance Engineer
Industry Information Technology and Services
Experience
Self-employed  November 2013 - Present
migueljustino.com   July 2009 - Present
Fidelity Investments   July 2012 - December 2013
eircom  January 2012 - July 2012
Procuradoria-Geral da República   March 2011 - November 2011
Zon Multimédia   January 2011 - February 2011
CGD   January 2010 - January 2011
TMN   May 2009 - December 2009
Telenet  May 2008 - April 2009
o2 Germany   July 2006 - May 2008

Skills
System Testing, Integration Testing, User Acceptance Testing, ISTQB, Test Planning, Manual Testing, Performance Testing, SQL, XML, Java, .NET, Quality Center, Quality Assurance, Requirements Analysis, Oracle, Testing, Microsoft SQL Server, JavaScript

Education
Monash University   1996 — 2000
Ba. Computing

Monash University   1996 — 2000
Ba. Banking and Finance

Keith Moran Keith Moran Greater Boston Area Details
Keith Moran's Fidelity Investments Experience January 2000 - November 2006
Job Chief Technology Officer at the University of Massachusetts
Industry Information Technology and Services
Experience
University of Massachusetts - President's Office  June 2007 - Present
UMass  2015 - 2015
UMass  2015 - 2015
Fidelity Investments   January 2000 - November 2006
Fidelity Investments   April 1996 - December 1999
Fidelity Investments   April 1994 - March 1996
Marriott Corporation  June 1986 - March 1994

Skills
Strategy, Unix, Leadership, Databases, Oracle, Disaster Recovery, Requirements Analysis, Vendor Management, Project Management, Project Planning, Management, Agile Methodologies, Outsourcing, IT Strategy, SDLC, SQL, Business Analysis, Program Management, Process Improvement, Enterprise Architecture, Linux, Solaris

Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Management (Finance Concentration, Economics Minor)

University of Maryland University College
Master Information Technology Program

Marriot Corp Management Training Program

Middlesex Community College
Engineering

Tommy Lowack Tommy Lowack Dallas/Fort Worth Area Details
Tommy Lowack's Fidelity Investments Experience August 2012 - Present
Job Vice President, Employee Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2012 - Present
Fidelity Investments   July 2003 - August 2012
Fidelity Investments   August 2000 - July 2003
Best Buy  1998 - 2000
Zale Corporation  1995 - 1998

Skills
Deferred Compensation, Applicant Tracking..., Human Resources, Workforce Planning, Succession Planning, HRIS, Employee Benefits, Onboarding, Team Building, Talent Management, Performance Management, Employee Relations, Benefits Administration, Talent Acquisition, Vendor Management, Recruiting, Financial Services

Education
University of North Texas   1995 — 1996
MBA, Human Resources Management

Midwestern State University   1991 — 1994
BBA, Economics & Management

Brad Massingill Brad Massingill Raleigh-Durham, North Carolina Area Details
Brad Massingill's Fidelity Investments Experience May 2007 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2007 - Present
Family Dollar  November 2004 - May 2007
Apple River State Bank   June 2003 - November 2004
IBM  June 1998 - October 2002

Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Agile Methodolgy, Content Management, Testing, Business Requirements, Visio, Agile Methodologies, SharePoint, Business Process..., Business Process

Education
University of North Carolina at Charlotte   1998 — 2001
MBA, Management

Millikin University   1994 — 1998
B.S., MIS / Business Administration

Jeff Causey Jeff Causey Dallas/Fort Worth Area Details
Jeff Causey's Fidelity Investments Experience 1997 - 2006
Job Integritas Advisors, LLC
Industry Financial Services
Experience
Integritas Advisors, LLC   2006 - Present
Fidelity Investments   1997 - 2006
Doty-Moore Tower Services   1992 - 1997

Skills
Series 7

Education
Missouri State University   1984 — 1989

Kalyan Katika Kalyan Katika Greater Boston Area Details
Kalyan Katika's Fidelity Investments Experience June 2007 - Present
Job Principal UX Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   June 2007 - Present
Fidelity Investments   June 2007 - Present

Skills
Flex, AJAX, Agile Methodologies, HTML 5, User Interface, RIA, SOA, Flash, SDLC, Web Services, Enterprise Software, User Experience, CSS3, JavaScript, OOP, Enterprise Architecture, UI Architecture, User Interface Design, Responsive Design, Node.js, Backbone.js, Underscore.js, Require.js, Information Architecture, Unix, Design Patterns, Software Project..., Mobile Applications, iOS development, Android Development, Entrepreneurship, Start-ups, Apache, JSP, REST, MongoDB, SQL, MySQL, Oracle, Twitter Bootstrap, ZURB Foundation, jQuery, Heroku, Github, ActionScript, XML, JSON, PHP, d3.js, SAP ERP

Education
Mississippi State University

Sathyabama University

high school

Bruce Lambert Bruce Lambert Greater Denver Area Details
Bruce Lambert's Fidelity Investments Experience October 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Banking
Experience
Fidelity Investments   October 2013 - Present
JPMorgan Chase  February 2011 - September 2013
JPMorgan Chase  January 2008 - February 2011
Comcast Cable Communications, Inc.   June 2001 - July 2007
Comcast Cable  February 1999 - June 2001
Primestar, Inc.   October 1994 - January 1999

Skills
Call Centers, Process Improvement, Leadership, Cross-functional Team..., Customer Experience, Time Management, Customer Satisfaction, Training, Management, Budgets, Customer Service, Sales, Team Building, Leadership Development, Call Center, Program Management, Performance Management, Quality Assurance, Employee Training, Customer Retention

Education
Midwestern State University   1983 — 1984
MA, Political Science/Public Administration

United States Air Force Academy   1972 — 1976
BS, Engineering Mechanics

Jack Grochowski Jack Grochowski Greater Boston Area Details
Jack Grochowski's Fidelity Investments Experience January 2006 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   January 2006 - Present
IMI SYSTEMS / AJILON LLC   January 1997 - January 2006
STRUCTURED DATA SYSTEMS   January 1991 - January 1997

Skills
Oracle, XML, Java Enterprise Edition, Agile Methodologies, Websphere, Software Development, SQL*Plus, J2EE Application..., Jenkins, Unix Shell Scripting, Enterprise Software, Linux, ClearCase, Web Applications, SDLC, Requirements Analysis, Shell Scripting, WebSphere

Education
Monash University   1988 — 1990
Bachelor of Science (BSc), Mathematics and Computer Science

Monash University
Bachelor of Science, Computer Science / Mathematics

Nella Shipley Nella Shipley Greater Boston Area Details
Nella Shipley's Fidelity Investments Experience January 2014 - Present
Job Assistant to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   August 2008 - December 2013
Krups-Rowenta   2003 - 2008
Krups - Rowenta, Groupe SEB USA   2003 - 2008
Groupe SEB USA  2003 - 2008
BKM Enterprises   1999 - 2003
Post Newsweek Stations  1998 - 2000
The S/L/A/M Collaborative   1994 - 1998
Aetna Life & Casualty  1988 - 1994

Skills
Executive..., Marketing Strategy, Product Development, Sales, Microsoft Excel, Microsoft Office, Cross-functional Team..., Strategic Planning, Customer Service, Marketing, Business Analysis, Process Improvement, Team Building, Management, Project Management

Education
Middlesex Community College

Abe Kondamudi Abe Kondamudi Orlando, Florida Area Details
Abe Kondamudi's Fidelity Investments Experience 1997 - 2007
Job Senior Database Administrator at Red Lobster
Industry Restaurants
Experience
Red Lobster  June 2015 - Present
Orange Lake Country Club  2008 - May 2015
Fidelity Investments   1997 - 2007

Skills
Oracle E-Business Suite, Oracle Applications, Oracle HR, Oracle, Business Intelligence, Databases, SDLC, Oracle Discoverer, Requirements Analysis, Data Warehousing, PL/SQL, Database Administration, Unix, Oracle Enterprise..., Oracle RAC, ETL, Data Modeling, SQL Tuning

Education
Midwestern State University   1994 — 1996

University of Dayton   1994 — 1994

Osmania University   1985 — 1990
B.E., Mechanical Engineering

Linda Scovil Linda Scovil Greater Boston Area Details
Linda Scovil's Fidelity Investments Experience March 2012 - Present
Job Director of Life Insurance Operations
Industry Insurance
Experience
Fidelity Investments   March 2012 - Present
Sun Life Financial  April 2007 - February 2012
Sun Life Financial  2001 - 2007

Education
Middlesex Community College   1978 — 1982

Randy MacAulay Randy MacAulay Greater Boston Area Details
Randy MacAulay's Fidelity Investments Experience March 2013 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   April 2011 - March 2013
Fidelity Investments   November 1999 - April 2011
BAE Systems  1990 - 1999

Skills
Solaris, Veritas Volume Manager, Unix, High Availability, Ksh, Veritas Cluster Server, Solaris Zones, Veritas, Sun, Veritas Storage..., HP-UX, AIX, Unix Shell Scripting, Cluster, RedHat, Shell Scripting, Red Hat Linux, Virtualization, Operating Systems, SAN, Netbackup, Disaster Recovery, HACMP, Storage Area Networks, Storage, Linux System..., NetApp, NAS, Brocade, ZFS, DNS, Server Architecture, Apache, Perl, Servers, NFS, Data Center, VMware, IBM AIX

Education
Middlesex Community College   1979 — 1981

Paresh Joshi Paresh Joshi Greater Boston Area Details
Paresh Joshi's Fidelity Investments Experience November 2006 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   November 2006 - Present
GTSS Inc  February 2005 - November 2006
Kanbay Software (I) Pvt Ltd (Capgemini India)   January 2004 - February 2005
Bajaj Allianz General Insurance Co   May 2002 - December 2003
Indiaco.com Pvt Ltd   July 2001 - February 2002
Morelinux.com Pvt Ltd   September 1999 - April 2001
Brihans Group of Companies   1999 - 2001

Skills
Java Enterprise Edition, Spring, SDLC, Web Services, Oracle, XML, Struts, Java, Unix, Enterprise Architecture, Websphere, Software Development, JSP, Unix Shell Scripting, Web Applications, JMS, Requirements Analysis, PL/SQL, SQL, JavaScript, Software Design, Design Patterns, EJB, Core Java, Database Design, Spring Framework

Education
University of Pune   1997 — 1999
Master of Computer Management

University of Pune   1992 — 1997
Bachelor of Commerce

Modern School

Mark D. Herke Mark D. Herke Dallas/Fort Worth Area Details
Mark D. Herke's Fidelity Investments Experience December 1995 - Present
Job Programmer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   December 1995 - Present
Euro RSCG, Publicis, Malherbes Design, Shaya & Co, Rapp Collins, Soleil Noir, etc   February 1994 - December 1995
Royal Children's Hospital Melbourne   January 1992 - January 1994

Skills
SQL, XML, Oracle, Agile Methodologies, C#, JavaScript, Web Services, Sybase, ASP.NET, Unix, .NET, Requirements Analysis

Education
Monash University   1990 — 1994
Bachelor's degree, Information Technology

Crystal Lake, south high school   1986 — 1990

Greg Swindasz Greg Swindasz Greater New York City Area Details
Greg Swindasz's Fidelity Investments Experience July 2010 - Present
Job Internet Content Producer at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments   July 2010 - Present
Fidelity Investments   May 2010 - January 2011
Fidelity Investments   September 2006 - November 2008

Skills
Press Releases, Social Networking, Strategic Communications, Internal Communications, Corporate Communications, Media Relations, Public Relations, Social Media, Marketing Communications, Editing, Newsletters, Blogging, Facebook, Copywriting, Event Planning

Education
Monmouth University   2004 — 2009
Bachelor of Arts (BA), Communication, General

Monmouth University   2004 — 2009
Bachelor's degree, Communication and Media Studies

Gomathi Anandan Gomathi Anandan Greater Boston Area Details
Gomathi Anandan's Fidelity Investments Experience August 2012 - December 2012
Job Program Management at RedHat
Industry Computer Software
Experience
Red Hat  July 2014 - Present
Wellington Management  February 2013 - July 2014
Sapient Global Markets  August 2012 - July 2014
Fidelity Investments   August 2012 - December 2012
APC  September 2007 - August 2012
APC  March 2005 - August 2007
APC by Schneider Electric  October 2002 - March 2005

Skills
Agile Methodologies, Testing, Software Project..., Software Development, Test Automation, Scrum, Embedded Systems, Requirements Analysis, Integration, Software Quality..., Test Planning, Java, SDLC, Software Engineering

Education
University of Rhode Island   2005 — 2007
MBA, Marketing & Entrepreneurship

Mississippi State University   2000 — 2002
MS, Computer Engineering

University of Madras   1995 — 1999
BE, Electrical & Electronics Engineering

SRM University

SRM University

Stephanie Schaub Stephanie Schaub Greater New York City Area Details
Stephanie Schaub's Fidelity Investments Experience November 2003 - January 2011
Job Business Owner at Javita Coffee Co.
Industry Food & Beverages
Experience
Javita Coffee Co.  May 2014 - Present
Fidelity Investments   November 2003 - January 2011
Smith Barney  2001 - 2003
Smith Barney  2001 - 2003
Smith Barney  2001 - 2003

Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Financial Analysis, Business Requirements, Visio, Project Management, Financial Modeling, Process Improvement, User Acceptance Testing, Microsoft Excel, Risk Management, Vendor Management

Education
Monmouth University   2000 — 2002
Bachelor's Degree, Business Administration & Finance

University of Delaware   1998 — 2000
Business Administration & Finance

Anthony Domenella Anthony Domenella Dallas/Fort Worth Area Details
Anthony Domenella's Fidelity Investments Experience 2005 - 2006
Job Branch Manager Scottrade
Industry Financial Services
Experience
Scottrade  February 2015 - Present
TD Ameritrade  November 2012 - February 2015
TD Ameritrade  July 2010 - November 2012
TD Ameritrade  May 2009 - 2010
Bank of America  September 2006 - May 2009
Fidelity Investments   2005 - 2006
Penske Truck Leasing  2004 - 2006

Skills
Wealth Management, Retirement Planning, Credit, Series 7, Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Banking, Mutual Funds, Series 63, Asset Allocation, Sales Management, Securities, Relationship Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Customer Service, Management, Retirement

Education
Midwestern State University   1994 — 2002
B.A. Business Administration, Marketing

Deepak Paul Deepak Paul Toronto, Canada Area Details
Deepak Paul's Fidelity Investments Experience November 1995 - August 1997
Job Solutions Architect at TD Bank
Industry Financial Services
Experience
TD  March 2014 - Present
TD Waterhouse  January 2012 - December 2013
TD Waterhouse  March 2010 - August 2011
CGI  February 2009 - February 2010
TD Waterhouse  April 1999 - January 2009
National Grocers  August 1998 - March 1999
Nortel  September 1997 - July 1998
Fidelity Investments   November 1995 - August 1997

Skills
SDLC, AML, Web Services, Enterprise Architecture, SOA, Mutual Funds, System Design, Application Architecture, Requirements Gathering, Websphere, Requirements Analysis, Solution Architecture, IT Strategy, Business Requirements, Risk Management, TOGAF, PMP, Integration, Business Analysis, Software Project..., Vendor Management

Education
University of Surrey   1974 — 1978
BSc Hons, Civil Engineering

Mithibai College   1971 — 1973
Inter Science

George C. Melnic George C. Melnic Toronto, Canada Area Details
George C. Melnic's Fidelity Investments Experience January 2014 - Present
Job Team Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   2005 - Present
IBM  2002 - 2005

Education
Mohawk College
Bachelor, Networking Hardware

University of Windsor
Bachelor, Electrical Engineering

Robert Krebs Robert Krebs Dallas/Fort Worth Area Details
Robert Krebs's Fidelity Investments Experience October 1997 - March 2008
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2009 - Present
Fidelity Investments   October 1997 - March 2008

Education
Midwestern State University
Bachelor of Business Administration (BBA)

Scott Herron Scott Herron Dallas/Fort Worth Area Details
Scott Herron's Fidelity Investments Experience 1987 - 1993
Job Vice President, Global Business Operations at GuestLogix
Industry Information Technology and Services
Experience
GuestLogix  September 2014 - Present
GuestLogix  March 2014 - September 2014
GuestLogix  November 2011 - March 2014
Synergy HomeCare of DFW   June 2008 - October 2011
Sabre Holdings  2007 - 2009
Sabre Holdings  2007 - 2007
Sabre Holdings  2004 - 2006
Sabre Holdings  2001 - 2004
Sabre Holdings  1993 - 2001
Fidelity Investments   1987 - 1993

Skills
Program Management, Cost Accounting, Process Improvement, Financial Analysis, Business Intelligence, Six Sigma, Strategy, Project Management, Budgets, Product Management, Project Planning, Strategic Planning, Project Portfolio..., SDLC, Management, Forecasting, Business Analysis

Education
Mississippi State University   1983 — 1985
BS, Computer Science

Shailyn Fagan Shailyn Fagan Dallas/Fort Worth Area Details
Shailyn Fagan's Fidelity Investments Experience October 2014 - Present
Job Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   December 2011 - October 2014
Fidelity Investments   April 2007 - December 2011
Citibank  July 2003 - April 2007

Skills
Process Improvement, Problem Solving, Research, Analysis, Customer Service, Access, Management Consulting, Business Analysis, Business Development, Financial Analysis, Leadership, Risk Management, Sales Management, Six Sigma

Education
Midwestern State University   2003 — 2008

Texas Women's University
Studies

Sheila Waters Sheila Waters Dallas/Fort Worth Area Details
Sheila Waters's Fidelity Investments Experience April 2001 - June 2003
Job Executive Sales Manager at GlobalNet Training
Industry Computer Networking
Experience
GlobalNet Training   April 2011 - Present
Sew So Pretty   2006 - 2013
Fidelity Investments   April 2001 - June 2003
Liberty Travel  June 1996 - April 2001

Skills
Project Management, Administrative..., Social Media, Sales, Marketing, Customer Service, Public Speaking, Training, Program Management, Entrepreneurship, System Administration, Social Networking, Troubleshooting, Leadership

Education
Midwestern State University   1993 — 1994

Texas State University-San Marcos   1989 — 1993
Bachelor of Arts (B.A.), Psychology

Bryan Keener Bryan Keener Dallas/Fort Worth Area Details
Bryan Keener's Fidelity Investments Experience February 1997 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 1997 - Present

Education
Midwestern State University   1991 — 1995
BBA, Management

Arlene Erickson Arlene Erickson United States Details
Arlene Erickson's Fidelity Investments Experience April 1996 - August 1997
Job Project Manager at Cyber 360 Solutions
Industry
Experience
Cyber 360 Solutions   March 2012 - Present
The Revolution Group  July 2010 - November 2010
The Revolution Group  July 2010 - November 2010
ACI Worldwide (formerly P&H Solutions)   December 1999 - March 2010
ACI Worldwide (formerly P&H Solutions)   December 1999 - March 2010
Keane Inc  August 1997 - December 1999
Keane Inc  August 1997 - December 1999
Keane, Inc  August 1997 - December 1999
Fidelity Investments   April 1996 - August 1997
The New England  May 1979 - April 1996

Skills
Business Analysis, Testing, Quality Assurance, Databases, SDLC, Access, Product Management, Program Management, PMO, Project Planning, Project Management, Management, CRM, Vendor Management

Education
Minneapolis Community and Technical College
AA, Liberal Arts

Salem State University
BS

Heather Mayabb Heather Mayabb Dallas/Fort Worth Area Details
Heather Mayabb's Fidelity Investments Experience October 2005 - May 2010
Job Senior Account Executive at Computex Technology Solutions
Industry Information Technology and Services
Experience
Computex Technology Solutions  January 2014 - Present
Accudata Systems  May 2010 - December 2013
Fidelity Investments   October 2005 - May 2010

Skills
Account Management, Security, Solution Selling, Cloud Computing, Sales Process, Data Center, Cisco Technologies, Salesforce.com, Sales, Direct Sales, Virtualization, Information Security, Business Continuity, Channel Partners, Enterprise Software, Information Technology, Managed Services, Networking, Professional Services, SaaS, Storage, Unified Communications, VMware

Education
Missouri State University   2001 — 2005
BS, Merchandising

Malcolm Jackson Malcolm Jackson Greater Memphis Area Details
Malcolm Jackson's Fidelity Investments Experience April 1998 - November 1999
Job Owner, Tinson LLC dba Smoothie King
Industry Restaurants
Experience
Automated Tech & Assembly   January 2015 - Present
Post Play Management   January 2013 - Present
Smoothie King (SKFI)   January 2003 - Present
Hilliard Lyons  March 2000 - February 2002
Fidelity Investments   April 1998 - November 1999

Skills
Franchising, Entrepreneurship, Strategic Planning, Management Consulting, Finance, Management, Social Media Marketing, Small Business, Sales, Franchise Consulting, Social Media, New Business Development, Microsoft Office, Microsoft Excel, Marketing Strategy, Business Planning, Customer Service, Leadership, Marketing

Education
Mississippi State University   1992 — 1997
Business, Marketing

J.D. Erickson J.D. Erickson Germantown, Tennessee Details
J.D. Erickson's Fidelity Investments Experience September 2013 - Present
Job Financial Consultant with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   September 2011 - September 2013
Carty and Co, Inc.   May 2008 - September 2011

Education
The University of Memphis   2004 — 2006
Bachelor of Business Administration (B.B.A.), Marketing Management

Mississippi State University   2001 — 2004
Marketing/Marketing Management, General

Christian Brothers High School   1997 — 2001
High School Degree, College Preparatory

Hap Wade Hap Wade Naples, Florida Details
Hap Wade's Fidelity Investments Experience 1999 - 2010
Job Managing Director, Principal at Banyan Partners
Industry Investment Management
Experience
Banyan Partners  April 2010 - Present
Fidelity Investments   1999 - 2010

Education
Mississippi State University   1981 — 1986
Bachelors, Communications

Tom Schuman Tom Schuman Memphis, Tennessee Details
Tom Schuman's Fidelity Investments Experience January 1999 - May 1999
Job Seasoned Ivy League Analyst
Industry Pharmaceuticals
Experience
Fred's Pharmacy  October 2012 - Present
FedEx Express  July 2008 - December 2011
FedEx Express  June 2007 - July 2008
FedEx Express  June 2005 - June 2007
FedEx Express  April 2003 - June 2005
ServiceMaster  January 2002 - March 2003
Fidelity Investments   January 1999 - May 1999

Skills
PowerPoint, Microsoft Office, Word, Forecasting, Budgets, Business Planning, Customer Service, General Ledger, Variance Analysis, Process Improvement, Logistics, Analysis, Financial Analysis, Research, Business Analysis, Strategic Planning

Education
University of Pennsylvania - The Wharton School   1999 — 2001
Bachelors of Science in Economics, Finance, General

Mississippi State University   1997 — 1999
Finance, General

kimberly Titus kimberly Titus Wichita Falls, Texas Details
kimberly Titus's Fidelity Investments Experience October 2012 - July 2013
Job Assistant Accountant at Caribbean Developments (Antigua) Ltd.
Industry Accounting
Experience
Caribbean Developments (Antigua) Ltd.   August 2014 - Present
Concord Business Associates   October 2013 - August 2014
Fidelity Investments   October 2012 - July 2013
First Convenience Bank  August 2012 - October 2012
Antigua and Barbuda Investment Bank   October 2007 - August 2009

Skills
Microsoft Office, Financial Analysis, QuickBooks, Accounting, Microsoft Excel, Accounts Payable, Microsoft Word, Teamwork, Access, Research, PowerPoint, Tax, Public Speaking

Education
Midwestern State University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Lade

Cathy Strong Cathy Strong Phoenix, Arizona Area Details
Cathy Strong's Fidelity Investments Experience August 2000 - June 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  June 2009 - Present
Fidelity Investments   August 2000 - June 2009

Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel

Education
Missouri State University   1996 — 2000
Bachelor's Degree, Business/Corporate Communications

Stacey Everidge Stacey Everidge Fort Worth, Texas Details
Stacey Everidge's Fidelity Investments Experience October 2011 - Present
Job Fidelity
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
GM Financial  February 2009 - October 2011
Chrysler Financial  2007 - 2009
Chrysler Financial  2007 - 2009

Skills
Customer Service, Microsoft Excel, Microsoft Word, English, Time Management, Microsoft Office, Team Leadership, Working With Clients

Education
Midwestern State University   2015 — 2017
Bachelor of Applied Science (BASc), Business Administration and Management, General

Keller High

Tarrant County College
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations

STEPHEN BALLETTO STEPHEN BALLETTO Red Bank, New Jersey Details
STEPHEN BALLETTO's Fidelity Investments Experience August 2002 - September 2007
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  September 2007 - Present
Fidelity Investments   August 2002 - September 2007

Education
Monmouth University

Thomas Lord Thomas Lord Red Bank, New Jersey Details
Thomas Lord's Fidelity Investments Experience 2015 - Present
Job Investment Consultant, Personal and Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2015 - Present
Glendenning Mortgage Corporation  September 2014 - February 2015
Rockdale Financial Services, Inc.   February 2010 - July 2014
Rockdale Financial Services, Inc.   July 2006 - February 2010
Rockdale Financial Services, Inc.   August 2003 - July 2006

Education
Monmouth University   1997 — 2002
Bachelor of Arts in Communication

Wildwood High School

David DeCoster David DeCoster Kennesaw, Georgia Details
David DeCoster's Fidelity Investments Experience June 2015 - August 2015
Job Student at Mississippi State University
Industry
Experience
Fidelity Investments   June 2015 - August 2015

Skills
Microsoft Office

Education
Mississippi State University   2012 — 2016
Bachelor of Science (B.S.), Business Administration

John Oleon John Oleon Wichita Falls, Texas Details
John Oleon's Fidelity Investments Experience June 2015 - August 2015
Job Midwestern State University
Industry Management Consulting
Experience
Fidelity Investments   June 2015 - August 2015

Education
Midwestern State University   2014 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Sophmore

Sean Britt, CFP® Sean Britt, CFP® Dallas/Fort Worth Area Details
Sean Britt, CFP®'s Fidelity Investments Experience June 2015 - September 2015
Job Trading Execution Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - September 2015
Fidelity Investments   July 2013 - June 2015
Fidelity Investments   September 2012 - June 2013

Education
Midwestern State University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

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