Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Hannah Peters Hannah Peters's Fidelity Investments Experience 2001 - April 2004
Job Account Executive at Directions Research, Inc.
Industry Market Research
Experience
Directions Research, Inc. February 2012 - July 2015
Directions Research, Inc. April 2004 - February 2012
Directions Research, Inc. April 2004 - May 2008
Fidelity Investments 2001 - April 2004
Skills
Market Research, Marketing Research, Segmentation, Analysis, Quantitative Research, Customer Insight, Consumer Behaviour, Questionnaire Design, Survey Design, Analytics, Research, Brand Equity, Survey Research, Marketing Strategy, Advertising, Marketing Communications, Customer Service
Education
Xavier University 2005 — 2008
Master of Business Administration (M.B.A.)
Northern Kentucky University 2000 — 2003
Bachelor's, Marketing
Directions Research, Inc. February 2012 - July 2015
Directions Research, Inc. April 2004 - February 2012
Directions Research, Inc. April 2004 - May 2008
Fidelity Investments 2001 - April 2004
Skills
Market Research, Marketing Research, Segmentation, Analysis, Quantitative Research, Customer Insight, Consumer Behaviour, Questionnaire Design, Survey Design, Analytics, Research, Brand Equity, Survey Research, Marketing Strategy, Advertising, Marketing Communications, Customer Service
Education
Xavier University 2005 — 2008
Master of Business Administration (M.B.A.)
Northern Kentucky University 2000 — 2003
Bachelor's, Marketing
Evan Bihl Evan Bihl's Fidelity Investments Experience October 2005 - August 2006
Job Assistant Director of Compliance at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company August 2011 - Present
The O.N. Equity Sales Company December 2008 - August 2011
The O.N. Equity Sales Company August 2006 - December 2008
Fidelity Investments October 2005 - August 2006
Fidelity Investments January 2001 - October 2005
Fidelity Investments June 1999 - January 2001
St. Elizabeth Healthcare May 1996 - June 1999
Skills
Compliance, Series 7, Series 63, Series 24, Series 66, Customer Retention, Risk Management, FINRA, Investment Advisory, Mutual Funds, Stocks, Auditing, Project Management, Business Process...
Education
Northern Kentucky University 1993 — 1997
Bachelor of Science (BS), Management
University of Pennsylvania - The Wharton School 2013 — 2013
FINRA/Wharton - Certified Regulatory and Compliance Professional (CRCP) Designation, Executive Education Program
The O.N. Equity Sales Company August 2011 - Present
The O.N. Equity Sales Company December 2008 - August 2011
The O.N. Equity Sales Company August 2006 - December 2008
Fidelity Investments October 2005 - August 2006
Fidelity Investments January 2001 - October 2005
Fidelity Investments June 1999 - January 2001
St. Elizabeth Healthcare May 1996 - June 1999
Skills
Compliance, Series 7, Series 63, Series 24, Series 66, Customer Retention, Risk Management, FINRA, Investment Advisory, Mutual Funds, Stocks, Auditing, Project Management, Business Process...
Education
Northern Kentucky University 1993 — 1997
Bachelor of Science (BS), Management
University of Pennsylvania - The Wharton School 2013 — 2013
FINRA/Wharton - Certified Regulatory and Compliance Professional (CRCP) Designation, Executive Education Program
Jeffrey Cobb Jeffrey Cobb's Fidelity Investments Experience June 2015 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments February 2015 - June 2015
Cengage Learning January 2013 - January 2015
Skills
Cold Calling, Sales, Social Media, Salesforce.com, Account Management, Marketing, Social Media Marketing, Facebook, Event Planning, Customer Service, B2B, Lead Generation, Marketing Strategy, Social Networking, Microsoft Office, Leadership, Public Speaking, Publishing, Public Relations, Marketing Communications
Education
Northern Kentucky University 2009 — 2012
Bachelor of Fine Arts (B.F.A.), History
Fidelity Investments June 2015 - Present
Fidelity Investments February 2015 - June 2015
Cengage Learning January 2013 - January 2015
Skills
Cold Calling, Sales, Social Media, Salesforce.com, Account Management, Marketing, Social Media Marketing, Facebook, Event Planning, Customer Service, B2B, Lead Generation, Marketing Strategy, Social Networking, Microsoft Office, Leadership, Public Speaking, Publishing, Public Relations, Marketing Communications
Education
Northern Kentucky University 2009 — 2012
Bachelor of Fine Arts (B.F.A.), History
Eric Dulaney's Fidelity Investments Experience March 2015 - Present
Job Specialty Trading Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2010 - March 2015
Fifth Third Bank October 2007 - October 2010
Comair, Inc December 2006 - October 2007
Comair, Inc March 2004 - December 2006
Comair, Inc January 2003 - March 2004
Comair, Inc November 2001 - January 2003
Antonelli College September 1999 - June 2001
Potomac College April 1999 - September 1999
Southern Ohio College September 1998 - February 1999
Skills
Training, Customer Service, Leadership, Human Resources, Process Improvement, Instructional Design, Management, Financial Services, Information Mapping, Interviews, Policy, Needs Analysis, Workshop Facilitation, Knowledge Management, Employee Training, Psychometrics, Pre-employment Testing, Personnel Selection, Public Speaking
Education
Western Kentucky University 1995 — 1998
Master's, Industrial/Organizational Psychology
Northern Kentucky University 1989 — 1995
Bachelor's, Psychology Major/Religious Studies Minor
Fidelity Investments March 2015 - Present
Fidelity Investments November 2010 - March 2015
Fifth Third Bank October 2007 - October 2010
Comair, Inc December 2006 - October 2007
Comair, Inc March 2004 - December 2006
Comair, Inc January 2003 - March 2004
Comair, Inc November 2001 - January 2003
Antonelli College September 1999 - June 2001
Potomac College April 1999 - September 1999
Southern Ohio College September 1998 - February 1999
Skills
Training, Customer Service, Leadership, Human Resources, Process Improvement, Instructional Design, Management, Financial Services, Information Mapping, Interviews, Policy, Needs Analysis, Workshop Facilitation, Knowledge Management, Employee Training, Psychometrics, Pre-employment Testing, Personnel Selection, Public Speaking
Education
Western Kentucky University 1995 — 1998
Master's, Industrial/Organizational Psychology
Northern Kentucky University 1989 — 1995
Bachelor's, Psychology Major/Religious Studies Minor
Eric Keel's Fidelity Investments Experience October 2000 - Present
Job Operations Representative Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
The Bowlin Group July 2010 - April 2011
Fidelity Investments October 2000 - July 2010
Skills
Microsoft Word, Process Improvement, Microsoft Excel, Team Leadership, Business Analysis, Leadership, Transaction Processing, Internal Audit, Construction Management, Construction Safety, Construction Drawings, Fiber Optics, Fiber Optic Cable, Fiber Optic Technology, Quality Auditing, Team Building, Team Management
Education
Northern Kentucky University
Associate's degree, Building Construction Technology
Fidelity Investments October 2000 - Present
The Bowlin Group July 2010 - April 2011
Fidelity Investments October 2000 - July 2010
Skills
Microsoft Word, Process Improvement, Microsoft Excel, Team Leadership, Business Analysis, Leadership, Transaction Processing, Internal Audit, Construction Management, Construction Safety, Construction Drawings, Fiber Optics, Fiber Optic Cable, Fiber Optic Technology, Quality Auditing, Team Building, Team Management
Education
Northern Kentucky University
Associate's degree, Building Construction Technology
Garett Feldkamp, CWS's Fidelity Investments Experience December 2006 - December 2007
Job Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank October 2013 - Present
KeyBank October 2011 - October 2013
Bank of America Merrill Lynch December 2009 - October 2011
Charles Schwab 2007 - December 2010
Fidelity Investments December 2006 - December 2007
Fidelity Investments June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS October 1997 - June 1999
Fifth Third Bank July 1996 - October 1997
Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning
Education
Northern Kentucky University 2001 — 2005
MBA, Master, Business Administration
University of Kentucky 1992 — 1996
BBA, Business Management
The Private Client Reserve of U.S. Bank October 2013 - Present
KeyBank October 2011 - October 2013
Bank of America Merrill Lynch December 2009 - October 2011
Charles Schwab 2007 - December 2010
Fidelity Investments December 2006 - December 2007
Fidelity Investments June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS October 1997 - June 1999
Fifth Third Bank July 1996 - October 1997
Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning
Education
Northern Kentucky University 2001 — 2005
MBA, Master, Business Administration
University of Kentucky 1992 — 1996
BBA, Business Management
Hillary Gaffin's Fidelity Investments Experience August 2015 - Present
Job Financial Associate I Defined Benefit
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Talbert House December 2014 - August 2015
Northern Kentucky University August 2011 - December 2014
Hills Properties January 2014 - November 2014
Northern Kentucky University August 2012 - May 2014
Northern Kentucky University May 2013 - August 2013
Hills Properties June 2011 - September 2011
Skills
Customer Service, Student Housing, Positivity, Teamwork, Student Affairs, Event Planning, Public Speaking, Fundraising, Microsoft Excel, PowerPoint, Time Management, Community Outreach, Microsoft Word, Social Media, Microsoft Office
Education
Northern Kentucky University 2010 — 2014
BS, Psychology
Northern Kentucky University 2010 — 2014
B.S. Psychology, Psychology
Fidelity Investments August 2015 - Present
Talbert House December 2014 - August 2015
Northern Kentucky University August 2011 - December 2014
Hills Properties January 2014 - November 2014
Northern Kentucky University August 2012 - May 2014
Northern Kentucky University May 2013 - August 2013
Hills Properties June 2011 - September 2011
Skills
Customer Service, Student Housing, Positivity, Teamwork, Student Affairs, Event Planning, Public Speaking, Fundraising, Microsoft Excel, PowerPoint, Time Management, Community Outreach, Microsoft Word, Social Media, Microsoft Office
Education
Northern Kentucky University 2010 — 2014
BS, Psychology
Northern Kentucky University 2010 — 2014
B.S. Psychology, Psychology
Esther Moher's Fidelity Investments Experience December 2007 - January 2012
Job Business Development Executive at Close the Loop, Inc.
Industry Renewables & Environment
Experience
San Koi Fitness LLC May 2015 - Present
Close the Loop, Inc April 2014 - Present
Close the Loop Inc. January 2012 - April 2014
Fidelity Investments December 2007 - January 2012
Fidelity Investments December 2005 - December 2007
Fidelity Investments January 2005 - December 2005
Fidelity Investments November 2002 - December 2005
Skills
Customer Service, Process Improvement, Operations Management, Account Management, Microsoft Excel, Forecasting, Presenter, Training, Employee Benefits, Team Building, Retail, Customer Satisfaction, Public Speaking, Business Development, Customer Service..., Project Management, Six Sigma, Data Analysis, Management, Business Analysis, Financial Services
Education
Northern Kentucky University 2000 — 2004
Bachelors, English Language and Literature, General
San Koi Fitness LLC May 2015 - Present
Close the Loop, Inc April 2014 - Present
Close the Loop Inc. January 2012 - April 2014
Fidelity Investments December 2007 - January 2012
Fidelity Investments December 2005 - December 2007
Fidelity Investments January 2005 - December 2005
Fidelity Investments November 2002 - December 2005
Skills
Customer Service, Process Improvement, Operations Management, Account Management, Microsoft Excel, Forecasting, Presenter, Training, Employee Benefits, Team Building, Retail, Customer Satisfaction, Public Speaking, Business Development, Customer Service..., Project Management, Six Sigma, Data Analysis, Management, Business Analysis, Financial Services
Education
Northern Kentucky University 2000 — 2004
Bachelors, English Language and Literature, General
Elizabeth Oeters's Fidelity Investments Experience May 2007 - November 2010
Job Investment Operations at Aspiriant
Industry Financial Services
Experience
Aspiriant October 2012 - Present
Lincoln Investment Planning June 2012 - October 2012
Western & Southern Financial Group November 2010 - June 2012
Fidelity Investments May 2007 - November 2010
Skills
Series 7, Series 63, 401k, Mutual Funds, Retirement, Investment Management, Customer Service, Operational Excellence
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Aspiriant October 2012 - Present
Lincoln Investment Planning June 2012 - October 2012
Western & Southern Financial Group November 2010 - June 2012
Fidelity Investments May 2007 - November 2010
Skills
Series 7, Series 63, 401k, Mutual Funds, Retirement, Investment Management, Customer Service, Operational Excellence
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Heidi Fant's Fidelity Investments Experience April 2012 - Present
Job Electronic Response Representative at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments April 2012 - Present
The Larko Group October 2010 - October 2011
Education
Northern Kentucky University 2002 — 2007
Bachelor's degree, English Literature and Writing
Nothern Kentucky University
Fidelity Investments April 2012 - Present
The Larko Group October 2010 - October 2011
Education
Northern Kentucky University 2002 — 2007
Bachelor's degree, English Literature and Writing
Nothern Kentucky University
Jake Beil's Fidelity Investments Experience November 2014 - Present
Job Director, Implementation Fund Action at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments June 2008 - Present
Fidelity Investments October 1999 - Present
Fidelity Investments 1999 - 2012
Fidelity Investments October 2006 - June 2008
Fidelity Investments July 2004 - October 2006
Fidelity Investments December 2001 - July 2004
Fidelity Investments October 1999 - December 2001
Skills
Risk Management, Financial Services, Leadership, Management, Budgets, Banking, Customer Service, CRM, Finance
Education
Northern Kentucky University 1996 — 2001
Bachelors, Marketing
Covington Catholic High School
Fidelity Investments November 2014 - Present
Fidelity Investments June 2008 - Present
Fidelity Investments October 1999 - Present
Fidelity Investments 1999 - 2012
Fidelity Investments October 2006 - June 2008
Fidelity Investments July 2004 - October 2006
Fidelity Investments December 2001 - July 2004
Fidelity Investments October 1999 - December 2001
Skills
Risk Management, Financial Services, Leadership, Management, Budgets, Banking, Customer Service, CRM, Finance
Education
Northern Kentucky University 1996 — 2001
Bachelors, Marketing
Covington Catholic High School
James R. Johnson's Fidelity Investments Experience 2011 - 2014
Job Sales Representative at Bessler Auto Parts Team PRP
Industry Automotive
Experience
Bessler Auto Parts Team PRP February 2015 - Present
Total Quality Logistics August 2014 - Present
Fidelity Investments 2011 - 2014
Jeff Ruby Culinary Entertainment July 1999 - November 2010
Skills
Customer Service, Managerial Skills, Sales, Licensed representative..., Computer/Technical..., Public Speaking, Organization &..., Management, Training, Customer Satisfaction, Teamwork, Logistics
Education
Northern Kentucky University 2000 — 2004
Bachelor's degree, Speech Communication and Rhetoric; Women's Studies minor, 3.492 cumulative GPA
Interactive Learning Systems 1993 — 1994
Computer Applications Specialists, Computer Applications
Bessler Auto Parts Team PRP February 2015 - Present
Total Quality Logistics August 2014 - Present
Fidelity Investments 2011 - 2014
Jeff Ruby Culinary Entertainment July 1999 - November 2010
Skills
Customer Service, Managerial Skills, Sales, Licensed representative..., Computer/Technical..., Public Speaking, Organization &..., Management, Training, Customer Satisfaction, Teamwork, Logistics
Education
Northern Kentucky University 2000 — 2004
Bachelor's degree, Speech Communication and Rhetoric; Women's Studies minor, 3.492 cumulative GPA
Interactive Learning Systems 1993 — 1994
Computer Applications Specialists, Computer Applications
Jeff Partin's Fidelity Investments Experience July 2010 - Present
Job Retirement Relationship Manager
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Great American Insurance May 2008 - April 2010
Citi May 2001 - May 2008
Skills
Insurance, Financial Services, Customer Service, Relationship Management
Education
Northern Kentucky University 2002 — 2007
Bachelor of Science (BS), Marketing
Fidelity Investments July 2010 - Present
Great American Insurance May 2008 - April 2010
Citi May 2001 - May 2008
Skills
Insurance, Financial Services, Customer Service, Relationship Management
Education
Northern Kentucky University 2002 — 2007
Bachelor of Science (BS), Marketing
Ginger Mitchell's Fidelity Investments Experience September 2013 - Present
Job Vice President, Managing Director Rebids at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments June 2012 - September 2013
Fidelity Investments May 2010 - June 2012
Fidelity Investments July 2008 - May 2010
Fidelity Investments April 2004 - July 2008
Fidelity Investments August 2001 - April 2004
Fidelity Investments August 2000 - August 2001
Fidelity Investments August 1999 - August 2000
Skills
401k, Series 63, Series 7, Retirement, Mutual Funds, Financial Services, Relationship Management, Investments
Education
Northern Kentucky University 1993 — 1998
Bachelor of Science
Fidelity Investments September 2013 - Present
Fidelity Investments June 2012 - September 2013
Fidelity Investments May 2010 - June 2012
Fidelity Investments July 2008 - May 2010
Fidelity Investments April 2004 - July 2008
Fidelity Investments August 2001 - April 2004
Fidelity Investments August 2000 - August 2001
Fidelity Investments August 1999 - August 2000
Skills
401k, Series 63, Series 7, Retirement, Mutual Funds, Financial Services, Relationship Management, Investments
Education
Northern Kentucky University 1993 — 1998
Bachelor of Science
Emily Zoller, M.Ed.'s Fidelity Investments Experience November 2014 - Present
Job Learning Consultant for Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - November 2014
Fidelity Investments July 2011 - May 2012
Fidelity Investments July 2008 - July 2011
Fidelity Investments September 2006 - July 2008
Education
Xavier University 2007 — 2009
Master of Education, Human Resources Training & Development
Northern Kentucky University 2002 — 2006
Bachelor of Arts, Speech Communication
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - November 2014
Fidelity Investments July 2011 - May 2012
Fidelity Investments July 2008 - July 2011
Fidelity Investments September 2006 - July 2008
Education
Xavier University 2007 — 2009
Master of Education, Human Resources Training & Development
Northern Kentucky University 2002 — 2006
Bachelor of Arts, Speech Communication
Gregory Brett's Fidelity Investments Experience July 1994 - July 2005
Job Sr Oracle Developer at State of Indiana
Industry Information Technology and Services
Experience
State of Indiana 2015 - Present
Green Key Resources 2014 - 2015
Brooksource 2013 - 2014
U.S. Department of Defense - Contractor via PSI June 2010 - August 2013
Procter & Gamble September 2007 - September 2008
Alliance Data/Epsilon February 2006 - September 2007
Fidelity Investments July 1994 - July 2005
US Army June 2002 - June 2004
Education
Northern Kentucky University 2004 — 2006
Thomas More College 1995 — 1997
Southern Ohio College 1991 — 1994
State of Indiana 2015 - Present
Green Key Resources 2014 - 2015
Brooksource 2013 - 2014
U.S. Department of Defense - Contractor via PSI June 2010 - August 2013
Procter & Gamble September 2007 - September 2008
Alliance Data/Epsilon February 2006 - September 2007
Fidelity Investments July 1994 - July 2005
US Army June 2002 - June 2004
Education
Northern Kentucky University 2004 — 2006
Thomas More College 1995 — 1997
Southern Ohio College 1991 — 1994
Isaiah Sebastian's Fidelity Investments Experience October 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Skills
Financial Services, Investments, Public Speaking, Retirement Planning, Investment Strategies, Financial Markets, Mutual Funds, Consultative Sales..., Consultative Selling, Personal Financial..., Investment Sales, Investment Advisory..., Retirement Savings, Economics, Customer Engagement, General Securities..., Tax-advantaged..., Equity Trading
Education
Northern Kentucky University 2009 — 2013
Bachelor of Science (BS), Finance, General
Fidelity Investments October 2014 - Present
Skills
Financial Services, Investments, Public Speaking, Retirement Planning, Investment Strategies, Financial Markets, Mutual Funds, Consultative Sales..., Consultative Selling, Personal Financial..., Investment Sales, Investment Advisory..., Retirement Savings, Economics, Customer Engagement, General Securities..., Tax-advantaged..., Equity Trading
Education
Northern Kentucky University 2009 — 2013
Bachelor of Science (BS), Finance, General
Eric Pendery's Fidelity Investments Experience 1994 - 2000
Job Business Development Manager
Industry Hospital & Health Care
Experience
Procter & Gamble June 2013 - June 2014
RestorixHealth April 2009 - April 2012
Healogics, Inc. 2005 - 2009
Omnicare Inc. March 2001 - October 2005
Fidelity Investments 1994 - 2000
Skills
Appointment Setting, SalesForce.com, Wound Care/Hyperbaric..., Telephone Sales, B2B Sales, Sales Management, Account Management, advertising, Marketing, Email Marketing, Mass Mailing, Internet Research, Healthcare Management, New Business Development, Salesforce.com, Advertising, Sales, Training, Business Development
Education
Northern Kentucky University 1991 — 1993
History/Business
Highlands High School 1985 — 1989
Diploma, Business
Procter & Gamble June 2013 - June 2014
RestorixHealth April 2009 - April 2012
Healogics, Inc. 2005 - 2009
Omnicare Inc. March 2001 - October 2005
Fidelity Investments 1994 - 2000
Skills
Appointment Setting, SalesForce.com, Wound Care/Hyperbaric..., Telephone Sales, B2B Sales, Sales Management, Account Management, advertising, Marketing, Email Marketing, Mass Mailing, Internet Research, Healthcare Management, New Business Development, Salesforce.com, Advertising, Sales, Training, Business Development
Education
Northern Kentucky University 1991 — 1993
History/Business
Highlands High School 1985 — 1989
Diploma, Business
Edith Hughes Samad's Fidelity Investments Experience March 2008 - Present
Job Transaction Processing Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
Citi March 2006 - February 2007
Levi Strauss & Co. April 2005 - January 2006
Skills
Learning Quickly, Positive Energy, Highly motivated..., Always Willing to Learn, Microsoft Excel, Microsoft Word, HTML, Employee Engagement, Superior Work Ethic, MySQL, PowerPoint, Leadership Development, Maximizer, Strategic Thinking, Highly responsible, High Achiever, Time Management, Project Management, Process Improvement, Vendor Management
Education
Northern Kentucky University 2010 — 2017
Bachelor's degree, Computer/Information Technology Administration and Management
Fidelity Investments March 2008 - Present
Citi March 2006 - February 2007
Levi Strauss & Co. April 2005 - January 2006
Skills
Learning Quickly, Positive Energy, Highly motivated..., Always Willing to Learn, Microsoft Excel, Microsoft Word, HTML, Employee Engagement, Superior Work Ethic, MySQL, PowerPoint, Leadership Development, Maximizer, Strategic Thinking, Highly responsible, High Achiever, Time Management, Project Management, Process Improvement, Vendor Management
Education
Northern Kentucky University 2010 — 2017
Bachelor's degree, Computer/Information Technology Administration and Management
Enetty Bere Enetty Bere's Fidelity Investments Experience July 2008 - March 2010
Job Directed Trade and Securities Specialist at Fifth Third Bankcorp
Industry Financial Services
Experience
J.P Morgan Chase Bank March 2010 - June 2010
Fidelity Investments July 2008 - March 2010
Fidelity Investments July 2008 - March 2010
Fidelity Investments July 2008 - March 2010
West Corporation LLC April 2007 - February 2008
Staples.com July 2004 - May 2007
Education
Strayer University 2010 — 2011
Masters, Business Administration in Management
Northern Kentucky University 2004 — 2007
Bachelor's, Business management and Social Work
Northern Kentucky University (College of Social
Degree: Bachelor, Work and Human Services; Social Work
Strayer University
Masters of Business Administration, management
J.P Morgan Chase Bank March 2010 - June 2010
Fidelity Investments July 2008 - March 2010
Fidelity Investments July 2008 - March 2010
Fidelity Investments July 2008 - March 2010
West Corporation LLC April 2007 - February 2008
Staples.com July 2004 - May 2007
Education
Strayer University 2010 — 2011
Masters, Business Administration in Management
Northern Kentucky University 2004 — 2007
Bachelor's, Business management and Social Work
Northern Kentucky University (College of Social
Degree: Bachelor, Work and Human Services; Social Work
Strayer University
Masters of Business Administration, management
Esther Moher's Fidelity Investments Experience November 2002 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2002 - Present
Education
Northern Kentucky University 2000 — 2004
Fidelity Investments November 2002 - Present
Education
Northern Kentucky University 2000 — 2004
Jeffrey J. Staley II, CFP® Jeffrey J. Staley II, CFP®'s Fidelity Investments Experience October 2014 - Present
Job Manager, Investment Solutions at Fidelity Investments
Industry Financial Services
Experience
Northern Kentucky University January 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments December 2013 - September 2014
Fidelity Investments August 2012 - December 2013
Fidelity Investments June 2011 - July 2012
Fidelity Investments December 2009 - June 2011
Fidelity Investments November 2007 - December 2009
U.S. Bank May 2006 - October 2007
U.S. Bank January 2006 - May 2006
Education
Northern Kentucky University 2010 — 2012
Masters of Business Administration, Finance
Kaplan University
Certificate in Financial Planning
Fidelity Investments 2012 — 2013
Management Development Program
Fidelity Investments 2010 — 2011
Leadership Discovery Program
Wilmington College
Bachelor of Arts, Business Administration - Management
Northern Kentucky University January 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments December 2013 - September 2014
Fidelity Investments August 2012 - December 2013
Fidelity Investments June 2011 - July 2012
Fidelity Investments December 2009 - June 2011
Fidelity Investments November 2007 - December 2009
U.S. Bank May 2006 - October 2007
U.S. Bank January 2006 - May 2006
Education
Northern Kentucky University 2010 — 2012
Masters of Business Administration, Finance
Kaplan University
Certificate in Financial Planning
Fidelity Investments 2012 — 2013
Management Development Program
Fidelity Investments 2010 — 2011
Leadership Discovery Program
Wilmington College
Bachelor of Arts, Business Administration - Management
Ellen Childs's Fidelity Investments Experience July 1995 - Present
Job Stock Plan Services
Industry Financial Services
Experience
Fidelity Investments July 1995 - Present
LaRosa's One Number Inc 1991 - 1995
Skills
Series 7, Mutual Funds, Financial Services, Retirement Planning, series 9-10, Business Analysis, Customer Service, Leadership, Process Improvement, Strategic Planning
Education
Northern Kentucky University 1989 — 1994
Bachelor of Arts (BA), psychology
Northern Kentucky University 1989 — 1994
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Northern Kentucky University
Bachelor of Arts, Psychology
Fidelity Investments July 1995 - Present
LaRosa's One Number Inc 1991 - 1995
Skills
Series 7, Mutual Funds, Financial Services, Retirement Planning, series 9-10, Business Analysis, Customer Service, Leadership, Process Improvement, Strategic Planning
Education
Northern Kentucky University 1989 — 1994
Bachelor of Arts (BA), psychology
Northern Kentucky University 1989 — 1994
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Northern Kentucky University
Bachelor of Arts, Psychology
James A. Pollitt, MPA's Fidelity Investments Experience September 2013 - Present
Job Senior Retirement Plan Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments January 2003 - Present
Fidelity Investments January 2003 - July 2007
NKU Histroy Department August 2005 - May 2006
Wilson Leather October 2002 - January 2003
Vector Marketing July 2002 - September 2002
Vector Marketing May 2002 - June 2002
Vector Marking May 2001 - May 2002
Skills
Microsoft Office, Coaching, Benefits Administration, Customer Satisfaction, Teamwork, Budgets, Publicity, Customer Service, Non-profits, Employee Benefits, Public Speaking
Education
Northern Kentucky University 2006 — 2010
MPA, Masters, Public Administration
Area 2001 — 2006
International Studies; International Studies
Northern Kentucky University 2001 — 2006
Bachelor's degree, History
Northern Kentucky University 2001 — 2006
Bachelor's degree, Political Science
Fidelity Investments September 2013 - Present
Fidelity Investments January 2003 - Present
Fidelity Investments January 2003 - July 2007
NKU Histroy Department August 2005 - May 2006
Wilson Leather October 2002 - January 2003
Vector Marketing July 2002 - September 2002
Vector Marketing May 2002 - June 2002
Vector Marking May 2001 - May 2002
Skills
Microsoft Office, Coaching, Benefits Administration, Customer Satisfaction, Teamwork, Budgets, Publicity, Customer Service, Non-profits, Employee Benefits, Public Speaking
Education
Northern Kentucky University 2006 — 2010
MPA, Masters, Public Administration
Area 2001 — 2006
International Studies; International Studies
Northern Kentucky University 2001 — 2006
Bachelor's degree, History
Northern Kentucky University 2001 — 2006
Bachelor's degree, Political Science
Jeb Snyder's Fidelity Investments Experience January 2003 - November 2007
Job Investments Coordinator at Matson Money
Industry Financial Services
Experience
Matson Money January 2014 - Present
Matson Money January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Fidelity Investments January 2003 - November 2007
Fidelity Investments January 1997 - January 2003
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Management, 401k, Finance, Strategy, Leadership, Investment Advisory, Financial Planning, Financial Advisory
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Criminology
Matson Money January 2014 - Present
Matson Money January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Fidelity Investments January 2003 - November 2007
Fidelity Investments January 1997 - January 2003
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Management, 401k, Finance, Strategy, Leadership, Investment Advisory, Financial Planning, Financial Advisory
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Criminology
Jay Hays's Fidelity Investments Experience August 2006 - Present
Job Managing Director, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Education
Northern Kentucky University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Fidelity Investments August 2006 - Present
Education
Northern Kentucky University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Hally Eisbrouch-Schatz's Fidelity Investments Experience September 2015 - Present
Job Student at Northern Kentucky University
Industry Retail
Experience
Fidelity Investments September 2015 - Present
Garretson Resolution Group April 2014 - September 2015
bigg’s /Remkes February 2012 - 2014
Remke Markets March 2011 - 2012
Bigg's 2008 - 2010
Bigg's May 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Time Management, Inventory Management, Leadership, Team Building, Management, Outlook, Process Improvement
Education
Northern Kentucky University 2012 — 2018
Bachelor degree, Organizational Leadership
Life Skills Center of Hamilton County
High School Diploma
Fidelity Investments September 2015 - Present
Garretson Resolution Group April 2014 - September 2015
bigg’s /Remkes February 2012 - 2014
Remke Markets March 2011 - 2012
Bigg's 2008 - 2010
Bigg's May 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Time Management, Inventory Management, Leadership, Team Building, Management, Outlook, Process Improvement
Education
Northern Kentucky University 2012 — 2018
Bachelor degree, Organizational Leadership
Life Skills Center of Hamilton County
High School Diploma
Jenna M. Dallas's Fidelity Investments Experience September 1999 - 2015
Job Writer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1999 - 2015
Skills
Financial Services, Process Improvement, Risk Management, Equities, Series 7, Project Management, Customer Service, Leadership, Public Speaking, Management, Banking, Team Building, Strategic Planning, Finance
Education
Northern Kentucky University 1994 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Northern Kentucky University
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments September 1999 - 2015
Skills
Financial Services, Process Improvement, Risk Management, Equities, Series 7, Project Management, Customer Service, Leadership, Public Speaking, Management, Banking, Team Building, Strategic Planning, Finance
Education
Northern Kentucky University 1994 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Northern Kentucky University
Bachelor of Arts (B.A.), English Language and Literature, General
Jackie Marschall's Fidelity Investments Experience 2013 - 2013
Job Public Relations and Marketing student at Northern Kentucky University with a passion for leading and managing.
Industry Public Relations and Communications
Experience
Sears Hometown and Outlet Stores, Inc. 2011 - Present
Public relations student society of America May 2014 - Present
US Bank Arena, Cincinnati Cyclones, Nederlander Entertainment January 2015 - May 2015
NKU Athletic Department January 2015 - May 2015
NKU Center for Innovation and Entrepreneurship July 2014 - January 2015
Fidelity Investments 2013 - 2013
Skills
Marketing, Sales, Retail Sales, Leadership, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Social Networking, Social Media, Pricing, Team Building, Selling Skills, Customer Service, Microsoft Office
Education
Northern Kentucky University 2011 — 2015
Public Relations and Marketing
Sears Hometown and Outlet Stores, Inc. 2011 - Present
Public relations student society of America May 2014 - Present
US Bank Arena, Cincinnati Cyclones, Nederlander Entertainment January 2015 - May 2015
NKU Athletic Department January 2015 - May 2015
NKU Center for Innovation and Entrepreneurship July 2014 - January 2015
Fidelity Investments 2013 - 2013
Skills
Marketing, Sales, Retail Sales, Leadership, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Social Networking, Social Media, Pricing, Team Building, Selling Skills, Customer Service, Microsoft Office
Education
Northern Kentucky University 2011 — 2015
Public Relations and Marketing
Hank Bischoff's Fidelity Investments Experience May 2015 - Present
Job Defined Contribution Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Education
Northern Kentucky University 2011 — 2015
Communications, Communication, General
Fidelity Investments May 2015 - Present
Education
Northern Kentucky University 2011 — 2015
Communications, Communication, General
Jacqueline Egbers's Fidelity Investments Experience June 2011 - Present
Job Enrollment Production Manager Fidelity Investments
Industry Design
Experience
Fidelity Investments June 2011 - Present
Advertising Vehicles June 2008 - June 2011
Fidelity Investments July 2005 - June 2008
Skills
Graphic Design, Advertising, Logo Design, Creative Direction, Brand Development, Graphics, Art Direction, Corporate Identity, Typography, Creative Strategy, Digital Photography, Photography, Posters, Creative Problem Solving, Layout, Branding, Illustrator, InDesign, Adobe Acrobat, Photoshop, Mac, Adobe Creative Suite
Education
Northern Kentucky University 2002 — 2007
Bachelors, Graphic Design (Major); Marketing (Minor); Anthropology (Area of Concentration)
Holy Cross High School 1998 — 2002
Fidelity Investments June 2011 - Present
Advertising Vehicles June 2008 - June 2011
Fidelity Investments July 2005 - June 2008
Skills
Graphic Design, Advertising, Logo Design, Creative Direction, Brand Development, Graphics, Art Direction, Corporate Identity, Typography, Creative Strategy, Digital Photography, Photography, Posters, Creative Problem Solving, Layout, Branding, Illustrator, InDesign, Adobe Acrobat, Photoshop, Mac, Adobe Creative Suite
Education
Northern Kentucky University 2002 — 2007
Bachelors, Graphic Design (Major); Marketing (Minor); Anthropology (Area of Concentration)
Holy Cross High School 1998 — 2002
Emily Harding's Fidelity Investments Experience September 2000 - March 2004
Job District Sales Manager at Cengage Learning
Industry Higher Education
Experience
Cengage Learning July 2008 - Present
Cengage Learning March 2004 - July 2008
Fidelity Investments September 2000 - March 2004
Thomson Learning June 1998 - September 2000
YMCA September 1996 - September 2000
Skills
Excellent..., Extremely motivated and..., Outstanding problem..., Leadership, Training, Higher Education, Employee Training, Sales, Team Leadership, Marketing, Budgets, Time Management, Forecasting, Teamwork, Sales Presentations, Selling, Strategic Planning, Customer Service, Coaching
Education
Northern Kentucky University 1998 — 2002
Marketing, B.S.
Cengage Learning July 2008 - Present
Cengage Learning March 2004 - July 2008
Fidelity Investments September 2000 - March 2004
Thomson Learning June 1998 - September 2000
YMCA September 1996 - September 2000
Skills
Excellent..., Extremely motivated and..., Outstanding problem..., Leadership, Training, Higher Education, Employee Training, Sales, Team Leadership, Marketing, Budgets, Time Management, Forecasting, Teamwork, Sales Presentations, Selling, Strategic Planning, Customer Service, Coaching
Education
Northern Kentucky University 1998 — 2002
Marketing, B.S.
Erin Combs's Fidelity Investments Experience July 2012 - Present
Job Transaction Processing Representative: Feed Processing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Invesments November 2007 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Process Improvement, Project Management, Management, Microsoft Word, Team Leadership, Change Management, PowerPoint, Risk Management, Call Centers
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts (BA), Psychology
Fidelity Investments July 2012 - Present
Fidelity Invesments November 2007 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Process Improvement, Project Management, Management, Microsoft Word, Team Leadership, Change Management, PowerPoint, Risk Management, Call Centers
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts (BA), Psychology
Felecia Gordin's Fidelity Investments Experience May 1995 - September 2002
Job Auditor/Invoicer at Bluegrass Quality Meats
Industry Accounting
Experience
Bluegrass Quality Meats March 2011 - Present
Columbia Sussex March 2009 - May 2010
Combined Public Communications February 2003 - December 2006
Fidelity Investments May 1995 - September 2002
Education
Northern Kentucky University
Nursing
Bluegrass Quality Meats March 2011 - Present
Columbia Sussex March 2009 - May 2010
Combined Public Communications February 2003 - December 2006
Fidelity Investments May 1995 - September 2002
Education
Northern Kentucky University
Nursing
Hayley Seyfried's Fidelity Investments Experience April 2012 - Present
Job Data Conversion Consultant
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments November 2010 - April 2012
Fidelity Investments January 2007 - November 2010
Fidelity Investments October 2005 - December 2006
Skills
401k, Mutual Funds, Microsoft Word, Microsoft Office, Retirement, Investments, Relationship Management, Non-Qualified Deferred..., Payroll Conversions, Data Conversion, Daily Company Match, Periodic Company Match, Day to Day 401k..., Payroll
Education
Northern Kentucky University 2002 — 2006
Bachelor of Science, Marketing and Business Administration
Georgetown Jr - Sr High School 1997 — 2001
Fidelity Investments April 2012 - Present
Fidelity Investments November 2010 - April 2012
Fidelity Investments January 2007 - November 2010
Fidelity Investments October 2005 - December 2006
Skills
401k, Mutual Funds, Microsoft Word, Microsoft Office, Retirement, Investments, Relationship Management, Non-Qualified Deferred..., Payroll Conversions, Data Conversion, Daily Company Match, Periodic Company Match, Day to Day 401k..., Payroll
Education
Northern Kentucky University 2002 — 2006
Bachelor of Science, Marketing and Business Administration
Georgetown Jr - Sr High School 1997 — 2001
Jason Smallwood's Fidelity Investments Experience January 2000 - January 2001
Job Experienced Business/Financial Analyst
Industry Financial Services
Experience
Fifth Third Bank March 2010 - October 2012
Fifth Third Bank April 2006 - March 2010
Fifth Third Bank January 2001 - April 2006
Fidelity Investments January 2000 - January 2001
Skills
Presentation Design, Communication Skills, Internal Controls, Microsoft Office, Project Management, Close Attention to..., Securities Market, Technical Writing, Financial Reporting
Education
Northern Kentucky University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Northern Kentucky University 1997 — 2001
Bachelor of Science (BS), Finance, General
Fifth Third Bank March 2010 - October 2012
Fifth Third Bank April 2006 - March 2010
Fifth Third Bank January 2001 - April 2006
Fidelity Investments January 2000 - January 2001
Skills
Presentation Design, Communication Skills, Internal Controls, Microsoft Office, Project Management, Close Attention to..., Securities Market, Technical Writing, Financial Reporting
Education
Northern Kentucky University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Northern Kentucky University 1997 — 2001
Bachelor of Science (BS), Finance, General
Greg Rybarczyk's Fidelity Investments Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments December 2008 - March 2015
Skills
Series 7, Banking, Mutual Funds, Series 63, 401k, IRAs, Relationship Management, Portfolio Management, Finance, Securities, Wealth Management, Retirement Planning
Education
Northern Kentucky University 2008 — 2012
Bachelors, Finance
University of Cincinnati 2000 — 2002
Associates, Web Page Management
ICA
Fidelity Investments March 2015 - Present
Fidelity Investments December 2008 - March 2015
Skills
Series 7, Banking, Mutual Funds, Series 63, 401k, IRAs, Relationship Management, Portfolio Management, Finance, Securities, Wealth Management, Retirement Planning
Education
Northern Kentucky University 2008 — 2012
Bachelors, Finance
University of Cincinnati 2000 — 2002
Associates, Web Page Management
ICA
Eric Conner's Fidelity Investments Experience November 2006 - December 2007
Job Information Technology at Mubea Inc.
Industry Information Technology and Services
Experience
Mubea Inc. October 2010 - Present
St. Elizabeth Healthcare April 2009 - October 2010
Resolvit April 2008 - December 2008
Fidelity Investments November 2006 - December 2007
Skills
Project Management, Change Management, Management, Process Improvement, Microsoft Office, Lotus Notes, Active Directory, Microsoft SQL Server, Windows Server, Help Desk Support, VoIP, Virtualization, Backup Solutions, Network Administration, Video Conferencing, Mobile Devices, Switches, Routers, Cabling, Inventory Management, Microsoft Exchange, Wireless Security, Symantec Endpoint..., Technical Support
Education
Northern Kentucky University 2000 — 2008
Marketing/Business Management
Mubea Inc. October 2010 - Present
St. Elizabeth Healthcare April 2009 - October 2010
Resolvit April 2008 - December 2008
Fidelity Investments November 2006 - December 2007
Skills
Project Management, Change Management, Management, Process Improvement, Microsoft Office, Lotus Notes, Active Directory, Microsoft SQL Server, Windows Server, Help Desk Support, VoIP, Virtualization, Backup Solutions, Network Administration, Video Conferencing, Mobile Devices, Switches, Routers, Cabling, Inventory Management, Microsoft Exchange, Wireless Security, Symantec Endpoint..., Technical Support
Education
Northern Kentucky University 2000 — 2008
Marketing/Business Management
Janet Brinkman, MSIO's Fidelity Investments Experience March 2015 - Present
Job Talent Acquisition Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fifth Third Bank January 2013 - March 2015
Fifth Third Bank 2006 - December 2012
Citigroup 2005 - 2006
Progressive Insurance May 2001 - December 2004
Chiquita Brands International 1991 - 2001
Skills
Hiring, Customer Service, Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Behavioral based..., Recruiting, Mergers, SDLC, Interviews, Onboarding, Coaching, College Recruiting, Employee Benefits, Employee Engagement, Employee Relations, HRIS, Human Resources, Job Analysis, Leadership, Management, Mergers, Organizational..., Performance Management, Personnel Management, Sourcing, Talent Management, Team Building, Temporary Placement, Training
Education
Northern Kentucky University 2005 — 2009
MSIO, Industrial and Organizational Psychology
Fidelity Investments March 2015 - Present
Fifth Third Bank January 2013 - March 2015
Fifth Third Bank 2006 - December 2012
Citigroup 2005 - 2006
Progressive Insurance May 2001 - December 2004
Chiquita Brands International 1991 - 2001
Skills
Hiring, Customer Service, Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Behavioral based..., Recruiting, Mergers, SDLC, Interviews, Onboarding, Coaching, College Recruiting, Employee Benefits, Employee Engagement, Employee Relations, HRIS, Human Resources, Job Analysis, Leadership, Management, Mergers, Organizational..., Performance Management, Personnel Management, Sourcing, Talent Management, Team Building, Temporary Placement, Training
Education
Northern Kentucky University 2005 — 2009
MSIO, Industrial and Organizational Psychology
Dwight Shelley's Fidelity Investments Experience November 2010 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments November 2005 - November 2010
Fidelity Investments November 2000 - November 2005
Skills
Performace Tuning, Capacity Planning, Performance Streamlining, Budgeting, Financials, SDLC, Unix, Requirements Analysis, Business Analysis, Vendor Management, Program Management, Agile Methodologies, Process Improvement, Disaster Recovery, Solaris
Education
Northern Kentucky University 1990 — 1995
Bachelor of Applied Science (BASc), Computer Science
Fidelity Investments November 2010 - Present
Fidelity Investments November 2005 - November 2010
Fidelity Investments November 2000 - November 2005
Skills
Performace Tuning, Capacity Planning, Performance Streamlining, Budgeting, Financials, SDLC, Unix, Requirements Analysis, Business Analysis, Vendor Management, Program Management, Agile Methodologies, Process Improvement, Disaster Recovery, Solaris
Education
Northern Kentucky University 1990 — 1995
Bachelor of Applied Science (BASc), Computer Science
Jeff Egger's Fidelity Investments Experience January 1995 - Present
Job Equity Compensation Director
Industry Financial Services
Experience
Fidelity Investments January 1995 - Present
Skills
Equity Compensation, Series 7, Options, Excel, Securities, Compliance, Product Management, Microsoft Office, Problem Solving, PowerPoint, Word, Product Development, Quality Assurance, Coaching, Performance Management, Executive Compensation, Financial Services, Process Improvement
Education
Northern Kentucky University
Fidelity Investments January 1995 - Present
Skills
Equity Compensation, Series 7, Options, Excel, Securities, Compliance, Product Management, Microsoft Office, Problem Solving, PowerPoint, Word, Product Development, Quality Assurance, Coaching, Performance Management, Executive Compensation, Financial Services, Process Improvement
Education
Northern Kentucky University
Jane Keller's Fidelity Investments Experience 1998 - 2002
Job President and CEO at Cincinnati Youth Collaborative
Industry Nonprofit Organization Management
Experience
Cincinnate Youth Collaborative January 2004 - Present
Fidelity Investments 1998 - 2002
Fidelity Investments 1996 - 1998
Skills
Public Speaking, Fundraising, Change Management, Non-profits, Community Outreach, Strategic Planning, Program Evaluation, Nonprofits, Community Development, Leadership, Team Building, Higher Education, Program Development, Grant Writing, Organizational..., Event Planning, Volunteer Management, Philanthropy, Board Development, Non-profit..., Grants
Education
University of Cincinnati College of Business 1976 — 1981
Northern Kentucky University
Masters, Public Administration
Cincinnate Youth Collaborative January 2004 - Present
Fidelity Investments 1998 - 2002
Fidelity Investments 1996 - 1998
Skills
Public Speaking, Fundraising, Change Management, Non-profits, Community Outreach, Strategic Planning, Program Evaluation, Nonprofits, Community Development, Leadership, Team Building, Higher Education, Program Development, Grant Writing, Organizational..., Event Planning, Volunteer Management, Philanthropy, Board Development, Non-profit..., Grants
Education
University of Cincinnati College of Business 1976 — 1981
Northern Kentucky University
Masters, Public Administration
Frances M. Engle's Fidelity Investments Experience July 2002 - April 2003
Job Wife and Mother at Home
Industry Publishing
Experience
Home April 2013 - Present
Cengage Learning April 2010 - April 2013
Cengage Learning September 2006 - April 2008
Cengage Learning December 2004 - September 2006
Fidelity Investments July 2002 - April 2003
Skills
Textbooks, Academic Publishing, Publishing, Books, Online Publishing, Ebooks, Copy Editing, Sales Presentations, Proofreading, Editing, Content Management, Social Media, Adobe Acrobat, Email Marketing, Social Media Marketing
Education
Northern Kentucky University 1994 — 1999
Bachelor of Arts (B.A.), French and English
Northern Kentucky University 1994 — 1999
Bachelor of Arts Degree, French and English
Northern Kentucky University
Bachelor of Arts Degree, French and English
Home April 2013 - Present
Cengage Learning April 2010 - April 2013
Cengage Learning September 2006 - April 2008
Cengage Learning December 2004 - September 2006
Fidelity Investments July 2002 - April 2003
Skills
Textbooks, Academic Publishing, Publishing, Books, Online Publishing, Ebooks, Copy Editing, Sales Presentations, Proofreading, Editing, Content Management, Social Media, Adobe Acrobat, Email Marketing, Social Media Marketing
Education
Northern Kentucky University 1994 — 1999
Bachelor of Arts (B.A.), French and English
Northern Kentucky University 1994 — 1999
Bachelor of Arts Degree, French and English
Northern Kentucky University
Bachelor of Arts Degree, French and English
Jeff Darpel's Fidelity Investments Experience 1995 - 2002
Job Marketing Architect at Synchrony Financial
Industry Financial Services
Experience
GE Money customer service managerfidelity investments1995 - 2002
Fidelity Investments 1995 - 2002
Fidelity Investments 1995 - 2002
Fidelity Investments 1995 - 2002
Education
Northern Kentucky University 1984 — 1988
GE Money customer service managerfidelity investments1995 - 2002
Fidelity Investments 1995 - 2002
Fidelity Investments 1995 - 2002
Fidelity Investments 1995 - 2002
Education
Northern Kentucky University 1984 — 1988
Jennifer Bechtol's Fidelity Investments Experience April 2004 - August 2013
Job Implementation Team Lead at ADP
Industry Financial Services
Experience
ADP November 2013 - Present
Fidelity Investments April 2004 - August 2013
Fidelity Investments July 2000 - April 2004
Fidelity Investments January 1997 - July 2000
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1995 - January 1997
Fidelity Investments December 1993 - January 1995
Fidelity Investments January 1993 - December 1993
Fidelity Investments March 1992 - December 1993
Fidelity Investments January 1992 - March 1992
Skills
Investments, 401k, Financial Services, Process Improvement, Relationship Management, Retirement Planning, Requirements Analysis, Retirement, Vendor Management, Mutual Funds, Change Management, Business Analysis, Leadership, Motivation, Project Management, Account Management, Team Management, Web Content, Document Management, Employee Training, Training Programme..., Hiring Personnel, Payroll Conversions, Payroll Services, Management, Requirements Gathering, Training, Finance, Business Planning, Project Planning, Team Leadership, Management Consulting, Risk Management, Series 63, Business Process..., Testing
Education
Northern Kentucky University 1983 — 1986
Bachelor of Science (BS), Marketing
Breakthrough Education Group 2013 — 2013
White Belt Certification, Lean Six Sigma
Northern Kentucky University 1983 — 1985
Associates of Business Administration, Business/Office Automation/Technology/Data Entry
ADP November 2013 - Present
Fidelity Investments April 2004 - August 2013
Fidelity Investments July 2000 - April 2004
Fidelity Investments January 1997 - July 2000
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1995 - January 1997
Fidelity Investments December 1993 - January 1995
Fidelity Investments January 1993 - December 1993
Fidelity Investments March 1992 - December 1993
Fidelity Investments January 1992 - March 1992
Skills
Investments, 401k, Financial Services, Process Improvement, Relationship Management, Retirement Planning, Requirements Analysis, Retirement, Vendor Management, Mutual Funds, Change Management, Business Analysis, Leadership, Motivation, Project Management, Account Management, Team Management, Web Content, Document Management, Employee Training, Training Programme..., Hiring Personnel, Payroll Conversions, Payroll Services, Management, Requirements Gathering, Training, Finance, Business Planning, Project Planning, Team Leadership, Management Consulting, Risk Management, Series 63, Business Process..., Testing
Education
Northern Kentucky University 1983 — 1986
Bachelor of Science (BS), Marketing
Breakthrough Education Group 2013 — 2013
White Belt Certification, Lean Six Sigma
Northern Kentucky University 1983 — 1985
Associates of Business Administration, Business/Office Automation/Technology/Data Entry
Heather Quast's Fidelity Investments Experience March 2012 - Present
Job Vice President Business Performance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments July 1995 - March 2012
Fidelity Investments July 2007 - July 2008
JD Miller Group December 1994 - July 1995
NOMDA January 1987 - July 1995
Pro Copy (Pro Source) Inc. April 1993 - December 1994
Seibert Office Equipment May 1985 - April 1993
Canon Business Solutions 1985 - 1993
Skills
Product Management, Cross-functional Team..., Product Development, Program Management, Strategic Planning
Education
Northern Kentucky University 1984 — 2003
RTF, Radio, TV, Film
Fidelity Investments March 2012 - Present
Fidelity Investments July 1995 - March 2012
Fidelity Investments July 2007 - July 2008
JD Miller Group December 1994 - July 1995
NOMDA January 1987 - July 1995
Pro Copy (Pro Source) Inc. April 1993 - December 1994
Seibert Office Equipment May 1985 - April 1993
Canon Business Solutions 1985 - 1993
Skills
Product Management, Cross-functional Team..., Product Development, Program Management, Strategic Planning
Education
Northern Kentucky University 1984 — 2003
RTF, Radio, TV, Film
Eric Sheffel's Fidelity Investments Experience May 2005 - January 2012
Job Vice President, Retirement Director at Fidelity Investments, Workplace Investing
Industry Financial Services
Experience
Fidelity Investments, Workplace Investing January 2012 - Present
Fidelity Investments May 2005 - January 2012
Education
Northern Kentucky University 1997 — 2001
Fidelity Investments, Workplace Investing January 2012 - Present
Fidelity Investments May 2005 - January 2012
Education
Northern Kentucky University 1997 — 2001
Franklin Ross's Fidelity Investments Experience January 2002 - Present
Job Senior Director, Compliance at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments January 2002 - Present
Fidelity Investments March 1997 - January 2002
Computer Task Group July 1995 - March 1997
Skills
Risk Management, 401k, Mutual Funds, Process Improvement, Financial Services, Training, Retirement, Leadership
Education
Northern Kentucky University—Salmon P. Chase College of Law 1998 — 2001
Northern Kentucky University 1991 — 1995
Bachelor of Science, Finance, Computer Information Systems
Fidelity Investments January 2002 - Present
Fidelity Investments March 1997 - January 2002
Computer Task Group July 1995 - March 1997
Skills
Risk Management, 401k, Mutual Funds, Process Improvement, Financial Services, Training, Retirement, Leadership
Education
Northern Kentucky University—Salmon P. Chase College of Law 1998 — 2001
Northern Kentucky University 1991 — 1995
Bachelor of Science, Finance, Computer Information Systems
Jamie Schuckmann's Fidelity Investments Experience November 2010 - Present
Job Technology Risk Team Lead, Fidelity Investments
Industry Financial Services
Experience
Thirty-One Gifts July 2014 - Present
Fidelity Investments November 2010 - Present
Pension Corporation of America February 2010 - November 2010
Veritude September 2009 - February 2010
Fidelity Investments August 2008 - September 2009
Veritude June 2008 - August 2008
Fidelity Investments June 2005 - May 2008
Skills
Customer Satisfaction, Customer Oriented, Highly detail oriented, Exceptionally Organized, Resume Writing, Leadership Development, Training & Development, Call Centers, Customer Service, Process Improvement, Analysis, Leadership, Employee Training, Data Entry, Microsoft Office, Teamwork, Microsoft Excel
Education
Northern Kentucky University 2004 — 2008
BS, Management
Thirty-One Gifts July 2014 - Present
Fidelity Investments November 2010 - Present
Pension Corporation of America February 2010 - November 2010
Veritude September 2009 - February 2010
Fidelity Investments August 2008 - September 2009
Veritude June 2008 - August 2008
Fidelity Investments June 2005 - May 2008
Skills
Customer Satisfaction, Customer Oriented, Highly detail oriented, Exceptionally Organized, Resume Writing, Leadership Development, Training & Development, Call Centers, Customer Service, Process Improvement, Analysis, Leadership, Employee Training, Data Entry, Microsoft Office, Teamwork, Microsoft Excel
Education
Northern Kentucky University 2004 — 2008
BS, Management
James Soard's Fidelity Investments Experience April 2013 - Present
Job Senior Project Manager Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2013 - Present
Illumination Works May 2012 - April 2013
MedPlus May 2011 - May 2012
MedPlus March 2009 - May 2011
Fidelity Investments July 2006 - March 2009
Fidelity Investments September 1998 - July 2006
Fidelity Investments July 1996 - September 1998
Fidelity Investments April 1995 - July 1996
Skills
Scrum, CSS, Java, Agile Methodologies, XML, Perforce, MySQL, VB.NET, C++, HTML, Oracle SQL, Microsoft SQL Server, Weblogic, Tomcat, C#, XSLT, Web Services, ClearCase, Spring, SQL, Java Enterprise Edition, Unix, SDLC, Software Project..., Oracle, Eclipse, SOA, Requirements Analysis, Spring Framework
Education
Northern Kentucky University
BS, Computer Science
Fidelity Investments April 2013 - Present
Illumination Works May 2012 - April 2013
MedPlus May 2011 - May 2012
MedPlus March 2009 - May 2011
Fidelity Investments July 2006 - March 2009
Fidelity Investments September 1998 - July 2006
Fidelity Investments July 1996 - September 1998
Fidelity Investments April 1995 - July 1996
Skills
Scrum, CSS, Java, Agile Methodologies, XML, Perforce, MySQL, VB.NET, C++, HTML, Oracle SQL, Microsoft SQL Server, Weblogic, Tomcat, C#, XSLT, Web Services, ClearCase, Spring, SQL, Java Enterprise Edition, Unix, SDLC, Software Project..., Oracle, Eclipse, SOA, Requirements Analysis, Spring Framework
Education
Northern Kentucky University
BS, Computer Science
Gerry Buechel's Fidelity Investments Experience July 2011 - Present
Job Client Management Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments March 2008 - June 2011
Skills
Process Improvement, Customer Service, Project Management, Vendor Management, Leadership, Cross-functional Team..., Program Management, Operations Management, Business Analysis, Financial Services
Education
Northern Kentucky University 1986 — 1989
Fidelity Investments July 2011 - Present
Fidelity Investments March 2008 - June 2011
Skills
Process Improvement, Customer Service, Project Management, Vendor Management, Leadership, Cross-functional Team..., Program Management, Operations Management, Business Analysis, Financial Services
Education
Northern Kentucky University 1986 — 1989
Gretchen (Nienaber) Bryan, QKA's Fidelity Investments Experience August 2000 - December 2004
Job Sr. Risk and Compliance Analyst Retirement Plans
Industry Financial Services
Experience
FTJ FundChoice, LLC June 2014 - Present
The Standard July 2013 - April 2014
Ameritas Life Insurance Company (Union Central) March 2007 - August 2013
Union Central Life Insurance Company/ UNIFI Companies 2007 - 2010
Fifth Third Bank 2004 - 2005
Fidelity Investments August 2000 - December 2004
Fidelity Investments 1996 - 2000
Skills
Employee Benefits, Qualified Retirement..., Relationship Management, ERISA, Securities, Defined Contribution, Series 6, Pensions, Retirement Planning, 401k, Client Service and..., Project Management, Presentation Design and..., Reports Analysis, Processes and..., Trainer on products and..., Facilitator of..., Personnel Management
Education
Northern Kentucky University 1983 — 1988
Bachelor of Arts (B.A.), Business Communications
FTJ FundChoice, LLC June 2014 - Present
The Standard July 2013 - April 2014
Ameritas Life Insurance Company (Union Central) March 2007 - August 2013
Union Central Life Insurance Company/ UNIFI Companies 2007 - 2010
Fifth Third Bank 2004 - 2005
Fidelity Investments August 2000 - December 2004
Fidelity Investments 1996 - 2000
Skills
Employee Benefits, Qualified Retirement..., Relationship Management, ERISA, Securities, Defined Contribution, Series 6, Pensions, Retirement Planning, 401k, Client Service and..., Project Management, Presentation Design and..., Reports Analysis, Processes and..., Trainer on products and..., Facilitator of..., Personnel Management
Education
Northern Kentucky University 1983 — 1988
Bachelor of Arts (B.A.), Business Communications
Eric Saalfeld's Fidelity Investments Experience July 2015 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments November 2012 - Present
Fidelity Investments 2008 - Present
Fidelity January 2007 - November 2012
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science (B.S.), Corporate Finance and Investments
Fidelity Investments July 2015 - Present
Fidelity Investments November 2012 - Present
Fidelity Investments 2008 - Present
Fidelity January 2007 - November 2012
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science (B.S.), Corporate Finance and Investments
Jamila Haque's Fidelity Investments Experience February 2001 - Present
Job Brokerage Operations Representative
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Education
Xavier University 2006 — 2008
mba
Northern Kentucky University 2001 — 2003
bs, information systems
Fidelity Investments February 2001 - Present
Education
Xavier University 2006 — 2008
mba
Northern Kentucky University 2001 — 2003
bs, information systems
Erin Mattingly's Fidelity Investments Experience July 2012 - Present
Job Director, Product Management at Fidelity Investments
Industry Printing
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments December 2007 - August 2012
Fisher Design August 2007 - December 2007
RR Donnelley, Nielsen Plant January 2006 - August 2007
Frequency Marketing August 2005 - January 2006
J.A. Stevens Mower Company, Inc. (Distributor for Exmark mowing equipment) January 2004 - July 2005
Kinko's Copy Center June 2002 - January 2004
CenterBrain International 2000 - 2001
Skills
Product Management
Education
Thomas More College 2008 — 2010
MBA, Business
Northern Kentucky University 1997 — 2003
B.A, Graphic Design; Marketing
Fidelity Investments July 2012 - Present
Fidelity Investments December 2007 - August 2012
Fisher Design August 2007 - December 2007
RR Donnelley, Nielsen Plant January 2006 - August 2007
Frequency Marketing August 2005 - January 2006
J.A. Stevens Mower Company, Inc. (Distributor for Exmark mowing equipment) January 2004 - July 2005
Kinko's Copy Center June 2002 - January 2004
CenterBrain International 2000 - 2001
Skills
Product Management
Education
Thomas More College 2008 — 2010
MBA, Business
Northern Kentucky University 1997 — 2003
B.A, Graphic Design; Marketing
Erica Riviezzo's Fidelity Investments Experience July 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments, IWS October 2013 - Present
Fidelity Investments October 1997 - October 2010
Leadership & Organizational Development September 2007 - September 2010
Fidelity Investments October 1997 - September 2010
Fidelity Investments January 2005 - September 2007
Fidelity Investments September 2003 - January 2005
Fidelity Investments January 2002 - September 2003
Fidelity Investments November 1999 - January 2001
Fidelity Investments October 1997 - November 1999
Skills
Program & Project..., Leadership Development, Performance Management, Business Strategy, Professional..., Executive Coaching, 360 Feedback, Sales & Relationship..., Organizational..., Expense Management, Vendor Management, Program Evaluation, Change Management, General HR, Consultative Sales..., Onboarding, Virtual Teams, Relationship Management, Human Resources, Program Management, Workshop Facilitation, Blended Learning, Coaching, Organizational Design, Employee Engagement, Training, Needs Analysis, Leadership, Career Development, Strategy, Management Development, Management
Education
Northern Kentucky University 1993 — 1997
Bachelor of Arts, English Studies
Fidelity Investments July 2014 - Present
Fidelity Investments, IWS October 2013 - Present
Fidelity Investments October 1997 - October 2010
Leadership & Organizational Development September 2007 - September 2010
Fidelity Investments October 1997 - September 2010
Fidelity Investments January 2005 - September 2007
Fidelity Investments September 2003 - January 2005
Fidelity Investments January 2002 - September 2003
Fidelity Investments November 1999 - January 2001
Fidelity Investments October 1997 - November 1999
Skills
Program & Project..., Leadership Development, Performance Management, Business Strategy, Professional..., Executive Coaching, 360 Feedback, Sales & Relationship..., Organizational..., Expense Management, Vendor Management, Program Evaluation, Change Management, General HR, Consultative Sales..., Onboarding, Virtual Teams, Relationship Management, Human Resources, Program Management, Workshop Facilitation, Blended Learning, Coaching, Organizational Design, Employee Engagement, Training, Needs Analysis, Leadership, Career Development, Strategy, Management Development, Management
Education
Northern Kentucky University 1993 — 1997
Bachelor of Arts, English Studies
Holli Senters's Fidelity Investments Experience May 2003 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2003 - Present
Skills
401k, Mutual Funds
Education
Northern Kentucky University
Bachelor of Science (BS), Marketing
Northern Kentucky University
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad Complutense de Madrid
Estudios Hispanicos
Fidelity Investments May 2003 - Present
Skills
401k, Mutual Funds
Education
Northern Kentucky University
Bachelor of Science (BS), Marketing
Northern Kentucky University
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad Complutense de Madrid
Estudios Hispanicos
Jeff Portwood's Fidelity Investments Experience August 2009 - Present
Job Sr Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2009 - Present
Education
Northern Kentucky University
Fidelity Investments August 2009 - Present
Education
Northern Kentucky University
Eric Nine's Fidelity Investments Experience June 2011 - October 2012
Job Store Leader at Bob Sumerel Tire and Service
Industry Financial Services
Experience
Bob Sumerel Tire and Service May 2013 - Present
Fidelity Investments June 2011 - October 2012
Citi September 2005 - March 2011
Skills
Banking, Leadership, Customer Service, Sales, Microsoft Office, Financial Analysis, Business Analysis, Process Improvement, Project Management, Team Building, Automotive, Automotive Repair
Education
Northern Kentucky University 2004 — 2009
Economics, minors in Finance and Business Admin, Economic, Finace, Business admin
Larry A Ryle High School 1995 — 1999
High School Diploma
Bob Sumerel Tire and Service May 2013 - Present
Fidelity Investments June 2011 - October 2012
Citi September 2005 - March 2011
Skills
Banking, Leadership, Customer Service, Sales, Microsoft Office, Financial Analysis, Business Analysis, Process Improvement, Project Management, Team Building, Automotive, Automotive Repair
Education
Northern Kentucky University 2004 — 2009
Economics, minors in Finance and Business Admin, Economic, Finace, Business admin
Larry A Ryle High School 1995 — 1999
High School Diploma
Greg Trenkamp's Fidelity Investments Experience September 2008 - February 2009
Job Process Improvement Analyst at Anthem
Industry Public Relations and Communications
Experience
Anthem March 2015 - Present
Anthem February 2010 - March 2015
Fidelity Investments September 2008 - February 2009
Decor Lighting September 2005 - April 2008
Hampton Inn May 2005 - September 2005
StudioPLUS Hotel August 1999 - January 2005
Skills
Insurance, Communication, Process Improvement, Direct Sales, Customer Service, Quantitative Research, Qualitative Research, Health Insurance, Health Savings Accounts, Health Care Reform, Marketing, Public Relations, Life Insurance, Dental Insurance
Education
Northern Kentucky University 2008 — 2013
Bachelor of Arts (B.A.), Communication Studies
Anthem March 2015 - Present
Anthem February 2010 - March 2015
Fidelity Investments September 2008 - February 2009
Decor Lighting September 2005 - April 2008
Hampton Inn May 2005 - September 2005
StudioPLUS Hotel August 1999 - January 2005
Skills
Insurance, Communication, Process Improvement, Direct Sales, Customer Service, Quantitative Research, Qualitative Research, Health Insurance, Health Savings Accounts, Health Care Reform, Marketing, Public Relations, Life Insurance, Dental Insurance
Education
Northern Kentucky University 2008 — 2013
Bachelor of Arts (B.A.), Communication Studies
James H. Engle, MBA's Fidelity Investments Experience December 2005 - May 2009
Job
Industry Publishing
Experience
Cengage Learning July 2011 - Present
Fidelity Investments December 2005 - May 2009
Citi July 2004 - December 2005
Luxottica December 1999 - July 2004
Skills
Financial Analysis, Microsoft Office, PowerPoint, Outlook, Customer Service, Marketing, Public Speaking, Social Media, Microsoft Excel, Team Building, Strategic Planning
Education
Northern Kentucky University 2009 — 2012
Master of Business Administration (M.B.A.), Specialization in Marketing, GPA 3.41
University of Cincinnati
Political Science and Government, Pre-Law
Cengage Learning July 2011 - Present
Fidelity Investments December 2005 - May 2009
Citi July 2004 - December 2005
Luxottica December 1999 - July 2004
Skills
Financial Analysis, Microsoft Office, PowerPoint, Outlook, Customer Service, Marketing, Public Speaking, Social Media, Microsoft Excel, Team Building, Strategic Planning
Education
Northern Kentucky University 2009 — 2012
Master of Business Administration (M.B.A.), Specialization in Marketing, GPA 3.41
University of Cincinnati
Political Science and Government, Pre-Law
Jason Rimmer's Fidelity Investments Experience April 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
National Transportat Associates May 2007 - April 2012
Skills
Property & Casualty..., Insurance, Term Life Insurance, Disability Insurance, Customer Service, Long-term Care, Commercial Insurance, Sales Management, Microsoft Office, Employee Benefits, Retirement Planning, Medicare
Education
Northern Kentucky University 2003 — 2008
Organization Leadership, Marketing
Fidelity Investments April 2012 - Present
National Transportat Associates May 2007 - April 2012
Skills
Property & Casualty..., Insurance, Term Life Insurance, Disability Insurance, Customer Service, Long-term Care, Commercial Insurance, Sales Management, Microsoft Office, Employee Benefits, Retirement Planning, Medicare
Education
Northern Kentucky University 2003 — 2008
Organization Leadership, Marketing
Jay Hays's Fidelity Investments Experience August 2011 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments August 2006 - August 2011
Skills
401k Plan Consulting, Relationship Management, Investments, Series 6, Series 63, Mutual Funds, Employee...
Education
Northern Kentucky University 2002 — 2006
Marketing, Business Administration and Management, General
Fidelity Investments August 2011 - Present
Fidelity Investments August 2006 - August 2011
Skills
401k Plan Consulting, Relationship Management, Investments, Series 6, Series 63, Mutual Funds, Employee...
Education
Northern Kentucky University 2002 — 2006
Marketing, Business Administration and Management, General
Holly Chatterton's Fidelity Investments Experience March 2012 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments June 2007 - March 2012
Fidelity Investments June 2004 - June 2007
Fidelity Investments June 2000 - June 2004
Fidelity Investments June 1999 - June 2000
Fifth Third Bank 1996 - 1999
Education
Northern Kentucky University
Bachelor of Science, Finance
Fidelity Investments March 2012 - Present
Fidelity Investments June 2007 - March 2012
Fidelity Investments June 2004 - June 2007
Fidelity Investments June 2000 - June 2004
Fidelity Investments June 1999 - June 2000
Fifth Third Bank 1996 - 1999
Education
Northern Kentucky University
Bachelor of Science, Finance
Jamie Strunk's Fidelity Investments Experience February 1999 - March 2005
Job Global PCI Compliance and Mobile Manager at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble March 2005 - Present
Fidelity Investments February 1999 - March 2005
Skills
Corporate Law, Mergers, Licensing, Change Management, Negotiation
Education
Northern Kentucky University
English
Procter & Gamble March 2005 - Present
Fidelity Investments February 1999 - March 2005
Skills
Corporate Law, Mergers, Licensing, Change Management, Negotiation
Education
Northern Kentucky University
English
Erin Niehaus's Fidelity Investments Experience January 2011 - Present
Job Quality Control Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments March 2007 - January 2011
Fidelity Investments September 2003 - February 2007
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science (BS), Business Education, Organizing System Technology
Fidelity Investments January 2011 - Present
Fidelity Investments March 2007 - January 2011
Fidelity Investments September 2003 - February 2007
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science (BS), Business Education, Organizing System Technology
Eric Alsept's Fidelity Investments Experience August 2015 - Present
Job Brokerage Operations Representative II
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments March 2005 - August 2015
Education
Northern Kentucky University 2008 — 2010
Fidelity Investments August 2015 - Present
Fidelity Investments March 2005 - August 2015
Education
Northern Kentucky University 2008 — 2010
James Coffman's Fidelity Investments Experience January 2006 - December 2007
Job Pricing Manager at FirstGroup America
Industry Transportation/Trucking/Railroad
Experience
FirstGroup America April 2015 - Present
FirstGroup America February 2013 - Present
FirstGroup America April 2011 - February 2013
Internal Revenue Service March 2010 - April 2011
Fidelity Investments January 2006 - December 2007
Zerhusen & Associates May 2004 - April 2005
Skills
Microsoft Office:..., ACL, ADP Payroll, JD Edwards, RWOE, trading software, Pricing, Pricing Strategy, Income Statement, Budget Forecasts, Financial Modeling, Corporate Finance, Financial Services, P&L, Accounting, Tax, Analysis, Finance
Education
Northern Kentucky University 2009 — 2011
Master of Accountancy, Accounting
Northern Kentucky University 1998 — 2003
Bachelor of Arts, Major: Communication, Minor: Management
FirstGroup America April 2015 - Present
FirstGroup America February 2013 - Present
FirstGroup America April 2011 - February 2013
Internal Revenue Service March 2010 - April 2011
Fidelity Investments January 2006 - December 2007
Zerhusen & Associates May 2004 - April 2005
Skills
Microsoft Office:..., ACL, ADP Payroll, JD Edwards, RWOE, trading software, Pricing, Pricing Strategy, Income Statement, Budget Forecasts, Financial Modeling, Corporate Finance, Financial Services, P&L, Accounting, Tax, Analysis, Finance
Education
Northern Kentucky University 2009 — 2011
Master of Accountancy, Accounting
Northern Kentucky University 1998 — 2003
Bachelor of Arts, Major: Communication, Minor: Management
Dylan Wittenstrom's Fidelity Investments Experience January 2008 - November 2009
Job Multiple Areas of Management Experience
Industry Consumer Services
Experience
Total Quality Logistics June 2011 - March 2012
Oakbrook Cafe October 2010 - June 2011
PepsiCo December 2009 - October 2010
Fidelity Investments January 2008 - November 2009
Argosy Casino Valet May 2005 - January 2008
Garden's Alive February 2002 - May 2005
Education
Northern Kentucky University 2004 — 2009
Business Management and Marketing
Lawrenceburg High SchoolNorthern Kentucky University
High School Diploma; a Bachelor Degree, Business Management; Marketing and Public Relations
Total Quality Logistics June 2011 - March 2012
Oakbrook Cafe October 2010 - June 2011
PepsiCo December 2009 - October 2010
Fidelity Investments January 2008 - November 2009
Argosy Casino Valet May 2005 - January 2008
Garden's Alive February 2002 - May 2005
Education
Northern Kentucky University 2004 — 2009
Business Management and Marketing
Lawrenceburg High SchoolNorthern Kentucky University
High School Diploma; a Bachelor Degree, Business Management; Marketing and Public Relations
Jared Stapleton's Fidelity Investments Experience June 2015 - Present
Job PAS Service Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
Walmart April 2013 - January 2015
Adams County Regional Medical Center July 2012 - November 2012
Walmart March 2011 - July 2012
Meadowview Regional Medical Center/Ohio Valley Heart August 2005 - March 2011
Skills
Retail, Inventory Management, Customer Service, Time Management, Customer Satisfaction, Visual Merchandising, Profit, Inventory Control, Loss Prevention, Consumer Behavior, Merchandising
Education
Northern Kentucky University 2007 — 2010
Master of Business Administration (MBA), Marketing
Shawnee State University 2002 — 2007
Bachelor of Science, Business Administration
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
Walmart April 2013 - January 2015
Adams County Regional Medical Center July 2012 - November 2012
Walmart March 2011 - July 2012
Meadowview Regional Medical Center/Ohio Valley Heart August 2005 - March 2011
Skills
Retail, Inventory Management, Customer Service, Time Management, Customer Satisfaction, Visual Merchandising, Profit, Inventory Control, Loss Prevention, Consumer Behavior, Merchandising
Education
Northern Kentucky University 2007 — 2010
Master of Business Administration (MBA), Marketing
Shawnee State University 2002 — 2007
Bachelor of Science, Business Administration
James B. Atkins's Fidelity Investments Experience June 2008 - Present
Job Financial Associate II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Education
Northern Kentucky University 2013 — 2015
Master's degree, Accounting
Thomas More College 2004 — 2007
Bachelor's degree, History
Fidelity Investments June 2008 - Present
Education
Northern Kentucky University 2013 — 2015
Master's degree, Accounting
Thomas More College 2004 — 2007
Bachelor's degree, History
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank