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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Fidelity Investments Employees
Employee
Years
Job
Industry
Joseph Casino Joseph Casino's Fidelity Investments Experience March 2014 - May 2014
Job Student at University of Notre Dame
Industry
Experience
Magnus Investment Club March 2013 - Present
Royal Bank of Scotland June 2014 - August 2014
University of Notre Dame August 2012 - August 2014
Fidelity Investments March 2014 - May 2014
Shaffer Asset Management July 2013 - August 2013
Greenwich Water Club May 2011 - August 2011
Larchmont Yacht Club May 2010 - August 2010
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Majors: Finance & Economics Extensive coursework in Applied Computational Mathematics & Statistics
Fordham Preparatory School 2007 — 2011
High School Diploma
Peking University
Summer School
University of Connecticut
Summer School
The London School of Economics and Political Science (LSE)
Summer School
Magnus Investment Club March 2013 - Present
Royal Bank of Scotland June 2014 - August 2014
University of Notre Dame August 2012 - August 2014
Fidelity Investments March 2014 - May 2014
Shaffer Asset Management July 2013 - August 2013
Greenwich Water Club May 2011 - August 2011
Larchmont Yacht Club May 2010 - August 2010
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Majors: Finance & Economics Extensive coursework in Applied Computational Mathematics & Statistics
Fordham Preparatory School 2007 — 2011
High School Diploma
Peking University
Summer School
University of Connecticut
Summer School
The London School of Economics and Political Science (LSE)
Summer School
James Diecidue James Diecidue's Fidelity Investments Experience June 2011 - April 2012
Job CEO
Industry Hospital & Health Care
Experience
Getwell 2014 - Present
CourtCall, LLC November 2012 - March 2013
Fidelity Investments June 2011 - April 2012
BD 2010 - 2011
Skills
Software Development, Ruby on Rails, Healthcare, Agile Project Management, MVC, Healthcare Information..., Project Management, JavaScript, SQL, Databases, Agile Methodologies, Business Analysis, Web Development, Software Project..., Microsoft SQL Server, MySQL, PostgreSQL, KnockoutJS, Redis, Strategic Vision, Leadership
Education
Penn State University 2007 — 2011
Bachelor's Degree, Information Technology, 3.61
high school
Getwell 2014 - Present
CourtCall, LLC November 2012 - March 2013
Fidelity Investments June 2011 - April 2012
BD 2010 - 2011
Skills
Software Development, Ruby on Rails, Healthcare, Agile Project Management, MVC, Healthcare Information..., Project Management, JavaScript, SQL, Databases, Agile Methodologies, Business Analysis, Web Development, Software Project..., Microsoft SQL Server, MySQL, PostgreSQL, KnockoutJS, Redis, Strategic Vision, Leadership
Education
Penn State University 2007 — 2011
Bachelor's Degree, Information Technology, 3.61
high school
James Buggy James Buggy's Fidelity Investments Experience April 2010 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Ameriprise Financial October 2008 - March 2010
Citi Smith Barney April 2006 - October 2008
The Vanguard Group September 1997 - April 2006
Skills
Investments, Retirement Planning, Financial Services
Education
Penn State University
MBA, Finance
University of Notre Dame
Certificate, Negotiation
Villanova University
Certificate, Project Management
Wesley College
BS, Management
Fidelity Investments April 2010 - Present
Ameriprise Financial October 2008 - March 2010
Citi Smith Barney April 2006 - October 2008
The Vanguard Group September 1997 - April 2006
Skills
Investments, Retirement Planning, Financial Services
Education
Penn State University
MBA, Finance
University of Notre Dame
Certificate, Negotiation
Villanova University
Certificate, Project Management
Wesley College
BS, Management
Janice Cummins Janice Cummins's Fidelity Investments Experience November 2013 - October 2014
Job Transaction Coordinator
Industry Real Estate
Experience
Preston Homes July 2013 - Present
Fidelity Investments November 2013 - October 2014
Realty Executives Select Taylor Mill May 2011 - October 2013
Tabernacle Of Pentecost November 2001 - May 2011
Skills
Microsoft Office, QuickBooks, Customer Service, Public Speaking, Office Administration, Bookkeeping, Accounts Payable, Payroll, Human Resources, Accounts Receivable, Fundraising, PowerPoint, Leadership, Project Management, Marketing, Vendor Relationships, Real Estate, Customer Relations, Relocation, Strategic Planning, Business Planning, Leadership Development, Microsoft Excel, Grant Writing, Short Sales, Board of Directors, Proformas, Promotions, Teaching Adults, Staff Management, Mobile Marketing, Mobile Banking, Investment Banking, Property Management, Team Building, Event Planning, Outlook
Education
Palm Beach State College
Palm Beach State College
Preston Homes July 2013 - Present
Fidelity Investments November 2013 - October 2014
Realty Executives Select Taylor Mill May 2011 - October 2013
Tabernacle Of Pentecost November 2001 - May 2011
Skills
Microsoft Office, QuickBooks, Customer Service, Public Speaking, Office Administration, Bookkeeping, Accounts Payable, Payroll, Human Resources, Accounts Receivable, Fundraising, PowerPoint, Leadership, Project Management, Marketing, Vendor Relationships, Real Estate, Customer Relations, Relocation, Strategic Planning, Business Planning, Leadership Development, Microsoft Excel, Grant Writing, Short Sales, Board of Directors, Proformas, Promotions, Teaching Adults, Staff Management, Mobile Marketing, Mobile Banking, Investment Banking, Property Management, Team Building, Event Planning, Outlook
Education
Palm Beach State College
Palm Beach State College
Hayley Geller's Fidelity Investments Experience May 2015 - Present
Job Intern at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments May 2015 - Present
Penn State University June 2012 - Present
S.A.I.L Associate Appraisers June 2010 - Present
Cyberdust September 2014 - March 2015
Chabad September 2014 - December 2014
Luciano Lamberti's Sunset Marina and Restaurant May 2014 - September 2014
Penn State University January 2014 - May 2014
Alpha Sigma Alpha Sorority January 2014 - May 2014
Alpha Sigma Alpha Sorority May 2013 - March 2014
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Social Networking, Teamwork, Social Media, Event Planning, Public Speaking, Fundraising, Leadership
Education
Penn State University 2012 — 2016
Bensalem Township High School 2008 — 2012
Fidelity Investments May 2015 - Present
Penn State University June 2012 - Present
S.A.I.L Associate Appraisers June 2010 - Present
Cyberdust September 2014 - March 2015
Chabad September 2014 - December 2014
Luciano Lamberti's Sunset Marina and Restaurant May 2014 - September 2014
Penn State University January 2014 - May 2014
Alpha Sigma Alpha Sorority January 2014 - May 2014
Alpha Sigma Alpha Sorority May 2013 - March 2014
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Social Networking, Teamwork, Social Media, Event Planning, Public Speaking, Fundraising, Leadership
Education
Penn State University 2012 — 2016
Bensalem Township High School 2008 — 2012
Daniel Andresen Daniel Andresen's Fidelity Investments Experience July 2010 - August 2013
Job Software Engineer at WideOrbit
Industry Broadcast Media
Experience
WideOrbit September 2013 - Present
Fidelity Investments July 2010 - August 2013
ResCom, The Pennsylvania State University August 2007 - May 2010
Walt Disney World January 2005 - August 2005
Skills
Agile Methodologies, Java, JUnit, Spring, PL/SQL, utPLSQL, SQL, Oracle, Spotfire, Unix, Unix Shell Scripting, Tomcat, Maven, Jenkins, Rational Team Concert, Quality Center, Python, Google App Engine, Git, Github, Regular Expressions, Subversion, Informatica, Computer Security, Go, APEX, Database Design, MySQL, Secure Code Review, SQL Injection, UML
Education
Penn State University 2004 — 2010
BS, Computer Science
WideOrbit September 2013 - Present
Fidelity Investments July 2010 - August 2013
ResCom, The Pennsylvania State University August 2007 - May 2010
Walt Disney World January 2005 - August 2005
Skills
Agile Methodologies, Java, JUnit, Spring, PL/SQL, utPLSQL, SQL, Oracle, Spotfire, Unix, Unix Shell Scripting, Tomcat, Maven, Jenkins, Rational Team Concert, Quality Center, Python, Google App Engine, Git, Github, Regular Expressions, Subversion, Informatica, Computer Security, Go, APEX, Database Design, MySQL, Secure Code Review, SQL Injection, UML
Education
Penn State University 2004 — 2010
BS, Computer Science
Aaron Corn Aaron Corn's Fidelity Investments Experience January 1996 - March 1998
Job Customer Service Director
Industry Information Technology and Services
Experience
Modis, Inc. November 2007 - December 2012
Progress Software May 2003 - November 2007
Mangosoft April 2000 - June 2002
Applix January 1998 - May 2000
Fidelity Investments January 1996 - March 1998
corporate software May 1993 - February 1996
Stream International 1992 - 1996
Swan Technologies January 1991 - May 1993
Skills
Process Improvement, Call Center, Customer Relations, Outsourcing, ITIL, Visio, Vendor Management, Microsoft Office, MS Project, Remedy, Program Management, Team Building, Change Management, Customer Service, Team Leadership, Process Engineering, Business Analysis, Operations Management, Business Management, Quality Assurance, Problem Solving, Business Process, Strategic Planning, Coaching, Business Process..., Integration, Team Management, Budget Management, Negotiation, Budgeting, Contract Negotiation, Mentoring, Account Management, IT Management, Cross-functional Team..., Requirements Analysis, Business Intelligence, Vendor Relations, IT Service Management, People Management, Project Planning, SaaS, Photography Studio, Management, ERP, CRM, SDLC, Portrait Photography, Commercial Photography, Photography
Education
Regis University 2002 — 2005
MBA, International Business
Penn State University 1987 — 1991
BA, Political Science
state college area high 1982 — 1987
Modis, Inc. November 2007 - December 2012
Progress Software May 2003 - November 2007
Mangosoft April 2000 - June 2002
Applix January 1998 - May 2000
Fidelity Investments January 1996 - March 1998
corporate software May 1993 - February 1996
Stream International 1992 - 1996
Swan Technologies January 1991 - May 1993
Skills
Process Improvement, Call Center, Customer Relations, Outsourcing, ITIL, Visio, Vendor Management, Microsoft Office, MS Project, Remedy, Program Management, Team Building, Change Management, Customer Service, Team Leadership, Process Engineering, Business Analysis, Operations Management, Business Management, Quality Assurance, Problem Solving, Business Process, Strategic Planning, Coaching, Business Process..., Integration, Team Management, Budget Management, Negotiation, Budgeting, Contract Negotiation, Mentoring, Account Management, IT Management, Cross-functional Team..., Requirements Analysis, Business Intelligence, Vendor Relations, IT Service Management, People Management, Project Planning, SaaS, Photography Studio, Management, ERP, CRM, SDLC, Portrait Photography, Commercial Photography, Photography
Education
Regis University 2002 — 2005
MBA, International Business
Penn State University 1987 — 1991
BA, Political Science
state college area high 1982 — 1987
Linda Pepe Linda Pepe's Fidelity Investments Experience September 2003 - March 2004
Job Strategic Marketing | Brand Development | Social Media
Industry Marketing and Advertising
Experience
Pepe Consulting October 2013 - Present
Burns & Levinson LLP August 2014 - July 2015
Mintz Levin November 2009 - October 2013
Pepe Design/Pepe & Hunt Communications June 2008 - November 2011
Greenberg Traurig March 2004 - January 2009
Fidelity Investments September 2003 - March 2004
Mullen June 2000 - June 2003
Harpell Martins & Company February 1999 - May 2000
The Boston Group June 1997 - February 1999
Scudder, Stevens & Clark July 1996 - June 1997
Skills
Social Media Marketing, Legal Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Brand Developement, Website Development, Strategic Planning, Creative Direction, Corporate Communications, Corporate Branding, Advertising, Lead Generation, Brand Development, Social Media, Marketing, Strategy, Creative Strategy, Direct Mail, Art Direction, Corporate Identity, Broadcast, Collateral, Leadership, Brochures, Online Marketing, Newsletters, Copywriting, Digital Marketing, Online Advertising, Management, Strategic Communications, Internal Communications, Blogging, SEO, Digital Media, Analytics, Business Development, Branding & Identity, Social Media Strategist, Brand Management
Education
Parsons School of Design 1981 — 1985
Bachelor of Fine Arts (BFA), Communication Design
Pepe Consulting October 2013 - Present
Burns & Levinson LLP August 2014 - July 2015
Mintz Levin November 2009 - October 2013
Pepe Design/Pepe & Hunt Communications June 2008 - November 2011
Greenberg Traurig March 2004 - January 2009
Fidelity Investments September 2003 - March 2004
Mullen June 2000 - June 2003
Harpell Martins & Company February 1999 - May 2000
The Boston Group June 1997 - February 1999
Scudder, Stevens & Clark July 1996 - June 1997
Skills
Social Media Marketing, Legal Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Brand Developement, Website Development, Strategic Planning, Creative Direction, Corporate Communications, Corporate Branding, Advertising, Lead Generation, Brand Development, Social Media, Marketing, Strategy, Creative Strategy, Direct Mail, Art Direction, Corporate Identity, Broadcast, Collateral, Leadership, Brochures, Online Marketing, Newsletters, Copywriting, Digital Marketing, Online Advertising, Management, Strategic Communications, Internal Communications, Blogging, SEO, Digital Media, Analytics, Business Development, Branding & Identity, Social Media Strategist, Brand Management
Education
Parsons School of Design 1981 — 1985
Bachelor of Fine Arts (BFA), Communication Design
Lauren McDonough Lauren McDonough's Fidelity Investments Experience July 2004 - December 2004
Job Finance Manager at Diageo
Industry Consumer Goods
Experience
Diageo February 2014 - Present
Diageo January 2013 - February 2014
Maxum Petroleum, Inc. January 2012 - December 2012
Explorica October 2009 - January 2012
Royal Bank of Scotland January 2009 - October 2009
Royal Bank of Scotland March 2008 - January 2009
IBM June 2007 - March 2008
IBM January 2006 - August 2007
Fidelity Investments July 2004 - December 2004
Skills
Crystal Reports, Excel, Pivot Tables, PowerPoint, Pricing Analysis, Pricing Strategy, Cost Analysis, Cost Estimating, Margin Analysis, Revenue Forecasting, Essbase, Hyperion, Lotus 123, Word, Great Plains Software, Microsoft Office 2007, FX Hedging, Data Mining, Data Modeling, SAP, SAP BI, SAP BPC, Microsoft Excel, Financial Modeling, Financial Reporting, Project Estimation, doing business in China, Strategic Financial..., Strategic Planning, Microsoft Word, Board of Directors..., Cost Benefit, Financial Analysis, Hyperion Enterprise, Pricing, Hedging, China Business..., Process Improvement, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Financial Forecasting, Analysis, Accounting, Finance, Business Planning, Consolidation, Auditing, Account Reconciliation, Budgets
Education
Penn State University 2001 — 2005
BS, International Finance
Universidad de Costa Rica 2005 — 2005
Study Abroad, International Finance
Diageo February 2014 - Present
Diageo January 2013 - February 2014
Maxum Petroleum, Inc. January 2012 - December 2012
Explorica October 2009 - January 2012
Royal Bank of Scotland January 2009 - October 2009
Royal Bank of Scotland March 2008 - January 2009
IBM June 2007 - March 2008
IBM January 2006 - August 2007
Fidelity Investments July 2004 - December 2004
Skills
Crystal Reports, Excel, Pivot Tables, PowerPoint, Pricing Analysis, Pricing Strategy, Cost Analysis, Cost Estimating, Margin Analysis, Revenue Forecasting, Essbase, Hyperion, Lotus 123, Word, Great Plains Software, Microsoft Office 2007, FX Hedging, Data Mining, Data Modeling, SAP, SAP BI, SAP BPC, Microsoft Excel, Financial Modeling, Financial Reporting, Project Estimation, doing business in China, Strategic Financial..., Strategic Planning, Microsoft Word, Board of Directors..., Cost Benefit, Financial Analysis, Hyperion Enterprise, Pricing, Hedging, China Business..., Process Improvement, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Financial Forecasting, Analysis, Accounting, Finance, Business Planning, Consolidation, Auditing, Account Reconciliation, Budgets
Education
Penn State University 2001 — 2005
BS, International Finance
Universidad de Costa Rica 2005 — 2005
Study Abroad, International Finance
Garrett Gitterman Garrett Gitterman's Fidelity Investments Experience December 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments December 2013 - Present
Penn State University January 2011 - November 2013
Sikorsky Aircraft June 2012 - August 2013
Camp Claire Inc June 2008 - August 2011
Skills
C++, Leadership, Communication, Microcontrollers, SQL, Mac, Algorithms, Windows, Matlab, Programming, Testing, Java, Software Development, C, Linux
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Computer Engineering
Fidelity Investments December 2013 - Present
Penn State University January 2011 - November 2013
Sikorsky Aircraft June 2012 - August 2013
Camp Claire Inc June 2008 - August 2011
Skills
C++, Leadership, Communication, Microcontrollers, SQL, Mac, Algorithms, Windows, Matlab, Programming, Testing, Java, Software Development, C, Linux
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Computer Engineering
Shabda Prakash Shabda Prakash's Fidelity Investments Experience June 2007 - May 2008
Job Manager Finance Transformation Banking Capital Market at EXL
Industry Banking
Experience
EXL Service August 2012 - December 2013
EXL Service June 2011 - September 2011
EXL Service April 2010 - May 2011
J.P.Morgan June 2008 - April 2010
Fidelity Investments June 2007 - May 2008
HDFC Bank Limited July 2005 - May 2007
Shrinivas Pharmaceuticals May 2003 - June 2005
TVA & Co April 1999 - April 2002
Education
Indian Institute of Banking and Finance, India
Institute of Chartered Accountants of India (ICAI),India
Patna University
EXL Service August 2012 - December 2013
EXL Service June 2011 - September 2011
EXL Service April 2010 - May 2011
J.P.Morgan June 2008 - April 2010
Fidelity Investments June 2007 - May 2008
HDFC Bank Limited July 2005 - May 2007
Shrinivas Pharmaceuticals May 2003 - June 2005
TVA & Co April 1999 - April 2002
Education
Indian Institute of Banking and Finance, India
Institute of Chartered Accountants of India (ICAI),India
Patna University
Racin Julia Racin Julia's Fidelity Investments Experience March 2011 - Present
Job Senior Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
UBS Financial Svc Inc December 1999 - 2008
Skills
Customer Service, Microsoft Office, Management, Team Building, Budgets, Process Improvement, Leadership
Education
Pasco-Hernando State College
Associate's Degree, Business Administration and Management, General
St. Joseph Hill Academy
High School, Academic
Fidelity Investments March 2011 - Present
UBS Financial Svc Inc December 1999 - 2008
Skills
Customer Service, Microsoft Office, Management, Team Building, Budgets, Process Improvement, Leadership
Education
Pasco-Hernando State College
Associate's Degree, Business Administration and Management, General
St. Joseph Hill Academy
High School, Academic
Christopher Shingler Christopher Shingler's Fidelity Investments Experience April 2010 - Present
Job Account Executive, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
HSBC Retail Banking and Wealth Management November 2007 - April 2010
KeyBank September 2005 - October 2007
JPMorgan Chase & Co. March 2004 - September 2005
American Express Financial Advisors November 2003 - March 2004
Skills
Financial Services, Investments, Banking, Wealth Management, Relationship Management, Retirement Planning, Financial Planning, Series 7, Retail Banking, Retirement, Life Insurance
Education
University of Utah - David Eccles School of Business 2005 — 2007
Master of Business Administration (MBA)
Penn State University 1997 — 2002
Bachelor of Science (B.S.), Major in Marketing, Minor in Insurance and Minor in Real Estate
Fidelity Investments April 2010 - Present
HSBC Retail Banking and Wealth Management November 2007 - April 2010
KeyBank September 2005 - October 2007
JPMorgan Chase & Co. March 2004 - September 2005
American Express Financial Advisors November 2003 - March 2004
Skills
Financial Services, Investments, Banking, Wealth Management, Relationship Management, Retirement Planning, Financial Planning, Series 7, Retail Banking, Retirement, Life Insurance
Education
University of Utah - David Eccles School of Business 2005 — 2007
Master of Business Administration (MBA)
Penn State University 1997 — 2002
Bachelor of Science (B.S.), Major in Marketing, Minor in Insurance and Minor in Real Estate
Alexander Robinson Alexander Robinson's Fidelity Investments Experience March 2014 - May 2014
Job Derivatives Trader Trainee at Belvedere Trading, LLC
Industry Financial Services
Experience
Belvedere Trading, LLC January 2015 - Present
Magnus Investment Club January 2013 - Present
LaCosta Data Services, Inc. January 2007 - Present
John Ratcliffe for United States Congress May 2014 - May 2014
Fidelity Investments March 2014 - May 2014
Notre Dame Men's Varsity Swim Team August 2012 - May 2013
Skills
Value Investing, Motivational Speaking, Microsoft Office, Writing, Bloomberg Terminal, Stata, QuickBooks, Negotiation, Public Speaking, Time Management, Management, Economics, Social Media, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Leadership
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.98 / 4.0 Cumulative GPA
Peking University 2015 — 2015
Beijing, China
St. Xavier’s College 2014 — 2014
Mumbai, India
The London School of Economics and Political Science (LSE) 2013 — 2013
London, United Kingdom
Plano West Senior High School 2009 — 2012
Belvedere Trading, LLC January 2015 - Present
Magnus Investment Club January 2013 - Present
LaCosta Data Services, Inc. January 2007 - Present
John Ratcliffe for United States Congress May 2014 - May 2014
Fidelity Investments March 2014 - May 2014
Notre Dame Men's Varsity Swim Team August 2012 - May 2013
Skills
Value Investing, Motivational Speaking, Microsoft Office, Writing, Bloomberg Terminal, Stata, QuickBooks, Negotiation, Public Speaking, Time Management, Management, Economics, Social Media, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Leadership
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.98 / 4.0 Cumulative GPA
Peking University 2015 — 2015
Beijing, China
St. Xavier’s College 2014 — 2014
Mumbai, India
The London School of Economics and Political Science (LSE) 2013 — 2013
London, United Kingdom
Plano West Senior High School 2009 — 2012
Chris Galasso Chris Galasso's Fidelity Investments Experience April 2015 - Present
Job Director Business Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
NYC Department of Education November 2014 - April 2015
JP Morgan July 2007 - September 2012
Morgan Stanley Fund Services 2006 - 2007
Skills
Securities, Equities, Prime Brokerage, Customer Service, Fixed Income, Training, Financial Services, Public Speaking, Asset Management, Webinars, Bloomberg, Training Delivery, Asset Managment, Microsoft Office, Presentations, WebEx, Electronic Trading, Options, Customer Relations, Adobe Connect, Relationship Management, Product Demonstration, Product Specialists, Needs Analysis, Identifying Sales..., Customer Support, Solutions Focused, Mutual Funds, Trading, Global Custody, Front to Back Office, Corporate Actions, Omgeo Oasys, EDGAR, Series 7
Education
Penn State University
Bachelor of Arts (B.A.)
Fidelity Investments April 2015 - Present
NYC Department of Education November 2014 - April 2015
JP Morgan July 2007 - September 2012
Morgan Stanley Fund Services 2006 - 2007
Skills
Securities, Equities, Prime Brokerage, Customer Service, Fixed Income, Training, Financial Services, Public Speaking, Asset Management, Webinars, Bloomberg, Training Delivery, Asset Managment, Microsoft Office, Presentations, WebEx, Electronic Trading, Options, Customer Relations, Adobe Connect, Relationship Management, Product Demonstration, Product Specialists, Needs Analysis, Identifying Sales..., Customer Support, Solutions Focused, Mutual Funds, Trading, Global Custody, Front to Back Office, Corporate Actions, Omgeo Oasys, EDGAR, Series 7
Education
Penn State University
Bachelor of Arts (B.A.)
Brandon Nobile Brandon Nobile's Fidelity Investments Experience December 2012 - Present
Job Investments Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
BNY Mellon March 2012 - December 2012
New England Financial November 2011 - February 2012
PNC Investments May 2011 - October 2011
PNC February 2010 - May 2011
Pep Boys Auto August 2005 - February 2010
ServiceLink April 2009 - September 2009
Combined Insurance Company of America September 2008 - February 2009
Skills
Financial Services, Customer Service, Insurance, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Banking, Credit, Retirement, Strategic Financial..., Sales, Customer Satisfaction, Customer Engagement, Customer Support, Investment Banking, Investment Advisory, Investment Strategies, Financial Reporting, Financial Analysis, Financial Accounting, Direct Sales, Sales Presentations, Sales Management, Client, Client Education, Client Development, Customer Retention, Customer Acquisition, Financial Advisory, Finance, Relationship Management, Securities, Asset Management
Education
Point Park University 2011 — 2013
MBA, Management
Penn State University 2003 — 2009
B.S., Management and Marketing
Fidelity Investments December 2012 - Present
BNY Mellon March 2012 - December 2012
New England Financial November 2011 - February 2012
PNC Investments May 2011 - October 2011
PNC February 2010 - May 2011
Pep Boys Auto August 2005 - February 2010
ServiceLink April 2009 - September 2009
Combined Insurance Company of America September 2008 - February 2009
Skills
Financial Services, Customer Service, Insurance, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Banking, Credit, Retirement, Strategic Financial..., Sales, Customer Satisfaction, Customer Engagement, Customer Support, Investment Banking, Investment Advisory, Investment Strategies, Financial Reporting, Financial Analysis, Financial Accounting, Direct Sales, Sales Presentations, Sales Management, Client, Client Education, Client Development, Customer Retention, Customer Acquisition, Financial Advisory, Finance, Relationship Management, Securities, Asset Management
Education
Point Park University 2011 — 2013
MBA, Management
Penn State University 2003 — 2009
B.S., Management and Marketing
Daniel Procopio Daniel Procopio's Fidelity Investments Experience June 2009 - August 2009
Job Manager, Image Strategy at Burger King Corporation
Industry Financial Services
Experience
Burger King Corporation January 2015 - Present
Burger King Corporation March 2014 - December 2014
Burger King Corporation August 2013 - February 2014
Burger King Corporation December 2012 - July 2013
iBasis May 2011 - August 2012
iBasis August 2010 - April 2011
Fidelity Investments June 2009 - August 2009
Skills
SAP, Microsoft Excel, Microsoft Office, Hyperion, Smartview, Business Objects, Microsoft Word, Microsoft Power Point, Microsoft Outlook
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Energy, Business and Finance
Woburn High
Woburn High
Burger King Corporation January 2015 - Present
Burger King Corporation March 2014 - December 2014
Burger King Corporation August 2013 - February 2014
Burger King Corporation December 2012 - July 2013
iBasis May 2011 - August 2012
iBasis August 2010 - April 2011
Fidelity Investments June 2009 - August 2009
Skills
SAP, Microsoft Excel, Microsoft Office, Hyperion, Smartview, Business Objects, Microsoft Word, Microsoft Power Point, Microsoft Outlook
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Energy, Business and Finance
Woburn High
Woburn High
Dan Bonner Dan Bonner's Fidelity Investments Experience August 2004 - November 2004
Job MBA, PMP
Industry Financial Services
Experience
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
Michael Donnelly CFP® Michael Donnelly CFP®'s Fidelity Investments Experience July 2004 - March 2012
Job Vice President of Advisor Services, Portfolio Manager
Industry Financial Services
Experience
High Falls Advisors April 2012 - Present
Fidelity Investments July 2004 - March 2012
Vanguard October 1997 - June 2003
Skills
Retirement Planning, High Net Worth..., Series 7, Portfolio Management, New Business Development, Financial Planning, High Net Worth..., Tax, Retirement Income..., Fixed Income, Equities, Equity Trading, Annuities, Comprehensive Wealth..., Insurance Planning, Client Relationship..., Certified Financial..., Investments, Investment Strategies, Investment Research
Education
William E. Simon School of Business
Master of Business Administration (MBA)
West Chester University 1994 — 1997
Bachelor of Science, Business Administration
Penn State University 1993 — 1994
High Falls Advisors April 2012 - Present
Fidelity Investments July 2004 - March 2012
Vanguard October 1997 - June 2003
Skills
Retirement Planning, High Net Worth..., Series 7, Portfolio Management, New Business Development, Financial Planning, High Net Worth..., Tax, Retirement Income..., Fixed Income, Equities, Equity Trading, Annuities, Comprehensive Wealth..., Insurance Planning, Client Relationship..., Certified Financial..., Investments, Investment Strategies, Investment Research
Education
William E. Simon School of Business
Master of Business Administration (MBA)
West Chester University 1994 — 1997
Bachelor of Science, Business Administration
Penn State University 1993 — 1994
Vikas Sangwan Vikas Sangwan's Fidelity Investments Experience April 2003 - August 2005
Job Engineering Leader with proven experience in building Big Data, Machine Learning, Cloud & PaaS platforms
Industry Computer Software
Experience
Juniper Networks September 2013 - Present
Intuit December 2009 - September 2013
ICW Group September 2009 - December 2009
Infogain (Clients: Cisco, Mitchell International) August 2005 - December 2009
Fidelity Investments April 2003 - August 2005
iHealthcare August 2002 - April 2003
Various Companies August 1996 - July 2002
Skills
Strategic Planning, Strategic Leadership, Team Building, Machine Learning, Distributed Systems, Spark, Big Data, Analytics, Scala, Hadoop, Docker, Cassandra, SOA, Cloud Computing, Offshore Management, Java Enterprise Edition, JMS, Enterprise Architecture, Scalability, SaaS, Agile Methodologies, Scrum, Team Leadership, Project Delivery, Budgeting, Enterprise Software, Graph Databases, Kafka
Education
Stanford University
CAPM
Panjab University
Masters in Science, Physics
Punjabi University
Masters in Technology, Computer Science and Engineering
Juniper Networks September 2013 - Present
Intuit December 2009 - September 2013
ICW Group September 2009 - December 2009
Infogain (Clients: Cisco, Mitchell International) August 2005 - December 2009
Fidelity Investments April 2003 - August 2005
iHealthcare August 2002 - April 2003
Various Companies August 1996 - July 2002
Skills
Strategic Planning, Strategic Leadership, Team Building, Machine Learning, Distributed Systems, Spark, Big Data, Analytics, Scala, Hadoop, Docker, Cassandra, SOA, Cloud Computing, Offshore Management, Java Enterprise Edition, JMS, Enterprise Architecture, Scalability, SaaS, Agile Methodologies, Scrum, Team Leadership, Project Delivery, Budgeting, Enterprise Software, Graph Databases, Kafka
Education
Stanford University
CAPM
Panjab University
Masters in Science, Physics
Punjabi University
Masters in Technology, Computer Science and Engineering
Philip Giangrasso Philip Giangrasso's Fidelity Investments Experience July 2009 - September 2012
Job Senior Technical Analyst at Trion Group, a Marsh & McLennan Agency, LLC Company
Industry Insurance
Experience
Trion Group, a Marsh & McLennan Agency, LLC Company July 2015 - Present
Trion Group, a Marsh & McLennan Agency, LLC Company October 2012 - July 2015
Fidelity Investments July 2009 - September 2012
Penn State University June 2008 - October 2008
Skills
Systems Analysis, Requirements Analysis, Software Project..., Data Analysis, SharePoint, Microsoft Office, Visio, Visual Basic, Business Requirements, Software Documentation, Agile Methodologies, Microsoft Excel, Project Management, Computer Security, Technical Writing, Information Systems..., Mobile Devices, Collaboration Tools, InfoPath, IT Service Management, C++, HTML, Photoshop, Excel, Windows XP Professional, Data Mining, Microsoft Access, Requirements Gathering, Business Analysis, User Acceptance Testing, System Administration, Health Benefits...
Education
Penn State University 2005 — 2009
B.S, Information Sciences and Technology
Lakeland Highschool 2001 — 2005
Trion Group, a Marsh & McLennan Agency, LLC Company July 2015 - Present
Trion Group, a Marsh & McLennan Agency, LLC Company October 2012 - July 2015
Fidelity Investments July 2009 - September 2012
Penn State University June 2008 - October 2008
Skills
Systems Analysis, Requirements Analysis, Software Project..., Data Analysis, SharePoint, Microsoft Office, Visio, Visual Basic, Business Requirements, Software Documentation, Agile Methodologies, Microsoft Excel, Project Management, Computer Security, Technical Writing, Information Systems..., Mobile Devices, Collaboration Tools, InfoPath, IT Service Management, C++, HTML, Photoshop, Excel, Windows XP Professional, Data Mining, Microsoft Access, Requirements Gathering, Business Analysis, User Acceptance Testing, System Administration, Health Benefits...
Education
Penn State University 2005 — 2009
B.S, Information Sciences and Technology
Lakeland Highschool 2001 — 2005
Amy Hansel Amy Hansel's Fidelity Investments Experience February 2012 - Present
Job Vice President, Finance at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2012 - Present
Redwood June 2010 - Present
DePaul Cristo Rey High School July 2011 - May 2012
Corporex Capital August 2008 - February 2012
Sunrise Senior Living September 2003 - August 2008
Marriott International August 1998 - September 2003
HCR Manor Care July 1996 - August 1998
Skills
Asset Managment, Strategic Planning, Portfolio Management, Marketing, Joint Ventures, Institutions, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Real Estate, Investments, Real Estate Development, Mergers, Budgets, Capital Budgeting, Disposition, Real Estate Economics, Acquisitions, Finance, Property Management, Relationship Management, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance and Marketing
Penn State University 1992 — 1996
BS (dual degrees), Finance and Health Policy & Administration
Rutland High School 1988 — 1992
Fidelity Investments February 2012 - Present
Redwood June 2010 - Present
DePaul Cristo Rey High School July 2011 - May 2012
Corporex Capital August 2008 - February 2012
Sunrise Senior Living September 2003 - August 2008
Marriott International August 1998 - September 2003
HCR Manor Care July 1996 - August 1998
Skills
Asset Managment, Strategic Planning, Portfolio Management, Marketing, Joint Ventures, Institutions, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Real Estate, Investments, Real Estate Development, Mergers, Budgets, Capital Budgeting, Disposition, Real Estate Economics, Acquisitions, Finance, Property Management, Relationship Management, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance and Marketing
Penn State University 1992 — 1996
BS (dual degrees), Finance and Health Policy & Administration
Rutland High School 1988 — 1992
Gregory Allex's Fidelity Investments Experience April 2007 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments March 2006 - April 2007
Merrill Lynch August 2005 - March 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch October 2001 - June 2003
Merrill Lynch March 2001 - September 2001
Merrill Lynch July 1999 - February 2001
Merrill Lynch June 1997 - June 1999
Merrill Lynch March 1995 - May 1997
Merrill Lynch April 1993 - February 1995
Skills
Program Management, Business Process..., Talent Management, Collaborative Problem..., Improving Execution, Customer Service
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Major: Marketing, Minor: Economics
Fidelity Investments April 2007 - Present
Fidelity Investments March 2006 - April 2007
Merrill Lynch August 2005 - March 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch October 2001 - June 2003
Merrill Lynch March 2001 - September 2001
Merrill Lynch July 1999 - February 2001
Merrill Lynch June 1997 - June 1999
Merrill Lynch March 1995 - May 1997
Merrill Lynch April 1993 - February 1995
Skills
Program Management, Business Process..., Talent Management, Collaborative Problem..., Improving Execution, Customer Service
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Major: Marketing, Minor: Economics
Hugh Johnson's Fidelity Investments Experience October 2011 - August 2013
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Renee Myers Renee Myers's Fidelity Investments Experience 2007 - 2012
Job Client Relationship Executive
Industry Health, Wellness and Fitness
Experience
Viverae February 2015 - Present
Restoration Hardware 2013 - 2014
Fidelity Investments 2007 - 2012
The Vanguard Group September 2003 - September 2007
Vanguard July 1999 - December 2003
Vanguard July 1993 - July 1999
Skills
Strategic Planning, 401k, Defined Contribution, Defined Benefit, Microsoft Excel, Microsoft Office, Building Relationships, Problem Solving, ERISA, Fiduciary, Manage Client..., Relationship Management, Series 6, Series 63, Public Speaking, Retirement Savings, Cross Functional Team..., Contract Negotiation, Contract Management, Account Management, National Accounts, Team Leadership, Healthcare, Managed Care, Leadership, Cross-functional Team..., Strategy, Management, Human Resources, Employee Benefits, CRM, Wellness
Education
Penn State University
B.S., Health Planning and Administration
Viverae February 2015 - Present
Restoration Hardware 2013 - 2014
Fidelity Investments 2007 - 2012
The Vanguard Group September 2003 - September 2007
Vanguard July 1999 - December 2003
Vanguard July 1993 - July 1999
Skills
Strategic Planning, 401k, Defined Contribution, Defined Benefit, Microsoft Excel, Microsoft Office, Building Relationships, Problem Solving, ERISA, Fiduciary, Manage Client..., Relationship Management, Series 6, Series 63, Public Speaking, Retirement Savings, Cross Functional Team..., Contract Negotiation, Contract Management, Account Management, National Accounts, Team Leadership, Healthcare, Managed Care, Leadership, Cross-functional Team..., Strategy, Management, Human Resources, Employee Benefits, CRM, Wellness
Education
Penn State University
B.S., Health Planning and Administration
Jennifer Albertson Jennifer Albertson's Fidelity Investments Experience October 2011 - Present
Job Principal Software Engineer
Industry Computer Software
Experience
Fidelity Investments October 2011 - Present
Applied Research Associates, Inc. July 2005 - October 2011
Ineo USA, Inc. 2003 - 2005
Apptricity April 2000 - November 2002
Hill-Rom NetLinx February 1997 - April 2000
Education
Penn State University 2007 — 2008
Graduate Certificate, Geographic Information Systems
University of Phoenix 2004 — 2006
MBA, Technology Management
Penn State University 1992 — 1996
BS, Geosciences
Fidelity Investments October 2011 - Present
Applied Research Associates, Inc. July 2005 - October 2011
Ineo USA, Inc. 2003 - 2005
Apptricity April 2000 - November 2002
Hill-Rom NetLinx February 1997 - April 2000
Education
Penn State University 2007 — 2008
Graduate Certificate, Geographic Information Systems
University of Phoenix 2004 — 2006
MBA, Technology Management
Penn State University 1992 — 1996
BS, Geosciences
Brian Axtell Brian Axtell's Fidelity Investments Experience 2007 - 2014
Job Program Manager | IT Transformation | Innovation | Strategic Planning Consultant | Agile
Industry Computer Software
Experience
Seeking New Opportunity 2015 - Present
Fidelity Investments 2007 - 2014
Hewlett-Packard 1995 - 2006
Ziff-Davis Publishing 1993 - 1995
Digital Equipment Corporation 1980 - 1993
Skills
Strategic Planning, Capability Modeling, Business Architecture, Program Management, Software Product..., Agile Methodologies, Facilitation, Enterprise Software, Enterprise Architecture, SDLC, Software Development, Software Engineering, Integration, Project Management, Software Project..., Unix, Requirements Analysis, IT Service Management, Cloud Computing, HP-UX, Virtualization, Scrum, Shell Scripting, High Availability, HP, Storage, Data Center, Cluster, Capability Planning, Agile Modeling, Product Management, Leadership, Strategy, Cross-functional Team...
Education
Penn State University
BS, Computer Science
Penn State University
BS, Meteorology
Worcester Polytechnic Institute
MS, Computer Science
Seeking New Opportunity 2015 - Present
Fidelity Investments 2007 - 2014
Hewlett-Packard 1995 - 2006
Ziff-Davis Publishing 1993 - 1995
Digital Equipment Corporation 1980 - 1993
Skills
Strategic Planning, Capability Modeling, Business Architecture, Program Management, Software Product..., Agile Methodologies, Facilitation, Enterprise Software, Enterprise Architecture, SDLC, Software Development, Software Engineering, Integration, Project Management, Software Project..., Unix, Requirements Analysis, IT Service Management, Cloud Computing, HP-UX, Virtualization, Scrum, Shell Scripting, High Availability, HP, Storage, Data Center, Cluster, Capability Planning, Agile Modeling, Product Management, Leadership, Strategy, Cross-functional Team...
Education
Penn State University
BS, Computer Science
Penn State University
BS, Meteorology
Worcester Polytechnic Institute
MS, Computer Science
LaWanda Sheppard LaWanda Sheppard's Fidelity Investments Experience August 2005 - April 2007
Job Sr. Business Analyst at PECO Energy
Industry Utilities
Experience
PECO Energy June 2015 - Present
Constellation February 2013 - June 2015
Exelon, Peco Energy December 2009 - February 2013
Exelon Corp., Peco Energy March 2008 - December 2009
Fidelity Investments August 2005 - April 2007
Skills
Energy, Project Management, Process Improvement, Analysis, Program Management, Financial Analysis, Business Process..., Organizational..., Project Planning, Leadership Development, Microsoft Office, Business Analysis, NERC, Leadership, Management, Customer Service, Microsoft Excel, Siebel, Call Centers, CRM, Budgets, Customer Satisfaction, Sales
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (M.B.A.)
Peirce College 2008 — 2012
Business, Business Administration
PECO Energy June 2015 - Present
Constellation February 2013 - June 2015
Exelon, Peco Energy December 2009 - February 2013
Exelon Corp., Peco Energy March 2008 - December 2009
Fidelity Investments August 2005 - April 2007
Skills
Energy, Project Management, Process Improvement, Analysis, Program Management, Financial Analysis, Business Process..., Organizational..., Project Planning, Leadership Development, Microsoft Office, Business Analysis, NERC, Leadership, Management, Customer Service, Microsoft Excel, Siebel, Call Centers, CRM, Budgets, Customer Satisfaction, Sales
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (M.B.A.)
Peirce College 2008 — 2012
Business, Business Administration
Corey Stephens's Fidelity Investments Experience June 2011 - August 2011
Job Inside Sales Rep at Nimble Storage
Industry Information Technology and Services
Experience
Nimble Storage February 2014 - Present
Towers Watson July 2012 - January 2014
Fidelity Investments June 2011 - August 2011
Collegiate Entrepreneurs Inc. May 2009 - August 2010
Education
Penn State University 2008 — 2012
BS, Finance, focus in Entrepreneurship, 3.60 GPA
Smeal College of Business 2008 — 2012
Bachelor of Science, Finance
Nimble Storage February 2014 - Present
Towers Watson July 2012 - January 2014
Fidelity Investments June 2011 - August 2011
Collegiate Entrepreneurs Inc. May 2009 - August 2010
Education
Penn State University 2008 — 2012
BS, Finance, focus in Entrepreneurship, 3.60 GPA
Smeal College of Business 2008 — 2012
Bachelor of Science, Finance
Margaret Stuart Margaret Stuart's Fidelity Investments Experience March 2013 - January 2015
Job Marketing Communications
Industry Investment Management
Experience
Mellon Capital January 2015 - Present
Fidelity Investments March 2013 - January 2015
UPMC August 2012 - March 2013
UPMC May 2012 - August 2012
Bayer HealthCare May 2011 - August 2011
Bayer HealthCare November 2010 - July 2011
Valley Magazine September 2008 - December 2010
Whirl Publishing May 2010 - August 2010
Valley Magazine January 2009 - June 2010
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Communications, Advertising, Event Planning, Facebook, Marketing, Email Marketing, Microsoft Office, Internal Communications, Marketing Strategy, Press Releases, Project Management, Sales, Research, Publishing, Editing, Blogging, Newsletters, Social Networking, Magazines, Leadership
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business Intended 2008 — 2012
Bachelor of Science, Marketing
The Pennsylvania State University 2008 — 2012
BA, Public Relations
International Education Services c 2011 — 2011
Bachelor of Arts, Public Relations
Mellon Capital January 2015 - Present
Fidelity Investments March 2013 - January 2015
UPMC August 2012 - March 2013
UPMC May 2012 - August 2012
Bayer HealthCare May 2011 - August 2011
Bayer HealthCare November 2010 - July 2011
Valley Magazine September 2008 - December 2010
Whirl Publishing May 2010 - August 2010
Valley Magazine January 2009 - June 2010
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Communications, Advertising, Event Planning, Facebook, Marketing, Email Marketing, Microsoft Office, Internal Communications, Marketing Strategy, Press Releases, Project Management, Sales, Research, Publishing, Editing, Blogging, Newsletters, Social Networking, Magazines, Leadership
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business Intended 2008 — 2012
Bachelor of Science, Marketing
The Pennsylvania State University 2008 — 2012
BA, Public Relations
International Education Services c 2011 — 2011
Bachelor of Arts, Public Relations
David Elston-Pollock's Fidelity Investments Experience September 2007 - Present
Job Program Manager, Communications at Fidelity Investments
Industry Writing and Editing
Experience
Fidelity Investments September 2007 - Present
Iron Mountain January 2007 - September 2007
Iron Mountain December 2000 - January 2007
Iron Mountain December 1998 - December 2000
Iron Mountain June 1997 - December 1998
Michael Kaplan, Esq./Datavantage January 1994 - May 1997
The Boston Cat Hospital January 1989 - December 1993
Le Chateau September 1985 - December 1988
The Mitterling Method March 1984 - September 1985
Skills
Event Planning, Program Management, Internal Communications, Budgets, Leadership, Strategic Communications, Salesforce.com, Strategy, Event Management, Change Management, Marketing Communications, Management, Communication Training, Editing, Media Relations, Process Improvement, Newsletters, Press Releases, Strategic Planning, Copywriting, Corporate Communications, Content Development, Training
Education
Suffolk University 2010 — 2011
Electronic Graphic Design
The University of Manchester 1983 — 1983
Foreign Studies
Pennsylvania State University 1979 — 1983
BA, Communications
McDowell Senior High School
Fidelity Investments September 2007 - Present
Iron Mountain January 2007 - September 2007
Iron Mountain December 2000 - January 2007
Iron Mountain December 1998 - December 2000
Iron Mountain June 1997 - December 1998
Michael Kaplan, Esq./Datavantage January 1994 - May 1997
The Boston Cat Hospital January 1989 - December 1993
Le Chateau September 1985 - December 1988
The Mitterling Method March 1984 - September 1985
Skills
Event Planning, Program Management, Internal Communications, Budgets, Leadership, Strategic Communications, Salesforce.com, Strategy, Event Management, Change Management, Marketing Communications, Management, Communication Training, Editing, Media Relations, Process Improvement, Newsletters, Press Releases, Strategic Planning, Copywriting, Corporate Communications, Content Development, Training
Education
Suffolk University 2010 — 2011
Electronic Graphic Design
The University of Manchester 1983 — 1983
Foreign Studies
Pennsylvania State University 1979 — 1983
BA, Communications
McDowell Senior High School
Jacob Slomski Jacob Slomski's Fidelity Investments Experience February 2013 - Present
Job Director of Risk Management, Fidelity Investments
Industry Insurance
Experience
Fidelity Investments February 2013 - Present
Chubb Group of Insurance Companies August 2010 - February 2013
Willis October 2005 - August 2010
Liberty Mutual Insurance May 2002 - October 2005
Skills
Biotechnology, Property & Casualty..., Underwriting
Education
Penn State University 1998 — 2002
Bachelor of Science, Business Management, Labor Industrial Relations
Fidelity Investments February 2013 - Present
Chubb Group of Insurance Companies August 2010 - February 2013
Willis October 2005 - August 2010
Liberty Mutual Insurance May 2002 - October 2005
Skills
Biotechnology, Property & Casualty..., Underwriting
Education
Penn State University 1998 — 2002
Bachelor of Science, Business Management, Labor Industrial Relations
Drew Mavrikos Drew Mavrikos's Fidelity Investments Experience 2006 - 2006
Job Sales Manager at Resilient Systems
Industry Computer Software
Experience
Resilient Systems January 2015 - Present
Resilient Systems April 2012 - January 2015
Brightcove August 2011 - April 2012
Brightcove April 2011 - July 2011
Brightcove April 2010 - April 2011
Cushman & Wakefield June 2007 - April 2010
Fidelity Investments 2006 - 2006
Skills
Online Video, Video, SaaS, Security, Digital Media, Online Advertising, Market Research, Digital Marketing, Mobile Devices, Web Analytics, Online Marketing, Digital Strategy, Management, SEO, SEM, Mobile Marketing, Mobile Applications, New Media, Salesforce.com, Content Management, Streaming Media, Web Video, Technical Product Sales, Account Management, Lead Generation
Education
Penn State University 2003 — 2007
Finance
Resilient Systems January 2015 - Present
Resilient Systems April 2012 - January 2015
Brightcove August 2011 - April 2012
Brightcove April 2011 - July 2011
Brightcove April 2010 - April 2011
Cushman & Wakefield June 2007 - April 2010
Fidelity Investments 2006 - 2006
Skills
Online Video, Video, SaaS, Security, Digital Media, Online Advertising, Market Research, Digital Marketing, Mobile Devices, Web Analytics, Online Marketing, Digital Strategy, Management, SEO, SEM, Mobile Marketing, Mobile Applications, New Media, Salesforce.com, Content Management, Streaming Media, Web Video, Technical Product Sales, Account Management, Lead Generation
Education
Penn State University 2003 — 2007
Finance
Ken Melcher Ken Melcher's Fidelity Investments Experience January 1994 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1994 - Present
Education
The University of Dallas 1992 — 1996
MBA, Information Technology Management
Penn State University 1982 — 1986
BS, Mechanical Engineering
Fidelity Investments January 1994 - Present
Education
The University of Dallas 1992 — 1996
MBA, Information Technology Management
Penn State University 1982 — 1986
BS, Mechanical Engineering
Karla Uku Karla Uku's Fidelity Investments Experience November 2012 - Present
Job Senior Manager, PWI Event Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Pfizer April 2010 - November 2012
Pfizer Pharmaceuticals July 2006 - April 2010
Summit Management Services 1998 - 2006
Skills
Budgets, Event Management, Meeting Planning, Project Management
Education
Penn State University 1991 — 1995
BS, Commercial Recreation and Tourism
Fidelity Investments November 2012 - Present
Pfizer April 2010 - November 2012
Pfizer Pharmaceuticals July 2006 - April 2010
Summit Management Services 1998 - 2006
Skills
Budgets, Event Management, Meeting Planning, Project Management
Education
Penn State University 1991 — 1995
BS, Commercial Recreation and Tourism
Mala Desai Mala Desai's Fidelity Investments Experience July 2015 - Present
Job Visual Designer | UXD at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments July 2015 - Present
Desai Design May 2006 - Present
Off Broadway Shoes May 2013 - July 2015
Belk February 2012 - May 2013
RFBinder May 2010 - July 2010
Thomson Reuters October 2009 - April 2010
Macy's June 2009 - August 2009
Gap Inc. February 2009 - June 2009
Double Happiness Studio October 2008 - February 2009
Arnold Worldwide October 2008 - December 2008
Skills
Adobe Acrobat, InDesign, Outlook, PowerPoint, Illustrator, Dreamweaver, Typography, Mac, Graphic Design, Graphics, Adobe Creative Suite, Web Design, Layout, Art, Microsoft Office, Copywriting, Brochures, Editing, Posters, QuarkXPress, Art Direction, HTML, Advertising, Image Manipulation, Microsoft Word, Direct Mail, Publications, Packaging, Publishing, Adobe Fireworks, Logo Design, Books, Magazines, Word, Production, Writing, Promotions, Digital Photography, Newsletters, Editorial, CSS, Adobe Bridge, Photoshop
Education
Parsons School of Design 2007 — 2009
Associate of Applied Science, Graphic Design
University of North Carolina at Chapel Hill 1997 — 2000
Bachelor of Arts, Communication Studies (Minor, Journalism and Mass Communication)
University of Melbourne 1999 — 1999
Foreign Exchange Program
University of North Carolina at Greensboro 1996 — 1997
Interior Design
William G. Enloe High School 1992 — 1996
Diploma
Fidelity Investments July 2015 - Present
Desai Design May 2006 - Present
Off Broadway Shoes May 2013 - July 2015
Belk February 2012 - May 2013
RFBinder May 2010 - July 2010
Thomson Reuters October 2009 - April 2010
Macy's June 2009 - August 2009
Gap Inc. February 2009 - June 2009
Double Happiness Studio October 2008 - February 2009
Arnold Worldwide October 2008 - December 2008
Skills
Adobe Acrobat, InDesign, Outlook, PowerPoint, Illustrator, Dreamweaver, Typography, Mac, Graphic Design, Graphics, Adobe Creative Suite, Web Design, Layout, Art, Microsoft Office, Copywriting, Brochures, Editing, Posters, QuarkXPress, Art Direction, HTML, Advertising, Image Manipulation, Microsoft Word, Direct Mail, Publications, Packaging, Publishing, Adobe Fireworks, Logo Design, Books, Magazines, Word, Production, Writing, Promotions, Digital Photography, Newsletters, Editorial, CSS, Adobe Bridge, Photoshop
Education
Parsons School of Design 2007 — 2009
Associate of Applied Science, Graphic Design
University of North Carolina at Chapel Hill 1997 — 2000
Bachelor of Arts, Communication Studies (Minor, Journalism and Mass Communication)
University of Melbourne 1999 — 1999
Foreign Exchange Program
University of North Carolina at Greensboro 1996 — 1997
Interior Design
William G. Enloe High School 1992 — 1996
Diploma
Kim Jimenez Kim Jimenez's Fidelity Investments Experience 2005 - 2012
Job
Industry Human Resources
Experience
Foreign and Commonwealth Office 2012 - Present
Fidelity Investments 2005 - 2012
Skills
Benefits Administration, Leadership, Employee Relations, Training, Performance Management, Employee Benefits, Customer Service, Human Resources, Policy, Interviews, Employee Training, Organizational..., Recruiting
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Human Development and Family Studies
Foreign and Commonwealth Office 2012 - Present
Fidelity Investments 2005 - 2012
Skills
Benefits Administration, Leadership, Employee Relations, Training, Performance Management, Employee Benefits, Customer Service, Human Resources, Policy, Interviews, Employee Training, Organizational..., Recruiting
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Human Development and Family Studies
Joshua Storz Joshua Storz's Fidelity Investments Experience July 2012 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Johnson & Johnson June 2011 - January 2012
The Pennsylvania State University January 2011 - May 2011
The Pennsylvania State University September 2008 - May 2011
Skills
Computer Hardware, C++, Android, HTML, Customer Service, Microsoft Office, Windows, Mac OS
Education
Penn State University 2008 — 2008
BS, Information Science and Technology
Fidelity Investments July 2012 - Present
Johnson & Johnson June 2011 - January 2012
The Pennsylvania State University January 2011 - May 2011
The Pennsylvania State University September 2008 - May 2011
Skills
Computer Hardware, C++, Android, HTML, Customer Service, Microsoft Office, Windows, Mac OS
Education
Penn State University 2008 — 2008
BS, Information Science and Technology
Vinod Raman Vinod Raman's Fidelity Investments Experience May 2015 - Present
Job Vice President, Strategy, Fidelity Business Consulting at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments January 2013 - April 2015
Fidelity Investments April 2011 - December 2012
IBM Strategy and Change August 2009 - March 2011
Everest Group 2008 - 2008
Manhattan Associates October 2005 - August 2007
Hewitt Associates August 2004 - October 2005
Skills
Management Consulting, Financial Modeling, Analytics, Competitive Analysis, Strategy, Cross-functional Team..., Program Management, Go-to-market Strategy, Financial Services
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.), Strategy, Finance
Pennsylvania State University 2002 — 2004
Master's Degree, Information Sciences
University of Madras 1998 — 2002
Bachelor's Degree, Electrical Engineering
PSBB Schools 1990 — 1998
Fidelity Investments May 2015 - Present
Fidelity Investments January 2013 - April 2015
Fidelity Investments April 2011 - December 2012
IBM Strategy and Change August 2009 - March 2011
Everest Group 2008 - 2008
Manhattan Associates October 2005 - August 2007
Hewitt Associates August 2004 - October 2005
Skills
Management Consulting, Financial Modeling, Analytics, Competitive Analysis, Strategy, Cross-functional Team..., Program Management, Go-to-market Strategy, Financial Services
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.), Strategy, Finance
Pennsylvania State University 2002 — 2004
Master's Degree, Information Sciences
University of Madras 1998 — 2002
Bachelor's Degree, Electrical Engineering
PSBB Schools 1990 — 1998
Brad Hixson Brad Hixson's Fidelity Investments Experience October 1996 - November 2002
Job VP, Relationship Manager
Industry Financial Services
Experience
Fidelity Institutional Wealth Services April 2011 - Present
First American Trust, FSB November 2002 - April 2011
Fidelity Investments October 1996 - November 2002
Education
University of Pittsburgh 1988 — 1991
Penn State University 1986 — 1988
business
Plum High 1984 — 1986
Fidelity Institutional Wealth Services April 2011 - Present
First American Trust, FSB November 2002 - April 2011
Fidelity Investments October 1996 - November 2002
Education
University of Pittsburgh 1988 — 1991
Penn State University 1986 — 1988
business
Plum High 1984 — 1986
Jason Sohnen, CFP® Jason Sohnen, CFP®'s Fidelity Investments Experience June 2014 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Liberty Tax Service November 2013 - May 2014
TIAA CREF February 2013 - June 2013
Merrill Lynch September 2011 - October 2012
Merrill Lynch July 2007 - October 2011
Merrill Lynch September 2005 - July 2007
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Economics
Southern New Hampshire University
Master's degree, Accounting
The American College
CFP Designation, Financial Planning Strategies, Retirement Planning, Income Tax, Estate Planning, Life Insurance
Fidelity Investments June 2014 - Present
Liberty Tax Service November 2013 - May 2014
TIAA CREF February 2013 - June 2013
Merrill Lynch September 2011 - October 2012
Merrill Lynch July 2007 - October 2011
Merrill Lynch September 2005 - July 2007
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Economics
Southern New Hampshire University
Master's degree, Accounting
The American College
CFP Designation, Financial Planning Strategies, Retirement Planning, Income Tax, Estate Planning, Life Insurance
Joshua Brock's Fidelity Investments Experience June 2015 - Present
Job Financial Associate
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments June 2014 - December 2014
University of Hawaii at Manoa July 2011 - November 2013
Dover Downs Hotel & Casino October 2010 - January 2011
RBS Citizens Financial Group June 2009 - October 2010
Verizon Wireless May 2007 - June 2009
Citi September 2005 - April 2006
Bank of America Merchant Services February 2005 - August 2005
Skills
Banking, First Call Resolution, 62 WPM, Advanced Microsoft..., Advanced Microsoft..., Advanced Lotus Notes..., Grants.gov, Conflict Resolution, Customer Satisfaction, Grant Writing, Payroll, Time Management, Training
Education
Patten University 2015 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments June 2014 - December 2014
University of Hawaii at Manoa July 2011 - November 2013
Dover Downs Hotel & Casino October 2010 - January 2011
RBS Citizens Financial Group June 2009 - October 2010
Verizon Wireless May 2007 - June 2009
Citi September 2005 - April 2006
Bank of America Merchant Services February 2005 - August 2005
Skills
Banking, First Call Resolution, 62 WPM, Advanced Microsoft..., Advanced Microsoft..., Advanced Lotus Notes..., Grants.gov, Conflict Resolution, Customer Satisfaction, Grant Writing, Payroll, Time Management, Training
Education
Patten University 2015 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
Michael Virginio's Fidelity Investments Experience June 2010 - August 2010
Job Security Engineer II
Industry Information Technology and Services
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management October 2012 - February 2015
Liberty Mutual July 2011 - October 2012
Security and Risk Analysis Club April 2009 - May 2011
Fidelity Investments June 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Skills
Information Security, Analysis, Firewalls, Risk Analysis, C++, SQL, SharePoint, Technical Writing, Information Assurance, Excel, Problem Solving, Wireless Security, CISSP, Powershell, Vulnerability Assessment, Access, Minitab, Computer Security, ArcGIS, PowerPoint, Network Security, Microsoft Excel
Education
Penn State University 2007 — 2011
B.S., Security and Risk Analysis
Needham High School 2003 — 2007
MFS Investment Management February 2015 - Present
MFS Investment Management October 2012 - February 2015
Liberty Mutual July 2011 - October 2012
Security and Risk Analysis Club April 2009 - May 2011
Fidelity Investments June 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Skills
Information Security, Analysis, Firewalls, Risk Analysis, C++, SQL, SharePoint, Technical Writing, Information Assurance, Excel, Problem Solving, Wireless Security, CISSP, Powershell, Vulnerability Assessment, Access, Minitab, Computer Security, ArcGIS, PowerPoint, Network Security, Microsoft Excel
Education
Penn State University 2007 — 2011
B.S., Security and Risk Analysis
Needham High School 2003 — 2007
Denis Ramsay Denis Ramsay's Fidelity Investments Experience August 2012 - April 2013
Job Application Developer at Hexagon Metrology
Industry Industrial Automation
Experience
Hexagon Metrology February 2015 - Present
IntePros Consulting May 2014 - September 2014
Hewlett-Packard August 2013 - May 2014
Amica Mutual Insurance April 2013 - August 2013
Fidelity Investments August 2012 - April 2013
Citizens Bank January 2011 - August 2012
Ingenix September 2009 - December 2010
Reed Business Information August 2008 - September 2009
RBS Citizens N.A. October 2007 - August 2008
Rhode Island Student Loan Authority March 2005 - June 2007
Skills
SQL Server, .NET, Visual Studio, CSS, PL/SQL, Microsoft SQL Server, VB.NET, C#, ASP.NET, T-SQL, Software Development, Database Design, Testing, SharePoint, SQL, LINQ, Oracle, SDLC, Databases, Crystal Reports, Web Development, Web Applications, Requirements Analysis, Web Services, Systems Analysis, Visual Basic, Agile Methodologies, Software Documentation, XML, SOA, Requirements Gathering, Data Warehousing, SSIS, Software Project...
Education
Palomar College 1985 — 1987
Information Technology
Hexagon Metrology February 2015 - Present
IntePros Consulting May 2014 - September 2014
Hewlett-Packard August 2013 - May 2014
Amica Mutual Insurance April 2013 - August 2013
Fidelity Investments August 2012 - April 2013
Citizens Bank January 2011 - August 2012
Ingenix September 2009 - December 2010
Reed Business Information August 2008 - September 2009
RBS Citizens N.A. October 2007 - August 2008
Rhode Island Student Loan Authority March 2005 - June 2007
Skills
SQL Server, .NET, Visual Studio, CSS, PL/SQL, Microsoft SQL Server, VB.NET, C#, ASP.NET, T-SQL, Software Development, Database Design, Testing, SharePoint, SQL, LINQ, Oracle, SDLC, Databases, Crystal Reports, Web Development, Web Applications, Requirements Analysis, Web Services, Systems Analysis, Visual Basic, Agile Methodologies, Software Documentation, XML, SOA, Requirements Gathering, Data Warehousing, SSIS, Software Project...
Education
Palomar College 1985 — 1987
Information Technology
Shea Waldron Shea Waldron's Fidelity Investments Experience June 2014 - August 2014
Job Wealth Planner at Waldron Private Wealth
Industry Financial Services
Experience
Waldron Private Wealth May 2015 - Present
Fidelity Investments June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Waldron Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, Leadership, Computer Proficiency, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Waldron Private Wealth May 2015 - Present
Fidelity Investments June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Waldron Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, Leadership, Computer Proficiency, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Corie Rockey Corie Rockey's Fidelity Investments Experience June 2012 - August 2012
Job International Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Rex Energy Corporation May 2011 - April 2012
Skills
Microsoft Excel, Microsoft Office, GoSystems, Enertia, CCH Intelliconnect, Reuters, Hoovers, Accounting, Auditing
Education
Penn State University 2009 — 2013
Bachelor's degree, Working on Masters, Accounting
State College Area High School 2005 — 2009
PwC July 2014 - Present
PwC June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Rex Energy Corporation May 2011 - April 2012
Skills
Microsoft Excel, Microsoft Office, GoSystems, Enertia, CCH Intelliconnect, Reuters, Hoovers, Accounting, Auditing
Education
Penn State University 2009 — 2013
Bachelor's degree, Working on Masters, Accounting
State College Area High School 2005 — 2009
Bradley Marks's Fidelity Investments Experience May 2015 - August 2015
Job Summer Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - August 2015
No Fee Seats LLC December 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Hilton Garden Inn January 2013 - August 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Hospitality, Budgets, Financial Analysis, Public Relations, Food Service, Strategic Planning, Marketing, Hospitality Management, Leadership, Customer Service, Sales, Inventory Management, Sales Management, Public Speaking, Event Management, Social Media, Team Building, Financial Modeling, Social Networking, Data Analysis, Marketing Strategy, Business Strategy, Management, Market Research, Marketing Communications, Online Marketing, Negotiation, Facebook, Restaurants, Social Media Marketing, Finance, Entrepreneurship
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
Peters Township High School 2009 — 2013
Fidelity Investments May 2015 - August 2015
No Fee Seats LLC December 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Hilton Garden Inn January 2013 - August 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Hospitality, Budgets, Financial Analysis, Public Relations, Food Service, Strategic Planning, Marketing, Hospitality Management, Leadership, Customer Service, Sales, Inventory Management, Sales Management, Public Speaking, Event Management, Social Media, Team Building, Financial Modeling, Social Networking, Data Analysis, Marketing Strategy, Business Strategy, Management, Market Research, Marketing Communications, Online Marketing, Negotiation, Facebook, Restaurants, Social Media Marketing, Finance, Entrepreneurship
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
Peters Township High School 2009 — 2013
Marc Perrone Marc Perrone's Fidelity Investments Experience May 2005 - March 2009
Job Network Administrator at Senate of PA
Industry Information Technology and Services
Experience
Senate of PA March 2009 - Present
Fidelity Investments May 2005 - March 2009
Education
Penn State University 1999 — 2003
BS, Business Administration / MIS
Senate of PA March 2009 - Present
Fidelity Investments May 2005 - March 2009
Education
Penn State University 1999 — 2003
BS, Business Administration / MIS
Adam Colón, CEP's Fidelity Investments Experience March 1996 - July 2008
Job Vice President of Client Services and Product Management
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial June 2012 - Present
E*TRADE Financial June 2011 - June 2012
E*Trade July 2008 - June 2011
Fidelity Investments March 1996 - July 2008
Angelo, Gordon & Co. January 2003 - December 2003
Synergy Architect January 2003 - December 2003
Hibbard Brown 1994 - 1995
Skills
Financial Services, Institutional Sales, Compensation & Benefits..., Outsourcing, Retirement, Risk Management, Service Providers, Global Compensation, Deferred Compensation, Process Improvement, Strategy Implementation, Relationship Management, 401k, Topgrading, Management, Strategy, CRM, Leadership, Securities, Employee Benefits, Product Management, Sales
Education
Penn State University 1989 — 1994
Bachelor of Science, Health Policy & Administration
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial June 2012 - Present
E*TRADE Financial June 2011 - June 2012
E*Trade July 2008 - June 2011
Fidelity Investments March 1996 - July 2008
Angelo, Gordon & Co. January 2003 - December 2003
Synergy Architect January 2003 - December 2003
Hibbard Brown 1994 - 1995
Skills
Financial Services, Institutional Sales, Compensation & Benefits..., Outsourcing, Retirement, Risk Management, Service Providers, Global Compensation, Deferred Compensation, Process Improvement, Strategy Implementation, Relationship Management, 401k, Topgrading, Management, Strategy, CRM, Leadership, Securities, Employee Benefits, Product Management, Sales
Education
Penn State University 1989 — 1994
Bachelor of Science, Health Policy & Administration
Christopher Cioffi Christopher Cioffi's Fidelity Investments Experience January 2015 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Capital One June 2013 - August 2013
Skills
Public Speaking, Social Media, Teamwork, C++, Java, JavaScript, Software Engineering, Microsoft Office, Customer Service, Leadership, PowerPoint, SQL, Microsoft Word, Research, HTML5, CSS, Bootstrap, C, C#, PL/SQL, Spring Framework, SOA, XML, ASP.NET, ASP.NET MVC, MVC, Spring MVC, Oracle, Oracle SQL Developer, AJAX, jQuery, HTML, OOP, Programming, Software Development, Data Science
Education
Penn State University 2010 — 2014
Bachelor’s Degree, Computer Science in the College of Engineering
Penn State University 2010 — 2014
College of Engineering, Computer Science
Fidelity Investments January 2015 - Present
Capital One June 2013 - August 2013
Skills
Public Speaking, Social Media, Teamwork, C++, Java, JavaScript, Software Engineering, Microsoft Office, Customer Service, Leadership, PowerPoint, SQL, Microsoft Word, Research, HTML5, CSS, Bootstrap, C, C#, PL/SQL, Spring Framework, SOA, XML, ASP.NET, ASP.NET MVC, MVC, Spring MVC, Oracle, Oracle SQL Developer, AJAX, jQuery, HTML, OOP, Programming, Software Development, Data Science
Education
Penn State University 2010 — 2014
Bachelor’s Degree, Computer Science in the College of Engineering
Penn State University 2010 — 2014
College of Engineering, Computer Science
Cory J. Nelson Cory J. Nelson's Fidelity Investments Experience April 2007 - April 2010
Job Process Control Management at Bank of America
Industry Financial Services
Experience
Bank of America March 2011 - Present
Julie's Cut Above December 2009 - Present
Fidelity Investments April 2007 - April 2010
Fidelity Investments November 2005 - March 2007
Fidelity Investments August 2004 - October 2005
Fidelity Investments July 2001 - July 2004
UNITED STATES ARMY November 1990 - July 2001
Skills
Process Improvement, Compliance, Risk Management, Cross-functional Team..., Call Center, Organizational..., Risk, Securities, Business Planning, Change Management, Leadership Development, Team Building, Customer Service, Financial Services, Call Centers, Financial Risk, Business Process..., Finance, Strategic Planning, Management, Training, Leadership
Education
Park University
BS, Management
Bank of America March 2011 - Present
Julie's Cut Above December 2009 - Present
Fidelity Investments April 2007 - April 2010
Fidelity Investments November 2005 - March 2007
Fidelity Investments August 2004 - October 2005
Fidelity Investments July 2001 - July 2004
UNITED STATES ARMY November 1990 - July 2001
Skills
Process Improvement, Compliance, Risk Management, Cross-functional Team..., Call Center, Organizational..., Risk, Securities, Business Planning, Change Management, Leadership Development, Team Building, Customer Service, Financial Services, Call Centers, Financial Risk, Business Process..., Finance, Strategic Planning, Management, Training, Leadership
Education
Park University
BS, Management
Michael J. Martin, CFP® Michael J. Martin, CFP®'s Fidelity Investments Experience January 2002 - February 2009
Job VP Financial Consultant
Industry Financial Services
Experience
Charles Schwab March 2011 - Present
PNC April 2009 - February 2011
Fidelity Investments January 2002 - February 2009
FMC 1999 - 2001
Education
Penn State University 1997 — 2001
BS, Business
Charles Schwab March 2011 - Present
PNC April 2009 - February 2011
Fidelity Investments January 2002 - February 2009
FMC 1999 - 2001
Education
Penn State University 1997 — 2001
BS, Business
Jill Pontiff's Fidelity Investments Experience February 2014 - February 2015
Job Experienced Digital Marketing & Advertising Professional
Industry Marketing and Advertising
Experience
RedSwan5 February 2015 - Present
Fidelity Investments February 2014 - February 2015
Fidelity Investments July 2012 - February 2015
Fidelity Investments April 2007 - July 2012
Banta Integrated Media November 2006 - April 2007
Arnold Worldwide March 2006 - November 2006
The Barbarian Group September 2005 - February 2006
Electronic Arts July 2004 - August 2005
Ubisoft March 2003 - June 2004
The 3DO Company March 1998 - October 2001
Skills
Online Advertising, Advertising, Digital Strategy, Digital Marketing, Interactive Advertising, Interactive Marketing, Web Design, Digital Media, Mobile Marketing, Social Media, Video, Project Management, MS Project, Facebook, Website Development, Usability Testing, Web Analytics, Online Marketing, Video Game Production, Post Production, YouTube, A/B testing, User Experience Testing, Digital Video, Facebook Marketing, Display Advertising, Mobile Advertising, Social Media Marketing, Emerging Media Strategy, Media, Outdoor Advertising, Creative Direction, Integrated Marketing, Marketing, User Experience, Marketing Strategy, New Media, Creative Strategy, Mobile Devices, Leadership, Film, Strategic Partnerships, Account Management, Film Production, Program Management, Microsoft Project, Product Marketing, Game Development, Cross-functional Team..., Creative Briefs
Education
Penn State University 1985 — 1989
B.A.
University of California, San Francisco 1994 — 1994
Certificate
RedSwan5 February 2015 - Present
Fidelity Investments February 2014 - February 2015
Fidelity Investments July 2012 - February 2015
Fidelity Investments April 2007 - July 2012
Banta Integrated Media November 2006 - April 2007
Arnold Worldwide March 2006 - November 2006
The Barbarian Group September 2005 - February 2006
Electronic Arts July 2004 - August 2005
Ubisoft March 2003 - June 2004
The 3DO Company March 1998 - October 2001
Skills
Online Advertising, Advertising, Digital Strategy, Digital Marketing, Interactive Advertising, Interactive Marketing, Web Design, Digital Media, Mobile Marketing, Social Media, Video, Project Management, MS Project, Facebook, Website Development, Usability Testing, Web Analytics, Online Marketing, Video Game Production, Post Production, YouTube, A/B testing, User Experience Testing, Digital Video, Facebook Marketing, Display Advertising, Mobile Advertising, Social Media Marketing, Emerging Media Strategy, Media, Outdoor Advertising, Creative Direction, Integrated Marketing, Marketing, User Experience, Marketing Strategy, New Media, Creative Strategy, Mobile Devices, Leadership, Film, Strategic Partnerships, Account Management, Film Production, Program Management, Microsoft Project, Product Marketing, Game Development, Cross-functional Team..., Creative Briefs
Education
Penn State University 1985 — 1989
B.A.
University of California, San Francisco 1994 — 1994
Certificate
Marcy Morrison's Fidelity Investments Experience 2014 - 2014
Job Corporate Wellness Professional
Industry Health, Wellness and Fitness
Experience
Minuteman Nahsoba Health Group March 2014 - Present
Gehring Group April 2012 - Present
Healthy Fit Family March 2009 - Present
Fidelity Investments 2014 - 2014
Fit's In Personal Training Center January 1997 - March 2008
Skills
Wellness Program..., Fitness Program Design, Weight Management..., Benefits Design and..., Disease Management..., Strategic Planning, Disease Management, Fitness, Employee Wellness, Customer Service, Lifestyle, Weight Management, Healthcare, Corporations, Employee Wellness..., Wellness, Program Management, Training, Management, Health Promotion, Coaching, Nutrition
Education
Palm Beach Atlantic University
Bachelor of Science (BS), Organizational Management
Institute for Integrative Nutrition 2009 — 2010
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Minuteman Nahsoba Health Group March 2014 - Present
Gehring Group April 2012 - Present
Healthy Fit Family March 2009 - Present
Fidelity Investments 2014 - 2014
Fit's In Personal Training Center January 1997 - March 2008
Skills
Wellness Program..., Fitness Program Design, Weight Management..., Benefits Design and..., Disease Management..., Strategic Planning, Disease Management, Fitness, Employee Wellness, Customer Service, Lifestyle, Weight Management, Healthcare, Corporations, Employee Wellness..., Wellness, Program Management, Training, Management, Health Promotion, Coaching, Nutrition
Education
Palm Beach Atlantic University
Bachelor of Science (BS), Organizational Management
Institute for Integrative Nutrition 2009 — 2010
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Joseph F. Delaney III Joseph F. Delaney III's Fidelity Investments Experience January 2009 - January 2011
Job Product Designer at Wondersauce
Industry Information Technology and Services
Experience
Wondersauce October 2013 - Present
AREA 17 October 2012 - Present
Canvas New York December 2011 - September 2012
Interactive Partners October 2011 - December 2011
Densebrain February 2011 - October 2011
Fidelity Investments January 2009 - January 2011
PNC Bank Corporation May 2008 - September 2008
Skills
Software Project..., Mobile Applications, QA Automation, User Interface Design, Project Management, Quality Assurance, Android, Software Engineering, Blackberry, Facebook API, Agile Methodologies, Requirements Analysis, SDLC, User Experience, Agile Project Management
Education
Penn State University 2005 — 2008
B.S., Information Science & Technology, 3.93
Penn State University 2005 — 2008
B.S., Social Psychology, 3.83
Wondersauce October 2013 - Present
AREA 17 October 2012 - Present
Canvas New York December 2011 - September 2012
Interactive Partners October 2011 - December 2011
Densebrain February 2011 - October 2011
Fidelity Investments January 2009 - January 2011
PNC Bank Corporation May 2008 - September 2008
Skills
Software Project..., Mobile Applications, QA Automation, User Interface Design, Project Management, Quality Assurance, Android, Software Engineering, Blackberry, Facebook API, Agile Methodologies, Requirements Analysis, SDLC, User Experience, Agile Project Management
Education
Penn State University 2005 — 2008
B.S., Information Science & Technology, 3.93
Penn State University 2005 — 2008
B.S., Social Psychology, 3.83
Jami Jordan's Fidelity Investments Experience July 2013 - Present
Job VP, Fidelity Institutional Solutions Delivery|PMO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Stacie (John) Hebner's Fidelity Investments Experience August 2007 - August 2010
Job
Industry Information Technology and Services
Experience
Workplace Options May 2015 - Present
Workplace Options April 2014 - April 2015
Fidelity Investments August 2007 - August 2010
Fidelity Investments December 2006 - August 2007
Fidelity Investments 2005 - 2006
North Carolina State Highway Patrol January 2005 - May 2005
Cattaraugus County Sheriff's Department August 2001 - June 2002
Skills
Microsoft Excel, Security, Public Speaking, Project Management, Business Analysis, Risk Management, Law Enforcement..., SPSS, Data Entry, Data Analysis, Focus Groups, Performance Management, Problem Solving, Analysis, Databases, Coaching, Consulting
Education
Peace College 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Randolph Central High School
Workplace Options May 2015 - Present
Workplace Options April 2014 - April 2015
Fidelity Investments August 2007 - August 2010
Fidelity Investments December 2006 - August 2007
Fidelity Investments 2005 - 2006
North Carolina State Highway Patrol January 2005 - May 2005
Cattaraugus County Sheriff's Department August 2001 - June 2002
Skills
Microsoft Excel, Security, Public Speaking, Project Management, Business Analysis, Risk Management, Law Enforcement..., SPSS, Data Entry, Data Analysis, Focus Groups, Performance Management, Problem Solving, Analysis, Databases, Coaching, Consulting
Education
Peace College 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Randolph Central High School
Heidi Schumacher Heidi Schumacher's Fidelity Investments Experience 1985 - 1990
Job Director, Marketing Operations at Quantia Inc. (a subsidiary of Physicians Interactive)
Industry Marketing and Advertising
Experience
Quantia Inc.(a subsidiary of Physicians Interactive) October 2014 - Present
Quantia Inc. April 2011 - Present
CommCreative May 2006 - April 2011
Community Newspaper Company 2004 - 2005
Fidelity Investments 1985 - 1990
Skills
Copywriting, Email Marketing
Education
Penn State University 1978 — 1982
BA, Advertising
Quantia Inc.(a subsidiary of Physicians Interactive) October 2014 - Present
Quantia Inc. April 2011 - Present
CommCreative May 2006 - April 2011
Community Newspaper Company 2004 - 2005
Fidelity Investments 1985 - 1990
Skills
Copywriting, Email Marketing
Education
Penn State University 1978 — 1982
BA, Advertising
Gilda Guevara's Fidelity Investments Experience March 2006 - Present
Job Software Development Professional
Industry Computer Software
Experience
Fidelity Investments March 2006 - Present
City of Fort Worth February 2005 - March 2006
BNSF Railway February 1997 - October 2003
Skills
Programming, COBOL, Analysis, CICS, TSO, Testing, SQL, Endeavor, VSAM, Software Engineering, Data Migration, DB2, SDLC, Requirements Analysis, Fileaid, Databases, JCL, Systems Analysis
Education
University of Santo Tomas 1980 — 1985
B.S., Civil Engineering
University of Santo Tomas 1980 — 1985
Bachelor's degree, Civil Engineering
Fidelity Investments March 2006 - Present
City of Fort Worth February 2005 - March 2006
BNSF Railway February 1997 - October 2003
Skills
Programming, COBOL, Analysis, CICS, TSO, Testing, SQL, Endeavor, VSAM, Software Engineering, Data Migration, DB2, SDLC, Requirements Analysis, Fileaid, Databases, JCL, Systems Analysis
Education
University of Santo Tomas 1980 — 1985
B.S., Civil Engineering
University of Santo Tomas 1980 — 1985
Bachelor's degree, Civil Engineering
Christopher H Blanchard's Fidelity Investments Experience January 2014 - Present
Job Alternative Investments Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Securities, Due Diligence, Asset Allocation, Series 7, Series 63, Venture Capital, Private Equity, Bonds, Financial Advisory, Relationship Management, Fund Of Funds, Private Placements, Series 24, Valuation, Derivatives, Financial Services, Mergers, Risk Management, Account Reconciliation, Finance, Asset Management, Investment Advisory, Financial Risk, Investor Relations, Asset, Securities Regulation, High Net Worth..., Investment Strategies, FINRA, IPO, Corporate Actions, Leadership, Back Office, Equities, Investments, Mutual Funds
Education
Penn State University 2001 — 2005
BS
Fidelity Investments January 2014 - Present
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Securities, Due Diligence, Asset Allocation, Series 7, Series 63, Venture Capital, Private Equity, Bonds, Financial Advisory, Relationship Management, Fund Of Funds, Private Placements, Series 24, Valuation, Derivatives, Financial Services, Mergers, Risk Management, Account Reconciliation, Finance, Asset Management, Investment Advisory, Financial Risk, Investor Relations, Asset, Securities Regulation, High Net Worth..., Investment Strategies, FINRA, IPO, Corporate Actions, Leadership, Back Office, Equities, Investments, Mutual Funds
Education
Penn State University 2001 — 2005
BS
Sarah Cherian | CSM's Fidelity Investments Experience November 2012 - Present
Job Sr Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments August 2011 - November 2012
Insight Global (Norfolk Southern Corp.) June 2010 - August 2011
Mitchell International August 2007 - June 2010
Norfolk Southern September 2005 - August 2007
Market Insight June 2003 - October 2004
C-NET July 2002 - September 2002
Skills
Program Management, Cross-functional Team..., Agile Methodologies, Project Management, SDLC, Business Analysis, Leadership, Software Project..., Process Improvement, Scrum, Change Management, Product Management, Agile Project Management, Customer Service, Software Development, Quality Assurance, Project Planning, Data Analysis, Risk Management, SharePoint, Technical Writing, HTML, Management
Education
Penn State University
Bachelor's Degree, Information Sciences and Technology
Fidelity Investments November 2012 - Present
Fidelity Investments August 2011 - November 2012
Insight Global (Norfolk Southern Corp.) June 2010 - August 2011
Mitchell International August 2007 - June 2010
Norfolk Southern September 2005 - August 2007
Market Insight June 2003 - October 2004
C-NET July 2002 - September 2002
Skills
Program Management, Cross-functional Team..., Agile Methodologies, Project Management, SDLC, Business Analysis, Leadership, Software Project..., Process Improvement, Scrum, Change Management, Product Management, Agile Project Management, Customer Service, Software Development, Quality Assurance, Project Planning, Data Analysis, Risk Management, SharePoint, Technical Writing, HTML, Management
Education
Penn State University
Bachelor's Degree, Information Sciences and Technology
Jeff Gaut's Fidelity Investments Experience September 1999 - Present
Job designer at Fidelity investments
Industry Financial Services
Experience
Fidelity Investments September 1999 - Present
Tape House Computer Ink & Paint June 1995 - August 1997
Skills
Information Design, Wire Framing, User-centered Design, Digital Illustration, Usability, Illustration, Graphic Design, Adobe Fireworks, User Interface Design, User Experience, CSS, User Experience Design, User Interface, Wireframes, Experience Design, Interaction Design, Animation
Education
Parsons School of Design 1991 — 1995
Bachelor of Fine Arts (B.F.A.), Illustration
University of Colorado at Boulder 1986 — 1990
Bachelor of Arts (B.A.), Humanities
Fidelity Investments September 1999 - Present
Tape House Computer Ink & Paint June 1995 - August 1997
Skills
Information Design, Wire Framing, User-centered Design, Digital Illustration, Usability, Illustration, Graphic Design, Adobe Fireworks, User Interface Design, User Experience, CSS, User Experience Design, User Interface, Wireframes, Experience Design, Interaction Design, Animation
Education
Parsons School of Design 1991 — 1995
Bachelor of Fine Arts (B.F.A.), Illustration
University of Colorado at Boulder 1986 — 1990
Bachelor of Arts (B.A.), Humanities
Norman Headlam's Fidelity Investments Experience July 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
General Dynamics January 1990 - 1993
Skills
WCF, Web Services, Agile Methodologies, C#, SOA, .NET, WPF, SDLC, Software Design, Software Project..., Software Engineering, Software Development, Scrum, Application Architecture, Enterprise Architecture, Leadership, Requirements Analysis, Architecture, T-SQL, Solution Architecture, Architectures, Agile Project Management
Education
Pennsylvania State University 1984 — 1989
Fidelity Investments July 2012 - Present
General Dynamics January 1990 - 1993
Skills
WCF, Web Services, Agile Methodologies, C#, SOA, .NET, WPF, SDLC, Software Design, Software Project..., Software Engineering, Software Development, Scrum, Application Architecture, Enterprise Architecture, Leadership, Requirements Analysis, Architecture, T-SQL, Solution Architecture, Architectures, Agile Project Management
Education
Pennsylvania State University 1984 — 1989
Can Lu's Fidelity Investments Experience May 2013 - April 2015
Job Risk Analyst
Industry Banking
Experience
State Street April 2015 - Present
Fidelity Investments May 2013 - April 2015
Fidelity Investments March 2008 - May 2013
University of Massachusetts College of Management March 2007 - March 2008
Regal Lloyds Real Estate International Consulting Co. May 2003 - August 2004
Skills
Product Strategies, Product Road Mapping, Java, Quantitative Analytics, Stata, Agile Project Management, Requirements Analysis, Data Management, Holding based fund..., Risk model, Fund/manager selection, SQL, Financial planning..., Agile Methodologies, Risk Management, Product Management, Manage Client..., Portfolio analytics, Factset, Data Mining, VBA, Functional Design, Functional Requirements, High volume financial..., Compustats, Portfolio Management, Statistics, SAS, Data Analysis, Business Analysis, Finance, Financial Services, Strategy
Education
Peking University
BS & BBA, Physics, E-business
University of Massachusetts Boston
MBA & MS, Finance, Applied Physics
State Street April 2015 - Present
Fidelity Investments May 2013 - April 2015
Fidelity Investments March 2008 - May 2013
University of Massachusetts College of Management March 2007 - March 2008
Regal Lloyds Real Estate International Consulting Co. May 2003 - August 2004
Skills
Product Strategies, Product Road Mapping, Java, Quantitative Analytics, Stata, Agile Project Management, Requirements Analysis, Data Management, Holding based fund..., Risk model, Fund/manager selection, SQL, Financial planning..., Agile Methodologies, Risk Management, Product Management, Manage Client..., Portfolio analytics, Factset, Data Mining, VBA, Functional Design, Functional Requirements, High volume financial..., Compustats, Portfolio Management, Statistics, SAS, Data Analysis, Business Analysis, Finance, Financial Services, Strategy
Education
Peking University
BS & BBA, Physics, E-business
University of Massachusetts Boston
MBA & MS, Finance, Applied Physics
Samantha Deka's Fidelity Investments Experience April 2014 - Present
Job Product Development at Fidelity Investments
Industry Banking
Experience
Fidelity Investments April 2014 - Present
RBC Capital Markets March 2010 - February 2014
Banc of America Securities March 2005 - August 2009
Deloitte 2002 - 2005
Skills
Derivatives, Equities, Electronic Trading, Credit Derivatives, Securities, Trading, Management Consulting, Capital Markets, Emerging Markets, Financial Services, Trading System, Trading Systems, Fixed Income
Education
Penn State University
BS, Finance & German
Fidelity Investments April 2014 - Present
RBC Capital Markets March 2010 - February 2014
Banc of America Securities March 2005 - August 2009
Deloitte 2002 - 2005
Skills
Derivatives, Equities, Electronic Trading, Credit Derivatives, Securities, Trading, Management Consulting, Capital Markets, Emerging Markets, Financial Services, Trading System, Trading Systems, Fixed Income
Education
Penn State University
BS, Finance & German
Daniel S. Gormont, Sr.'s Fidelity Investments Experience April 2015 - Present
Job Vice President, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Kellner Capital 2013 - 2015
Equinox Fund Management, LLC 2010 - 2013
SEI 2000 - 2010
US Department of Homeland Security 2006 - 2007
Prudential Financial 1996 - 2000
Education
Penn State University
Fidelity Investments April 2015 - Present
Kellner Capital 2013 - 2015
Equinox Fund Management, LLC 2010 - 2013
SEI 2000 - 2010
US Department of Homeland Security 2006 - 2007
Prudential Financial 1996 - 2000
Education
Penn State University
Donald Haile's Fidelity Investments Experience December 2005 - January 2008
Job Consultant at dhaileconsulting, LLC
Industry Financial Services
Experience
dhaileconsulting, LLC January 2008 - Present
Fidelity Ventures January 2006 - November 2011
Fidelity Investments December 2005 - January 2008
Fidelity Investments January 1999 - December 2005
IBM Networking Systems Division 1993 - 1996
IBM 1988 - 1996
Skills
Private Equity, Venture Capital, Cloud Computing, Product Management, Business Strategy, Start-ups, Security, Mergers & Acquisitions, New Business Development, Management, Data Center, SaaS, Strategic Partnerships, Networking, Business Analysis, Strategy, Vendor Management, IT Strategy, Executive Management, Financial Modeling, Business Development, Integration, Entrepreneurship, Telecommunications, Program Management, Strategic Planning, Corporate Development, Enterprise Software, Go-to-market Strategy, Financial Services, Mergers, Analytics, Leadership, E-commerce, Enterprise Architecture, Management Consulting, Consulting, Competitive Analysis, Due Diligence, Investments, Business Intelligence, Professional Services, CRM, Cross-functional Team..., Valuation, Strategic Consulting, Outsourcing, Business Process...
Education
Penn State University 1962 — 1964
BS, electrical Engineering
Saint Vincent College 1959 — 1962
Bachelor of Arts (BA), Mathematics
St. Vincent College - Latrobe, PA 1959 — 1962
BA, Mathematics
dhaileconsulting, LLC January 2008 - Present
Fidelity Ventures January 2006 - November 2011
Fidelity Investments December 2005 - January 2008
Fidelity Investments January 1999 - December 2005
IBM Networking Systems Division 1993 - 1996
IBM 1988 - 1996
Skills
Private Equity, Venture Capital, Cloud Computing, Product Management, Business Strategy, Start-ups, Security, Mergers & Acquisitions, New Business Development, Management, Data Center, SaaS, Strategic Partnerships, Networking, Business Analysis, Strategy, Vendor Management, IT Strategy, Executive Management, Financial Modeling, Business Development, Integration, Entrepreneurship, Telecommunications, Program Management, Strategic Planning, Corporate Development, Enterprise Software, Go-to-market Strategy, Financial Services, Mergers, Analytics, Leadership, E-commerce, Enterprise Architecture, Management Consulting, Consulting, Competitive Analysis, Due Diligence, Investments, Business Intelligence, Professional Services, CRM, Cross-functional Team..., Valuation, Strategic Consulting, Outsourcing, Business Process...
Education
Penn State University 1962 — 1964
BS, electrical Engineering
Saint Vincent College 1959 — 1962
Bachelor of Arts (BA), Mathematics
St. Vincent College - Latrobe, PA 1959 — 1962
BA, Mathematics
Wenhong (Kevin) Cai's Fidelity Investments Experience 2003 - March 2006
Job Product Manager at Nomura
Industry Investment Banking
Experience
Nomura April 2010 - Present
Nomura December 2008 - April 2010
Lehman Brothers December 2007 - December 2008
Lehman Brothers April 2006 - December 2007
Fidelity Investments 2003 - March 2006
Fidelity Investments 2001 - 2003
Skills
Product Management, Analytics, Electronic Trading, Agile Methodologies, Business Analysis, Business Intelligence, Capital Markets, Derivatives, Enterprise Architecture, Equities, Linux, Market Data, Program Management, Project Management, Risk Management, SDLC, SQL, Software Project..., Strategy, Trading System, Trading Systems
Education
Rensselaer Polytechnic Institute 1999 — 2001
MS, Computer Science
Peking University 1994 — 1998
BS, Chemistry
Nomura April 2010 - Present
Nomura December 2008 - April 2010
Lehman Brothers December 2007 - December 2008
Lehman Brothers April 2006 - December 2007
Fidelity Investments 2003 - March 2006
Fidelity Investments 2001 - 2003
Skills
Product Management, Analytics, Electronic Trading, Agile Methodologies, Business Analysis, Business Intelligence, Capital Markets, Derivatives, Enterprise Architecture, Equities, Linux, Market Data, Program Management, Project Management, Risk Management, SDLC, SQL, Software Project..., Strategy, Trading System, Trading Systems
Education
Rensselaer Polytechnic Institute 1999 — 2001
MS, Computer Science
Peking University 1994 — 1998
BS, Chemistry
Jason Gray's Fidelity Investments Experience February 2000 - September 2005
Job Senior Manager, Digital Marketing at Philips
Industry Marketing and Advertising
Experience
Philips January 2015 - Present
Philips Healthcare February 2010 - December 2014
Digitas September 2005 - January 2010
Fidelity Investments February 2000 - September 2005
Skills
Digital Marketing, Online Marketing, Marketing, Mobile Marketing, Digital Strategy, Management, Marketing Management, Leadership, Interactive Marketing, Segmentation, Online Advertising, Integrated Marketing, Social Media, Marketing Strategy, Marketing Automation, Email Marketing, Demand Generation
Education
Penn State University
BA, Telecommunications
Philips January 2015 - Present
Philips Healthcare February 2010 - December 2014
Digitas September 2005 - January 2010
Fidelity Investments February 2000 - September 2005
Skills
Digital Marketing, Online Marketing, Marketing, Mobile Marketing, Digital Strategy, Management, Marketing Management, Leadership, Interactive Marketing, Segmentation, Online Advertising, Integrated Marketing, Social Media, Marketing Strategy, Marketing Automation, Email Marketing, Demand Generation
Education
Penn State University
BA, Telecommunications
Darrell Lee's Fidelity Investments Experience September 2014 - Present
Job DirectorClient Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments November 2008 - September 2014
Fidelity Investments January 2008 - October 2008
Fidelity Investments January 2007 - January 2008
Fidelity Investments December 2003 - January 2007
Fidelity Investments April 2001 - December 2003
Skills
Process Improvement, Defined Benefit, Employee Benefits, Outsourcing, Strategic Financial..., Financial Services, Business Analysis, 401k, Insurance, Mutual Funds, Defined Contribution, Business Process..., Relationship Management, Series 63, Retirement, Call Centers, Risk Management, Program Management, Vendor Management, Retirement Planning
Education
The University of Memphis 1993 — 1998
Paul Smith's College 1989 — 1990
AAS, Hotel & Restaurant Management
Fidelity Investments September 2014 - Present
Fidelity Investments November 2008 - September 2014
Fidelity Investments January 2008 - October 2008
Fidelity Investments January 2007 - January 2008
Fidelity Investments December 2003 - January 2007
Fidelity Investments April 2001 - December 2003
Skills
Process Improvement, Defined Benefit, Employee Benefits, Outsourcing, Strategic Financial..., Financial Services, Business Analysis, 401k, Insurance, Mutual Funds, Defined Contribution, Business Process..., Relationship Management, Series 63, Retirement, Call Centers, Risk Management, Program Management, Vendor Management, Retirement Planning
Education
The University of Memphis 1993 — 1998
Paul Smith's College 1989 — 1990
AAS, Hotel & Restaurant Management
Rich Hahn's Fidelity Investments Experience 1989 - February 2000
Job Sales Associate at NPI Financial
Industry Information Technology and Services
Experience
JDA Software January 2013 - January 2014
RedPrairie August 2012 - January 2013
Vela Systems October 2010 - June 2012
The Hackett Group February 2008 - October 2010
CTSpace February 2007 - February 2008
PointClear December 2004 - January 2007
Tactical Dimensions January 2004 - September 2004
National Linen Services September 2002 - September 2003
Zmarketing June 2000 - March 2002
Fidelity Investments 1989 - February 2000
Skills
Business Development, SaaS, Sales, Sales Process, Leadership, Salesforce.com, Strategic Planning, ERP, Business Process, Supply Chain, Enterprise Software, Solution Selling, CRM, Professional Services, Project Planning, Strategy
Education
The University of Dallas 1991 — 1993
MBA, Corporate Finance
Penn State University 1978 — 1982
BS, Administration of Justice
JDA Software January 2013 - January 2014
RedPrairie August 2012 - January 2013
Vela Systems October 2010 - June 2012
The Hackett Group February 2008 - October 2010
CTSpace February 2007 - February 2008
PointClear December 2004 - January 2007
Tactical Dimensions January 2004 - September 2004
National Linen Services September 2002 - September 2003
Zmarketing June 2000 - March 2002
Fidelity Investments 1989 - February 2000
Skills
Business Development, SaaS, Sales, Sales Process, Leadership, Salesforce.com, Strategic Planning, ERP, Business Process, Supply Chain, Enterprise Software, Solution Selling, CRM, Professional Services, Project Planning, Strategy
Education
The University of Dallas 1991 — 1993
MBA, Corporate Finance
Penn State University 1978 — 1982
BS, Administration of Justice
Hope Fallon's Fidelity Investments Experience March 1997 - November 2008
Job Database Developer at Manhattan Software
Industry Computer Software
Experience
Manhattan Software May 2014 - Present
eBay Inc November 2012 - September 2013
Health Dialog December 2008 - October 2012
Fidelity Investments March 1997 - November 2008
Skills
ETL, Data Warehousing, SDLC, PL/SQL, T-SQL, SQL, Data Modeling, Agile Methodologies, Toad, Oracle, Database Design, Databases
Education
Peking University
Undergrad, Computer Science
University of Massachusetts at Lowell
Graduate, Computer Science
Manhattan Software May 2014 - Present
eBay Inc November 2012 - September 2013
Health Dialog December 2008 - October 2012
Fidelity Investments March 1997 - November 2008
Skills
ETL, Data Warehousing, SDLC, PL/SQL, T-SQL, SQL, Data Modeling, Agile Methodologies, Toad, Oracle, Database Design, Databases
Education
Peking University
Undergrad, Computer Science
University of Massachusetts at Lowell
Graduate, Computer Science
Victor A. Ortega's Fidelity Investments Experience June 2015 - Present
Job Health and Welfare at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Lockheed Martin July 2012 - June 2015
Ortega Financial Services June 1990 - June 2000
Skills
Sales Management, Customer Relations, Performance Management, Process Improvement, Project Management, Business Strategy, Training, Customer Service, Strategic Planning, Investments, Leadership Development, Leadership, Team Leadership, Financial Services, Manufacturing, Military, Operations Management, Negotiation, Program Management, Spanish, Team Building, Business Analysis, DoD, Project Planning, Security Clearance, Management, Six Sigma, Budgets, Analysis, Government, Logistics, Proposal Writing, Organizational..., Policy, Public Speaking, Microsoft Office, Coaching, Microsoft Excel, Microsoft Word, Human Resources
Education
University of Phoenix 2011 — 2013
Masters of Busines Administration, Business Administration and Management, General, 3.75
University of Phoenix 2009 — 2011
Bachelors of Science, Business Management, 3.86
Penn State University
General Studies, Pre Engineering
Fidelity Investments June 2015 - Present
Lockheed Martin July 2012 - June 2015
Ortega Financial Services June 1990 - June 2000
Skills
Sales Management, Customer Relations, Performance Management, Process Improvement, Project Management, Business Strategy, Training, Customer Service, Strategic Planning, Investments, Leadership Development, Leadership, Team Leadership, Financial Services, Manufacturing, Military, Operations Management, Negotiation, Program Management, Spanish, Team Building, Business Analysis, DoD, Project Planning, Security Clearance, Management, Six Sigma, Budgets, Analysis, Government, Logistics, Proposal Writing, Organizational..., Policy, Public Speaking, Microsoft Office, Coaching, Microsoft Excel, Microsoft Word, Human Resources
Education
University of Phoenix 2011 — 2013
Masters of Busines Administration, Business Administration and Management, General, 3.75
University of Phoenix 2009 — 2011
Bachelors of Science, Business Management, 3.86
Penn State University
General Studies, Pre Engineering
James Domino's Fidelity Investments Experience August 2007 - Present
Job Director, Operational Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments December 2006 - July 2007
Fidelity Investments June 2005 - November 2006
Fidelity Investments January 2003 - May 2005
IBM June 2000 - December 2002
Education
Penn State University 1995 — 2000
Bachelor of Science, Accounting, Management Info Systems
Fidelity Investments August 2007 - Present
Fidelity Investments December 2006 - July 2007
Fidelity Investments June 2005 - November 2006
Fidelity Investments January 2003 - May 2005
IBM June 2000 - December 2002
Education
Penn State University 1995 — 2000
Bachelor of Science, Accounting, Management Info Systems
Adam Krasinski's Fidelity Investments Experience 2010 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Tackle Box Brewing Company LLC July 2015 - Present
Fidelity Investments 2010 - Present
Virgin Money USA June 2008 - January 2010
ADP October 2007 - May 2008
Champion Mortgage October 2006 - November 2007
Enterprise Rent-A-Car June 2001 - September 2006
Skills
Account Management, Accounting, Business Analysis, Change Management, Cold Calling, Contract Negotiation, Customer Service, Enterprise Software, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Microsoft Excel, New Business Development, Process Improvement, Program Management, Sales, Sales Operations, Time Management
Education
Penn State University 1997 — 2001
Tackle Box Brewing Company LLC July 2015 - Present
Fidelity Investments 2010 - Present
Virgin Money USA June 2008 - January 2010
ADP October 2007 - May 2008
Champion Mortgage October 2006 - November 2007
Enterprise Rent-A-Car June 2001 - September 2006
Skills
Account Management, Accounting, Business Analysis, Change Management, Cold Calling, Contract Negotiation, Customer Service, Enterprise Software, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Microsoft Excel, New Business Development, Process Improvement, Program Management, Sales, Sales Operations, Time Management
Education
Penn State University 1997 — 2001
Andrew Marcus, FSA, EA's Fidelity Investments Experience January 2015 - Present
Job Senior Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Aon Hewitt July 2008 - January 2015
Watson Wyatt November 2004 - July 2008
Aon Consulting June 2003 - November 2004
The Hartford June 2002 - August 2002
Skills
Actuarial, Defined Benefit, Actuarial Science, Pension Administration, Pensions, Actuarial Consulting, Actuaries, Retirement, ERISA, Pension Funds, ALM, Defined Contribution, Employee Benefits, Retirement Plan..., Executive Pay
Education
Penn State University 1999 — 2003
BS, Actuarial Science
Fidelity Investments January 2015 - Present
Aon Hewitt July 2008 - January 2015
Watson Wyatt November 2004 - July 2008
Aon Consulting June 2003 - November 2004
The Hartford June 2002 - August 2002
Skills
Actuarial, Defined Benefit, Actuarial Science, Pension Administration, Pensions, Actuarial Consulting, Actuaries, Retirement, ERISA, Pension Funds, ALM, Defined Contribution, Employee Benefits, Retirement Plan..., Executive Pay
Education
Penn State University 1999 — 2003
BS, Actuarial Science
Matthew A. Boyer, CPA's Fidelity Investments Experience November 2004 - April 2007
Job Controller at Pappas Ventures
Industry Venture Capital & Private Equity
Experience
Pappas Ventures June 2013 - Present
State Street Global Advisors September 2008 - May 2013
PricewaterhouseCoopers April 2007 - September 2008
Fidelity Investments November 2004 - April 2007
PricewaterhouseCoopers January 2001 - November 2004
Atlas America, Inc. October 1999 - December 2000
Power Gas Marketing & Transmission August 1998 - October 1999
Skills
Valuation, Asset Management, Accounting, Financial Reporting, Valuation Governance, Internal Controls, Policy & Procedure..., Process Improvement, Accounting Research, Budgeting & Forecasting, Financial Analysis, Team Leadership, Auditing, Cross-functional..., Legal Support, Project Management, Fraud Risk Analysis, Regulatory Reporting, Client Relations, Presenting to Senior..., Member of AICPA, US GAAP
Education
Penn State University 1994 — 1998
BS, Accounting
Pappas Ventures June 2013 - Present
State Street Global Advisors September 2008 - May 2013
PricewaterhouseCoopers April 2007 - September 2008
Fidelity Investments November 2004 - April 2007
PricewaterhouseCoopers January 2001 - November 2004
Atlas America, Inc. October 1999 - December 2000
Power Gas Marketing & Transmission August 1998 - October 1999
Skills
Valuation, Asset Management, Accounting, Financial Reporting, Valuation Governance, Internal Controls, Policy & Procedure..., Process Improvement, Accounting Research, Budgeting & Forecasting, Financial Analysis, Team Leadership, Auditing, Cross-functional..., Legal Support, Project Management, Fraud Risk Analysis, Regulatory Reporting, Client Relations, Presenting to Senior..., Member of AICPA, US GAAP
Education
Penn State University 1994 — 1998
BS, Accounting
Nicky Heilman Boyer's Fidelity Investments Experience November 2006 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - December 2009
Education
Suffolk University Law School 2000 — 2003
JD, Law
Penn State University 1996 — 2000
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - December 2009
Education
Suffolk University Law School 2000 — 2003
JD, Law
Penn State University 1996 — 2000
Allison Sweigart's Fidelity Investments Experience December 2010 - November 2012
Job Process Manager at Humana
Industry Pharmaceuticals
Experience
Humana August 2015 - Present
Humana May 2015 - Present
Humana December 2013 - Present
Fidelity Investments December 2010 - November 2012
Fidelity Investments March 2008 - December 2010
Fidelity Investments July 2007 - March 2008
Fidelity Investments October 2000 - July 2007
Skills
Security, Security Audits, Physical Security, Security Management, Risk Assessment, Process Improvement, Disaster Recovery, Program Management, Training, Access Control, Project Management, Corporate Security, Software Documentation, Troubleshooting, Management, Information Security
Education
Park University 1998 — 2000
Bachelor Of Science, Criminal Justice
Humana August 2015 - Present
Humana May 2015 - Present
Humana December 2013 - Present
Fidelity Investments December 2010 - November 2012
Fidelity Investments March 2008 - December 2010
Fidelity Investments July 2007 - March 2008
Fidelity Investments October 2000 - July 2007
Skills
Security, Security Audits, Physical Security, Security Management, Risk Assessment, Process Improvement, Disaster Recovery, Program Management, Training, Access Control, Project Management, Corporate Security, Software Documentation, Troubleshooting, Management, Information Security
Education
Park University 1998 — 2000
Bachelor Of Science, Criminal Justice
Paul F. Duhaime's Fidelity Investments Experience November 2004 - July 2008
Job NSCC Trading Associate at Columbia Management Investment Services
Industry Financial Services
Experience
Columbia Management Investment Services May 2013 - Present
Columbia Management Investment Advisers November 2009 - Present
Fidelity Investments November 2004 - July 2008
Fidelity Investments 2004 - 2008
Skills
Cross-functional Team..., Project Management, Business Development, Investments, Marketing, Financial Services, Customer Service, Product Development, Relationship Management, Call Centers, Microsoft Excel
Education
Penn State University
MS, Geography/Demography
University of Rhode Island
BA, History/Geography
Columbia Management Investment Services May 2013 - Present
Columbia Management Investment Advisers November 2009 - Present
Fidelity Investments November 2004 - July 2008
Fidelity Investments 2004 - 2008
Skills
Cross-functional Team..., Project Management, Business Development, Investments, Marketing, Financial Services, Customer Service, Product Development, Relationship Management, Call Centers, Microsoft Excel
Education
Penn State University
MS, Geography/Demography
University of Rhode Island
BA, History/Geography
Reginald Angry's Fidelity Investments Experience April 2008 - March 2009
Job Rating Veteran Service Representative at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs September 2011 - Present
NC Department of Health and Human Services April 2009 - September 2011
Fidelity Investments April 2008 - March 2009
Focus Realty January 2008 - December 2008
KB Home March 2006 - December 2007
Education
Strayer University 2009 — 2010
MBA, Concentration in Health Services Administration
Park University 1999 — 2002
Bachelor of Science, Human Resource Management
Department of Veterans Affairs September 2011 - Present
NC Department of Health and Human Services April 2009 - September 2011
Fidelity Investments April 2008 - March 2009
Focus Realty January 2008 - December 2008
KB Home March 2006 - December 2007
Education
Strayer University 2009 — 2010
MBA, Concentration in Health Services Administration
Park University 1999 — 2002
Bachelor of Science, Human Resource Management
Frank DiBiase's Fidelity Investments Experience July 2007 - December 2008
Job Experienced Program Management Consultant
Industry Computer Software
Experience
DiBiase & DiBiase Consulting, Inc. February 1990 - Present
MLS Property Information Network March 2009 - March 2011
Fidelity Investments July 2007 - December 2008
Computer Task Group July 1986 - February 1990
Skills
Financial Services, Program Management, Budget Process, Resource Management, SDLC, Agile Project Management, Data Management, Microsoft Office, Microsoft SQL Server, Program Development, Release Management, Enterprise Risk..., Enterprise Software, Software Development, Software Project..., Quality Assurance, Databases, PMO, Requirements Gathering, Software Documentation, Business Intelligence, Testing, Business Process
Education
Penn State University 1982 — 1986
BS, Mathematics
DiBiase & DiBiase Consulting, Inc. February 1990 - Present
MLS Property Information Network March 2009 - March 2011
Fidelity Investments July 2007 - December 2008
Computer Task Group July 1986 - February 1990
Skills
Financial Services, Program Management, Budget Process, Resource Management, SDLC, Agile Project Management, Data Management, Microsoft Office, Microsoft SQL Server, Program Development, Release Management, Enterprise Risk..., Enterprise Software, Software Development, Software Project..., Quality Assurance, Databases, PMO, Requirements Gathering, Software Documentation, Business Intelligence, Testing, Business Process
Education
Penn State University 1982 — 1986
BS, Mathematics
Howard Cao's Fidelity Investments Experience October 2000 - Present
Job DBA at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Fidelity 2000 - Present
USDA Human Nutrition Research Center on Aging at Tufts University January 1994 - October 2000
USDA Human Nutrition Research Center at Tufts 1994 - 2000
Skills
Oracle, Data Architecture, Sybase, DB2, Microsoft SQL Server, Data Warehousing, Data Modeling, SQL Tuning, ETL, PL/SQL, SDLC, Performance Tuning, Database Design, Oracle RAC, Enterprise Architecture, Database Administration, Unix Shell Scripting, Databases, RMAN, SOA, Data Integration, Business Intelligence
Education
Peking University
Ph.D., Nutritional Biochemistry
Fidelity Investments October 2000 - Present
Fidelity 2000 - Present
USDA Human Nutrition Research Center on Aging at Tufts University January 1994 - October 2000
USDA Human Nutrition Research Center at Tufts 1994 - 2000
Skills
Oracle, Data Architecture, Sybase, DB2, Microsoft SQL Server, Data Warehousing, Data Modeling, SQL Tuning, ETL, PL/SQL, SDLC, Performance Tuning, Database Design, Oracle RAC, Enterprise Architecture, Database Administration, Unix Shell Scripting, Databases, RMAN, SOA, Data Integration, Business Intelligence
Education
Peking University
Ph.D., Nutritional Biochemistry
Nitin Bajaj's Fidelity Investments Experience August 2012 - March 2013
Job Sr. Technical Lead at ING
Industry Financial Services
Experience
ING April 2013 - Present
Fidelity Investments August 2012 - March 2013
Eagle Investment Systems August 2011 - April 2012
Fidelity Investments June 2006 - August 2011
Verizon April 2005 - June 2006
Baystate Health November 2003 - March 2005
Cisco Systems December 2002 - October 2003
STM Wireless October 2001 - December 2002
Skills
Agile Methodologies, Databases, Market Data
Education
Panjab University 1994 — 1998
BS, Computer Science
Punjab Engineering College 1994 — 1998
BS, Computer Science
ING April 2013 - Present
Fidelity Investments August 2012 - March 2013
Eagle Investment Systems August 2011 - April 2012
Fidelity Investments June 2006 - August 2011
Verizon April 2005 - June 2006
Baystate Health November 2003 - March 2005
Cisco Systems December 2002 - October 2003
STM Wireless October 2001 - December 2002
Skills
Agile Methodologies, Databases, Market Data
Education
Panjab University 1994 — 1998
BS, Computer Science
Punjab Engineering College 1994 — 1998
BS, Computer Science
Nick Ostrosky's Fidelity Investments Experience February 1997 - Present
Job Director, Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1997 - Present
Fifth Third Bancorp February 1991 - March 1997
Hills Department Stores May 1983 - February 1991
Skills
Risk Management, Business Continuity..., Business Continuity, Crisis Management, Risk Assessment, Process Improvement, Project Management, Enterprise Risk..., Financial Services, Leadership, Management, Internal Audit, Program Management, Auditing, Vendor Management, Business Analysis, Business Process..., Governance, Security
Education
Penn State University 1979 — 1983
BS, Logistics
Galeton Area School District 1967 — 1979
Fidelity Investments February 1997 - Present
Fifth Third Bancorp February 1991 - March 1997
Hills Department Stores May 1983 - February 1991
Skills
Risk Management, Business Continuity..., Business Continuity, Crisis Management, Risk Assessment, Process Improvement, Project Management, Enterprise Risk..., Financial Services, Leadership, Management, Internal Audit, Program Management, Auditing, Vendor Management, Business Analysis, Business Process..., Governance, Security
Education
Penn State University 1979 — 1983
BS, Logistics
Galeton Area School District 1967 — 1979
Nirupama Talele's Fidelity Investments Experience May 2009 - August 2009
Job Student at Penn State University
Industry Computer Software
Experience
Penn State University August 2008 - Present
Fidelity Investments May 2009 - August 2009
Persistent Systems 2006 - 2008
Education
Penn State University 2009 — 2015
PhD
K K Wagh Institute of Engineering and Education Research, Nashik 2002 — 2006
BE, Information Technology
Penn State University August 2008 - Present
Fidelity Investments May 2009 - August 2009
Persistent Systems 2006 - 2008
Education
Penn State University 2009 — 2015
PhD
K K Wagh Institute of Engineering and Education Research, Nashik 2002 — 2006
BE, Information Technology
Suichen Liang's Fidelity Investments Experience December 2012 - June 2014
Job Senior Software Developer at American Express
Industry Computer Software
Experience
American Express June 2014 - Present
Fidelity Investments December 2012 - June 2014
Proofpoint March 2012 - November 2012
GE Healthcare May 2011 - March 2012
Fidelity Investments February 2007 - May 2011
Discover Financial Services February 2001 - February 2007
Park City Group October 1996 - January 2001
Skills
J2EE Application..., J2EE Web Services, Servlets, Spring, JQuery, Struts, JSP, GWT, OSGi, JavaScript, HTML, XML, Maven2, SOAP, Linux, ClearCase, GIT, ANT, Perl, Web Applications
Education
University of Utah 1994 — 1996
Master of Science, Computer Science
University of Utah 1990 — 1994
Master of Science, Physics
Peking University
Bachelor of Science, Physics
American Express June 2014 - Present
Fidelity Investments December 2012 - June 2014
Proofpoint March 2012 - November 2012
GE Healthcare May 2011 - March 2012
Fidelity Investments February 2007 - May 2011
Discover Financial Services February 2001 - February 2007
Park City Group October 1996 - January 2001
Skills
J2EE Application..., J2EE Web Services, Servlets, Spring, JQuery, Struts, JSP, GWT, OSGi, JavaScript, HTML, XML, Maven2, SOAP, Linux, ClearCase, GIT, ANT, Perl, Web Applications
Education
University of Utah 1994 — 1996
Master of Science, Computer Science
University of Utah 1990 — 1994
Master of Science, Physics
Peking University
Bachelor of Science, Physics
Billy (Qing) Xia's Fidelity Investments Experience September 2008 - October 2008
Job Mobile Growth Marketing | Stanford MBA
Industry Computer Software
Experience
Wellington Zoo August 2015 - September 2015
Invoice2go June 2015 - August 2015
Sonen Capital LLC January 2015 - May 2015
Siemens Management Consulting March 2013 - June 2014
Siemens Management Consulting July 2010 - March 2013
PricewaterhouseCoopers UK October 2008 - July 2009
Fidelity Investments September 2008 - October 2008
Bain & Company October 2007 - July 2008
China Everbright Bank July 2006 - August 2006
Harvard Crimson Summer Camp July 2006 - August 2006
Skills
Management Consulting, Strategy, Financial Modeling, Market Entry, Market Analysis, Business Strategy, Benchmarking, Program Management, Renewable Energy, Mergers & Acquisitions, Business Development, Customer Acquisition, Product Management, Digital Marketing, Consulting, Strategic Consulting, Emerging Markets, Due Diligence, Joint Ventures, Intercultural Awareness, Business Transformation, Cost Reduction Programs, Cross-functional Team..., Management, Analysis, Project Management, Data Analysis, Start-ups, Valuation, Entrepreneurship, Financial Analysis, Leadership, Online Advertising
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Peking University 2005 — 2010
B.Sc./B.A.
Guangdong Experimental High School 2002 — 2005
High school diploma
Wellington Zoo August 2015 - September 2015
Invoice2go June 2015 - August 2015
Sonen Capital LLC January 2015 - May 2015
Siemens Management Consulting March 2013 - June 2014
Siemens Management Consulting July 2010 - March 2013
PricewaterhouseCoopers UK October 2008 - July 2009
Fidelity Investments September 2008 - October 2008
Bain & Company October 2007 - July 2008
China Everbright Bank July 2006 - August 2006
Harvard Crimson Summer Camp July 2006 - August 2006
Skills
Management Consulting, Strategy, Financial Modeling, Market Entry, Market Analysis, Business Strategy, Benchmarking, Program Management, Renewable Energy, Mergers & Acquisitions, Business Development, Customer Acquisition, Product Management, Digital Marketing, Consulting, Strategic Consulting, Emerging Markets, Due Diligence, Joint Ventures, Intercultural Awareness, Business Transformation, Cost Reduction Programs, Cross-functional Team..., Management, Analysis, Project Management, Data Analysis, Start-ups, Valuation, Entrepreneurship, Financial Analysis, Leadership, Online Advertising
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Peking University 2005 — 2010
B.Sc./B.A.
Guangdong Experimental High School 2002 — 2005
High school diploma
Diana Couture's Fidelity Investments Experience March 2011 - Present
Job Portfolio Advisory Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments March 2010 - March 2011
Fidelity Investments March 2007 - March 2010
Fidelity Investments April 2005 - March 2007
Chez Francoise Interiors January 1998 - April 2005
Helig Meyers May 1996 - February 1998
Skills
Series 7, Investments, Finance, Investment Strategies, CRM, Customer Service, Portfolio Management, Retirement, Financial Services, Sales, Asset Allocation
Education
Park University 1991 — 1995
business management, marketing, economics
Sinclair Community College 1991 — 1993
interior design, interior design
Sinclair Community College 1989 — 1991
financial management, finance
Fidelity Investments March 2011 - Present
Fidelity Investments March 2010 - March 2011
Fidelity Investments March 2007 - March 2010
Fidelity Investments April 2005 - March 2007
Chez Francoise Interiors January 1998 - April 2005
Helig Meyers May 1996 - February 1998
Skills
Series 7, Investments, Finance, Investment Strategies, CRM, Customer Service, Portfolio Management, Retirement, Financial Services, Sales, Asset Allocation
Education
Park University 1991 — 1995
business management, marketing, economics
Sinclair Community College 1991 — 1993
interior design, interior design
Sinclair Community College 1989 — 1991
financial management, finance
Bobbi Harper-Moneghan's Fidelity Investments Experience 1990 - 1995
Job Assistant Planner/GIS Analyst at Town of North Smithfield, RI
Industry Information Technology and Services
Experience
Town of North Smithfield, RI October 2009 - Present
Town of North Smithfield RI October 2009 - July 2013
Fidelity Investments 1990 - 1995
Fidelity Investments 1990 - 1992
Electronic Data Systems 1983 - 1989
Skills
GIS, GPS, Geoprocessing, ESRI, ArcInfo, Spatial Databases, ArcCatalog, Spatial Analysis, Cartography, ArcGIS, ArcMap, Urban Planning, Local Government, Conservation Issues, Soil Science, Environmental Science, Geographic Information..., Geography, Project Management, MS Project, Full project lifecycle..., IT Project Lifecycle, Communication Skills, Business Analysis, Mainframe, Microsoft Excel, Microsoft Word, Python, COBOL, JCL, Affordable Housing, State Government, Comprehensive Planning, Environmental Consulting, Natural Language..., ADABAS, Experience Working with..., Technical Writing, Technical Support, Technical Documentation, Technical Leadership, Technical Presentations, Remote Sensing, Analysis, Web Mapping, ArcView, Program Management, SDLC
Education
Penn State University 2007 — 2008
GIS Certification, GIS-Online Certificate
Penn State University 1981 — 1983
MS, Agronomy-GIS
Penn State University 1977 — 1982
BS, Environmental Resource Management
Town of North Smithfield, RI October 2009 - Present
Town of North Smithfield RI October 2009 - July 2013
Fidelity Investments 1990 - 1995
Fidelity Investments 1990 - 1992
Electronic Data Systems 1983 - 1989
Skills
GIS, GPS, Geoprocessing, ESRI, ArcInfo, Spatial Databases, ArcCatalog, Spatial Analysis, Cartography, ArcGIS, ArcMap, Urban Planning, Local Government, Conservation Issues, Soil Science, Environmental Science, Geographic Information..., Geography, Project Management, MS Project, Full project lifecycle..., IT Project Lifecycle, Communication Skills, Business Analysis, Mainframe, Microsoft Excel, Microsoft Word, Python, COBOL, JCL, Affordable Housing, State Government, Comprehensive Planning, Environmental Consulting, Natural Language..., ADABAS, Experience Working with..., Technical Writing, Technical Support, Technical Documentation, Technical Leadership, Technical Presentations, Remote Sensing, Analysis, Web Mapping, ArcView, Program Management, SDLC
Education
Penn State University 2007 — 2008
GIS Certification, GIS-Online Certificate
Penn State University 1981 — 1983
MS, Agronomy-GIS
Penn State University 1977 — 1982
BS, Environmental Resource Management
Salvador Lee's Fidelity Investments Experience October 2006 - April 2007
Job Sr Business Analyst at AIG
Industry Financial Services
Experience
AIG September 2013 - Present
Keeps America June 2012 - January 2013
eHobby Place, LLC November 2010 - June 2012
Citi Hedge Fund Services NA, Inc November 2009 - August 2010
Depository Trust & Clearance Corporation (DTCC) April 2007 - November 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments January 2006 - September 2006
Fidelity Investments September 2004 - January 2006
Fidelity Investments November 2000 - September 2004
Skills
Project Management, Forecasting, Activity Based Costing, Business Analysis, Process Improvement, Performance Measurement, Budgets, Corporate Actions, Financial Services, Mutual Funds, Securities, Equities, Leadership, Risk Management, Series 7, Alternative Investments, Product Management, Management, Banking, Operations Management, Strategic Planning, Back Office, Hedge Funds, Financial Analysis, Finance, Fixed Income, Vendor Management, Analysis
Education
The George Washington University - School of Business 1993 — 1996
MHSA, Health Services Administration
Penn State University 1989 — 1993
BS, Science
AIG September 2013 - Present
Keeps America June 2012 - January 2013
eHobby Place, LLC November 2010 - June 2012
Citi Hedge Fund Services NA, Inc November 2009 - August 2010
Depository Trust & Clearance Corporation (DTCC) April 2007 - November 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments January 2006 - September 2006
Fidelity Investments September 2004 - January 2006
Fidelity Investments November 2000 - September 2004
Skills
Project Management, Forecasting, Activity Based Costing, Business Analysis, Process Improvement, Performance Measurement, Budgets, Corporate Actions, Financial Services, Mutual Funds, Securities, Equities, Leadership, Risk Management, Series 7, Alternative Investments, Product Management, Management, Banking, Operations Management, Strategic Planning, Back Office, Hedge Funds, Financial Analysis, Finance, Fixed Income, Vendor Management, Analysis
Education
The George Washington University - School of Business 1993 — 1996
MHSA, Health Services Administration
Penn State University 1989 — 1993
BS, Science
Theodore Rodriguez's Fidelity Investments Experience December 1997 - May 2000
Job Associate General Counsel at ACI Worldwide, Inc.
Industry Computer Software
Experience
ACI Worldwide May 2012 - Present
Foxrock Properties LLC, an affiliate of Granite Telecommunications July 2008 - May 2012
Granite Telecommunications June 2006 - July 2008
Private Practice November 2003 - June 2006
Emplanet, Inc. May 2000 - October 2003
Fidelity Investments December 1997 - May 2000
Nationwide Financial August 1994 - December 1997
Baker & Hostetler LLP 1991 - 1994
Skills
Corporate Law, Regulatory Compliance, Contract Negotiation, Mergers & Acquisitions, Commercial Litigation, Corporate Governance, Intellectual Property, Legal Advice, Commercial Real Estate
Education
University of Pennsylvania Law School 1988 — 1991
Doctor of Law (JD), Law
Penn State University 1983 — 1987
Bachelor of Science (BS), Accounting
ACI Worldwide May 2012 - Present
Foxrock Properties LLC, an affiliate of Granite Telecommunications July 2008 - May 2012
Granite Telecommunications June 2006 - July 2008
Private Practice November 2003 - June 2006
Emplanet, Inc. May 2000 - October 2003
Fidelity Investments December 1997 - May 2000
Nationwide Financial August 1994 - December 1997
Baker & Hostetler LLP 1991 - 1994
Skills
Corporate Law, Regulatory Compliance, Contract Negotiation, Mergers & Acquisitions, Commercial Litigation, Corporate Governance, Intellectual Property, Legal Advice, Commercial Real Estate
Education
University of Pennsylvania Law School 1988 — 1991
Doctor of Law (JD), Law
Penn State University 1983 — 1987
Bachelor of Science (BS), Accounting
Jerrie J St Clair's Fidelity Investments Experience April 2006 - March 2009
Job Financial Professional
Industry Financial Services
Experience
U.S. Bancorp Investments July 2012 - September 2015
Huntington Investment Company September 2010 - July 2012
Fidelity Investments April 2006 - March 2009
Fidelity Investments September 1999 - March 2006
Fidelity Investments May 1998 - September 1999
Skills
Mutual Funds, Securities, Equities, Insurance, Investments, Management, Series 7, Series 63, Series 24, Series 4, Series 3, Series 53, Series 9, Series 10, Series 66, Variable Annuities, Life & Health Insurance..., Financial Services, Risk Management, Process Improvement, Analysis, Regulatory Compliance, Financial Markets, Supervision, General Securities..., Regulatory Examinations, Financial Risk, General Securities..., Options, Pre-approval, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Retail Sales, Prioritize Workload
Education
Palm Beach Atlantic University
BS, Business Administration
U.S. Bancorp Investments July 2012 - September 2015
Huntington Investment Company September 2010 - July 2012
Fidelity Investments April 2006 - March 2009
Fidelity Investments September 1999 - March 2006
Fidelity Investments May 1998 - September 1999
Skills
Mutual Funds, Securities, Equities, Insurance, Investments, Management, Series 7, Series 63, Series 24, Series 4, Series 3, Series 53, Series 9, Series 10, Series 66, Variable Annuities, Life & Health Insurance..., Financial Services, Risk Management, Process Improvement, Analysis, Regulatory Compliance, Financial Markets, Supervision, General Securities..., Regulatory Examinations, Financial Risk, General Securities..., Options, Pre-approval, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Retail Sales, Prioritize Workload
Education
Palm Beach Atlantic University
BS, Business Administration
David Nickles, CRISC's Fidelity Investments Experience April 2011 - December 2011
Job Business Leader, Operational Risk and Controls at MasterCard
Industry Financial Services
Experience
MasterCard June 2015 - Present
BNP Paribas November 2014 - June 2015
GE Capital February 2014 - November 2014
GE Capital January 2012 - February 2014
Fidelity Investments April 2011 - December 2011
Fidelity Investments August 2010 - March 2011
Fidelity Investments December 2007 - July 2010
Fidelity Investments December 2006 - November 2007
Aon Hewitt February 2006 - September 2006
Aon Hewitt February 2004 - January 2006
Skills
Risk Management, Vendor Management, Business Analysis, SDLC, Process Improvement, Financial Risk, Analysis, Project Management, Change Management, Operational Risk, Data Analysis, Quality Assurance, Program Management, Risk Assessment, Enterprise Risk..., Testing, MS Project, Manage Client..., Client Relations Skills, Enterprise Content..., Operational Risk..., Software Quality..., Test Planning, Test Cases, System Testing, Regression Testing, User Acceptance Testing, Communication, Community Development, Communication Skills, Lean Operations, Process Management, Business Process Mapping, Governance, Business Requirements, IT Risk Management, Data Governance, Management, Leadership, Strategy, Finance, Financial Services, Analytics, Issue Management, Training, PMO, Business Process..., Relationship Management
Education
St. Lawrence University 1997 — 2000
Bachelor of Science, Economics, Mathematics
Penn State University 1996 — 1997
MasterCard June 2015 - Present
BNP Paribas November 2014 - June 2015
GE Capital February 2014 - November 2014
GE Capital January 2012 - February 2014
Fidelity Investments April 2011 - December 2011
Fidelity Investments August 2010 - March 2011
Fidelity Investments December 2007 - July 2010
Fidelity Investments December 2006 - November 2007
Aon Hewitt February 2006 - September 2006
Aon Hewitt February 2004 - January 2006
Skills
Risk Management, Vendor Management, Business Analysis, SDLC, Process Improvement, Financial Risk, Analysis, Project Management, Change Management, Operational Risk, Data Analysis, Quality Assurance, Program Management, Risk Assessment, Enterprise Risk..., Testing, MS Project, Manage Client..., Client Relations Skills, Enterprise Content..., Operational Risk..., Software Quality..., Test Planning, Test Cases, System Testing, Regression Testing, User Acceptance Testing, Communication, Community Development, Communication Skills, Lean Operations, Process Management, Business Process Mapping, Governance, Business Requirements, IT Risk Management, Data Governance, Management, Leadership, Strategy, Finance, Financial Services, Analytics, Issue Management, Training, PMO, Business Process..., Relationship Management
Education
St. Lawrence University 1997 — 2000
Bachelor of Science, Economics, Mathematics
Penn State University 1996 — 1997
Koushik Bollimpalli's Fidelity Investments Experience July 2014 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2011 - December 2012
Skills
Java, JavaScript, HTML, SQL, Programming, Linux, AngularJs, jQuery, Spring, Rational Team Concert, AJAX, CSS, Web Services, Agile Methodologies
Education
Penn State University 2009 — 2011
Bachelor of Science (BS), Computer Engineering
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Physics
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2011 - December 2012
Skills
Java, JavaScript, HTML, SQL, Programming, Linux, AngularJs, jQuery, Spring, Rational Team Concert, AJAX, CSS, Web Services, Agile Methodologies
Education
Penn State University 2009 — 2011
Bachelor of Science (BS), Computer Engineering
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Physics
Nalini Goswami's Fidelity Investments Experience August 2011 - Present
Job Senior Finance Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2011 - Present
NEC America October 2008 - October 2011
Bear Stearns January 2006 - September 2008
Citigroup January 2005 - January 2006
Hyatt Regency January 1998 - January 2005
Education
Penn State University 1996 — 1998
Masters, Finance
Fidelity Investments August 2011 - Present
NEC America October 2008 - October 2011
Bear Stearns January 2006 - September 2008
Citigroup January 2005 - January 2006
Hyatt Regency January 1998 - January 2005
Education
Penn State University 1996 — 1998
Masters, Finance
Shane Gilliatt's Fidelity Investments Experience September 2001 - September 2005
Job Senior Benefit Analyst at Bella Consulting LLC
Industry Financial Services
Experience
Bella Consuling LLC October 2006 - Present
Mercer October 2005 - September 2006
Fidelity Investments September 2001 - September 2005
Skills
Defined Benefit, Employee Benefits, Pensions, Benefits Administration, Retirement, Pension Administration
Education
Penn State University 1997 — 2001
BS, Finance
Bella Consuling LLC October 2006 - Present
Mercer October 2005 - September 2006
Fidelity Investments September 2001 - September 2005
Skills
Defined Benefit, Employee Benefits, Pensions, Benefits Administration, Retirement, Pension Administration
Education
Penn State University 1997 — 2001
BS, Finance
Jamie Teschner's Fidelity Investments Experience May 2004 - Present
Job Senior Vice President, Wealth Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2004 - Present
Regions Morgan Keegan Trust March 2002 - April 2004
American Century Investments February 1997 - December 2001
Federated Investors, Inc. 1982 - 1996
Skills
Investments, Mutual Funds, Relationship Management, Sales Management, Asset Management, 401k, Institutional Sales, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Investment Strategy...
Education
Penn State University 1977 — 1981
BS, Marketing
Fidelity Investments May 2004 - Present
Regions Morgan Keegan Trust March 2002 - April 2004
American Century Investments February 1997 - December 2001
Federated Investors, Inc. 1982 - 1996
Skills
Investments, Mutual Funds, Relationship Management, Sales Management, Asset Management, 401k, Institutional Sales, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Investment Strategy...
Education
Penn State University 1977 — 1981
BS, Marketing
Karen Salvesen Spencer's Fidelity Investments Experience November 2003 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2003 - Present
Education
Parsons School of Design
Ridgefield High School
Fidelity Investments November 2003 - Present
Education
Parsons School of Design
Ridgefield High School
Andrew Alcorn's Fidelity Investments Experience December 2002 - March 2003
Job Field Manager with Advanced Lawn Care Inc.
Industry Recreational Facilities and Services
Experience
Advanced Lawn Care Inc. February 2014 - Present
Myopia Hunt Club March 2009 - January 2014
The Weston Golf Club January 2008 - January 2009
The Weston Golf Club January 2005 - January 2008
Fidelity investments December 2002 - March 2003
Skills
Personnel Management, Water Management, Fertilizer and Spray..., Turfgrass Management on..., Management, Golf Courses, Golf, Fertilizers, Irrigation, Turf, Pest Control, Pesticide Application
Education
Penn State University 2008 — 2010
Bachelor of Science (BS), Turf and Turfgrass Management
Suffolk University - Sawyer School of Management 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Advanced Lawn Care Inc. February 2014 - Present
Myopia Hunt Club March 2009 - January 2014
The Weston Golf Club January 2008 - January 2009
The Weston Golf Club January 2005 - January 2008
Fidelity investments December 2002 - March 2003
Skills
Personnel Management, Water Management, Fertilizer and Spray..., Turfgrass Management on..., Management, Golf Courses, Golf, Fertilizers, Irrigation, Turf, Pest Control, Pesticide Application
Education
Penn State University 2008 — 2010
Bachelor of Science (BS), Turf and Turfgrass Management
Suffolk University - Sawyer School of Management 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eric Most's Fidelity Investments Experience June 2013 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments July 2009 - June 2013
Penn State University May 2008 - December 2008
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Information Science and Technology (IST)
Fidelity Investments June 2013 - Present
Fidelity Investments July 2009 - June 2013
Penn State University May 2008 - December 2008
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Information Science and Technology (IST)
Josephine Juang's Fidelity Investments Experience May 2012 - August 2012
Job Application Developer at Intel Corporation
Industry Computer Software
Experience
Intel Corporation January 2014 - Present
Penn State eLearning - College of Agricultural Sciences September 2012 - December 2013
Penn State Enterprise Architecture February 2012 - December 2013
GE June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Programming, C#, AngularJS, HTML5, JavaScript, CSS, ASP.NET MVC, PHP, SQL, HTML, Unity3D, Drupal, WordPress, Visual Studio, Dreamweaver, Photoshop, Illustrator, Paint Tool SAI, Graphic Design, Git, Crystal Xcelsius, Business Objects
Education
Penn State University 2010 — 2013
Bachelor of Science (BS), Information Sciences and Technology
Penn State University 2010 — 2013
Bachelor of Science (BS), Security and Risk Analysis
Intel Corporation January 2014 - Present
Penn State eLearning - College of Agricultural Sciences September 2012 - December 2013
Penn State Enterprise Architecture February 2012 - December 2013
GE June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Programming, C#, AngularJS, HTML5, JavaScript, CSS, ASP.NET MVC, PHP, SQL, HTML, Unity3D, Drupal, WordPress, Visual Studio, Dreamweaver, Photoshop, Illustrator, Paint Tool SAI, Graphic Design, Git, Crystal Xcelsius, Business Objects
Education
Penn State University 2010 — 2013
Bachelor of Science (BS), Information Sciences and Technology
Penn State University 2010 — 2013
Bachelor of Science (BS), Security and Risk Analysis
Zhiqiang Zhang's Fidelity Investments Experience February 2007 - October 2007
Job Sr Software Engineer at Kivasystems/Amazon
Industry Computer Software
Experience
Kivasystems/Amazon October 2012 - Present
Redi2 Technologies October 2011 - October 2012
iSIGHT Partners October 2007 - October 2011
Fidelity Investments February 2007 - October 2007
Skills
Software
Education
University of Massachusetts Dartmouth 1992 — 1995
Master of Science (MS)
Peking University 1985 — 1989
Bachelor's degree
Kivasystems/Amazon October 2012 - Present
Redi2 Technologies October 2011 - October 2012
iSIGHT Partners October 2007 - October 2011
Fidelity Investments February 2007 - October 2007
Skills
Software
Education
University of Massachusetts Dartmouth 1992 — 1995
Master of Science (MS)
Peking University 1985 — 1989
Bachelor's degree
Timothy Sonier's Fidelity Investments Experience June 2015 - August 2015
Job Brokerage Treasury Intern at Fidelity Investments
Industry Financial Services
Experience
Sigma Phi Epsilon Penn Eta January 2015 - Present
Fidelity Investments June 2015 - August 2015
Education
Penn State University 2013 — 2017
Bachelor of Arts (B.A.), Economics
Sigma Phi Epsilon Penn Eta January 2015 - Present
Fidelity Investments June 2015 - August 2015
Education
Penn State University 2013 — 2017
Bachelor of Arts (B.A.), Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank