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
Point B June 2015 - Present
Southern Illinois University Edwardsville August 2012 - Present
Fidelity Investments June 2014 - August 2014
Skills
Customer Service, Leadership, Business Strategy, Problem Solving, Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Analytics, Interpersonal..., Emotional Intelligence, Vlookup, Social Media, Management, Time Management, Event Planning, Fundraising, Social Networking, Strategic Planning, MS Excel Pivot Tables, Econometrics, Sales, Nonprofits
Education
Southern Illinois University, Edwardsville 2012 — 2016
Business Economics and Finance, Psychology minor
Festus High School 2008 — 2012
College Preparatory Deploma
TD Ameritrade December 2006 - Present
Fidelity Investments June 2005 - December 2006
Trans Market Group- Chicago Board of Trade January 2004 - May 2004
Westcott Group- Chicago Mercantile Exchange January 2001 - January 2004
Skills
Negotiation, Series 7, Series 63, Building Relationships, Sales, Bonds, Fixed Income Portfolio..., Series 65, Securities, Bloomberg
Education
Southern Illinois University, Carbondale
Business/Corporate Communications
University of Wisconsin-Whitewater
General Studies
William Rainey Harper Community College
Accounting and Finance
Veritude/Fidelity Investments March 2015 - May 2015
Prudential Retirement October 2012 - September 2014
Fidelity Investments June 2003 - October 2012
Fidelity Investments November 1998 - June 2003
Skills
Series 63, Series 6, Retirement Solutions, Financial Services, Strategic Communications, 401k, Investments, Retirement, Fixed Annuities, Mutual Funds, Project Management, Retirement Planning
Education
Southern Arkansas University 1987 — 1991
Bachelor of Business Administration
NewCap Partners January 2013 - Present
Various Companies January 2010 - Present
Natixis Global Associates November 2007 - December 2009
Charles Schwab April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets June 2006 - March 2007
GLG Council of Advisors April 2005 - March 2007
BrokerageAmerica, Inc. November 2000 - April 2005
Credit Suisse First Boston October 1999 - October 2000
E*Trade February 1996 - September 1999
Fidelity Investments 1991 - 1996
Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options
Education
Southern Methodist University 1986 — 1990
B.A., Economics
John L. Miller Great Neck North High School
KPMG June 2015 - August 2015
BDO USA, LLP January 2015 - April 2015
Fidelity Investments March 2013 - December 2013
Southern Arkansas University January 2010 - December 2011
Skills
Trading, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Access, Series 7, Series 63, Microsoft Office, Financial Reporting, Mutual Funds, Stocks, Finance, Leadership, Financial Analysis
Education
University of Houston 2014 — 2016
Master of Science (MS), Accounting
Southern Arkansas University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments November 2014 - Present
Skills
Series 7, Series 63
Education
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Science, Business Administration
Fidelity Investments May 2002 - Present
Skills
Series 7, FINRA, CFP
Education
Southern Methodist University 1998 — 2002
Bachelor's degree, Economics
Southwest Airlines May 2015 - August 2015
Grouplet January 2014 - March 2015
Fidelity Investments May 2013 - November 2013
Skills
C++, JavaScript, Programming, Java, Agile Methodologies, CSS, PHP, Unix, Linux, Testing, HTML, Software Development, Terminal, MySQL, Databases, SAS, Hadoop, Data Mining, Data Analysis, SQL
Education
Southern Methodist University 2012 — 2016
Bachelor’s Degree, Computer Science
Southern Methodist University 2012 — 2016
Master’s Degree, Applied Statistics and Data Analytics (MASDA)
Creekview High School 2008 — 2012
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - November 2014
Fidelity Investments April 2012 - January 2013
Work Opportunities Unlimited October 2009 - April 2012
Liberty Tax Service January 2009 - April 2009
AlliedBarton Security Services January 2007 - November 2008
Boston Public Schools January 2004 - August 2006
Skills
Management Consulting, Teaching, Collaborative Working, Case Management, Social Services, Public Speaking, Microsoft Office, Leadership Development, Training, Resume Writing, Employee Benefits, Payroll, Coaching, Community Outreach, Customer Service, Human Resources, Management, Team Building, Conflict Resolution
Education
Southern Connecticut State University 1997 — 2002
Bachelor of Science, Sociology
Harvard University Graduate School of Education
Master of Liberal Arts, Mathematics
Silverado Interests July 2014 - Present
Silverado Interests July 2012 - June 2014
Silverado Interests 2012 - July 2012
Behringer Harvard 2011 - 2012
Behringer Harvard 2008 - 2011
J.P. Morgan 2006 - 2008
Fidelity Investments 2004 - 2005
Skills
Real Estate Private..., Private Equity, Mergers & Acquisitions, Capital Markets, Acquisitions, Investments, Financial Modeling, Finance, Real Estate Financing, Real Estate Development, Real Estate Transactions, Strategy, Leadership, Financial Structuring, Joint Ventures, Due Diligence, Financial Analysis, Alternative Investments, Management, Commercial Real Estate, Mergers, Portfolio Management, Investor Relations, Investment Properties, Corporate Finance, Real Estate Economics, Asset Management, Valuation, Real Estate, Strategic Planning, Venture Capital, Entrepreneurship, Sales
Education
Southern Methodist University 2010 — 2012
MBA, Alternative Assets, Corporate Finance, Energy Finance, Investment Management
Fidelity Investments September 2014 - Present
Fidelity Investments August 2013 - September 2014
Brand Protection Agency March 2013 - August 2013
Merge Boutique November 2010 - June 2013
Skills
Creative Writing, Spanish, Microsoft Office, Email Marketing, Social Media Marketing, Customer Escalation..., Customer Service, Fashion, Visual Arts, Retail Sales, Accounts Payable, Journalism, Events Coordination, Pianist, Problem Solving, Salesforce.com
Education
Southern Methodist University 2010 — 2013
Bachelor of Arts, English
Westlake Academy
DaVita June 2014 - Present
Volunteer October 2013 - June 2014
VHA January 2000 - April 2013
VHA 1993 - 2000
Fidelity Investments 1987 - 1989
Skills
Healthcare Information..., Program Management, Agile Methodologies, Enterprise Software, Business Intelligence, Product Management, Management, Leadership, Project Management, Strategic Planning, Software Development, SaaS, Vendor Management, Quality Assurance, Business Analysis, IT Strategy, SDLC, Process Improvement, Cross-functional Team..., Business Process..., Integration, Business Process, Governance, CRM
Education
University of North Texas
Bachelor of Business Administration
Southern Methodist University
Graduate Certificate of Marketing
Brookhaven College August 2008 - Present
4D Equipment & Services August 2007 - September 2011
Fidelity Investments January 1986 - January 2002
Skills
Writing and Editing, Research Methods, Presentation/Lecture..., Classroom and One:One..., Blackboard, Instructional Technology, Client Expectations..., Relationship Management, Operations Management, Non-profit Boards and..., Certified Non-profit...
Education
The University of Texas at Dallas 2002 — 2011
PhD (ABD), Arts & Humanities
Southern Methodist University
Master of Liberal Studies, Studies in Literature
Texas A&M University 1980 — 1983
Bachelor of Science, Sociology and Management
Fidelity Investments 2009 - Present
Skills
Series 7, Series 63, Investments, Mutual Funds, Financial Services, Equities, Start-up Environment, Securities, Risk Management, Leadership, Finance, Microsoft Office
Education
Southern Methodist University 2006 — 2009
Bachelor of Arts (B.A.), Economics
Sharyland High School 2001 — 2005
KPMG October 2013 - Present
Deloitte September 2012 - October 2013
Deloitte January 2011 - March 2011
Fidelity Investments June 2010 - August 2010
RuffaloCODY September 2008 - May 2010
TPV Technology May 2009 - August 2009
Skills
Research, Microsoft Excel, Internal Controls, Accounting, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting, Accounting
Southern Methodist University 2007 — 2010
Bachelor of Business Administration, Financial Consulting, Chinese
Evercore July 2015 - Present
Clients First Business Solutions January 2014 - November 2014
Panther Energy Company, LLC June 2013 - September 2013
Fidelity Investments May 2012 - August 2012
Panther Energy Company, LLC June 2011 - August 2011
Skills
C++ Language, Object Oriented Design, Managing Database, Microsoft Word, Microsoft Excel, PowerPoint, Spiceworks, Java, XML, Matlab, Windows, iOS, Linux, Active Directory, IT Management, Computer Science, Computer Hardware, Microprocessors, Ultimate Frisbee, Downhill Skiing, Technical Support, Troubleshooting, OS X, Windows 7
Education
Southern Methodist University 2009 — 2013
Bachelor of Science (BS), Computer Science
IBP Associates, LLC. December 2001 - Present
Visa 2010 - March 2012
US Bank January 2004 - March 2009
US Bank April 2002 - January 2004
Comdisco January 2001 - January 2002
Storability, Inc. July 2000 - December 2000
Fidelity Investments December 1993 - June 2000
Sprint March 1988 - December 1993
Texas Instruments July 1984 - March 1988
Geosource, Inc. February 1982 - July 1984
Skills
Risk Management, Program Management, IT Operations, Disaster Recovery, IT Management, Business Continuity, Vendor Management, IT Strategy, Data Center, ITIL, Infrastructure, Security, Integration, Virtualization, IT Service Management
Education
Southern Illinois University, Carbondale 1980 — 1981
Bachelor of Science (B.S.), Geology
Fidelity Investments March 2014 - August 2015
Fidelity Investments June 2013 - August 2015
Research Now April 2012 - June 2013
Axiometrics 2010 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Questionnaire Design, Marketing Research, Outlook, Mintel, Leadership, SPSS, Analytics, Data Analysis, Market Research, Marketing
Education
The University of Texas at Dallas 2015 — 2016
Master’s Degree, Marketing
Southern Methodist University 2010 — 2012
Bachelor of Arts, Advertising
Fidelity Investments March 2014 - Present
Fidelity Investments December 2013 - February 2014
EPRI March 2013 - September 2013
Clarus Glassboards LLC May 2012 - January 2013
Gaylord Entertainment November 2011 - April 2012
First Baptist Church Maryville January 2009 - September 2011
SIU Edwardsville Athletics July 2008 - May 2010
KYOO Radio Inc. December 2006 - March 2008
Skills
Microsoft Office, InDesign, Photoshop, Event Management, Press Releases, Event Planning, Public Relations, Social Media, Word, Public Speaking, PowerPoint, Writing, Excel, Customer Relations, Sports, Marketing, Advertising, Microsoft Excel, Microsoft Word, Customer Service, Management, Coaching
Education
Southern Illinois University, Edwardsville 2008 — 2010
Masters of Science and Education, Kinesiology; Sports Administration
Southwest Baptist University 2002 — 2007
Bachelor of Science, Sports Management
Kemper Corporation January 2013 - Present
The Waffle House January 2012 - January 2013
Self-Employed Freelance Technical Writer December 2011 - June 2012
FIDELITY INVESTMENTS April 2008 - December 2011
The Hills Church January 2006 - April 2008
NATIONAL SEMICONDUCTOR January 2000 - January 2005
NILOTEX CO January 1996 - January 2000
Skills
Customer Relations, Process Improvement, Word, Operations Management, Microsoft Office, Budgeting, Customer Service, Market Research, Editing, Coaching, Event Planning, Public Relations, Event Management, Account Management, Logistics, Purchasing, Export Controls, Import/Export, Compliance, Legal Compliance, Mutual Funds, Bilingual-Spanish, Social Media, Financial Analysis, Budgets, Human Resources, Entrepreneurship, Training, Microsoft Word, Spanish, Business Strategy, Public Speaking, Finance, Leadership, Sales, Sales Operations, Strategic Planning, Team Building
Education
Texas A&M University-Commerce 2011 — 2013
MBA, Finance
Southern Methodist University 2012 — 2012
Graduate, Finance and Marketing Certification
Army Polytechnic School
B.A, Business Administration; Finance
Southern Methodist University 2012 — 2012
Certificate, Entrepreneurial and Small Business Operations
Advisor Partners, LLC November 2012 - Present
Wealthfront Inc. October 2010 - September 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2000 - 2008
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 2000
Joseph Stevens 1995 - 1996
Paine Webber 1993 - 1995
Sikorsky Aircraft 1992 - 1993
Skills
Risk Management, Management Consulting, Business Development, Strategic Planning, Financial Services, Management, Contract Negotiation, Team Building, Project Management, Analysis, Business Strategy, Relationship Management, Vendor Management, Business Analysis, Analytics, Series 7, Hedge Funds, Sales, Portfolio Management, Recruiting
Education
MBA - Boston University, School of Management 1997 — 2000
MBA, Entrepreneurial Studies
Southern Connecticut State University 1988 — 1992
BS, Accounting
Financial Licenses 7, 24, 63
Student May 2014 - Present
Manhattan Software September 2012 - May 2014
Charles Fowler - Self Employed July 2011 - September 2012
Cencor Realty June 2008 - July 2011
Office Depot July 2005 - June 2008
CB Richard Ellis November 2001 - July 2005
IBM February 2000 - November 2001
Accenture June 1995 - February 2000
Fidelity Investments November 1992 - June 1995
Skills
Lease Administration, Project Management, Real Estate, Leases, Shopping Centers, Property Management, Portfolio Management, Tenant, Asset Management, Corporate Real Estate, Commercial Real Estate, Property, Retail, Real Estate Transactions, Brokerage, Management, Acquisitions, Real Estate Development, Financial Analysis, Asset Managment, Negotiation, Contract Negotiation, Real Estate Economics, Budgets, Business Intelligence, Strategy, Financial Reporting, Due Diligence, Business Development, Analysis, Disposition, Investment Properties, Valuation, Access, Location Intelligence, Facilities Management, Consulting
Education
Southern Methodist University
Bachelors of Business Administration, Finance
ISC Group, Inc. September 1998 - Present
Wolf Pack Partners, LLC December 2009 - Present
Fidelity Investments 1995 - 1997
Skills
Public Speaking, Wealth, Fixed Annuities, IRAs, Investments, Retirement, Qualified Retirement..., Wealth Management, Financial Advisory, FINRA, Securities, Long-term Care, Financial Services, Strategic Financial..., Life Insurance, Retirement Planning
Education
The University of New Mexico 1992 — 1994
BBA, Finance, Marketing
Tyler Junior College 1990 — 1991
Associates of Arts, Interdisciplinary Studies
Grand Saline High School 1985 — 1989
Honor Graduate
Southern Methodist University
non-degree program, Executive Education Series
Fidelity Investments May 2012 - Present
Saunders & Associates August 2009 - November 2010
Automobile Club of Southern California December 2003 - November 2006
Keane April 2002 - December 2003
EDS April 1999 - October 2001
MCI Systemhouse October 1991 - April 1999
Skills
Vendor Management, Infrastructure, Business Process..., Program Management, PMO, Forecasting, Process Improvement, IT Management, IT Strategy, Project Management, Business Analysis, MS Project, Project Planning, Project Delivery
Education
Southern Methodist University 2008 — 2009
Certificate of Financial Planning
University of New Brunswick 1972 — 1977
Lockton Retirement Services May 2015 - Present
Mutual of America April 2005 - May 2015
Fidelity Investments May 1998 - April 2005
Skills
Sales, 401k, Mutual Funds, Certified Financial..., Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Start-ups, Nonprofits, Chartered Retirement...
Education
Southern Methodist University 2008 — 2009
Certificate Program In Financial Planning
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
The University of Texas at Austin 1994 — 1998
BS
Matthew 25: Ministries December 2014 - Present
Groupon 2014 - 2015
Vineyard Christian Fellowship 2013 - 2015
Ares Sportswear 2012 - 2013
Ohio City Community Church of God 2010 - 2012
Lifetouch May 2010 - September 2010
Stark County Educational Service Center 2009 - 2010
Fidelity Investments 2008 - 2009
Calvary Church 2008 - 2009
YMCA Par 3 Home of the First Tee 2006 - 2008
Skills
Team Management, Team Building, Team Leadership, Customer Engagement, Microsoft Office, Typing 60 WPM, Staff Supervision, Systems Management, Account Management, Conflict Resolution, Volunteer Management, Fundraising, Community Outreach, Management, Customer Service, Leadership, Communication, Event Planning, Social Networking, Public Speaking, Nonprofits, Leadership Development, Coaching, Teaching, Strategic Planning, Microsoft Excel, Training
Education
Liberty University 2012 — 2016
Master of Business Administration (M.B.A.), Marketing
Southeastern University 2005 — 2008
Bachelor of Science (B.S.), Practical Theology, 3.07
University of Mount Union 2004 — 2005
Communications
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wachovia April 2006 - September 2010
AMS Production Group 2005 - 2006
Education
Southern Methodist University 2001 — 2005
B.S., Biochemistry, Mathematics
Storitz June 2015 - Present
Broadridge 2014 - Present
Hey Baby Inc. December 2002 - May 2006
Candy Ford Model Management March 1998 - January 2001
Northeastern University 1996 - 1998
Fidelity Investments 1993 - 1997
Rapp Collins Worldwide (Omnicom company) 1991 - 1993
Skills
Marketing, Marketing Communications, Newsletters, Social Media Marketing, Social Media, Public Relations, Online Marketing, Event Management, Marketing Strategy, Direct Marketing, Management, Online Advertising, Event Planning, Sales, Budgets, Fundraising, Advertising, Entrepreneurship, Trade Shows, Integrated Marketing, Strategic Partnerships, Nonprofits, Digital Media, New Media, Publicity, Promotions, Non-profits, Media Relations, Corporate Communications, Community Outreach, Social Marketing
Education
Southern Methodist University 1988 — 1990
Bachelor of Arts, Communications
University of Arizona 1986 — 1988
Communication, Public Relations, Business Administration
Consumer Services Industry June 2013 - February 2015
Fidelity Investments July 2011 - June 2013
AIGB - True Results September 2009 - July 2010
Snyder's of Hanover - Lance October 2007 - September 2009
AIGB - True Results May 2007 - October 2007
Campbell Soup Company February 2005 - May 2007
Campbell Soup Company January 2003 - December 2004
Campbell Soup Company February 2001 - January 2003
Skills
Marketing Strategy, Sales Management, Business Development, Employee Training, Employee Engagement, Operations Management, Branding & Identity, Compliance, Research, Account Management, B2B, CRM, Forecasting, Leadership, Management, Marketing, New Business Development, Retail, Sales, Sales Operations, Training
Education
Southern Methodist University 2014 — 2014
Graduate Paralegal Certificate (GPA 3.9)
Texas Woman's University 2001 — 2004
MBA (GPA 3.9), Business Administration
Texas Woman's University 1997 — 2000
BBA, Marketing
Aon Hewitt May 2014 - Present
Xerox HR Services March 2010 - May 2014
Fidelity Investments September 2008 - December 2009
Diversified Investment Advisors October 2006 - September 2008
Fidelity Investments March 2002 - October 2006
KPMG May 1999 - March 2002
EDS (now HP Enterprise Services) September 1998 - April 1999
Automotive Service Association November 1995 - September 1998
Skills
Retirement, Benefits, Outsourcing, Investments, Employee Benefits, Internal Communications, Defined Benefit, Writing, Management, CRM, Strategy, Strategic Communications, Strategic Planning, Change Management, Project Management, Business Development, Leadership
Education
Southern Methodist University 1991 — 1995
Bachelor of arts, political science
Applied Capital Management April 2015 - Present
Fidelity Investments July 2010 - April 2015
Universal Sales/Ozark Circuits May 2009 - April 2010
Allegro Technology Resources March 2003 - April 2009
Toppan Electronics March 2002 - March 2003
Isola Laminate Systems August 1995 - November 2002
Parlex Corporation January 1994 - August 1995
NTI 1987 - 1990
NTI 1987 - 1990
NTI 1987 - 1990
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Product Development, Strategic Planning, Program Management, Product Management, Manufacturing, Business Strategy, Management, Continuous Improvement, Lean Manufacturing, Sales Management, Leadership, Team Building, Pricing, Sales, Forecasting, Process Engineering, Competitive Analysis, Operations Management, New Business Development, Microsoft Office, Troubleshooting, Customer Service, Microsoft Excel
Education
Southern Illinois University, Carbondale 1983 — 1986
BS, Industrial Technology
Merchants Fleet Management March 2015 - Present
Merchants Fleet Management December 2011 - March 2015
FIDELITY INVESTMENTS January 2008 - June 2010
Fidelity Investments January 2005 - January 2008
Fidelity Investments January 2003 - January 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1998 - January 2000
Skills
Expenses, Payments, Risk, Vendor, Accounting, Financial Risk, Process Improvement, Business Analysis, Management, Vendors, Procurement, Risk Management, Vendor Management, Change Management, Leadership, Program Management
Education
Southern Connecticut State University
Bachelor of Science, Finance
Fidelity Investments July 2012 - Present
Creative Planning Inc. February 2012 - August 2012
Fidelity Investments January 2007 - April 2011
Fidelity Investments November 2003 - January 2007
Fidelity Investments September 1999 - November 2003
Skills
Wealth Management, Investment Management, Charities, Business, Strategic Financial..., Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Retirement Planning, Investments, Series 63, Asset Managment, Estate Planning, Investment Strategies, Pensions, 401k, Insurance, Employee Benefits, Retirement, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Executive Management
Southern Connecticut State University 1995 — 1999
BS, Sociology/Criminology
Scottrade 2013 - Present
Boy Scouts of America - Troop 366 1986 - Present
Fidelity Investments 2012 - 2013
Denton Bible Church 2011 - 2013
BB&T 2011 - 2011
The Botsford Group 2010 - 2010
First Dallas Financial Group, Inc. 2009 - 2010
Charles Schwab 2007 - 2009
Bank of America 2006 - 2007
Sally Beauty Company, Inc 2005 - 2006
Skills
Asset Allocation, Financial Planning, Investment Strategies, Wealth Management, Series 7, Investments, Retirement, 401k, Retirement Planning, Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Securities, Equities, Risk Management, Financial Analysis, Series 63, Financial Modeling, Annuities, Alternative Investments, Insurance Planning, Bonds, Insurance, Estate Planning, Financial Advisory, ETFs, Wealth, Long Term Care, Wealth Accumulation, Financial Markets, Stocks, IRA's, Strategic Financial..., Wealth Management..., High Net Worth..., Fixed Annuities, Finance, Financial Services, IRAs, Life Insurance, Investment Management, FINRA, Financial Planners, Leadership, Relationship Management, Personal Financial..., Options, CRM
Education
Southern Arkansas University
Master of Business Administration (M.B.A.)
Southern Arkansas University
Bachelor's Degree, Finance
Texas A&M University
Wells Fargo Advisors November 2009 - Present
Fidelity Investments December 1996 - October 2009
Great Southern Life August 1994 - December 1996
Skills
Retirement Planning, Estate Planning, Investments, Fixed Annuities, 401k, Investment Strategies, Insurance, Financial Services, Finance, Life Insurance, Retirement, Asset Allocation, Securities, IRAs, High Net Worth..., Small Business, Portfolio Construction, Portfolio Analysis, Financial Advisory, Strategic Planning, Wealth Strategies, Wealth Planning, Portfolio Management
Education
College of Financial Planning 2010 — 2011
ADPA(sm), Accredited Domestic Partnership Advisor certification
The American College 2008 — 2009
CLU, Insurance and Annuities
College of Financial Planning 2004 — 2005
CFP®, Financial Planning Certification
Southern Methodist University 1989 — 1993
BFA, Theater
Solidscape, Inc. May 2015 - Present
Fidelity Investments July 2010 - June 2013
UnitedHealth Group November 2006 - July 2010
Bernstein Shur April 2004 - July 2006
Skills
Visio, Administrative..., Outlook, Microsoft Excel, PowerPoint, Travel Arrangements, PeopleSoft, Microsoft Office, Microsoft Word, Spreadsheets, SharePoint, Calendaring, Calendars, Event Planning, Expenses, Time Management, Confidentiality, Onboarding, Office Administration, Telephone Skills, Administration, Access, Data Entry
Education
Southern New Hampshire University 2002 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General
Southern Illinois University, Edwardsville
Bachelor's degree
Fidelity Investments June 2015 - Present
JPMorgan Chase & Co. December 2014 - May 2015
JPMorgan Chase & Co. August 2013 - December 2014
JPMorgan Chase & Co. July 2012 - August 2013
US Army July 2002 - January 2008
Skills
R, C++, SPSS, Access, Matlab, Microsoft Excel, SQL, Statistical Modeling, Data Analysis, Probability, Statistics, Mathematics, Leadership, VBA, Bloomberg, Research, Forecasting, Management
Education
Southern Methodist University
Master of Science (M.S.), Operations Research
Tarleton State University
Bachelor of Science (B.S.), Mathematics
Southern Methodist University August 2015 - Present
SMU Lyle School of Engineering CSE Department January 2013 - May 2015
Lockheed Martin May 2013 - August 2013
Southern Methodist University December 2011 - January 2013
Fidelity Investments May 2012 - August 2012
Skills
C++, R, Java, CSS, Programming, JavaScript, HTML 5, OS X, SQL, Git, HTML, PHP, jQuery, C, Objective-C, Web Development, Python, MySQL, User Interface Design, XML, Photoshop, Linux
Education
Southern Methodist University 2011 — 2015
Bachelor's, Computer Science and Mathematics
Southern Methodist University 2012 — 2015
Bachelor's, Computer Science, Junior
Edward Jones October 2014 - Present
TD Ameritrade April 2013 - October 2014
TD Ameritrade April 2009 - April 2013
Fidelity Investments January 2008 - March 2009
Fidelity Investments January 2006 - January 2008
Fidelity Investments September 2004 - January 2006
Nova Group April 2003 - April 2004
Fort Worth Weekly January 2002 - April 2003
Skills
Series 7, Series 63, Uniform Combined State..., Asset Allocation, Mutual Funds, Securities, 401k, Investment Advisory, FINRA, Wealth Management, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., Investments, Options, Equities
Education
Southern Methodist University 2013 — 2013
Certificate of Financial Planning
Texas Christian University 1997 — 2002
BA, History
Grapevine High School
Carr Matthews Group, LLC May 2015 - Present
JournalDump.com January 2015 - Present
Fidelity Investments December 2012 - March 2015
Fidelity Investments July 2011 - December 2012
University of Maryland Eastern Shore January 2010 - May 2011
Coppin State University June 2010 - July 2010
Jacksonville State University May 2009 - July 2009
University of Maryland Eastern Shore June 2008 - July 2008
Skills
Public Speaking, Leadership Development, Programming, People Skills, Thinking Outside The Box, IBM Mainframe, Critical Thinking, Creative Problem Solving, Troubleshooting, Speech Writing, Strategic Thinking, Design Thinking, Oral & Written..., Think Tank, Customer Service, Strategic Planning, Mainframe, Mainframe Storage, z/OS, REXX, SMS, People Development, GDPS XRC, JCL, strategic, C++, ISMF, People-oriented, Photoshop, RTD, HSM, HDS HUR, Agile, Leadership, Event Planning, Mentoring, Applied Research, Marketing, Relationship Building, Innovation Consulting, Client Retention..., Strategic Partner..., Microsoft Office, Research, Microsoft Excel, Microsoft Word, Java, Agile Methodologies, JIRA, Strategy
Education
Southern Methodist University
Creative Writing
University of Maryland Eastern Shore 2007 — 2011
Bachelor's Degree, Computer Science, 3.4
Accenture March 2015 - Present
Fidelity Investments February 2012 - May 2014
Accenture 2010 - 2012
Ametek 2007 - 2009
Textron Systems May 2006 - December 2007
Great Works Internet (GWI) 2001 - 2006
Skills
Change Management, Talent Management, Business Readiness, Technical Writing, Information Technology..., Human Resources..., Training & Development, Software Training, Employee, Human Resources, Onboarding, HRIS, Personnel Management, Recruiting, Training, Employee Benefits, Applicant Tracking..., Management, Change Management...
Education
University of New Hampshire
Professional Coaching Certificate, Executive & Professional Coaching Certificate
University of Southern Maine
Human Resources Certificate, Human Resources Management Certificate
Southern Connecticut State University
Bachelor's, Public Health/Computer Science
Highland Capital Management, L.P. May 2014 - Present
Fidelity Investments October 2010 - May 2014
Texas Outlaws September 2009 - March 2010
Skills
Investments, Finance, Financial Modeling, Valuation, Capital Markets, Investment Management, Alternative Investments, Stock Market, Financial Markets, Stocks, Financial Advisory, Equities, Series 7, Series 63, Series 66, 401k, Retirement, Securities, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services, ETFs, High Net Worth..., Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of North Texas 2005 — 2009
Bachelor of Science
University of the Incarnate Word 2004 — 2005
Electrical and Electronics Engineering
Fidelity Investments July 2012 - Present
JPMorgan Chase November 2011 - July 2012
Litton Loan Servicing July 2009 - November 2011
Sabre Holdings October 2005 - December 2008
USDA June 2003 - October 2005
InterWorld Corp. October 1998 - October 2001
Connect, Inc. August 1997 - September 1998
Wayne State University 1996 - 1997
Skills
Data Analysis, Technical Writing, Systems Analysis, ETL Processes, Systems Integration, Database Developer, Business Systems..., Certified Scrum Master, Visio, Databases, Business Analysis, Oracle, Data Warehousing, Process Improvement, Requirements Gathering, Requirements Analysis, Unix, Testing, Analysis, Software Project...
Education
Wayne State University 1995 — 1997
MS, Computer Science
Southeastern Louisiana University 1990 — 1995
BS, Computer Science
Post Consumer Brands June 2014 - Present
Fidelity Investments October 2013 - June 2014
Fidelity Investments July 2012 - October 2013
Thomson Reuters March 2007 - July 2012
Control Point Solutions September 2004 - March 2007
TheBank of Edwardsville March 2002 - September 2004
Skills
Business Analysis, Management, Process Improvement, Finance, Customer Satisfaction, Salesforce.com, Microsoft Excel, Access, SAP, Siebel, Series 7, Series 66, Series 63, Adesso, Cost Management, System Administration, Training, Subject Matter Experts, Nielsen, Financial Reporting, Financial Services, Customer Service, Vendor Management, Account Management, SAP Implementation, Project Implementation, Financial Markets, Collaborative..., Data Analysis, Key Account Management, Financial Analysis, Client Issue Resolution, Escalation Resolution, Software Implementation, Sales Contracts
Education
Southern Illinois University, Edwardsville
BS, Finance
Fidelity Investments March 2015 - Present
Sabre Inc. (technology solutions provider to the global travel and tourism industry) April 2013 - February 2015
Travelocity (E-commerce / online travel agency) January 2012 - April 2013
Travelocity July 2010 - December 2011
Travelocity February 2009 - June 2010
Travelocity July 2007 - February 2009
Travelocity February 2006 - July 2007
Lockheed Martin Aeronautics Company (Skunk Works) August 2005 - February 2006
Lockheed Martin Aeronautics Company (Skunk Works) January 2004 - August 2005
Lockheed Martin Aeronautics Company (Skunk Works) January 2002 - January 2004
Skills
Agile Methodologies, Testing, Quality Assurance, Software Development, Test Automation, SQL, Quality Center, Data Warehousing, Management, Software Project..., Java, Agile Project Management, Team Building, Systems Engineering, Perl, SDLC, .NET, Business Analysis, CRM, Enterprise Software, HP Quality Center, Integration, Manual Testing, PMP, QTP, Regression Testing, Requirements Analysis, SOA, Scrum, Software Quality..., Technical Leadership, Test Cases, Test Planning, UML
Education
Southern Methodist University 2003 — 2005
Master of Science, Systems Engineering
Texas Tech University 1998 — 2001
Bachelors of Science, Electrical Engineering
TeleTech December 2009 - Present
TeleTech November 2007 - December 2009
TeleTech November 2004 - November 2007
TeleTech April 2003 - November 2004
Fidelity Investments July 1999 - October 2002
Fidelity Investments August 1996 - July 1999
Fidelity Investments November 1993 - July 1996
Fidelity Investments January 1992 - November 1993
Skills
BPO, Offshoring, Call Center, Outsourcing Management, Workforce Management, Outsourcing, Shared Services
Education
Southern Methodist University 1983 — 1985
BA, Economics
Fort Worth ISD August 2014 - January 2015
Teach For America January 2014 - September 2014
Colonial Life February 2013 - June 2013
Carol Harris State Farm Agency March 2012 - November 2012
Edward Jones April 2011 - January 2012
Fidelity Investments April 2007 - January 2011
Lenovo April 2005 - April 2006
IBM March 2002 - July 2005
IBM September 1999 - July 2002
IBM February 1998 - August 1999
Skills
Financial Planners, Personal Finance, Personal Financial..., Small Business..., Cross-functional Team..., Project Management, Business Intelligence, Software Project..., Team Leadership, Business Process..., Management, Enterprise Software, CRM
Education
Southern Illinois University, Carbondale
BS, Mathematics major with Physics secondary concentration + IL Teacher's Certificate
Fidelity Investments May 2006 - October 2010
Fidelity Investments January 1995 - October 2010
Fidelity Investments January 2001 - January 2002
Fidelity Investments January 2001 - January 2002
FIIS Systems Network January 1998 - January 2000
FIIS Systems Network January 1995 - January 1998
FIIS Systems Network January 1995 - January 1996
NEW ENGLAND PROGRAMMING SPECIALIST January 1993 - January 1995
RELIANCE NATIONAL January 1991 - January 1993
AIG-NEW HAMPSHIRE INSURANCE GROUP January 1983 - January 1991
Skills
Analysis, Operating Systems, Process Improvement, Program Management, Active Directory, Change Management, Requirements Analysis, Performance Tuning, Servers, Infrastructure, Business Continuity, Testing, Project Management, Vendor Management, Management, Business Process..., ITIL, SDLC, Capacity Planning, Team Management, DHCP
Education
Southern Connecticut State University 1974 — 1978
SOUTHERN CONNECTICUT STATE COLLEGE
Bachelor of Science, Economics
Fidelity Investments June 2014 - Present
BB&T Investment Services 2012 - 2014
MetLife Resources 2009 - 2012
MetLife Financial Services 2003 - 2009
"Super Duper Shoe Dawg" 1989 - 2002
Macy's 1984 - 1989
Skills
Retirement Planning, Insurance, Long-term Care, Disability Insurance, Wealth Accumulation..., Term Life Insurance, Investments, Small Business, Sales, Fixed Annuities, Finance, Wealth Management, Marketing, Financial Planning, Sales Management
Education
The American College
Chartered Advisor for Senior Living (CASL)
Southern Illinois University, Carbondale 1972 — 1975
BA, Psychology
Humana September 2014 - Present
Humana June 2010 - September 2014
Public Strategies, Inc. January 2009 - June 2009
Sabre Holdings March 2005 - December 2008
Texas Health Resources October 2002 - February 2005
Fidelity Investments May 1999 - October 2002
Skills
Interviews, Public Speaking, Public Relations, Leadership, Crisis Communications, Marketing Communications, Event Planning, Media Relations, Strategic Communications, Internal Communications, Copywriting, Corporate Communications, Social Media Marketing, Speech Writing, Public Affairs, Communications Planning, Newsletters, Press Releases, Editing, Communication Training, Web Content
Education
Southern Methodist University 1996 — 2000
BA, Public Relations
Ovako Group August 2015 - Present
Real Estate Investor / Venture Capitalist December 2004 - Present
Commercial Metals Company August 2012 - August 2015
MetroTex July 2010 - August 2015
Fidelity Investments June 2007 - July 2010
J.P. Morgan June 2004 - June 2007
Skills
MS Project, Management, New Business Development, Business Development, Direct Sales, Training, Contract Negotiation, Human Resources, Account Management, Sales Management, Applicant Tracking..., Customer Service, Building Relationships, Selling, Sales, Customer Satisfaction, Marketing, Project Management, Process Improvement, Sales Operations, Negotiation, Budgets, Cold Calling, Sourcing, CRM, Program Management, Team Building, Strategy, Project Planning, Pricing, Product Development, Marketing Strategy
Education
University of Houston 2011 — 2013
Master's degree, Construction Project Management
Tarleton State University 2000 — 2004
Marketing, Bachelor Business Administration in Marketing
Southern Arkansas University
Coleman High School 1999 — 2000
Pearland High School 1996 — 1999
Microsoft September 2011 - Present
Microsoft February 2005 - September 2011
Microsoft December 2003 - February 2005
General Electric 2003 - 2003
Epson America, Inc 2001 - 2002
Epson America 2001 - 2002
Fidelity Investments December 1995 - June 2000
Skills
SEO, Digital Marketing, Online Marketing, SEM, Marketing Strategy, search engine marketing, Online Advertising, Marketing Communications, User Experience, Competitive Analysis, Product Marketing, Strategy, Advertising, Marketing, Web Analytics, Management, Public Relations, Lead Generation, Organic Search
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Marketing
Southern Methodist University 1990 — 1994
BBA, Organizational Behavior and Business Policy
Springboard Asset Management, LLC October 2010 - Present
Springboard Asset Management, LLC October 2010 - Present
Symmetry Partners May 2007 - August 2010
NewAlliance Bank October 2005 - May 2007
Fidelity Investments July 1995 - June 2003
Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Risk Management, Retirement, Investment Strategies, 401k, Financial Advisory, Asset Management, Wealth Management, Finance, Mutual Funds, Securities, Investments, Series 63, Strategic Financial..., Series 7
Education
Southern Methodist University 1985 — 1991
B.A., Math
AIG November 2012 - Present
R. E. Crawford & Associates February 2012 - November 2012
GMAC Financial Services / Ally Financial Inc. November 2008 - February 2012
GMAC ResCap November 2006 - October 2008
R. E. Crawford & Associates November 2002 - November 2006
Fidelity Investments January 1997 - October 2002
Mobil Oil Corporation December 1984 - December 1996
Superior Oil Company November 1979 - December 1984
Houston Oil & Minerals November 1978 - November 1979
Texaco Inc. July 1977 - November 1978
Skills
Process Engineering, Business Strategy, Organizational..., Report Writing, Data Mining, IT Audit, Information Security..., Information Security..., Information Assurance, Information Security..., Information Security..., IT Audit Management, ACF2, Mainframe Security, Citrix, Windows Server, Wireless Security, Information Security, Quality Assurance, Windows, Mainframe, Business Process..., Infrastructure, Compliance, Management, Risk Management, CISA, Financial Risk, Leadership, Project Management, Change Management, Data Center, Disaster Recovery, Sarbanes-Oxley Act, IT Strategy, Security, Team Leadership, SDLC, Process Improvement, Audit Management, Internal Audit, Management Consulting, Software Documentation, SAS70, Integration, Analysis, Governance, IT Management, Vendor Management, Network Security
Education
Center for Creative Leadership 2001 — 2001
Bachelor of Science (B.S.) in Accounting, Leadership
Southeastern Louisiana University 1968 — 1972
Bachelor of Science, Accounting
Excelerate Energy January 2015 - Present
Excelerate Energy January 2014 - December 2014
Excelerate Energy May 2012 - December 2013
Fidelity Investments January 2011 - April 2012
Skills
Employee Benefits, Customer Service, Employee Relations, FMLA, Microsoft Excel, PowerPoint, Microsoft Word, Recruiting, Communication, Payroll, Finance, Management, Marketing, Trading, Human Resources, Training, Leadership, Financial Analysis, Microsoft Office, Personnel Management, Energy
Education
Southeastern Oklahoma State University 2008 — 2010
Bachelor's degree
Tyler Junior College 2006 — 2008
Associate's degree
Bank of America January 2009 - Present
Bank of America April 2005 - January 2009
Massachusetts Innovation & Technology Exchange June 2001 - December 2007
Putnam Investments January 2000 - April 2005
Fidelity Investments September 1991 - January 2000
Skills
Fixed Income, Asset Managment, Equities, Portfolio Management, Wealth Management, Financial Services, Capital Markets, Investments, Risk Management, Banking, Mutual Funds, Hedge Funds, Derivatives, Trading Systems, Alternative Investments, Series 63, Securities, Investment Banking, Financial Risk, Financial Markets, Asset Management, Credit Risk, Strategy, Trading, Information Management, Relationship Management
Education
Southern Methodist University 1992 — 1994
MA
Texas Christian University 1987 — 1991
BS
USAA September 2014 - Present
USAA June 2014 - August 2014
USAA August 2010 - May 2014
USAA February 2008 - September 2010
USAA January 2006 - February 2008
Fidelity Investments December 2003 - December 2005
Fidelity Investments 1996 - 2005
Fidelity Investments July 1996 - November 2003
Skills
Workforce Planning, Change Management, Financial Services, Call Center, Employee Relations, Organizational Design, Process Improvement, Business Process..., Metrics, Succession Planning, Performance Management, Talent Management, Program Management, Leadership, Executive Management, Human Resources, Analysis, Strategic Planning, HRIS, Personnel Management, Organizational..., Call Centers, Vendor Management, Insurance
Education
Southern Methodist University 1992 — 1996
Bachelor of Science
Episcopal Diocese of Massachusetts November 2013 - Present
Fidelity Investments April 2006 - February 2008
Fidelity Investments May 1996 - April 2006
Mobil Oil Corporation August 1981 - April 1996
J. C. Penney Company, Inc. October 1975 - July 1981
Skills
IT Audit, Risk Management, Internal Audit, Security, Risk, Audit, Enterprise Risk..., Risk Assessment, Risk Mitigation, Internal Controls, Governance, IT Governance, IT Risk, Auditing, Executive Management, Strategic Planning, Financial Services, Information Technology, Financial Risk, Data Center, Leadership, Change Management, Disaster Recovery, Information Security..., Finance, Information Security, Management, Management Consulting, Business Process..., Business Continuity, Accounting, IT Strategy, Business Analysis, Operational Risk..., Process Improvement
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Finance
Southern Methodist University - Cox School of Business 1970 — 1974
BBA, Finance, Accounting
Southern Methodist University
Wilmington Trust August 2013 - Present
Wilmington Trust November 2011 - August 2013
Wilmington Trust April 2010 - October 2011
Wilmington Trust August 2009 - March 2010
Shadow Ridge Consulting March 2009 - September 2009
Fidelity Investments June 2008 - March 2009
Fidelity Investments March 2007 - May 2008
Fidelity Investments February 2003 - March 2007
Skills
Strategy, Investments, Mergers & Acquisitions, Financial Services, Business Development, Management, Leadership, Business Planning, Business Strategy, Securities, Financial Analysis, Strategic Planning
Education
Southern Connecticut State University 1982 — 1986
BS, Business Administration-Economics
Haynes and Boone, LLP August 2013 - Present
North Dallas Suburban Foundation January 2013 - Present
American Airlines June 2011 - August 2013
North Dallas Suburban Foundation January 2009 - December 2012
Pendulum Publishing 2006 - 2010
LeBlanc & Waddell, LLP July 1997 - August 2006
Tracy & Girards, PC May 1996 - July 1997
Fidelity Investments May 1995 - May 1996
Skills
Problem Solving, Research, Marketing Communications, Editing, Writing, Newsletters, Public Speaking, Presentation Development, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Nonprofits, Training, Leadership Development, Creative Writing, Organizational Design, Business Strategy, Market Analysis, Analytics, Marketing Research, Web Content, Logo Design, Brand Communication, Brochure Development, Mentoring, Excel, Word, Microsoft Publisher, Legal Support, Community Outreach, Non-profits, Award Submissions, Data Analysis, Legal Assistance, Leadership, Organizational..., Strategic Planning, Proposal Writing, Marketing Strategy, Press Releases, Policy, Sales, Social Networking, Customer Service, SharePoint, Time Management, Operations Management, Customer Satisfaction, Team Building
Education
Southern Methodist University 2005 — 2007
Master of Arts (MA), Humanities
Southeastern Paralegal Institute, ABA Approved 1996 — 1997
Certificate with Honors
University of Louisiana at Lafayette 1988 — 1994
BA, Political Science
Fidelity Investments August 2012 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments July 2009 - March 2011
Fidelity Investments January 2007 - July 2009
Fidelity Investments July 2005 - December 2007
Fidelity Investments July 2003 - July 2005
Skills
Team Building, Business Intelligence, Mainframe, Strategic Technology..., Architecture, Software Development, Vendor Management, Program Management, Strategic Planning, Team Leadership, Integration, Agile Methodologies, SDLC, Enterprise Software
Education
Southern Methodist University 1989 — 1993
Bachelor of Business Administration, Management Information Sciences
Retired from Fidelity Investments May 2014 - Present
Fidelity Investments May 1998 - Present
Hewlett Packard (Employee Purchase Program) 1989 - January 1999
Skills
Program Management, Vendor Management, SDLC, Unix, Security, Business Analysis, Business Continuity
Education
Southern Connecticut State University 1973 — 1976
Fidelity Investments May 2012 - Present
Deloitte Tax, LLP September 2008 - May 2012
Wachovia, A Wells Fargo Company August 2006 - September 2008
Skills
Tax, Financial Analysis, Strategic Financial..., Finance, Auditing, Estate Planning, Income Tax, Wealth Management, Internal Audit, Tax Law, Financial Advisory, Management, Analysis, High Net Worth..., Tax Returns, Training, Strategy
Education
Villanova University School of Law 2005 — 2006
Master of Laws (LLM)
South Texas College of Law 2002 — 2005
JD, Law
University of North Carolina at Greensboro 1997 — 2001
BA, Political Science
Quintiles August 2012 - Present
IBM April 2012 - August 2012
Fidelity Investments December 2008 - April 2012
Novartis Consumer Health September 2006 - December 2008
Lennar June 2005 - September 2006
Health Management Systems June 2004 - June 2005
Skills
Business Intelligence, Data Warehousing, Business Objects, SDLC, Data Modeling, SQL, ETL, Oracle, Business Analysis, Informatica, Requirements Analysis, Visio
Education
Southern Illinois University, Edwardsville 2003 — 2004
MS, Electical & Computer Engineering
HealthSparq October 2014 - Present
Fidelity Investments 2012 - Present
PDX 2009 - 2012
Motorola 2005 - 2009
Motorola 2000 - 2004
Skills
Agile Methodologies, Java, SOA, Software Development, ClearCase, SQL, Scrum, Unix, XML, Java Enterprise Edition, Web Services, JSP, Tomcat, Software Engineering
Education
Southern Methodist University 2003 — 2006
MS, Computer Science
University of Pune
BS, Electronics Engineering
Fidelity Charitable August 2015 - Present
Fidelity Charitable April 2013 - August 2015
Fidelity Investments January 2010 - April 2013
Fidelity Investments January 2008 - January 2010
Morgan Stanley Smith Barney May 2007 - December 2007
EWI Risk Services February 2005 - May 2006
RS magazine 2004 - 2006
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Certified Financial..., Insurance, Series 65, Annuities, Charities, Estate Planning, Tax, Inside Sales, Institutional Sales, Wholesale, Mutual Funds Wholesale, College Savings Plans, Wealth Management, Morningstar Advisor..., Charitable Gift Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Financial Services, Asset Allocation, FINRA, Securities, ETFs, 401k Rollovers, Investment Management, Financial Planners, Finance, IRAs, Qualified Retirement..., Relationship Management, Life Insurance, Financial Markets, Bonds, Portfolio Management, Defined Contribution, Asset Management, Variable Annuities, Capital Markets, Wealth Management..., Sales Operations, 529 Plans, Sales Force Development, Donor Advised Funds, Salesforce.com
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Entrepreneurship/Entrepreneurial Studies
Southern Methodist University 2011 — 2011
Certificate Program in Financial Planning, Completed
Heather Jefferson Insurance Agency March 2013 - Present
Academic Partnerships September 2012 - February 2013
DealTaker.com March 2012 - May 2012
The DataBase Group June 2011 - February 2012
The Dallas Morning News October 2008 - June 2011
Belo December 2006 - October 2008
JPMorgan Chase September 2004 - December 2006
JPMorgan Chase February 2002 - September 2004
Fidelity Investments September 2000 - January 2002
Skills
Negotiation, Program Management, Sales, Online Advertising, Account Management, Marketing, Project Management, New Business Development, CRM, Salesforce.com, Social Media Marketing, Social Media, Leadership, Management, Team Building, E-commerce, Digital Marketing, Lead Generation, SEO, Competitive Analysis, Customer Service, Digital Strategy, Training, Advertising, Strategic Planning, Sales Management, Marketing Management, Marketing Strategy
Education
The University of Phoenix in Dallas, MBA 2004 — 2006
MBA, All Realms of Business
Southeastern Louisiana University 1995 — 2000
B.A., B.A. in Markerting with a Minor in Human Resources & Personnel Mgmt
American Century Investments June 2012 - May 2015
NATIXIS GLOBAL ASSET MANAGEMENT May 2011 - April 2012
Fidelity Investments June 2010 - April 2011
Dallas Mavericks November 2009 - December 2009
Boston Celtics May 2009 - August 2009
SMU Public Relations Student Society of America Board April 2008 - April 2009
Southern Methodist University's Sports Marketing Department August 2007 - May 2008
Skills
CRM, Marketing, Advertising, Sales
Education
Southern Methodist University 2006 — 2010
Bachelor of Arts, Corporate Communications and Public Affairs, Advertising, Spanish
Coldwell Banker Vanguard Realty, Inc. October 2013 - Present
PHH Mortgage April 2013 - Present
Pionear Recruiting/Bank of America February 2012 - February 2013
HCA June 2011 - February 2012
DeVry University August 2010 - May 2011
Citi Group May 2008 - August 2010
Fidelity Investments November 2007 - March 2008
Metropolitan University June 2006 - October 2007
Skills
Management, Human Resources, Coaching, Budgets, Call Centers, Staff Development, Payroll, Leadership Development, Organizational...
Education
South University 2005 — 2007
Bachelor of Science, Business Administration
CNM Connect July 2007 - Present
Fidelity Investments July 2000 - July 2005
Citibank July 1995 - June 2000
Skills
Program Development, Leadership Development, Public Speaking, Training, Nonprofits, Event Planning, Leadership, Event Management, Workshop Facilitation, Program Management, Fundraising, Volunteer Management, Community Outreach, Grants, Non-profits, Grant Writing, Customer Service, Public Relations, Strategic Planning, Marketing Communications, Research, Microsoft Office, Outlook
Education
Southern Methodist University 2005 — 2007
BA, Psychology
Fidelity Investments June 2015 - Present
Athan's Gift Foundation August 2011 - Present
NEI Investments April 2013 - May 2015
Arrow Capital Management Inc. October 2002 - February 2013
The National Ballet of Canada 2005 - 2007
Hedge Funds Care 2005 - 2007
AIMA 2004 - 2006
BMO 1996 - 2000
Skills
Hedge Funds, Marketing Strategy, Marketing Communications, Online Marketing, Alternative Investments, Corporate Communications, Public Relations, Social Media, SEO, Advertising, Copywriting, Event Management, Excel, Social Media Marketing, Email Marketing, Website development, Collateral Material..., Social Media Strategist, Online Advertising, Fundraising, Sponsorship, Digital Marketing, Direct Marketing, Website Development, Marketing, Management, Investments, Business Development, Strategy, Strategic Planning, Sales, Leadership, Social Networking, Entrepreneurship, Event Planning, Business Strategy, Customer Service, Brand Development, Integrated Marketing, Strategic Partnerships, Strategic Communications
Education
The University of Lethbridge 2000 — 2002
Bachelor of Management, Marketing
Southern Alberta Institute of Technology 1997 — 2000
Business Administration, Accounting, Marketing
ACQuaintance Events January 2003 - Present
Nortel Networks January 1995 - December 2002
Fidelity Investments July 1991 - December 1995
Jenkens & Gilchrist May 1990 - June 1991
Education
Southern Methodist University
BFA, Design, Art Ed, Art History, Museum Ed
Fidelity Investments August 1996 - Present
Credit Suisse June 1995 - August 1996
Skills
LDI, Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management
Education
Southern Methodist University 1993 — 1995
MA, Economics
Xavier University 1988 — 1993
BSBA, Economics
Cartica Capital 2012 - Present
PrinceRidge Holdings LP 2009 - 2012
Broadpoint Securities Group, Inc. / First Albany Companies, Inc. 2006 - 2008
Broadpoint Securities Group, Inc. / First Albany Companies, Inc. 2003 - 2006
Frost Securities, Inc. 1998 - 2002
Dain Rauscher, Inc. / Rauscher Pierce Refnes, Inc. 1997 - 1998
Fidelity Investments 1993 - 1997
Fidelity Investments 1991 - 1993
Education
Southern Methodist University 1987 — 1991
BBA, Finance
BNY Mellon March 2010 - November 2010
Harpers Payroll Services June 2008 - June 2009
Fidelity Investments October 2000 - December 2007
Education
Southern Illinois University, Edwardsville
English, Education
Town of Thomaston November 2013 - Present
The Forum Group November 2009 - August 2013
Prudential Financial November 2009 - August 2013
CIGNA Retirement 1990 - 2000
Fidelity Investments January 1999 - June 1999
Skills
Customer Relations, Business Analysis, Problem Solving, PowerPoint, Word, Data Analysis, Process Improvement, Customer Service, Excel, Coaching, Financial Services, Marketing Communications, 401k, Defined Benefit, Deferred Compensation, Financial Analysis, Employee Benefits, Change Management, Pensions, Leadership, Management, Vendor Management, Retirement
Education
Southern Connecticut State University 1986 — 1990
BS, Business Management
North Texas Tollway Authority September 2013 - Present
Bank of America October 2004 - September 2013
Fidelity Investments September 2000 - 2004
Skills
Risk Management, Financial Analysis, Credit, Banking, Financial Risk, Financial Modeling, Finance, Forecasting, Analysis, Accounting, Strategic Planning, Cash Flow, Management, Cash Management, Account Reconciliation, Process Improvement
Education
Southeastern Oklahoma State University 2012 — 2014
Master of Business Administration (MBA)
University of Texas of the Permian Basin 1995 — 1999
BBA, Finance
Aramco Services Company Vice President and Asst. General CounselAmercian Express Business FinanceJuly 1998 - July 2001
Fidelity Investments March 1992 - July 1995
Education
South Texas College of Law 1995 — 1998
J.D., Law
University of North Texas 1988 — 1992
B.A., Political Science, Economics, History
Hewlett-Packard June 2013 - Present
CA May 2008 - May 2013
Fidelity Investments May 1999 - May 2008
EDS, an HP Company May 1985 - June 1999
Skills
Big Data, VMware, Hadoop, Sales Enablement, Sales Presentations, Vertica, Autonomy IDOL, Customer Satisfaction, Sales, Pre-sales, Professional Services, High Availability, z/OS, Mainframe, Disaster Recovery, MVS, Data Center, JCL, IBM Mainframe, DB2, ISPF, Databases, TSO, Operating Systems, Data Migration, IBM Utilities, COBOL, REXX, CICS, Enterprise Architecture, OS/390, CRM, Performance Tuning, SDSF, VSAM, Websphere, JES2, SDLC, Systems Management, Solution Architecture, Fileaid, Relational Databases, Systems Analysis, Unix, CLIST, Production Support, Application Performance..., SQL Tuning, Enterprise Software, SMP/E
Education
Southern Connecticut State University 1979 — 1983
BS Business, Business & Computer Science
JPMorgan Chase & Co. September 2014 - Present
Bank of America October 2008 - April 2014
Bank of America 2008 - 2009
Fidelity Investments 2006 - 2008
Wickes Furniture 1990 - 2003
Skills
Management, Sales, Microsoft Office, P&L Management, Merchandising, Hiring, Retail, PowerPoint, Team Building, Finance, Customer Service, Income Statement, Strategic Planning, Recruiting, Quality Control, Store Management, Inventory Control
Education
Southeast Missouri State University 1975 — 1979
busines, Marketing
DST Retirement Solutions October 2012 - Present
Fidelity Investments October 2003 - June 2012
Mellon HR Solutions April 2000 - October 2003
John Hancock November 1998 - April 2000
Putnam Investments June 1995 - November 1998
CIGNA Corporation February 1994 - June 1995
Skills
401k, Mutual Funds, Retirement, Employee Benefits, Vendor Management, CRM, Financial Services, Process Improvement, Relationship Management, Series 6, Access, Insurance
Education
Southern Connecticut State University 1988 — 1993
BS, Business Management
Fidelity December 2005 - June 2006
Fidelity Investments March 2005 - December 2005
Edward Jones June 2004 - February 2005
Education
Southeastern Oklahoma State University 2002 — 2004
BA, Finance
Carl Albert State College 2000 — 2002
Associates, Accounting
Fidelity Investments Senior Relationship ManagerFidelity Investments1997 - 2008
Fidelity Investments June 1999 - January 2002
Education
University of California, Irvine 1990 — 1994
BA
Southern Methodist University
MA
University of California, Irvine
BA
Wolters Kluwer July 2003 - Present
Fidelity Investments 2000 - 2003
Watson Wyatt Worldwide 1996 - 1997
Aetna, INC. 1995 - 1996
United Technologies 1987 - 1995
Aetna Life & Casualty 1981 - 1987
Skills
Writing, Editing, Newsletters, Legal Research, Research, Compliance, Technical Writing, Data Analysis, Project Management, Process Improvement, Content Management, Legal Writing, Publishing, Management, Teaching, Analysis
Education
Institute for Paralegal Training
Certificate, Employee Benefits
Southern Connecticut State University
Bachelor of Arts, History
University of New Haven
Certificate in Legal Affairs, Legal Affairs
Mystic Valley Elder Services January 2008 - Present
Eddie Dee September 1998 - Present
MIAA 2002 - August 2012
Fidelity Investments September 1993 - January 2004
Skills
Music, Singing, Guitar, Piano, Sound, Blues, Concerts, Drums, Coaching, Sports, Management, Time Management, Computer Network..., Social Services, Account Management, Accounting
Education
Southern Illinois University, Carbondale 1976 — 1980
BS, Radio-TV Production
Northeastern University 1988 — 1990
Certificate of Professional Achievement, Data Communications
Austin Preparatory School 1969 — 1973
Graduated, College Preparatory
St. Agnes School - Reading, MA 1960 — 1969
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wells Fargo April 2006 - September 2010
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Biochemistry, Mathematics
Frisco High School
NFP Securities November 2010 - Present
Southwest Securities February 2006 - November 2009
Chase October 2004 - February 2006
Fidelity Investments November 2003 - October 2004
Fidelity Investments July 2000 - November 2003
Edward Jones December 1998 - July 2000
Skills
Series 7, Financial Services, Investments, Portfolio Management, Securities, Banking, Finance, Retirement Planning, Insurance, Trading, Employee Benefits, Financial Advisory, Options, Leadership, Series 63, Training
Education
Southern Methodist University
Bachelor, Business Administration
Southern Methodist University - Cox School of Business
BBA, Marketing
SunGard May 2011 - Present
Affinnova April 2010 - April 2011
Fidelity Investments July 2008 - April 2010
Wolters Kluwer Financial Services 2007 - 2008
Skills
Spring, XML, Java Enterprise Edition, Agile Methodologies
Education
Southern Illinois University, Edwardsville 2006 — 2007
MS, Computer Science
Wells Fargo Advisors, LLC August 2012 - March 2015
Merrill Lynch July 2011 - August 2012
Wells Fargo Advisors, LLC May 2008 - July 2011
Fidelity Investments July 2004 - December 2007
JB Oxford & Company August 2001 - July 2004
Education
Southern Illinois University, Carbondale 1988 — 1992
Johnsburg High School
Fidelity Investments November 2012 - Present
Wachovia, A Wells Fargo Company December 2009 - November 2011
Credit Suisse Group December 2005 - August 2008
Election Systems & Software April 2005 - December 2005
Constella Group August 2001 - March 2005
Wake Technical Community College January 2001 - August 2001
Skills
Oracle, SDLC, SQL, Databases, Unix, Requirements Analysis, Business Analysis, Business Intelligence, PL/SQL, Data Warehousing, XML, Software Development, Informatica
Education
Southern Cross University 1997 — 2000
LLB, Laws
Beijing University of Physical Education 1990 — 1994
BS, Athletic Physiology
Fidelity Investments 1990 - 1998
Skills
Portfolio Management, Investments, Equity Research
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance
Southern Methodist University 1982 — 1986
BBA, BA, Business, Economics
Capital One Investing August 2014 - Present
Fidelity Investments September 2012 - May 2014
Fidelity Investments September 2008 - September 2012
Whitney National Bank January 2006 - August 2007
Skills
401k, Series 6, Series 63, Mutual Funds, Series 7, Retirement, Wealth Management, Consumer Lending, Banking, Siebel CRM, Financial Services, Customer Service, Finance, Securities, Investments
Education
Operation Spark 2015 — 2015
Javascript
Southeastern Louisiana University 2000 — 2004
BA, Human Resource Management
Fidelity Investments January 2014 - Present
Fidelity Investments November 2012 - December 2013
Fidelity Investments March 2012 - October 2012
Fidelity Investments December 2010 - February 2012
Competitrack October 2008 - November 2010
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics and Finance
Stony Brook University 2004 — 2008
B.A., Economics
Annlyn Claire Stufflebeam, Original Art 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments Institutional Operations Co., Inc. 2001 - 2004
Fidelity Investments Institutional Operations Company, Inc. 2000 - 2001
Fidelity Investments Institutional Operations Co., Inc. 1994 - 2000
Hughes & Luce, LLP 1977 - 1994
Skills
Asset, Project Management, Microsoft Office, Negotiation, Defined Contribution, Contract Management, Portfolio Management, Customer Service, Relationship Management, Consulting, Defined Benefit, Management, Thought Leadership, Creative Problem Solving, Contract Negotiation, Securities, Team Building, Process Improvement, Investments, 401k, Business Planning, Financial Services, Series 6, Program Management, Strategy, Employee Benefits, CRM, Leadership, Training, Sales, Entrepreneurship
Education
Southern Methodist University
Bachelor of Fine Arts, Studies Concrentrated : Painting, Drawing, Printmaking, Photography, Graphic Design, Economics
Trinity University 1965 — 1966
Quintiles August 2012 - Present
IBM January 2012 - August 2012
Fidelity Investments January 2008 - December 2011
Novartis January 2006 - December 2008
Skills
OBIEE, Informatica, Data Warehousing, ETL, PL/SQL, Data Modeling, Oracle, Business Intelligence, Siebel, SDLC, SQL, Dashboard, Business Objects, Requirements Analysis, Cognos, Analytics, Dimensional Modeling, Unix, Databases
Education
Southern Illinois University, Edwardsville 2003 — 2004
Master of Science (MS)
Etrade 2008 - 2012
TD Ameritrade 2007 - 2008
Fidelity Investments 2005 - 2006
Automatic Data Processing 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling
Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning
University of New Orleans
Bachelor of Arts (BA), Economics
Selene Finance LP April 2013 - Present
Professional Notary Services, LLC January 2013 - Present
Cardinal Auctions & Estate Sales, LLC August 2012 - Present
Re-Shop March 2010 - Present
Camarda Financial Advisors July 2011 - May 2012
Fidelity Investments August 2010 - June 2011
Aetna August 1997 - February 2010
Skills
Negotiation, Retail, Strategic Planning, Customer Service
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelor of Arts (B.A.), Health/Health Care Administration/Management
Fidelity Investments March 1996 - April 2013
North Central Human Service January 1994 - January 1995
Skills
Accounting, Finance,..., Requirements Analysis, Financial Services, Business Requirements, Requirements Gathering, SDLC
Education
Minuteman Regional Vocational Tech School 1984 — 1985
Automated Office Skills
South Gujarat University 1981 — 1983
BS in Business with Major in Accounting and Finance, Finance, Accounting, Statistics, Economics, Banking
Palmetto GBA June 2011 - Present
Express Scripts June 2010 - June 2011
Fidelity Investments June 2008 - June 2010
24 Hour Fitness February 2008 - June 2008
Skills
RAD, Spring, Java, J2EE, SPRING FRAMEWORK, HIBERNATE, STRUTS, JSP, Servlets, Struts, Unix, Java Enterprise Edition, Hibernate, Web Services, JDBC, J2EE Application..., Tomcat, PL/SQL, JMS, Spring Framework, SDLC, Oracle, DB2
Education
Southern Illinois University, Edwardsville 2005 — 2007
Master of Science (MS), Electrical and Computer Engineering
MVGR College of Engineering 2001 — 2005
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Kotak Salesian School
Fidelity Investments January 2013 - Present
iD Tech Camps June 2010 - July 2012
Southern Methodist University February 2011 - May 2012
RuffaloCODY February 2010 - January 2012
Skills
Java, C++, Agile & Waterfall..., Systems Analysis, Diagramming
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Fidelity Investments December 1994 - Present
Education
Southeast Community College 1979 — 1980
Associate's degree, Computer Science
Deshler High School 1968 — 1972
Bridgeport Board of Education March 2009 - Present
Fidelity Investments June 2007 - February 2009
Skills
Special Education, Curriculum Design, Curriculum Development, Lesson Planning, Classroom, Classroom Management, Educational Leadership, Tutoring, Differentiated..., Teaching, Elementary Education, Educational Technology, Literacy, K-12, Teacher Training
Education
Southern Connecticut State University 2009 — 2013
Master's degree, Special Education; concentration in autism spectrum disorders
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), English Language and Literature, General
Fidelity Investments August 2006 - Present
Aquatic Design January 2004 - July 2006
Skills
Retirement, 401k, Investments
Education
Plano East Senior High 2000 — 2002
South Plains College
H&R Block 2005 - 2014
Dearborn Financial Institute 1996 - 2003
Fidelity Investments 1987 - 1996
Skills
Tax Preparation
Education
Southeastern Louisiana University 1983 — 1986
Bachelors, Accounting