Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
SEJAL SHETH SEJAL SHETH Dallas/Fort Worth Area Details
SEJAL SHETH's Fidelity Investments Experience July 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Dillards  March 2014 - July 2014
Academy Sports + Outdoors  July 2013 - June 2014
Texas Tech University Honors College  September 2012 - May 2013
Texas Tech Women’s Health Research Institute   June 2007 - August 2007

Skills
Research, Economics, Laboratory, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, English, Microsoft Word, Teamwork, Finance, Analysis, Financial Analysis, Customer Service

Education
Texas Tech University   2009 — 2013
Bachelor's, ECONOMICS

Texas Tech University   2009 — 2013
Bachelor of Arts, Economics; English, Gujarati

Texas Tech University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Texas Tech University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Slade Armstrong Slade Armstrong Dallas/Fort Worth Area Details
Slade Armstrong's Fidelity Investments Experience January 2015 - Present
Job Director II HTDS at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   September 2012 - January 2015
Penson Financial Services Inc  2011 - 2012
Neiman Marcus  1997 - 2004
Neiman Marcu   2000 - 2002
Neiman Marcus  1997 - 2000

Skills
P&L Responsibility, Fiduciary, Operations Management, BACK OFFICE OPERATIONS, Treasury Management, International Operations, Team Leadership, Project Management, Accounts Receivable, MBA, Brokerage, Broker-Dealer, Back Office, Vendor Management, Process Improvement, Business Analysis, Settlement, Outsourcing, Analysis, Securities, Analytics, P

Education
Texas Tech University
Bachelor of Arts, Political Science

2004 - Keller Business School
Masters, Business Administration

Sonja Borda Sonja Borda Richardson, Texas Details
Sonja Borda's Fidelity Investments Experience July 2012 - Present
Job Fidelity investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Wells Fargo  April 2008 - March 2011

Skills
Mutual Funds, Series 7, Retirement Planning, Retirement, Financial Services, Cross Selling, Banking, Series 63, Securities, Investment Advisory, Equities, IRAs

Education
Texas Tech University
Bachelor of Science

Brandi Vose, CTFL Brandi Vose, CTFL Dallas/Fort Worth Area Details
Brandi Vose, CTFL's Fidelity Investments Experience October 2014 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present

Skills
SQL Server, C#, MySQL, VB.NET, Microsoft Office, Quality Center, Visual Basic, Visual Studio, Excel, Manual Testing, Regression Testing, Microsoft Excel, Microsoft SQL Server, Agile Project Management, Software Development, Scrum, Agile Methodologies, Java, Business Intelligence, Integration, Software Documentation, Quality Assurance, Testing

Education
University of Oklahoma   2007 — 2010
Bachelor's Degree, Management Information Systems

Texas Tech University   2006 — 2007
Bachelor of Business Administration (BBA)

Alyssa Edstrom Alyssa Edstrom Dallas/Fort Worth Area Details
Alyssa Edstrom's Fidelity Investments Experience May 2015 - Present
Job Workplace Planning and Guidance Consultant
Industry Public Relations and Communications
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   November 2014 - May 2015
Freshman Support  January 2014 - June 2014
Southern Fried Cotton   November 2013 - May 2014
Fish City Grill  May 2011 - August 2012

Skills
Customer Service, Time Management, Public Speaking, Volunteer Recruiting, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, English, Social Media, Windows, Photoshop, Facebook, Public Relations, Press Releases, Team Leadership, Blogging, Fundraising, Hootsuite, AP Style, WordPress, Pinterest, Event Management, Community Outreach, Philanthropy, Social Media Outreach, Campaign Plans, Blogger, Newsletters, Volunteering, Coordinating Events, HootSuite

Education
Texas Tech University   2010 — 2014
Bachelor's Degree, Public Relations

Northwest High School   2006 — 2010

Johnny Cantu Johnny Cantu Dallas/Fort Worth Area Details
Johnny Cantu's Fidelity Investments Experience September 1999 - May 2006
Job Producer Sales Consultant at Blue Cross and Blue Shield Association
Industry Insurance
Experience
Blue Cross and Blue Shield Association  January 2013 - Present
TD Ameritrade  April 2006 - January 2013
Fidelity Investments   September 1999 - May 2006

Skills
Series 66, Series 7, Series 63, Mutual Funds, Client Retention, Project Coordination, Insurance, Salesforce.com, Group1, Retirement Planning, Estate Planning, Investments, Retirement, 401k, Investment Advisory, Wealth Management, ETFs, Financial Services, Investment Strategies, IRAs, Financial Advisory, 401k Rollovers, High Net Worth..., Retirement Savings, Health Insurance, Sales, Relationship Management, Strategic Planning

Education
Texas Tech University   1994 — 1999
BA, Management and Marketing

Shashi Kiran Deshetti Shashi Kiran Deshetti Dallas/Fort Worth Area Details
Shashi Kiran Deshetti's Fidelity Investments Experience December 2012 - December 2013
Job Co Founder at Factly | Business Process Management | Data Science | Seeking New Postion
Industry Information Technology and Services
Experience
Factly   December 2014 - Present
Navy Federal Credit Union  November 2014 - Present
National Institutes of Health  July 2014 - November 2014
Wells Fargo  February 2014 - June 2014
ISGF, LLC   December 2012 - June 2014
Fidelity Investments   December 2012 - December 2013
PwC  September 2011 - December 2012
Avco Consulting, Inc  January 2008 - August 2011
The Advocator Group  January 2009 - July 2011
Walmart  May 2008 - December 2008

Skills
IBM BPM, SOA, Business Process..., Agile Methodologies, Data Science, R, Python, Enterprise Architecture, Lombardi Teamworks, Java, DB2, Business Process..., Microsoft SQL Server, WebSphere Application..., JavaScript, WebSphere Message Broker, WebSphere MQ, WebSphere, BPMN, Consulting, SDLC, Oracle, jQuery, Dojo, Blueworks Live, Oracle SQL, Agile & Waterfall..., D3.js, AngularJS, WordPress, Cassandra, Docker, Amazon EC2, IBM ECM, IBM Integration Designer, PHP, Oracle SQL Developer

Education
Texas State University-San Marcos   2005 — 2007
Master's degree, Computer Science

Kakatiya Institute of Technology and Science   2001 — 2005
Bachelor's degree, Electrical and Electronics Engineering

Gowtham Junior College   1999 — 2001

St Gabriel's High School   1993 — 1999

Jacob Poole Jacob Poole Dallas/Fort Worth Area Details
Jacob Poole's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Cattle Baron Seafood and Steakhouse   August 2009 - December 2010
Kerbey Lane Café   May 2009 - August 2009

Skills
Series 7, Series 63

Education
Texas Tech University   2008 — 2013
Bachelor of Science (BS), International Economics

Brent Ernst Brent Ernst Grapevine, Texas Details
Brent Ernst's Fidelity Investments Experience 2011 - 2012
Job Government Sector Solution Manager at ECL2 Quality Solutions
Industry Computer Software
Experience
ECL2 Quality Solutions   January 2012 - Present
ECL2 Quality Solutions   January 2012 - Present
Fidelity Investments   2011 - 2012

Skills
Solution Selling, Account Management, SaaS, Cloud Computing, Enterprise Software, Sales Management, Salesforce.com, Sales, New Business Development, Product Management, Business Development, Management, CRM, Project Management, Customer Service, Business Analysis, Team Leadership, Marketing Strategy, Microsoft Office, Sales Process

Education
Texas Tech University
Bachelor of Business Administration (BBA)

Matthew Loving Matthew Loving Dallas/Fort Worth Area Details
Matthew Loving's Fidelity Investments Experience July 2008 - September 2012
Job Experienced Logistics Professional
Industry Logistics and Supply Chain
Experience
CHRISTUS Health  April 2013 - Present
Fidelity Investments   July 2008 - September 2012
Fidelity Investments   March 2007 - November 2007
Army National Guard  July 2001 - December 2004

Skills
Logistics, Supply Chain, Strategic Planning, Strategic Thinking, Analytical Skills, Training, Inventory Management, Inventory Control, Procurement, Reverse Logistics, International &..., Analytical Approach, Holistic Mindset, Event Planning, Project Planning, reverse, Project Management

Education
US Army Quartermaster's School   2002 — 2003
Technical, Automated Logistics

Texas Tech University   2001 — 2006
BA, Communications Studies

Abby Lucky Abby Lucky Austin, Texas Area Details
Abby Lucky's Fidelity Investments Experience October 2006 - April 2007
Job GSDE and Field Escalations Team Lead
Industry Consumer Services
Experience
Thirty-One Gifts  November 2013 - Present
Dell  January 2013 - Present
Dell  October 2010 - January 2013
Dell, Inc  June 2008 - October 2010
Fidelity Investments   October 2006 - April 2007
Merrill Lynch - Financial Advisory Center   August 2005 - September 2006

Skills
Process Improvement, Customer Service, Windows, Microsoft Office, Microsoft Excel, Networking, Outlook, PowerPoint, Customer Satisfaction, Disaster Recovery, Team Leadership

Education
Texas Tech University   1997 — 2004
BS, Personal Financial Planning

Quintin Lee Quintin Lee Austin, Texas Details
Quintin Lee's Fidelity Investments Experience May 2014 - August 2014
Job Inside Account Executive at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp.  May 2015 - Present
Volunteer Center of Lubbock  August 2014 - December 2014
Fidelity Investments   May 2014 - August 2014
FirstCapital Bank of Texas  August 2013 - May 2014

Skills
Microsoft Office, Customer Service, Finance, Microsoft Excel, Banking, Public Speaking, Microsoft Word, Leadership, Sales, Strategic Planning, Investments, PowerPoint, Time Management, Team Leadership, Research, Financial Analysis, Teamwork, Economics, Cash Management, Process Improvement, Financial Accounting, Negotiation

Education
Texas Tech University   2010 — 2015
Bachelor’s Degree, Economics, Finance, and Business Management

Alexandra Shepherd Alexandra Shepherd Dallas/Fort Worth Area Details
Alexandra Shepherd's Fidelity Investments Experience February 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   July 2014 - February 2015
Fidelity Investments   February 2013 - July 2014
Lowell Wealth Management  August 2012 - December 2012
Body Works Family Sports Center   January 2010 - August 2012
Life Time Fitness  June 2007 - August 2008

Skills
Financial Coaching, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Manage Client..., Series 7, Social Networking, Investments, Strategic Financial...

Education
Texas Tech University   2008 — 2012
Bachelor of Science (B.S.), Personal Financial Planning

Susanne Moreland Susanne Moreland Dallas, Texas Details
Susanne Moreland's Fidelity Investments Experience March 2006 - August 2007
Job Instructional Designer, Training and Communications Consultant
Industry Information Technology and Services
Experience
TIAA-CREF  May 2015 - Present
TSP  May 2013 - March 2014
TSP  July 2012 - March 2014
Dallas Airmotive  October 2011 - April 2012
H.D. Vest Financial Services   March 2010 - February 2011
1st Global  August 2007 - March 2010
1st Global  August 2007 - February 2010
Fidelity Investments   March 2006 - August 2007
Fidelity Investments   1997 - 2007
Fidelity Investments   July 2003 - March 2006

Skills
Lectora, Captivate, Camtasia, Instructional Design, Instructor-led Training, SnagIt, Needs Analysis, Technical Writing, E-learning, Information Mapping, Software Training, Blended Learning, Training Delivery, Curriculum Design, Distance Learning, Adobe Acrobat, Online Training, Adult Education, Editing, ILT, Web-based Training, Word, Multimedia, SharePoint, Visio, Process Improvement, PowerPoint, Technical Training, Photoshop, E-learning Development, Documentation, Microsoft Office, ADDIE, Job Aids, Requirements Analysis, Technical Documentation, Performance Consulting, Curriculum Development, Project Management, Learning Management..., E-Learning, Microsoft Word, Software Documentation, Business Readiness, Consulting, Corporate Training, Kirkpatrick, Strategy, Program Management, Training

Education
Texas Tech University   1984 — 1990
Music Education

Texas Tech University   1984 — 1990
Bachelor of Arts, Music

Avery Armstrong, CIR Avery Armstrong, CIR Dallas/Fort Worth Area Details
Avery Armstrong, CIR's Fidelity Investments Experience February 2014 - April 2015
Job
Industry Staffing and Recruiting
Experience
Experis  April 2015 - Present
Fidelity Investments   February 2014 - April 2015
TXU Energy  December 2007 - December 2013
Washington Mutual and Amegy Bank   November 2006 - December 2007
Hewitt Associates  July 2004 - November 2006
Citigroup  January 2003 - July 2004
The Judge Group  2001 - 2002

Skills
Vendor Management, Technical Recruiting, Process Improvement, Talent Management, Employee Engagement, Performance Management, Employee Relations, Leadership Development, College Recruiting, Recruiting, Human Resources, Sourcing, Training, Applicant Tracking..., Onboarding, Talent Acquisition, HRIS, PeopleSoft, Organizational..., Change Management

Education
Texas Tech University
BA

Brady Hackfeld, CFP® Brady Hackfeld, CFP® Dallas/Fort Worth Area Details
Brady Hackfeld, CFP®'s Fidelity Investments Experience March 2010 - October 2013
Job Trust Investment Officer, First Command Bank Wealth Management and Trust
Industry Investment Management
Experience
First Command Financial Services  October 2013 - Present
Fidelity Investments   March 2010 - October 2013
Enterprise Rent-A-Car  January 2008 - February 2010
Merrill Lynch  August 2006 - December 2007
ACE Roofing LLC   May 2004 - December 2006
Wells Fargo Bank  June 2002 - April 2004

Skills
Sales, Customer Service, Cold Calling, Management, Leadership, Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, 401k, Banking, Financial Services, Relationship Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement, Securities, Uniform Combined State...

Education
Texas Tech University   2000 — 2004
BBA, Finance

Bailey Everts Bailey Everts Dallas/Fort Worth Area Details
Bailey Everts's Fidelity Investments Experience May 2015 - Present
Job Software Engineer, PI Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   June 2014 - May 2015
Fidelity Investments   January 2014 - June 2014
Texas Tech University  October 2013 - January 2014
Texas Speed & Performance   April 2011 - December 2013
Ultimate Electronics  June 2010 - January 2011

Skills
Programming, Docker, Windows Azure, DevOps, Amazon Web Services..., Website Development, HTML, SQL, Java, C++, Windows, C#, Microsoft Office, WordPress, Software Engineering, Photoshop, Databases, JavaScript, Problem Solving, MPI, XML, Agile Methodologies, Communication, Assembly Language, Parallel Programming, AspDotNetStorefront, Public Speaking, Answer Set Programming, Oracle 8i-11g, Computer Hardware, UML, Technical Writing, Spring, Oracle, Web Design, OOP, PL/SQL, CSS, Silverlight, Testing, Web Development, Unit Testing, Cloud Computing, Visual Studio, Visio, Automated Software..., TFS, VSO, Software Development

Education
Texas Tech University   2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer Science

Webber Academy; Calgary, AB, Canada   2004 — 2008
High School Diploma

Bradley Bruner Bradley Bruner Lewisville, Texas Details
Bradley Bruner's Fidelity Investments Experience August 2014 - Present
Job Workplace Services at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments   August 2014 - Present
Citi  August 2012 - February 2014
Frontier Communications  July 2010 - March 2012
Verizon  February 2009 - June 2010
Verizon  February 2003 - February 2009
Verizon  March 2000 - February 2003
Verizon / GTE  August 1997 - March 2000

Skills
Workforce Management, Workforce Planning, Call Centers, Call Routing, Operations Management, Logistics Management, Microsoft Office, ACD, Outsourcing, Strategy, CRM, Hiring, Resource Management, Employee Training, Customer Satisfaction, Vendor Management, Time Management, Metrics, Team Management, Quality Assurance, Cisco Technologies, Temporary Placement, Strategic Planning, Management, Training, Forecasting, Telecommunications, Networking, Leadership, Business Process..., Software Documentation, Cross-functional Team..., Executive Management, Change Management, Program Management, Team Building, Team Leadership, Customer Service, Call Center, Customer Experience, Customer Retention, Analysis, Troubleshooting, Microsoft Excel, Process Improvement, Salesforce.com, Business Process, Access, Business Analysis, Risk Management

Education
Texas Tech University   1991 — 1994
Bachelor of Business Administration (BBA), General Business, 3.25

Hunain Farishta Hunain Farishta Dallas/Fort Worth Area Details
Hunain Farishta's Fidelity Investments Experience November 2013 - May 2014
Job Senior Accountant Logistics at Bridger, LLC
Industry Accounting
Experience
Bridger Logistics, LLC   December 2014 - Present
Bridger, LLC  May 2014 - December 2014
Fidelity Investments   November 2013 - May 2014
John L. Mottram CPA, LLC   February 2013 - November 2013
Byoung Lee, CPA   July 2011 - August 2011

Skills
Accounting, Account Reconciliation, Auditing, Accounts Payable, Accounts Receivable, QuickBooks, Budgets, Journal Entries, Sales, Microsoft Excel, Revenue Recognition, Management, Financial Analysis, Financial Reporting, Microsoft Office, Customer Service, Financial Statements

Education
The University of Texas at Dallas   2011 — 2013
Master's Degree, Accounting

Texas Tech University   2008 — 2011
Bachelor of Science, Biology

James Woodall James Woodall Dallas/Fort Worth Area Details
James Woodall's Fidelity Investments Experience September 2012 - Present
Job Brokerage Operations Representative III
Industry Financial Services
Experience
Fidelity Investments   September 2012 - Present
FACTsim   August 2011 - May 2012
Texas Tech University  September 2007 - May 2012
BOLTON'S OIL CHANGE   June 2010 - September 2010

Skills
Root Cause Analysis, Trading, Commodity, Risk Arbitrage, Economics, Technical Analysis, Hedging, Project Management, Training, Analytics, Customer Service, Team Leadership, Business Strategy, Cost Basis, Cost Basis Reporting, Tax Reporting, Microsoft Office

Education
Texas Tech University   2007 — 2012
B.S, International Economics & Finance

Texas Tech University   2007 — 2012
Bachelor of Science (BS), International Economics

Nathan Bowen, CFP®, MS Nathan Bowen, CFP®, MS Houston, Texas Area Details
Nathan Bowen, CFP®, MS's Fidelity Investments Experience September 2007 - March 2009
Job Associate Financial Planner, CFP®, at The Financial Advisory Group, Inc.
Industry Financial Services
Experience
The Financial Advisory Group, Inc.   May 2013 - Present
Texas Tech University  August 2011 - May 2013
Interide Capital, LC   February 2011 - July 2011
Interide Logistics  December 2009 - February 2011
England Logistics  March 2009 - November 2009
Fidelity Investments   September 2007 - March 2009
Poulton Associates, Inc.   March 2003 - March 2004

Skills
Strategic Financial..., Financial Planning, Estate Planning, Financial Analysis, Retirement, Property & Casualty..., Mutual Funds, Wealth Management, Finance, Personal Finance, Customer Service, 401k, Charities, Retirement Savings, Retirement Plan..., IRAs, Customer Relations, 401k Rollovers, Personal Planning, Rollovers, 529 Plans, Roth IRA, Charitable Giving, Charitable Trusts, IRA Rollovers, Education Savings, Investment Selection, Retirement Income...

Education
Texas Tech University   2011 — 2013
Masters, Personal Financial Planning

University of Utah   2000 — 2004
BS, Psychology

Jason T. Carr Jason T. Carr Fort Worth, Texas Details
Jason T. Carr's Fidelity Investments Experience January 2010 - Present
Job Transactions Specialist at Fidelity
Industry Financial Services
Experience
Fidelity Investments   January 2010 - Present
Fidelity Investments   January 2006 - December 2009

Skills
Team Lead, Processing QDROs, Communications..., Financial Needs Analysis, Customer Relations, Mutual Funds, Record Keeping, Client Education

Education
Texas Tech University
Bachelor of Arts (B.A.), Political Science

Colleen Hawk Colleen Hawk Dallas/Fort Worth Area Details
Colleen Hawk's Fidelity Investments Experience July 2013 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Course Hero, Inc.   August 2012 - May 2013
Mr Youth  September 2011 - January 2012

Skills
Series 7, Series 63

Education
Texas Tech University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing

Brittney McQuesten Brittney McQuesten Dallas, Texas Details
Brittney McQuesten's Fidelity Investments Experience Regional Investment ConsultantFidelity InvestmentsJuly 2013 - Present
Job Currently working as a Regional Investment Consultant at Fidelity Investments.
Industry Marketing and Advertising
Experience
Fidelity Investments   Regional Investment ConsultantFidelity InvestmentsJuly 2013 - Present

Skills
Inside Sales, Sales, Account Management, CRM, Lead Generation, Marketing, Sales Process, Direct Sales, Relationship Management, Sales Management, Sales Operations, Business Development, Customer Service

Education
Texas Tech University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Management

Rachel Barsch Rachel Barsch Dallas/Fort Worth Area Details
Rachel Barsch's Fidelity Investments Experience September 2011 - March 2012
Job Financial Analyst at Lockheed Martin Aeronautics
Industry Financial Services
Experience
Lockheed Martin Aeronautics  March 2012 - Present
Fidelity Investments   September 2011 - March 2012

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Strategic Financial..., Microsoft Office, Customer Service, Microsoft Word, Budgets, Data Analysis, Finance, Process Improvement, Analysis, PowerPoint

Education
Texas Tech University   2007 — 2011
BBA, Finance, Business Economics

James Aber James Aber Boston, Massachusetts Details
James Aber's Fidelity Investments Experience September 2011 - September 2013
Job Vice President, Director of Corporate Communications at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  September 2013 - Present
Fidelity Investments   September 2011 - September 2013
Janus Capital Group  September 2006 - August 2011
Invesco  August 2003 - September 2006
Invesco  1998 - 2003
KPRC-TV  1996 - 1998

Skills
Corporate Communications, Mutual Funds, Media Relations, Crisis Communications, Social Media, Internal Communications, Public Relations, Marketing Communications, Brand Development, Communication Training, Strategic Planning, Product Marketing, Speech Writing, Newsletters, New Media, Investor Relations, Strategy

Education
Texas Tech University   1991 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism

D'Nard Arthur II D'Nard Arthur II Plano, Texas Details
D'Nard Arthur II's Fidelity Investments Experience July 2013 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Argentus Partners, LLC   January 2012 - July 2013
SummitAlliance Investment Group   September 2010 - January 2012
Continuum Partners, LLC   January 2008 - March 2010
Fidelity Investments   1993 - 2008

Skills
Project Management, Asset Managment, Investments, Project Planning, Process Improvement

Education
Texas Tech University   1987 — 1991
Bachelor of Business Administration (BBA), Finance, General

Jonathan Durrant, CPA Jonathan Durrant, CPA Lubbock, Texas Details
Jonathan Durrant, CPA's Fidelity Investments Experience November 2004 - June 2006
Job PhD Student Research/Teaching Assistant
Industry Accounting
Experience
Texas Tech University  August 2013 - Present
The Leverich Group   January 2008 - May 2013
GT Title Services   June 2007 - December 2007
Fidelity Investments   November 2004 - June 2006

Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Microsoft Office, GAAP, QuickBooks, Financial Statements, Tax Preparation, General Ledger, Financial Analysis, Income Tax

Education
Texas Tech University   2013 — 2017
Doctor of Philosophy (PhD), Accounting

Utah State University   2006 — 2007
Masters, Accounting

University of Utah
Bachelors, Accounting, Finance and Economics

Richard Armenta Richard Armenta Dallas/Fort Worth Area Details
Richard Armenta's Fidelity Investments Experience September 1998 - December 2003
Job National Account Executive Silvervine Inc.
Industry Computer Software
Experience
Silvervine Software  June 2007 - Present
Irwin House   June 2014 - Present
Smith Barney  January 2004 - June 2007
Fidelity Investments   September 1998 - December 2003

Skills
Benefits Administration, Funding, Direct Sales, Trading, Insurance, Strategy, Public Speaking, Leadership Development, Marketing Strategy, Sales, Analysis, Account Management, Marketing, Advertising, CRM, Team Building, Management, Leadership, Customer Service, Strategic Planning

Education
Texas Tech University   1983 — 1984
N/A, General

Monterey

Al Rodriguez, ARPC Al Rodriguez, ARPC Houston, Texas Area Details
Al Rodriguez, ARPC's Fidelity Investments Experience October 1997 - March 1998
Job Major Accounts Retirement Services District Manager ADP
Industry Financial Services
Experience
ADP  June 2015 - Present
CPI Qualified Plan Consultants / CUNA Mutual Retirement Solutions   January 2013 - May 2015
Ascensus ( 401K plans)   September 2004 - January 2013
MetLife Retirement Plans Group   October 1999 - September 2004
Pan-American Life Insurance Company  March 1998 - October 1999
Fidelity Investments   October 1997 - March 1998
American Express Financial Advisors  1990 - 1997
Ameriprise Financial ( when it was American Express and IDS)   1990 - 1997

Skills
Retirement, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement Plan..., Pensions, Defined Benefit, Series 6, Qualified Retirement..., Defined Contribution, Profit Sharing, 403 b, FINRA registered, Non-Qualified Plans, Employee Benefits, DCIO, Investments

Education
The University of Texas at Dallas   1988 — 1990
Bachelor of Science in Business Administration, Finance

Texas Tech University   1982 — 1985
Petroleum Engineering

Monterey High School   1978 — 1981
yes

Thad Rains Thad Rains Lubbock, Texas Area Details
Thad Rains's Fidelity Investments Experience August 1999 - July 2008
Job Owner, Rocking R Custom Feeders
Industry Ranching
Experience
Rocking R Custom Cattle Feeders   September 1960 - Present
Fidelity Investments   August 1999 - July 2008
First Investors  September 1990 - April 1993

Skills
Overall master ranch..., Fishing article writer..., Senior Finance, Strategic Financial..., Finance, 401k Rollovers, Roth IRA, Retirement Savings, Variable Annuities, Financial Analysis, Risk Management, 403 b, Qualified Retirement..., Strategic Planning, Mutual Funds, Retirement Planning, Securities, Sales Management, Asset Allocation, College Savings Plans, Retirement Plan..., Investment Strategies, Hedging, Personal Finance, Financial Goals, Series 6, Customer Service, Wealth Accumulation, Options, IRAs, Wealth Management, Investments, Series 63, 401k, Financial Markets, Sales, Fixed Annuities, Trading, Alternative Investments, Funding, Equities, Investment Advisory, Commodity, Analysis, Financial Services, Loans, Portfolio Management, Hedge Funds, Credit, Financial Planning

Education
Texas Tech University   1984 — 1986
Masters, Economics

Timothy Alverson Timothy Alverson Dallas/Fort Worth Area Details
Timothy Alverson's Fidelity Investments Experience September 2011 - Present
Job Graduate from Texas Tech University Rawls College of Business
Industry Marketing and Advertising
Experience
Fidelity Investments   September 2011 - Present

Skills
Customer Service, Microsoft Office

Education
Texas Tech University   2007 — 2011
BA, Management and Marketing

International College of Management

Jane Zheng Jane Zheng Greater Boston Area Details
Jane Zheng's Fidelity Investments Experience December 2006 - August 2012
Job Chief Scientist at Focus Optimal
Industry Financial Services
Experience
Focus Optimal   February 2012 - Present
Fidelity Investments   December 2006 - August 2012
Fidelity Investments   July 2000 - November 2006
Fidelity Investments   March 1998 - June 2000
Mercer Management Consulting  1995 - 1998

Skills
SAS, Statistical Modeling, Predictive Modeling, Data Mining, Predictive Analytics, Segmentation, SAS programming, Statistics, Data Analysis, Analytics, Logistic Regression, Business Analytics

Education
Texas Tech University   1986 — 1990

Brett Fields Brett Fields Keller, Texas Details
Brett Fields's Fidelity Investments Experience
Job Director at CDST Inc
Industry Financial Services
Experience
Fidelity Investments  

Skills
Mutual Funds, Investments, Equities, Fixed Income, Bloomberg, Portfolio Management, Asset Allocation, Asset Management, Series 7, Hedge Funds, Alternative Investments, Securities, Wealth Management, Financial Modeling, Investment Strategies, Investment Management

Education
Texas Tech University   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

United States Air Force Academy   2005 — 2007
Bachelor of Business Administration (BBA), Finance, General

Ed Fuentes Ed Fuentes Austin, Texas Details
Ed Fuentes's Fidelity Investments Experience 1993 - 1998
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement  August 2008 - Present
Lincoln Financial Group  August 2007 - August 2008
Principal Financial Group  June 2006 - August 2007
MetLife  1998 - 2006
Fidelity Investments   1993 - 1998

Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing

Education
Texas Tech University
Bachelor of Science (BS), Finance, General

Duane Blackwill Duane Blackwill Grapevine, Texas Details
Duane Blackwill's Fidelity Investments Experience June 2006 - Present
Job Stock Broker at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   June 2006 - Present

Skills
Margin, Risk Analytics, Equity Derivatives, Day Trading, Asset Management, Risk Management, Customer Oriented, Financial Analysis

Education
The University of Texas at Arlington - College of Business Administration   2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General

Texas Tech University

Hung (H) Le Hung (H) Le Plano, Texas Details
Hung (H) Le's Fidelity Investments Experience May 2013 - September 2013
Job Network Engineer, Network Delivery Management at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard  March 2015 - Present
Hewlett-Packard Enterprise Services  June 2014 - March 2015
Texas Tech University Library LTMS   January 2014 - June 2014
Texas Tech University Health Sciences Center  February 2014 - April 2014
Texas Tech University ATLC   April 2011 - January 2014
Fidelity Investments   May 2013 - September 2013
Sam's Club  March 2010 - January 2012

Skills
Java, Python, JavaScript, HTML, Access, Microsoft SQL Server, VMware, CSS, ASP.NET, Joomla, PHP, Adobe Creative Suite, Microsoft Exchange, Windows Server, Visual Studio, Microsoft Office, Customer Service, Computer Hardware, Troubleshooting, Time Management, Web Design, Problem Solving, OS X, SharePoint, AJAX, Ghost Imaging, DHCP, Citrix, Active Directory, Expression Web, DNS, Database Administration, Database Management, VBScript, Computer Repair, Inventory Management, Customer Relations, SCCM, Wordpress, Databases, Teamwork, Retail, POS, ImageX, MDT, SiteScope, Process Automation, Norton Ghost, HP Operations..., Server Monitoring

Education
Texas Tech University   2010 — 2014
Bachelor, Management Information Systems, Telecommunications / Networking and Web Application Design

Frenship High School   2008 — 2010
Distinguished High School Diploma, Engineering

Forrest Crenshaw Forrest Crenshaw Dallas, Texas Details
Forrest Crenshaw's Fidelity Investments Experience January 2014 - Present
Job Senior Network Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   April 2013 - December 2013
Fidelity Investments   September 2012 - March 2013
USAA  June 2010 - October 2012
Sprint Nextel  2005 - 2006

Skills
VPN, Switches, Cisco, Wireless, Infoblox, Routers, OSPF, DHCP, TCP/IP, BGP, Routing, VLAN, IPSec, EIGRP, WLAN, Wireless Networking, WiFi, IP, WAN, Cisco Technologies, F5 BigIP, Network Administration, Firewalls, Load Balancing, Wireshark, Checkpoint, DNS, Cisco IOS, Network Security, Networking, Python, Network Engineering, Network Architecture, CCNA, Infrastructure, Network Design, Data Center

Education
Texas Tech University   2006 — 2010
MIS, Business

Taylor Sims Taylor Sims Mansfield, Texas Details
Taylor Sims's Fidelity Investments Experience October 2012 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Fidelity Investments   June 2011 - October 2012
Jones Lang LaSalle  December 2009 - May 2011

Skills
Microsoft Excel, Investments, Project Management, Outlook, Microsoft Office, Customer Service, Asset Management, Management, PowerPoint, Access, Vendor Management, Administrative..., Human Resources, Visio, Microsoft Word, Process Improvement, Risk Management

Education
Texas State University-San Marcos   2005 — 2007

Jason Erwin Jason Erwin Dallas/Fort Worth Area Details
Jason Erwin's Fidelity Investments Experience June 2008 - March 2009
Job Account Executive at Multiview
Industry Marketing and Advertising
Experience
Multiview  January 2010 - Present
Fidelity Investments   June 2008 - March 2009
Fidelity Investments   May 2006 - June 2008
Fidelity Investments   2003 - 2006

Skills
Proven track record..., Motivated self-starter, Success leading teams..., Recruiting, Budgets, 401k, Series 63, Account Management, Retirement, Sales, Cold Calling, New Business Development, Sales Process, Sales Management, Mutual Funds, Process Improvement, Financial Services, Strategic Planning, Business Analysis, Team Building, Investments

Education
Texas Tech University   1996 — 2000
Bachelors, Management

Josiah Hindy Josiah Hindy Austin, Texas Area Details
Josiah Hindy's Fidelity Investments Experience January 2013 - August 2013
Job Community Operations Contractor for Facebook
Industry Information Technology and Services
Experience
Facebook  2015 - Present
VALIC  May 2014 - July 2015
Invesco  September 2013 - June 2014
Fidelity Investments   January 2013 - August 2013
Spots Travel   2012 - 2012

Skills
Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Customer Service, Leadership, Microsoft Word, Account Management, Business Development

Education
Texas State University   2007 — 2010
Bachelor of Business Administration (BBA), Marketing

Texas Tech University   2006 — 2007

Afton Tarrant Afton Tarrant Dallas/Fort Worth Area Details
Afton Tarrant's Fidelity Investments Experience June 2015 - Present
Job Texas Tech University Alumni
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   February 2014 - May 2015
Mathnasium - The Math Learning Center  April 2013 - May 2014
State Farm  June 2013 - February 2014
UMC Hospital  May 2009 - December 2012
Edward Jones  June 2012 - August 2012
Phi Delta Theta Fraternity  October 2008 - May 2011
Harris Methodist Hospital  September 2007 - September 2008
Randall's-Starbucks   June 2004 - December 2005

Skills
•MS 2007 Word, Excel,..., •Maple, •Customer Service, Relative Course:, •Advanced Math skills, •Employee Benefits, •Financial Counseling, •Retirement, •Income Tax, Data Entry, Insurance, Public Speaking, Management, Hospitals, PowerPoint, Retirement Planning, Financial Planning, Microsoft Word, Microsoft Excel, Microsoft Office

Education
Texas Tech University   2008 — 2012
Bachelor of Science (B.S.), Personal Financial Planning

Texas Tech University   2008 — 2012
Minor, Mathematics

Matthew Vasquez Matthew Vasquez Arlington, Texas Details
Matthew Vasquez's Fidelity Investments Experience March 2013 - Present
Job Brokerage Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Boy Scouts of America  March 2011 - February 2013
Wells Fargo  December 2009 - February 2011

Skills
Investments, Finance, Series 7, Financial Services

Education
Texas Tech University

Blake Murdock Blake Murdock Raleigh-Durham, North Carolina Area Details
Blake Murdock's Fidelity Investments Experience July 2014 - Present
Job Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   July 2014 - Present
Betenbough Homes  May 2013 - February 2014

Skills
C++, Python, Matlab, Microsoft Office, Windows, JavaScript, jQuery, AngularJS, Gulp, GruntJS, Node.js, HTML, HTML5, CSS, Git, Java, ASP.NET, SQL, C#, C

Education
Texas Tech University   2008 — 2014
Bachelor's of Science, Computer Science

Texas Tech University   2008 — 2014
Bachelor of Science (B.S.), Computer Science

Emily Elder Emily Elder Dallas/Fort Worth Area Details
Emily Elder's Fidelity Investments Experience June 2014 - Present
Job Service Onboarding Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   April 2013 - June 2014
Fidelity Investments   June 2012 - April 2013
USAA  May 2011 - August 2011
Evensky & Katz / Foldes Financial Wealth Management   May 2010 - May 2011

Skills
Mutual Funds, Series 63, Finance, Business Development, Financial Advisory, Investments, Retirement Planning

Education
Texas Tech University   2010 — 2012
Master's Degree, Financial Planning and Services

Texas Tech University   2006 — 2010
Bachelor's Degree, Financial Planning and Services

Scott McKay, CFP® Scott McKay, CFP® Dallas/Fort Worth Area Details
Scott McKay, CFP®'s Fidelity Investments Experience January 2001 - March 2003
Job CERTIFIED FINANCIAL PLANNER®/Telecom Employee Benefits Specialist/Financial Planner for GO Federal Credit Union
Industry Financial Services
Experience
ConfidentVision   December 2008 - Present
The Retirement Group  October 2005 - December 2008
SWBC Financial Services   March 2003 - October 2005
Fidelity Investments   January 2001 - March 2003

Skills
Retirement Planning, Estate Planning, Pensions, 401k Rollovers, Equity Indexed Annuities, College Savings Plans, Investments, Defined Benefit, Life Insurance, Alternative Investments, IRAs, Roth IRA, Retirement, Series 7, Insurance, Investment Strategies, Strategic Financial..., 401k, Securities

Education
Texas Tech University   1996 — 2000
Bachelor of Business Administration (BBA), Finance & Economics

Permian High School

ALI SULTAN ALI SULTAN West Hartford, Connecticut Details
ALI SULTAN's Fidelity Investments Experience August 2014 - Present
Job Branch Service Manager
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Morgan Stanley  November 2012 - July 2014
United States Marine Corps  February 2002 - April 2014
TD Ameritrade  January 2010 - November 2012
1st Global  July 2009 - January 2010
Fidelity Investments   August 1999 - August 2008
Bank of America  April 1997 - October 1998

Skills
Series 7, Series 63, Series 24, Microsoft Office, Strategic Leadership, Risk Assessment, Risk Management, Performance Management, Process Improvement, Building Relationships, Strategic Planning, Team Leadership, Cross-functional Team..., FINRA, Strategy, Mutual Funds, Call Centers, Financial Services, Uniform Combined State..., Talent Management, 401k, Asset Allocation, Securities, Investment Advisory, Options, Series 4, Series 9, Series 10, Series 66, Tactical Planning, Risk Mitigation, Talent Development, Career Development, Creative Problem Solving, Restoration, Results Focused, Customer Focus, Achiever, Strategic, Action Planning, Team Motivator, Influential, Organizational..., Quality Improvement, Training, Wealth Management, IRAs, Relationship Management, Trading, Stocks

Education
Texas Tech University   2011 — 2013
Master of Business Administration (M.B.A.), Business Adminstration

University of Phoenix   2007 — 2009
Bachelor of Applied Science (BASc), Management

Dan Hicks Dan Hicks Greater Denver Area Details
Dan Hicks's Fidelity Investments Experience August 2012 - May 2013
Job Equity Colorado Real Estate
Industry Real Estate
Experience
Equity Colorado Real Estate  May 2014 - Present
Western Union  May 2013 - May 2014
Fidelity Investments   August 2012 - May 2013
Fidelity Investments   October 2011 - August 2012
Fidelity Investments   August 2009 - August 2010
Fidelity Investments   January 2008 - August 2009

Skills
Financial Services, Series 7, Life and Health..., Mutual Funds, Equities, Securities, Wealth Management, Asset Allocation, Investment Strategies, Series 66, Finance, Retirement Planning, Series 63, Investments, Strategic Financial..., Portfolio Management, Alternative Investments, Retirement, Asset Management, Fixed Income, FINRA, Financial Advisory, Bloomberg, Foreign Exchange, Risk Management, Relationship Management, Trading, Fundamental Analysis, Technical Analysis, Negotiation, Options, CRM, Trading Strategies, Sales, Currency, Investment Advisory, Uniform Combined State...

Education
Texas Tech University   2004 — 2007
Bachelor of Arts (B.A.), Economics

Jared Everett Jared Everett Lubbock, Texas Area Details
Jared Everett's Fidelity Investments Experience May 2015 - Present
Job Summer Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Greek Geeks   May 2014 - May 2015
Texas Tech IT Help Central   June 2012 - May 2014

Skills
Microsoft Excel, New Business Development, Business Strategy, Leadership, Team Building, Management, Teamwork

Education
Texas Tech University   2011 — 2016
Bachelor of Business Administration (BBA), Finance

Jonathan Kelly CTFA Jonathan Kelly CTFA Dallas/Fort Worth Area Details
Jonathan Kelly CTFA's Fidelity Investments Experience November 1993 - December 2002
Job Senior Portfolio Manager at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation  May 2015 - Present
Principal Trust Company  October 2012 - May 2015
US Trust; Bank of America  January 2003 - September 2012
Fidelity Investments   November 1993 - December 2002

Skills
Wealth Management, Tactical Asset..., Asset Management, Change Leadership, Cross-functional Team..., Trust Management, Operational Risk..., Developing Client..., Estate Planning, Asset Managment, Change Management, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Wealth Management..., Mutual Funds, Investment Management, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Series 63, Finance, High Net Worth..., Fixed Income, Securities, Series 7, Private Banking, Equities, Sales Management, Business Development, Engaging Speaker, Financial Services, Wealth, Bonds, Financial Advisory, Retirement, Uniform Combined State..., 401k, FINRA, ETFs, Relationship Management, Series 65, Financial Planning

Education
The University of Dallas   1996 — 1998
MBA, Corporate Finance

Texas Tech University   1989 — 1993
B.S., International Economics

North Garland High School

Sarah Blackwell Sarah Blackwell San Marcos, Texas Details
Sarah Blackwell's Fidelity Investments Experience August 2015 - Present
Job Bachelor of Business Administration in Marketing
Industry Marketing and Advertising
Experience
Fidelity Investments   August 2015 - Present
Green River Grill   January 2015 - June 2015
Liberty Mutual Insurance  June 2014 - December 2014
AP Volleyball Club   October 2013 - May 2014
Grey Rock Golf Club  August 2013 - February 2014

Skills
Microsoft Excel, Customer Service, Teamwork, Social Media, Public Speaking, English, Social Skills, Time Management, Enthusiast, Creativity, Friendly Personality, Great Motivator, Coaching, Networking, People Skills, Strategic Thinking, Marketing, Leadership, Social Networking, Event Planning, Sales

Education
Texas State University-San Marcos   2011 — 2015
Bachelor’s Degree, Marketing

Colleyville Heritage High School   2007 — 2011

Lynda Bote Lynda Bote Jacksonville, Florida Area Details
Lynda Bote's Fidelity Investments Experience March 2010 - Present
Job Senior High Net Worth Service Specialist, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2010 - Present
Enterprise Rent-A-Car  January 2004 - March 2010

Education
Texas Tech University   2000 — 2004
BS, Communications

Amanda Hansford Amanda Hansford Dallas/Fort Worth Area Details
Amanda Hansford's Fidelity Investments Experience December 2014 - April 2015
Job Talent Acquisition Leader at Yum! Brands (Pizza Hut, USA)
Industry Hospitality
Experience
Yum! Brands  April 2015 - Present
Fidelity Investments   December 2014 - April 2015
Uncle Julio's Corporation  September 2014 - November 2014
Uncle Julio's Corporation  November 2012 - September 2014
Uncle Julio's Corporation  August 2007 - November 2012
Uncle Julio's Fine Mexican Food   February 2007 - August 2007
Uncle Julio's Fine Mexican Food   January 2005 - February 2007
Stone Gate Bar and Grill   May 2002 - December 2004

Skills
Management, Restaurants, Recruiting, Training, Food & Beverage, Catering, Hospitality Management, Customer Service, Sales, Inventory Management, Retail, Teamwork, Budgets, Restaurant Management, Team Leadership, Hospitality, Marketing, Talent Acquisition, Hospitality Industry, Human Resources, Employee Relations, P&L, Hiring, Leadership, Customer Retention, Project Planning, New Restaurant Openings, Team Building, Employee Training, Event Management, Time Management, College Recruiting

Education
Texas Tech University   2000 — 2004
BS, Restaurant, Hotel, and Institutional Management, 3.5

Coronado High School   1997 — 2000

Catherine A. Renfro Catherine A. Renfro Dallas/Fort Worth Area Details
Catherine A. Renfro's Fidelity Investments Experience October 2013 - October 2014
Job Federal Government Acquisition Analyst
Industry Government Administration
Experience
GSA & Salmon Group   October 2014 - Present
Fidelity Investments   October 2013 - October 2014
Fidelity Investments   July 2013 - November 2013
Microbrewery   July 2012 - July 2012
Grapevine Animal Shelter   2006 - 2007
Planet Beach Tan   May 2006 - August 2006

Skills
Business Communications, Marketing, Organizational..., Leadership Development, Government Contracting, Government Procurement, Federal Government, Military Affairs, Public Relations, Relationship Management, Microsoft Office, Defense, Strategic Communications, PowerPoint, Team-oriented, Leadership, Organization, Strategic Thinking, Critical Thinking, Marketing Communications, Brand Management, Business Intelligence, Integrated Marketing, Social Networking, Volunteer Management, Community Outreach, Time Management, Data Entry, Conflict Resolution, Crisis Management, Clerical Skills, Phone Etiquette, Goal Oriented, Oral, Political Science, Telephone Skills, Social Skills, Publicity, Social Sciences, Diligent, People Skills, Internal Communications

Education
University of North Texas   2011 — 2013
Bachelors of Arts & Science, Communications Studies, Concentration in Org. Relations

Texas Tech University   2009 — 2011
Communication, General

Brittany Burke Brittany Burke Arlington, Texas Details
Brittany Burke's Fidelity Investments Experience January 2010 - March 2010
Job Comprehensive, innovative virtual assistant services that are customizable to fit your business needs.
Industry Marketing and Advertising
Experience
Brittany Burke Creative Designs   February 2013 - Present
Paladini Financial   March 2013 - May 2014
Abrasives Global   October 2012 - February 2013
Hawkins Parnell Thackston & Young LLP  2010 - 2012
Fidelity Investments   January 2010 - March 2010
Events and Adventures  March 2009 - September 2009
Current Energy  June 2007 - December 2008
Marriott International  May 2006 - May 2007

Skills
Adobe In-Design, Access, Excel, Word, Photoshop, Hoovers, PowerPoint, Constant Contact, Sales Force..., LexisNexis, Social Media, Search Engine Technology, Microsoft Word, SEO, Editing, MailChimp, Email Marketing, Website Development, Microsoft Publisher, Ad Designing, Google Analytics, Microsoft Excel, Advertising, Facebook, Marketing, Event Planning

Education
Texas Tech University   2004 — 2007
Bachelor's degree, Political Science and Government

Mansfield High School

Clinton Beasley Clinton Beasley Southlake, Texas Details
Clinton Beasley's Fidelity Investments Experience August 2012 - May 2013
Job Citi Architecture Technology Engineering Analyst at Citi
Industry Computer Software
Experience
Citi  February 2015 - Present
Citi  May 2014 - Present
Sabre Holdings  May 2013 - August 2013
Fidelity Investments   August 2012 - May 2013
Fidelity Investments   May 2012 - August 2012

Skills
Quality Assurance, Business Analysis, SQL, Data Analysis, Java, Teaching

Education
Texas Tech University   2010 — 2014
Bachelor of Science (B.S.), Computer Science

Southlake Carroll Senior High School   2006 — 2010

Farrell Desselle Farrell Desselle Dallas/Fort Worth Area Details
Farrell Desselle's Fidelity Investments Experience November 2013 - Present
Job Realtor at Allie Beth Allman & Associates
Industry Real Estate
Experience
Fidelity Investments   November 2013 - Present
YP.com  May 2012 - Present
At&t Advertising & Publishing   August 1989 - May 2012
Bell South Advertising & Publishing   July 1989 - August 1999

Skills
Merchandising, Visual Merchandising, Customer Service, Marketing, Email Marketing, Advertising

Education
Texas Tech University   1983 — 1989
BFA, Graphic Art - Consumer Packaging

Clear Lake High School

Josh Alvarado Josh Alvarado Dallas/Fort Worth Area Details
Josh Alvarado's Fidelity Investments Experience January 2015 - May 2015
Job Business Development Manager at CoreFund Capital
Industry Transportation/Trucking/Railroad
Experience
CoreFund Capital   June 2015 - Present
Fidelity Investments   January 2015 - May 2015
C.H. Robinson   June 2011 - September 2014
Troon Golf  January 2009 - May 2011
Chapman Automotive Tucson   May 2006 - December 2008

Skills
Customer Service, Sales, Account Management, Leadership, Logistics, Microsoft Excel, Inventory Management, Management, Public Speaking, Networking, Operations Management, Relationship Management, Market Research, Negotiation, Transportation..., Logistics Management, Building Relationships, Motivation, Multi Tasking, RFP, Phone Etiquette, Team Building

Education
Texas Tech University   2009 — 2010
Master's degree, Marketing/Marketing Management, General

Texas Tech University   2005 — 2009
Bachelor's degree, Hospitality Administration/Management

Midland Lee High School   2002 — 2004

Nic Sutton Nic Sutton Dallas/Fort Worth Area Details
Nic Sutton's Fidelity Investments Experience August 2013 - May 2014
Job Digital Sales Representative at HewlettPackard
Industry Oil & Energy
Experience
Hewlett-Packard  September 2015 - Present
A.Hak Industrial Services   May 2014 - August 2015
Fidelity Investments   August 2013 - May 2014
Northwestern Mutual  January 2012 - May 2013
Club Corp  August 2011 - May 2012
Canyons of Frisco   July 2007 - August 2009

Skills
Retirement Planning, Investments, Financial Analysis, Finance, Sales, Mutual Funds, Risk Management, Equities, Life Insurance, Accounting, Leadership, Employee Benefits, Microsoft Excel, Management, Small Business, Microsoft Office, Customer Service, Energy, Marketing, Event Planning, Team Leadership

Education
Texas Tech University   2009 — 2013
Bachelor of Science (B.S.), International Economics, GPA 3.63

Texas Tech Center, Seville, Spain   2011 — 2011
Spanish

Wakeland High School   2007 — 2009

Darrel Adams Darrel Adams Dallas/Fort Worth Area Details
Darrel Adams's Fidelity Investments Experience
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Visio, Financial Services, Business Analysis, Program Management, Mutual Funds, Requirements Analysis, IT Strategy, Enterprise Software, Project Management, Management, Agile Methodologies, Leadership, Integration, Process Improvement, SDLC, Vendor Management

Education
Texas Tech University   1990 — 1993

Hunter Sahs Hunter Sahs Dallas/Fort Worth Area Details
Hunter Sahs's Fidelity Investments Experience August 2013 - December 2014
Job Inside Sales Representative at Hardwoods Specialty Products
Industry Financial Services
Experience
Hardwoods Specialty Products  January 2015 - Present
Fidelity Investments   August 2013 - December 2014
The Keller Pointe  May 2005 - December 2012

Skills
First Aid, Facilities Management, Cpr Certified, Time Management, AED, Marketing Communications, Market Research, Marketing Strategy, Leadership, Risk Management, Teamwork

Education
Texas Tech University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, GPA: 3.0

Stefanie Palasota Stefanie Palasota Keller, Texas Details
Stefanie Palasota's Fidelity Investments Experience 2004 - 2005
Job Attended Texas Tech University
Industry Public Relations and Communications
Experience
Zurvita, Inc.   September 2014 - Present
Self employed  2005 - Present
Preschool teacher  August 2010 - May 2013
Fidelity Investments   2004 - 2005

Skills
401k, Series 7, Retirement, Mutual Funds, Employee Benefits, Retirement Planning, Benefits Administration, Securities, Financial Services, Fixed Annuities, Strategic Financial..., Investments, Personal Finance, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media

Education
Texas Tech University   1999 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies

Austin Anthony Austin Anthony Denver, Colorado Details
Austin Anthony's Fidelity Investments Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   March 2014 - July 2015
Fidelity Investments   May 2013 - March 2014

Skills
Series 7, Series 63, Trading, Retirement, Mutual Funds, Finance, Investments

Education
Texas Tech University   2009 — 2013
Bachelor of Arts (B.A.), Economics, International Studies, Organizational Leadership

Blake Hiett Blake Hiett Fort Worth, Texas Details
Blake Hiett's Fidelity Investments Experience April 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   April 2015 - Present
The Colorado Mountain Ranch  June 2014 - August 2014
Prime Pools Tx   May 2013 - May 2014
Executive Protection Systems   May 2011 - August 2012
Crown Valley Golf Club   January 2008 - August 2010

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Social Networking, Mac, OS X, Internet, Sports, Typing, Windows, YouTube, Customer Service, Marketing, Teamwork, Sales

Education
Texas Tech University   2010 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Aledo High School   2006 — 2010

Matt Kinsey Matt Kinsey Dallas/Fort Worth Area Details
Matt Kinsey's Fidelity Investments Experience May 2012 - April 2014
Job AVP Mortgage Sales Recruiter
Industry Staffing and Recruiting
Experience
Citi  January 2015 - Present
GM Financial  April 2014 - January 2015
Fidelity Investments   May 2012 - April 2014
Volt Technical Resources  August 2009 - May 2012
Radius Staffing Resources  April 2008 - March 2009
Kforce Technology Staffing  August 2007 - April 2008

Skills
Technical Recruiting, Strategic Sourcing, Candidate Screening, Government, Internet Recruiting, Full-cycle Recruiting, Applicant Tracking..., Salary Negotiation, Benefits Negotiation, Interviews, Temporary Placement, Information Technology, Screening Resumes, Sourcing, SDLC, Onboarding, Networking, Sales, IT Recruitment, Recruiting, Talent Acquisition, Training, Consulting, Hiring, Business Networking, Screening, Contract Recruitment, Executive Search, Management, Staff Augmentation, Staffing Services, Vendor Management, Business Development, Resource Management, College Recruiting, Project Planning

Education
Texas Tech University   2003 — 2004
Master of Arts, Business Communications

Texas Tech University   1998 — 2002
Bachelor of Arts, Public Relations/Marketing

Nick Heizer Nick Heizer Dallas/Fort Worth Area Details
Nick Heizer's Fidelity Investments Experience January 2008 - Present
Job Senior Managing Director
Industry Financial Services
Experience
Fidelity Investments   January 2008 - Present
Fidelity Investments   October 2006 - January 2008
Ford Motor Credit Company  October 2004 - February 2005

Skills
Series 6, Leadership, Series 63, Mutual Funds, 401k, Call Center, Asset Allocation, FINRA

Education
The University of Texas at Arlington   2002 — 2006
Bachelor of Business Administration, Finance

Texas Tech University   2001 — 2002
Chemistry

Heather Rubino Heather Rubino Alpharetta, Georgia Details
Heather Rubino's Fidelity Investments Experience January 2007 - May 2010
Job Owner at Teacup Tots
Industry Wholesale
Experience
Teacup Tots   June 2010 - Present
Fidelity Investments   January 2007 - May 2010
Fidelity Investments   January 1998 - December 2006

Education
Texas Tech University   1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing

Steven Wesley Bugg Steven Wesley Bugg Dallas, Texas Details
Steven Wesley Bugg's Fidelity Investments Experience April 2014 - Present
Job Brokerage Operations & Data Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Fidelity Investments   August 2012 - April 2014
Fidelity Investments   August 2011 - August 2012

Skills
Investment Brokerage, Broker-Dealer Operations, Broker-Dealer Compliance, Trading Systems, Financial Regulation, Microsoft Excel, VBA, Data Analysis, Data Modeling, Trend Analysis, DBMS, Strategic Planning, Customer Service, Microsoft Office

Education
Texas State University   2007 — 2011
Bachelor’s Degree, Finance

Nick Kirchner Nick Kirchner Flower Mound, Texas Details
Nick Kirchner's Fidelity Investments Experience April 2014 - October 2014
Job Substitute Teacher at CFBISD
Industry
Experience
CFBISD  December 2014 - Present
Fidelity Investments   April 2014 - October 2014

Skills
Customer Service, Microsoft Office, Microsoft Excel, 401k, Budgeting, Quick Study, Social Media

Education
Texas Tech University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing

Ed Sturdivant Ed Sturdivant Houston, Texas Area Details
Ed Sturdivant's Fidelity Investments Experience July 2001 - July 2009
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade  June 2015 - Present
TD Ameritrade  March 2014 - June 2015
TD Ameritrade  June 2012 - March 2014
JPMorgan Chase  August 2009 - June 2012
Fidelity Investments   July 2001 - July 2009

Skills
Series 7, Series 63, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Portfolio Management, Securities, Equities, Asset Managment, Series 66, Series 24

Education
Texas Tech University   1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics

John Hofstra, CFP® John Hofstra, CFP® Houston, Texas Details
John Hofstra, CFP®'s Fidelity Investments Experience December 2009 - November 2014
Job Associate Vice President at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA  September 2015 - Present
HFG Wealth Management, LLC   December 2014 - August 2015
Fidelity Investments   December 2009 - November 2014
Smith Frank & Partners   January 2008 - May 2008
Kanaly Trust Company  June 2007 - August 2007

Skills
Retirement Planning, Estate Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Asset Management, Risk Management, CFP(R)

Education
Texas Tech University   2003 — 2007
Human Sciences, Personal Financial Planning

The University of Texas at Austin   2001 — 2003
Liberal Arts

Alban Alfaro Alban Alfaro Dallas/Fort Worth Area Details
Alban Alfaro's Fidelity Investments Experience January 2005 - Present
Job Investment Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2005 - Present
Fidelity Investments   April 2001 - January 2005
Brink's Home Security  1998 - 2000

Education
Texas Tech University   1976 — 1980

Sharon Mayes, PMP Sharon Mayes, PMP Raleigh-Durham, North Carolina Area Details
Sharon Mayes, PMP's Fidelity Investments Experience March 2003 - Present
Job Director, Program Manager Logistics & Planning Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2003 - Present

Education
Texas State University   1992 — 1996

Rachel Rios Rachel Rios Dallas/Fort Worth Area Details
Rachel Rios's Fidelity Investments Experience December 2011 - Present
Job Accounting Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2011 - Present
Fidelity Investments   August 2011 - December 2011
Fidelity Investments   December 2008 - December 2011
Fidelity Investments   October 2010 - August 2011
Fidelity Investments   June 2007 - November 2008

Skills
Mutual Funds, Corporate Finance, Accounting, Investments, Securities, Access, Series 63, Financial Modeling, Credit Risk, Risk Management, Financial Analysis, Forecasting, Fund Accounting

Education
Texas Tech University
B.S. degree, Business Administration 
; Finance

Texas Tech University - Rawls College of Business

Beth Whitaker Beth Whitaker Dallas/Fort Worth Area Details
Beth Whitaker's Fidelity Investments Experience December 2012 - Present
Job Vice President, Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2012 - Present
Fidelity Investments   December 2012 - Present

Skills
Management, Financial Services, Mutual Funds, Investments, Financial Modeling, Risk Management, Securities, Portfolio Management, Business Analysis, Strategic Financial..., Equities, Financial Analysis

Education
University of North Texas   1983 — 1985
MBA, Finance

Texas Tech University   1977 — 1981
Bachelor of Business Administration (BBA), Accounting

High school

Nancy Goddard Nancy Goddard Dallas/Fort Worth Area Details
Nancy Goddard's Fidelity Investments Experience
Job Project Manager at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments  

Skills
SDLC, Software Project...

Education
Texas Tech University
Bachelor’s Degree, Business Administration and Management, General

David Kinnamore David Kinnamore Dallas/Fort Worth Area Details
David Kinnamore's Fidelity Investments Experience
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Education
Texas Tech University   1983 — 1986
Finance, Finance

Gene Lands Gene Lands Dallas/Fort Worth Area Details
Gene Lands's Fidelity Investments Experience October 2007 - Present
Job Financial Associate II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2007 - Present
Decision One Mortgage / HSBC   2002 - 2007

Skills
Mortgage Lending, Credit

Education
Texas Tech University
BBA, Finance

Ben Hildebrand Ben Hildebrand Dallas/Fort Worth Area Details
Ben Hildebrand's Fidelity Investments Experience May 2012 - Present
Job Director Global Trade for Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments   May 2012 - Present
JPMorgan Chase  August 2007 - May 2012
JPMorgan Chase  June 2004 - July 2007
JPMorgan Chase  January 2001 - June 2004

Skills
Securities, Mutual Funds, Equities, Global Custody, Fixed Income, Investments, Fund Accounting, Portfolio Management, Bloomberg, Financial Analysis, Investment Banking, Asset Managment

Education
The University of Texas at Dallas   1998 — 2000
Economics and Finance, Finance

Texas Tech University   1996 — 1998
Economics and Finance, Finance

Gary Coats, CFP®, CRPS® Gary Coats, CFP®, CRPS® Dallas, Texas Details
Gary Coats, CFP®, CRPS®'s Fidelity Investments Experience 2001 - 2011
Job Manager of Personal Financial Services at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources  July 2013 - Present
USAA  March 2011 - July 2013
Fidelity Investments   2001 - 2011

Education
Texas Tech University
Master of Science, Personal Financial Planning

Texas Tech University - Rawls College of Business
Master of Business Administration

Texas Tech University - Rawls College of Business
Bachelor of Business Administration, Finance

Susan Mead Susan Mead Greater Boston Area Details
Susan Mead's Fidelity Investments Experience June 1997 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 1997 - Present
Arthur Andersen  January 1983 - August 1996

Education
Texas Tech University   1977 — 1982
MS and BBA, Accounting, Taxation

Laura Meyers Laura Meyers Dallas/Fort Worth Area Details
Laura Meyers's Fidelity Investments Experience September 2014 - March 2015
Job Paraplanner at Schulz Wealth, Ltd
Industry Financial Services
Experience
Schulz Wealth, Ltd   March 2015 - Present
Fidelity Investments   September 2014 - March 2015
RBC Wealth Management  January 2013 - September 2014
Weaver  June 2007 - September 2012
Texas Roadhouse  August 2002 - May 2007

Skills
Morningstar Office, eMoney, Portfolio Center, Naviplan, Junxure, Salesforce.com, Primaguide, Black Diamond, Fidelity, Charles Schwab, Raymond James, FI360, Wealth Management, Social Media, E-money, Series 7, Financial Advisory, Series 63, Investments, Portfolio Management, Retirement Planning, Wealth, Financial Planning, Retirement, Estate Planning, Finance

Education
Texas Tech University   2002 — 2007
Personal Financial Planning

Nicholas DeLisse Nicholas DeLisse Dallas/Fort Worth Area Details
Nicholas DeLisse's Fidelity Investments Experience May 2012 - Present
Job Stock Broker at Private Company
Industry Financial Services
Experience
Fidelity Investments   May 2012 - Present
United States Air Force  November 2011 - January 2012
Ron Blank & Associates   May 2009 - December 2009
Crestmark Homes   November 2005 - October 2008
GTS Geotech  August 2005 - November 2005

Skills
Marketing, Leadership, Public Speaking, Purchasing, Sales, Microsoft Excel, Project Planning, Customer Service, Sales Management, Team Building, Analysis, Management, Microsoft Office, Social Media, Operations Management, Budgets, Microsoft Word, Leadership Development, Team Leadership, Negotiation, Social Networking

Education
Texas Tech University   2001 — 2005
Economics, Economics and Mathematics

Tim Lewinski, CFA, CFP® Tim Lewinski, CFA, CFP® Tyler, Texas Details
Tim Lewinski, CFA, CFP®'s Fidelity Investments Experience June 1995 - March 1997
Job Vice President, Citizens National Bank
Industry Investment Management
Experience
Citizens National Bank  April 2015 - Present
Northern Trust  January 2012 - April 2015
Northern Trust  April 1997 - January 2012
Fidelity Investments   June 1995 - March 1997

Skills
Asset Management, Retirement Planning, Insurance Planning, Security Analysis, Portfolio Management, Investments, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Financial Planning

Education
Texas Tech University   1990 — 1994
B.B.A., Finance

Anthony Giraud Anthony Giraud Jacksonville, Florida Area Details
Anthony Giraud's Fidelity Investments Experience August 1993 - Present
Job Senior Manager, Call Volume Management
Industry Financial Services
Experience
Fidelity Investments   August 1993 - Present

Skills
CFP, Series 7, Series 63, Call Center, Financial Services, MBA, Project Management, Operations Management, Retirement Planning, IRAs, Accounting, 401k, 403 b, Non-Qualified Deferred..., Call Centers

Education
Texas Tech University   1988 — 1993
MBA, Finance

Holland Smith Holland Smith Dallas/Fort Worth Area Details
Holland Smith's Fidelity Investments Experience April 2006 - September 2006
Job Experienced Human Resource Professional Seeking Position
Industry Human Resources
Experience
CROSSMARK  September 2013 - Present
CROSSMARK  July 2011 - September 2013
Sundance Center   August 2009 - October 2010
Dillards  October 2006 - July 2007
Fidelity Investments   April 2006 - September 2006
Marconi Wireless  September 2004 - August 2005

Education
University of North Texas   2007 — 2009
BBA, Human Resource Management

Texas Tech University   2000 — 2004
BA, Communication Studies

Gordon McDowell Gordon McDowell Dallas/Fort Worth Area Details
Gordon McDowell's Fidelity Investments Experience September 1989 - March 2001
Job
Industry Financial Services
Experience
Family Legacy Trust Company   July 2006 - Present
JPMorgan Chase  March 2001 - June 2006
Fidelity Investments   September 1989 - March 2001

Education
Texas Tech University   1983 — 1988
BA

Chance Azbell Chance Azbell Dallas/Fort Worth Area Details
Chance Azbell's Fidelity Investments Experience April 2015 - Present
Job HNW Case Manager Private Client Group
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Fidelity Investments   September 2014 - March 2015
Fidelity Investments   June 2014 - March 2015
Fidelity Investments   July 2013 - June 2014
Fidelity Investments   January 2013 - July 2013
Harland Clarke  March 2012 - December 2012
Sprint Nextel  April 2011 - September 2011
College Baseball Foundation   2010 - 2010

Skills
CRM, Account Management, Sales, Call Center, Team Leadership, Customer Service, Leadership

Education
Texas Tech University   2006 — 2010
Bachelor of Arts, Public Relations, Business Marketing Minor

Derek Boyd Derek Boyd Dallas/Fort Worth Area Details
Derek Boyd's Fidelity Investments Experience June 2005 - Present
Job Senior Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2005 - Present

Skills
Vendor Management, Business Analysis, ITIL, Program Management, Process Improvement, Risk Management, Project Management, Data Center, Cyber-security, Cyber Operations, Intrusion Detection, Anti-spam, Threat Intelligence, Vulnerability Management, Endpoint Security, Information Security, Network Security, Disaster Recovery, Financial Services, Financial Risk, Identity Management, Information Security..., Business Continuity, Information Technology, CISSP, Security, Requirements Gathering, IT Operations, Active Directory, SharePoint, Cyber Defense, Enterprise Architecture

Education
Texas Tech University   1988 — 1992
Bachelor's Degree, English

The University of Dallas
Master of Business Administration (M.B.A.), Business Administration and Management, General

Perez, Mike Perez, Mike Dallas/Fort Worth Area Details
Perez, Mike's Fidelity Investments Experience June 1998 - October 2002
Job Data Management at Carter BloodCare
Industry Nonprofit Organization Management
Experience
Texas State Guard  March 2011 - Present
Carter BloodCare  June 2006 - Present
Texas State Guard  March 2003 - March 2011
Carter BloodCare  January 2005 - June 2006
Carter BloodCare  March 2003 - January 2005
Fidelity Investments   June 1998 - October 2002

Skills
Leadership, Microsoft Office, Process Improvement, Data Analysis, Organizational..., Microsoft Excel, Nonprofits, Training, Community Outreach, Analysis, Customer Service, Recruiting, Quality Assurance, Public Speaking

Education
Texas Tech University   1979 — 1983
BS, Political Science

Ryan Hood Ryan Hood Dallas/Fort Worth Area Details
Ryan Hood's Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   February 2013 - December 2014
Fidelity Investments   January 2012 - January 2013
Fidelity Investments   July 2011 - January 2012
Fidelity Investments   March 2010 - July 2011
Club Corp  June 2009 - February 2010

Skills
Series 7, Series 63, Series 66

Education
Texas Tech University   2005 — 2009
Bachelor's, Restaurant, Hotel, Institutional Management

Ashley Averitte Ashley Averitte Dallas/Fort Worth Area Details
Ashley Averitte's Fidelity Investments Experience April 2012 - Present
Job HNW Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2012 - Present
RuffaloCODY  February 2011 - October 2011
College of Arts-Texas Tech University   August 2010 - December 2010
RuffaloCODY, Texas Tech University   April 2007 - December 2010
Bean Elementary   January 2010 - May 2010
Omni Hotels  May 2007 - July 2007

Skills
Fundraising, Staff Development, Non-profits, Event Planning, Microsoft Office, Philanthropy, Alumni Relations

Education
Texas Tech University   2009 — 2010
Masters of, Elementary Education

Texas Tech University   2004 — 2009
Bachelors, Restaurant, Hotel and Institutional Management

Sarah Kohlschmidt Sarah Kohlschmidt Dallas/Fort Worth Area Details
Sarah Kohlschmidt's Fidelity Investments Experience June 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Gardskis Loft   August 2009 - May 2012
Texas Tech University  August 2008 - May 2012
Pier 1 Imports  2006 - 2011

Education
Texas Tech University   2008 — 2012
Bachelor of Business Administration (BBA), Management

Sheryn Carter Sheryn Carter Dallas/Fort Worth Area Details
Sheryn Carter's Fidelity Investments Experience February 2012 - Present
Job Internal Candidate Developer at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   February 2012 - Present
Butler America  September 2011 - January 2012
DynCorp Int. through Aerotek   December 2010 - July 2011
Bell Helicopter-Textron  October 2005 - August 2010
CRS (Corporate Resource Staffing) no longer in business   February 2005 - October 2005
Bell Helicopter - Recruiter   February 2005 - October 2005
CRS Corporate Resource Staffing   February 2004 - October 2004
Manpower International  May 1998 - January 2004
Manpower International  May 1998 - January 2004

Skills
Manufacturing, Aviation, Financial Investments, Applicatn Tracking..., College Recruiting, Strategic Sourcing, Recruiting, Outsourcing, Labor Relations, Aerospace, Workforce Planning, Onboarding, Talent Acquisition, Full-life Cycle...

Education
Texas Tech University
Speech Pathology

University of North Texas
Speech Pathology

BYRON SUTTON BYRON SUTTON Roanoke, Texas Details
BYRON SUTTON's Fidelity Investments Experience July 2012 - Present
Job Client Experience Trainer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present

Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Leadership, Project Management, Financial Analysis, Microsoft Word

Education
Texas Tech University   1997 — 2002
Family Financial Planning, Personal Finance

Jessica Stilwell Jessica Stilwell Lubbock, Texas Details
Jessica Stilwell's Fidelity Investments Experience May 2012 - August 2012
Job Student at Texas Tech University
Industry Electrical/Electronic Manufacturing
Experience
Texas Tech University  May 2011 - Present
National Instruments  May 2013 - August 2013
Texas Tech University  August 2012 - May 2013
Fidelity Investments   May 2012 - August 2012
NASA  May 2009 - August 2009

Skills
Certified LabVIEW..., C++, Matlab, Labview, Analog Circuit Design, Signal Processing, Sensors, Programming, PCB Design, Statistics, Java, C, Testing

Education
Texas Tech University   2010 — 2014
BS, Electrical and Electronics Engineering

Jacob Mercer Jacob Mercer Greater Denver Area Details
Jacob Mercer's Fidelity Investments Experience July 2012 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   September 2011 - July 2012
Fidelity Investments   August 2011 - September 2011
Fidelity Investments   June 2010 - July 2011
Fidelity Investments   August 2009 - June 2010
Fidelity Investments   June 2007 - August 2009

Education
Texas Tech University
Bachelor of Arts (B.A.)

Tyler Beaty Tyler Beaty Dallas/Fort Worth Area Details
Tyler Beaty's Fidelity Investments Experience April 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Franklin American Mortgage Company  September 2014 - April 2015

Education
Texas State University
Bachelor's Degree, Finance

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