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
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Fidelity Investments Employees
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
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
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
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)
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments September 2011 - Present
Skills
Customer Service, Microsoft Office
Education
Texas Tech University 2007 — 2011
BA, Management and Marketing
International College of Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments March 2010 - Present
Enterprise Rent-A-Car January 2004 - March 2010
Education
Texas Tech University 2000 — 2004
BS, Communications
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments January 2005 - Present
Fidelity Investments April 2001 - January 2005
Brink's Home Security 1998 - 2000
Education
Texas Tech University 1976 — 1980
Fidelity Investments March 2003 - Present
Education
Texas State University 1992 — 1996
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
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
Fidelity Investments
Skills
SDLC, Software Project...
Education
Texas Tech University
Bachelor’s Degree, Business Administration and Management, General
Fidelity Investments
Education
Texas Tech University 1983 — 1986
Finance, Finance
Fidelity Investments October 2007 - Present
Decision One Mortgage / HSBC 2002 - 2007
Skills
Mortgage Lending, Credit
Education
Texas Tech University
BBA, Finance
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
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
Fidelity Investments June 1997 - Present
Arthur Andersen January 1983 - August 1996
Education
Texas Tech University 1977 — 1982
MS and BBA, Accounting, Taxation
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
Fidelity Investments April 2015 - Present
Franklin American Mortgage Company September 2014 - April 2015
Education
Texas State University
Bachelor's Degree, Finance