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 June 2015 - Present
Halliburton October 2014 - January 2015
United States Marine Corps July 2007 - July 2012
Skills
Military, Security Clearance, Military Experience, Military Operations, Java, Information Assurance, MySQL, UML, Network Design, JDBC, Microsoft Office, Swift, iOS Development, Android Development, Microsoft Project, SAP, Python, MongoDB, jQuery, JavaScript
Education
The University of Texas at Arlington 2013 — 2015
Bachelor’s Degree, Information Systems
Milliman April 2012 - Present
Fidelity Investments December 2009 - January 2011
Fidelity Investments February 2007 - December 2009
Skills
Retirement Planning, 401k, Investments, Mutual Funds, Retirement, Series 63, Team Building, Asset Allocation, Employee Benefits, Series 7, Microsoft Excel
Education
The University of Texas at Arlington 1994 — 1996
Cessna Aircraft Company October 2015 - Present
Textron January 2012 - October 2015
Alliance Small Engine Repair June 2009 - September 2015
Textron June 2008 - December 2012
Fidelity Investments December 2007 - December 2008
Skills
Customer Service, Operations Management, Process Improvement, Marketing Strategy, Leadership, Team Building, SAP Security..., SAP ERP
Education
The University of Texas at Arlington
Bachelor's degree, Business Administration in Marketing
Scottrade January 2002 - Present
Fidelity Investments March 2001 - January 2002
TD Ameritrade June 1999 - February 2001
Frost Bank September 1994 - May 1999
Education
The University of Texas at Arlington 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Columbia Pipeline Group April 2015 - Present
Enbridge Energy October 2013 - Present
Plains All American March 2012 - October 2013
Pier 1 Imports November 2008 - March 2012
Fidelity Investments August 2007 - November 2008
fidelity investments August 2007 - November 2008
Skills
Financial Analysis, Microsoft Excel, VBA, Access, Accounting, Fund Accounting, Mutual Funds, Deferred Compensation, Defined Benefit, Compensation & Benefit, Compensation Structure..., Bonus Programs, Payroll, Payroll Taxes, Payroll Analysis, Employee Benefits, Benefits Design, Corporate Benefits, Training, PeopleSoft, Rumba, Ultipro, Bloomberg, Microsoft Office, Bank Reconciliation, 401k, Qualified Retirement..., Retirement Benefits, Non-Qualified Deferred..., Supervisory Experience, Team Leadership, Commercial Banking, Employee Turnover, Cognos, LTIP Administration, Employee Stock Options, Fund Of Funds, Account Reconciliation, Financial Accounting, Document Review, Sarbanes-Oxley, SOP development, 404 Compliance, Executive Pay, RRSP, Optionease, Hyperion Financial..., Form 5500 preparation, Benefits Analysis, Finance
Education
The University of Texas at Arlington 2006 — 2008
BA, Finance
Nationstar Mortgage September 2014 - Present
Bank of America October 2012 - September 2014
Fidelity Investments September 2006 - November 2012
Skills
Account Reconciliation, Microsoft Excel, Accounting, Finance, General Ledger, Journal Entries, Financial Accounting, Financial Analysis, Mortgage Servicing, Securities, Financial Reporting, Strategic Financial..., Customer Service, Leadership, Financial Planning, Microsoft Office, Investments, Sales, Mutual Funds, Financial Planners, Financial Services
Education
The University of Texas at Arlington
Bachelor of Arts (BA)
Fidelity Investments July 2012 - Present
JP Morgan September 2008 - February 2013
Skills
Bloomberg, Mutual Funds, Financial Reporting, Financial Analysis, Equities, Fund Accounting, Securities, Fixed Income, Investments, Accounting
Education
The University of Texas at Arlington 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments March 2008 - January 2010
JPMorgan Chase (Aerotek) October 2007 - March 2008
Tahitian Noni International 2006 - 2008
ATX Technologies October 2006 - May 2007
JPMorgan Chase Bank January 2006 - October 2006
Skills
Banking, Training, Customer Satisfaction, Accounting, Management, Leadership, Access
Education
The University of Texas at Arlington
B.B.A, Finance
Allen Levin's Acting Class
Life Time Fitness October 2004 - Present
Fidelity Investments 2002 - 2004
Skills
Pre sale & grand..., Personal Training, Strength Training, Sports, Fitness, Fitness Training, Athletic Training, Athletics, Functional Training, Customer Service, Lifestyle, Lifestyle Coaching, Nutrition, Sports Nutrition, Weight Training, Wellness, Wellness Coaching
Education
The University of Texas at Arlington 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2013
Edward Jones May 2011 - April 2013
Fidelity Investments January 2008 - May 2011
Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's
Education
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Smith System November 2014 - Present
Fidelity Investments July 2013 - November 2014
Fidelity Investments April 2012 - July 2013
UPS October 2006 - March 2012
Skills
Auditing, Customs Regulations, Fund Accounting, Shipping, Financial Analysis, Accounting, Mutual Funds, Bloomberg, Account Reconciliation, Finance, Access, Bloomberg Terminal, Microsoft Excel, Financial Reporting
Education
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Paradigm Surgical Devices October 2014 - Present
Mary Kay Inc. April 2013 - Present
Fidelity Investments January 2012 - September 2013
Mouser Electronics February 2010 - December 2011
Mouser Electronics October 2010 - January 2011
Skills
Operations Management, Financial Reporting, Data Analysis, Business Development, Project Management, Data Entry, Account Reconciliation, Transaction Processing, Contract Management, Skin Care, Cosmetics, Fragrance, Beauty Industry, Glamour, Gift Baskets, Gifts, Skin Care Products
Education
The University of Texas at Arlington 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington 2005 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, Minor in Business
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
University of Texas at Arlington November 2012 - January 2013
Stage Alliance Inc. October 2009 - December 2012
Skills
Linux, Ubuntu, Bash, Python, Computer Security, OS X, VPN, SQL, Java, Penetration Testing, Security, Network Security, Vulnerability Assessment, Kali, Windows, TCP/IP, DNS, Computer Hardware, Operating Systems, Information Security
Education
The University of Texas at Arlington 2010 — 2015
Bachelor of Science (BS), Management Information Systems, General
LinkUp International January 2015 - Present
Velocity Metal Works March 2014 - January 2015
Cancer Care Associates January 2012 - January 2013
Countrywide Mortgage Services February 2006 - January 2009
Fidelity Investments January 2004 - January 2006
Skills
Customer Service..., Customer Service..., Medical Social Work, Account Management, Office Administration, Social Media Marketing, PowerPoint, Microsoft Excel, Research, Teamwork, Healthcare, Event Planning, Nonprofits, Hospitals, Team Building, Training, Sales, Microsoft Word, Customer Service, Community Outreach, Cpr Certified, Fundraising, Coaching, Office Management, Microsoft Office, OSHA 10-Hour Certified, Industrial Safety, Purchase Orders, Manufacturing Operations, Metal Fabrication, Logistics
Education
The University of Texas at Arlington 2010 — 2014
Social Work, Medical Oncology Social Work
The University of Texas at Arlington
Clinical/Medical Social Work
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - June 2015
LSG Sky Chefs October 2012 - May 2013
Grifols September 2008 - March 2011
Skills
Front-end Development, JavaScript, AngularJS, HTML, Web Design, SQL, Java, Web Development, User Experience Design, CSS, Ext JS, QC Tools, Object Oriented Design, CMS, User Interface Design, User Experience, Google Analytics, Agile Methodologies, Selenium Testing
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Management Information Systems, General
The University of Texas at Arlington
Bachelor of Science (BS), Biology, General
Little Elm Chamber of Commerce December 2011 - Present
Fidelity Investments July 2008 - January 2012
WaMu March 2002 - June 2008
Skills
Series 63, Vendor Management, Outsourcing, Mortgage Lending, Management, Financial Services, Loan Servicing, Relationship Management, BPO, Risk Management, Banking, Process Improvement, Portfolio Management, Mutual Funds, Call Centers, Series 7
Education
The University of Texas at Arlington
Business Administration and Management, General
Fidelity Investments January 2014 - Present
Fidelity Investments May 2006 - December 2013
Fidelity Investments January 1996 - May 2006
Fidelity Investments April 1994 - January 1996
Skills
Series 63, Trading, Requirements Gathering, Business Analysis, Mutual Funds, Series 7, Series 9 & 10, Brokerage, Project Management, Electronic Trading, Securities Regulation
Education
The University of Texas at Arlington 1988 — 1993
Bachelor of Business Administration (BBA), Finance, General
Yahoo December 2013 - Present
Cerner Corporation August 2012 - December 2013
Fidelity Investments January 2012 - August 2012
Motorola Solutions May 2011 - August 2011
University of Texas at Arlington September 2010 - December 2010
University of Texas at Arlington May 2010 - October 2010
Skills
Android, Software Development, Agile, Algorithms, Security, Splunk, Unix Shell Scripting, Data Loss Protection, Sun Certified Java..., XML, ClearCase, Control M, JSON, PHP, Batch Programming, Rational Team Concert, Kanban, Agile Methodologies, iOS development, Unix, AJAX, Ruby, Ruby on Rails, MongoDB, Android Development, Maven, OOP, Git, Object Oriented Design, Core Java, Linux, Java, Objective-C, Shell Scripting, jQuery
Education
The University of Texas at Arlington 2010 — 2011
Masters, Computer Science
Sarvajanik College of Engineering 2005 — 2009
Bachelors, Computer Engineering
mlsheth
Fidelity Investments August 2014 - Present
Woodforest National Bank July 2013 - May 2014
Fidelity Investments March 2013 - April 2013
Woodforest National Bank June 2012 - March 2013
ARAMARK September 2008 - April 2012
UTA Housing Department May 2008 - August 2010
UTA Student Activities April 2008 - May 2010
Skills
Leadership, Microsoft Word, Customer Service, Strategy, Portfolio Management, Analysis, PowerPoint, Management, Training, Business Strategy, Risk Management, Microsoft Office, Public Speaking
Education
The University of Texas at Arlington 2006 — 2012
BBA, Finance
Fidelity Investments July 2014 - Present
Fidelity Investments August 2013 - July 2014
Fidelity Investments May 2013 - August 2013
Elbit Systems of America September 2012 - May 2013
USPAACC-SW June 2011 - December 2012
YMCA June 2009 - August 2011
Skills
Databases, Java, Cloud Computing, C++, Python, JavaScript, HTML, Microsoft Office, C, Agile Methodologies, MySQL, Linux, PHP, Tableau, Windows, Customer Service, Eclipse, Programming, CSS, jQuery, Project Management, Ruby on Rails, AJAX, Cloud Computing IaaS, JSON, Subversion, Private Cloud, Git, Photoshop, Management, phpMyAdmin, Kanban, JIRA, Scrum, Bootstrap, WordPress, Jenkins, HP Service Manager
Education
The University of Texas at Arlington 2010 — 2014
CSE, Software Engineering
Summit High School
Self Employed January 2012 - Present
Fidelity Investments February 2007 - Present
Bed Bath & Beyond September 2011 - February 2012
UTA Writing Center January 2011 - December 2011
Home Depot March 2009 - January 2011
HOA Restaurant Group, LLC April 2008 - December 2008
F.Y.I. Television February 2007 - August 2007
Skills
Leadership, Sales, Customer Service, Training, Social Media, Public Speaking, Time Management
Education
The University of Texas at Arlington 2008 — 2011
B.A, English Liberal Arts; Critical Theory; Rhetoric and Composition; Secondary Education
Dimensional Fund Advisors June 2014 - Present
Fidelity Investments May 2011 - May 2014
Fidelity Investments January 2010 - May 2011
Fidelity Investments October 2008 - January 2010
JPMorgan Chase November 2007 - September 2008
Edward Jones June 2007 - November 2007
Skills
MPI Stylus Pro, Coates Analytics, Morningstar Direct, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Capital Markets, Series 7, Series 63, Alternative Investments, Investment Strategies, ETFs, FINRA, Uniform Combined State..., Investment Advisory, Asset Management, Investment Management, Wealth Management, Hedge Funds, Financial Services, Wealth Management...
Education
The University of Texas at Arlington
B.B.A., Finance
Wharton Executive Education
Certified Investment Management Analyst
Fidelity Investments April 2015 - Present
UT-Arlington March 2012 - Present
Fidelity Investments (Veritude) July 2014 - April 2015
Skills
Producer, Engineer, Artist, Film Maker, Publisher, Microsoft Publisher, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Photoshop, Event Planning, WordPress, Social Networking
Education
The University of Texas at Arlington
University of Arkansas at Pine Bluff 2014 - 2015
University of Arkansas at Pine Bluff 2014 - 2015
Arlington Independent school district March 2013 - June 2014
Fidelity Investments September 2013 - December 2013
Family Gateway August 2012 - May 2013
Allsaints episcopal volleyball/Tx image volleyball/817 volleyball December 2011 - May 2013
Jamaica Gates Caribbean Cuisine May 2010 - July 2012
Skills
Leadership, Public Speaking, Coaching, Time Management, Training, Event Planning, PowerPoint, Social Networking, Microsoft Office, Microsoft Excel, Customer Service
Education
The University of Texas at Arlington 2008 — 2013
Bachelor's degree, Social Work
Lawernce D. Bell High School
Mullin TBG September 2013 - Present
Fidelity Investments December 2007 - September 2013
BBVA Compass June 2004 - February 2006
JPMorgan Chase June 1996 - June 2004
Skills
Mutual Funds, Series 63, Financial Services, 401k, Retirement, Investments, Equities, Securities, Asset Management, Fixed Income, Financial Analysis, Banking, Business Analysis, Portfolio Management, Microsoft Excel, Retail Banking, Client Services, Retirement Planning, Wealth Management, Relationship Management, Mortgage Lending, Series 6, Loans, IRAs, Fixed Annuities, Bonds, Back Office, Insurance, Credit, Life Insurance
Education
The University of Texas at Arlington 1991 — 2000
Bachelor of Arts (B.A.), Organizational Communication, General
Fidelity Investments May 2013 - Present
University of Texas at Arlington June 2012 - August 2012
Skills
Matlab, MPLAB, Code Composer Studio, Electronics, Java, C, Object Oriented Design, Microsoft Office, Microsoft Visual Studio..., Microsoft Word, Customer Service, Microsoft Excel, Electrical Engineering, Engineering, Agile Methodologies
Education
The University of Texas at Arlington 2008 — 2013
Bachelor of Science (BS), Electrical and Electronics Engineering;
PIMCO January 2011 - Present
Allianz Global Investors December 2006 - December 2010
Smith Barney September 2005 - December 2006
FINRA August 2004 - September 2005
Tyco Fire & Building Products January 2004 - April 2004
NH Bureau of Securities Regulaion May 2002 - September 2003
Fidelity Investments June 1998 - January 2002
Skills
Legal Research, Mutual Funds, Management, Securities, Series 7, Series 24, FINRA, Marketing, Series 63
Education
UNH School of Law 2001 — 2004
JD, Law
The University of Texas at Arlington 1990 — 1998
BA, Political Science
Fidelity Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Thrivent Financial for Lutherans January 2010 - May 2012
Thrivent Financial for Lutherans May 2007 - January 2010
Ameriprise Financial Advisors May 2005 - March 2007
Ameriprise Financial Advisors April 2000 - April 2005
Skills
Leadership, Retirement Planning, Strategic Financial..., Series 7, Investments, Mutual Funds, Wealth Management, Securities, Finance, Retirement, Asset Allocation
Education
The University of Texas at Arlington 1994 — 1998
BS, Biology
Fidelity Investments January 2014 - Present
Fidelity Investments September 2011 - January 2014
Fidelity Investments January 2008 - September 2011
Fidelity Investments September 1996 - January 2008
Tandy Corporation September 1988 - September 1996
Education
The University of Texas at Arlington 1985 — 1987
Architecture
Tyler Junior College 1983 — 1985
Drafting
Technical Institute
Computer Aided Drafting, CAD / Architecture
Red Hat Inc March 2006 - Present
Fidelity Investments 1998 - 2006
Skills
RedHat, Virtualization, High Availability, Solaris, Linux, RHEL, Red Hat Linux, Open Source, Cloud Computing, Shell Scripting, Unix, Perl, AIX, Cluster, LDAP, Open Source Software, Enterprise Software, Veritas Cluster Server, FreeBSD, IBM AIX
Education
The University of Texas at Arlington 1989 — 1993
Bachelor of Computer Science Engineering
Fidelity Investments December 2013 - Present
Labinal February 2011 - December 2013
WeScanFiles.com 2011 - 2013
Skills
Continuous Improvement, Lean Manufacturing, Engineering, Process Improvement, Six Sigma, Project Management, Cross-functional Team..., Quality Assurance, Leadership, Program Management, Microsoft Office, Aerospace, Project Planning, Operations Management, Team Leadership, Supply Chain, Analysis, MS Project, Process Engineering, Microsoft Excel, Aviation, Root Cause Analysis, Quality System, Process Scheduler, Contract Management, Business Process..., Data Analysis, 5S, Microsoft Word, Kaizen, Forex Trading, Team Building, Python, Stata, R, Statistical Data..., SAS, EViews
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (M.S.), Economic Data Analysis
The University of Texas at Arlington - College of Business Administration 2009 — 2013
Bachelor of Science (BS), Economics
TD Ameritrade May 2015 - Present
TD Ameritrade December 2013 - May 2015
TD Ameritrade March 2012 - December 2013
TD Ameritrade October 2011 - February 2012
TD Ameritrade November 2010 - September 2011
Fidelity Investments September 2009 - November 2010
United States Marine Corps August 2005 - May 2009
Skills
Series 63, Series 7, Brokerage, Investments, Options, Operations Management, Uniform Combined State..., Securities, Customer Satisfaction, Team Building, Coaching, Series 24, Performance Management, Change Management, Outlook, Equities, Financial Services, Relationship Management, Microsoft Office, Retirement, IRAs, Process Improvement, Retirement Planning, 401k, FINRA, Back Office, Salesforce.com, Leadership, Employee Training, Risk Management, Wealth Management
Education
The University of Texas at Arlington 2009 — 2016
BS, Business Management
College for Financial Planning 2014 — 2014
CRPS, Chartered Retirement Planning Specialist
Ascensus IRA Institute 2012 — 2012
CISP, Certified IRA Services Professional
Central Christian College of Kansas 2004 — 2005
N/A, Business
GSA January 2012 - Present
Golf Etc. Fort Worth November 2002 - Present
Fidelity Investments October 2010 - January 2012
Fidelity Investments April 2010 - October 2010
Skills
Real Estate, Mutual Funds, Investments, Financial Modeling, Finance, Leases, Asset Managment, Securities, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Services, Wealth Management, Commercial Leasing, Real Estate Transactions, Commercial Real Estate, Real Estate Investor
Education
The University of Texas at Arlington 2011 — 2013
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 2011 — 2012
Master of Science in Real Estate, 4.0
The University of Texas at Arlington 2006 — 2009
Bachelor, Finance, 3.694
The University of Texas at Arlington 2006 — 2009
Bachelor, Real Estate, 3.694
Ambit Energy July 2013 - Present
Fidelity Investments January 2012 - July 2013
HP Enterprise Services April 2011 - December 2011
Federal Reserve Bank of Dallas February 2010 - April 2011
Federal Reserve Bank 2010 - April 2011
HP Enterprise Services 2011 - 2011
Thinkcash October 2008 - August 2009
ThomsonReuters March 2008 - October 2008
Capital One Auto Finance October 2006 - March 2008
Capital One Auto Finance October 2006 - February 2008
Skills
Scrum, Agile Project Management, Agile Methodologies, Business Analysis, Requirements Analysis, Visio, Software Development, .NET, Testing, MS Project, ASP.NET, SDLC, SOA, C#, Project Management, Software Project..., Web Services, Business Intelligence, Enterprise Software, Quality Assurance, Unix, Process Improvement, IT Management
Education
The University of Texas at Arlington 1981 — 1984
BBA, MIS
Brewer High School 1974 — 1978
Fidelity Investments July 2013 - Present
Fossil March 2013 - July 2013
Ride For the Brand June 2012 - September 2012
Boys and Girls Clubs of America August 2010 - May 2012
2010 Tarrant County College June 2006 - June 2010
Skills
WordPress, Photoshop, Social Media, Microsoft Office, Social Networking, Adobe Creative Suite, Web Design, Facebook, Customer Service, HTML, PowerPoint, Leadership, Microsoft Excel, Management, User Experience
Education
The University of Texas at Arlington 2008 — 2012
Communication Technology
Fidelity Investments July 2012 - Present
Fidelity Investments April 2010 - July 2012
Fidelity Investments May 2006 - April 2010
Skills
Visual Studio, jQuery, ASP.NET, CSS, Java, Visio, Web Services, .NET, JavaScript, Agile Methodologies, OOP, Business Analysis, XML, Requirements Gathering, SQL, SDLC
Education
Worcester State University 2002 — 2003
BS, Psychology
The University of Texas at Arlington 2000 — 2001
Bachelor of Science (BS), Psychology
Mesch McBride, PLLC February 2013 - Present
Whitley Penn November 2007 - January 2013
J.A. Garrison & Co., CPA's 2006 - 2007
Hartman Leito & Bolt LLP 2004 - 2006
Texas Comptroller of Public Accounts 2003 - 2004
Fidelity Investments 1998 - 2003
Skills
CPA, Accounting, Tax, GAAP, Tax Accounting, Financial Reporting, Corporate Tax, Tax Preparation, Income Tax, US GAAP, Financial Accounting, Partnership Taxation
Education
The University of Texas at Arlington - College of Business 1999 — 2003
M.P.A., Accounting
The University of Texas at Arlington 1994 — 1997
B.A., Communications
Nolan Catholic High School 1988 — 1992
Fidelity Investments July 2000 - Present
Skills
Microsoft Office, Microsoft Excel, Process Improvement, Leadership, Business Analysis, Project Planning, Research, Marketing, Project Management
Education
The University of Texas at Arlington 1983 — 2014
Bachelor’s Degree, Multi/Interdisciplinary Studies
Rylander, Clay & Opitz, LLP August 2015 - Present
Fidelity Investments February 2014 - December 2014
Skills
Series 7, Series 63, Leadership, Customer Service, Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
The University of Texas at Arlington 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments January 2014 - Present
Chili's August 2010 - January 2014
Kabos & Marcnet Tax Service January 2013 - March 2013
Skills
Microsoft Excel, VBA, Tax Preparation, Financial Accounting, Bloomberg Terminal, Analysis, Accruals, Access, Time Management, Finance, Financial Analysis, Forecasting, Accounting, Financial Modeling, Account Reconciliation
Education
The University of Texas at Arlington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments Financial RepresentativeFidelity InvestmentsApril 2014 - Present
Real Time Resolutions, Inc. February 2013 - April 2014
University of Texas at Arlington January 2011 - December 2012
PwC South Africa May 2012 - August 2012
Skills
Investment Strategies, Series 7, Series 63, Financial Analysis, Chapter 7 & 13, Portfolio Management, Mortgage Servicing, Cold Calling, Equity Valuation, Finance, Microsoft Office, Financial Modeling, Financial Statement..., Accounting, Data Analysis, Financial Accounting, Process Improvement
Education
The University of Texas at Arlington 2011 — 2012
Masters Degree, Finance, 3.901
The University of Texas at Arlington 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.65
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2011 - May 2013
TIAA-CREF August 2007 - August 2011
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Pensions, Brokerage
Education
The University of Texas at Arlington 2003 — 2005
BA, Marketing and Economics
Fidelity Investments June 2014 - Present
Capital One 2013 - 2014
JPMorgan Chase 2011 - 2013
Skills
Consumer Lending, Lines Of Credit, Small Business Lending, Home Equity Loans, Mortgage Banking, Loan Origination, Loans, Home Equity Lines of..., Treasury Services, Credit, Commercial Lending, Mortgage Lending, Cross Selling, Credit Analysis, Banking, NMLS Licensed, Uniform Combined State..., Commercial Banking, Loss Mitigation, Deposits, Refinance, Loan Servicing, Branch Management, Merchant Services, Commercial Mortgages, Private Banking, Bank Secrecy Act, Retail Banking, FHA financing, Cash Management, Financial Services, Finance, Portfolio Management, Customer Service, Leadership, Sales, Relationship Management, Investments, Negotiation
Education
The University of Texas at Arlington
International Business
RehabCare September 2014 - Present
HealthSouth September 2010 - Present
Weatherford Independent School District July 2007 - August 2010
Fidelity Investments June 2006 - May 2007
Skills
Healthcare, Pediatrics, Treatment, Modified barium swallow..., Dysphagia, Traumatic Brain Injury, Stroke Rehabilitation, Department Management, Neuromuscular..., Hospitals, Speech Therapy, Vital Stim, CPR Certified, Inpatient, Rehabilitation, Customer Service, Leadership
Education
The University of Texas at Dallas 2008 — 2010
Master of Science (M.S.), Communication Sciences and Disorders, General
The University of Texas at Arlington 2003 — 2006
Bachelor of Business Administration (B.B.A.), International Business/ French
Oklahoma State University 2002 — 2003
International Business/ French
Fidelity Investments July 2014 - Present
Ambit Energy October 2013 - June 2014
Think Finance July 2012 - July 2013
Fanning Fanning Associates Inc, June 2009 - December 2011
Skills
Node.js, Selenium, C#, Visual Studio, TFS, C++, Subversion, SDLC, .NET, Regular Expressions, Perl, XML, Java, Windows software..., Linux application..., Continuous Integration, C/C++ STL, SQL, Software Quality..., Agile Methodologies, Eclipse, Bugzilla, Git
Education
The University of Texas at Arlington 2005 — 2010
BS, Computer Software Engineering
CoreLogic July 2015 - Present
Carlisle & Gallagher Consulting Group February 2011 - July 2015
Mercedes-Benz Financial Services USA LLC November 2010 - February 2011
Fidelity Investments February 2009 - November 2010
TD Ameritrade January 2007 - January 2009
D & D Enterprises March 2004 - January 2007
Skills
Process Improvement, Process Consulting, Business Process..., Testing, Management Consulting, Business Analysis, Change Management, Finance, Team Building, Risk Management, Training, Negotiation, Risk Assessment, Performance Management, Quality Assurance, Auditing, Customer Satisfaction, Analysis, Vendor Management, Program Management, Banking, Management, Data Analysis, Project Management, Business Process, Leadership, Team Leadership, Strategy, Customer Service, Sales, CRM, Financial Analysis, Microsoft Excel, Strategic Planning, Business Strategy, Portfolio Management, Coaching, Consulting, Business Development, Operations Management, Mortgage Banking, Financial Services, Loans, Mortgage Lending, Relationship Management
Education
NASM 2015 — 2015
Certified Personal Trainer, Health and Physical Education/Fitness
W.I.T.S 2014 — 2015
Certified Personal Trainer, Health and Physical Education/Fitness
The University of Texas at Arlington
Health and Physical Education/Fitness
University of Texas at Arlington January 2014 - May 2014
Fidelity Investments October 2004 - August 2010
Skills
Data Analysis, Team Leadership, Microsoft Office, Access, Teamwork, PowerPoint, Windows, Programming, Microsoft Excel, Microsoft Word, C, Analysis, Leadership, Matlab, Customer Service, Research, Time Management, Program Management, Process Improvement, Troubleshooting, Training, Outlook, Technical Writing, Integration, Aerospace, CFD, Python, System Design, Propulsion Systems, C++, Mathematics, Physics, Partial Differential..., Fluid Dynamics, Structural Engineering, Thermodynamics, Rocketry, SSTO and TSTO design
Education
The University of Texas at Arlington 2013 — 2015
Master's Degree, (MS) Aerospace Engineering, 3.25
The University of Texas at Arlington 2011 — 2013
Bachelor's Degree, (BS) Aerospace Engineering, 3.6
Texas A&M University 1999 — 2004
Bachelor's Degree, (BS) Industrial and Organizational Psychology
Fidelity Investments October 1996 - Present
Skills
Series 7, Transfer of Assets, Investments, Finance, Financial Analysis, Investment Advisory, Asset Allocation, Fixed Income, Financial Modeling, Relationship Management, Bloomberg, Alternative Investments, Hedge Funds
Education
The University of Texas at Arlington
Fidelity Investments June 2014 - Present
Six Flags July 2013 - June 2014
United Auto Credit Corporation June 2012 - June 2014
University of Texas at Arlington August 2010 - June 2013
Skills
Human Resources, Time Management, Project Planning, Negotiation, Management, Customer Service, phpMyAdmin, HTML 5, SQL, Technology, JavaScript
Education
The University of Texas at Arlington 2007 — 2014
Communication Technology, IT
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
RadioShack October 2013 - March 2015
RadioShack May 2009 - October 2013
R.H.Sweeney Associates April 2006 - May 2009
Fidelity Investments November 2004 - May 2006
JPMorgan Chase February 2004 - November 2004
Skills
Customer Service, Retail
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Marketing
University of North Texas 2000 — 2001
Lehigh Hanson November 2014 - Present
Graybar December 2011 - October 2014
Cencelia M. Pierre, CPA October 2011 - December 2011
OmniAmerican Bank January 2007 - September 2010
DaimlerChrysler Financial Services July 2005 - July 2007
H&R Block January 2005 - January 2006
Fidelity Investments November 1994 - December 2004
Charles A January 1988 - January 1992
Skills
Accounting, Financial Analysis, Financial Statements, Tax, Tax Preparation, QuickBooks, Risk Management, Account Reconciliation, Accounts Payable, Leadership, Microsoft Excel, Cost Accounting, Forecasting, Management, Analysis, Financial Services, Auditing, Financial Reporting, Finance, Financial Risk, CPA, Budgets, Process Improvement, Portfolio Management, Financial Accounting, Internal Controls, General Ledger, Accounts Receivable, Sarbanes-Oxley Act, Banking, GAAP, Cash Flow
Education
The University of Texas at Arlington 2010 — 2012
Master's, Professional Accounting
The University of Texas at Austin 1985 — 1994
Bachelor of Arts, Economics
Fidelity Investments August 2015 - Present
The Boys and Girls Clubs of Greater Fort Worth March 2015 - August 2015
The Boys and Girls Club of Greater Fort Worth October 2014 - March 2015
Korean Ministry of Education August 2013 - July 2014
ARAMARK Refreshment Services January 2011 - July 2013
H.E.B. Independent School District August 2012 - May 2013
ARAMARK Refreshment Services January 2011 - May 2011
Skills
Advertising, Event Management, Newsletters, Social Media, Event Planning, Adobe Illustrator, Email Marketing, Strategic Communications, Planning & Organizing..., Creative Strategy, Web Design, InDesign, Facebook, Leadership, Graphic Design, Corporate Communications, Photoshop, Blogging, Microsoft Office, Social Media Marketing, Marketing, Training, Customer Service, Research, PowerPoint, Public Speaking, Marketing Communications, Media Relations, Illustrator, Time Management, Adobe Creative Suite, Teamwork, Marketing Strategy, Copywriting, Press Releases
Education
The University of Texas at Arlington 2008 — 2013
Bachelor of Arts (B.A.) in Communication, Advertising and Communication Studies (Speech Teaching)
TD Ameritrade November 2012 - Present
TD Ameritrade November 2011 - November 2012
TD Ameritrade August 2009 - November 2011
Fidelity Investments April 2006 - June 2008
Fidelity Investments August 2003 - April 2006
Fidelity Investments November 1999 - August 2003
Fidelity Investments October 1997 - November 1999
Skills
Qualified Retirement..., Mutual Funds, Management, Series 7, Series 63, Financial Services, Asset Allocation, 401k, Customer Service, Employee Benefits, Retirement, Microsoft Excel, Salesforce.com, Microsoft Office, Series 24, 401k Rollovers, Traditional IRA, Roth IRA, Settlement
Education
The University of Texas at Arlington 1993 — 1997
BBA, Business Management
Mill Creek Residential Trust LLC January 2015 - Present
Dean Foods August 2014 - January 2015
HMS October 2013 - August 2014
Consultant January 2013 - September 2013
Denbury Resources 2007 - 2012
Administaff September 2005 - September 2007
Fidelity Investments 2000 - 2005
ADP 1997 - 2000
Paychex 1989 - 1997
Skills
Certified Payroll..., Experienced with ADP..., Payroll, Account Reconciliation, Payroll Taxes, ADP ReportSmith, Payroll Analysis, 401k, Paychex, Bank Reconciliation, W-2, Job Costing, Time & Attendance, ADP ezLaborManager, Payroll Services, Garnishments, Multi-state Payroll..., Accounting, ADP Payroll, Accruals, Certified Payroll, Employee Benefits, General Ledger, Human Resources, Management, Microsoft Excel
Education
The University of Texas at Arlington 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Intel Security March 2008 - Present
Affiliated Computer Services, Inc. Acquired by Xerox February 2004 - March 2008
Fidelity Investments July 1993 - March 2003
Skills
IT Service Management, ITIL, Enterprise Software, Data Center, Outsourcing, Cloud Computing, SaaS, CRM, Operations Management, Service Delivery, Network Security, Call Centers, Security, Vendor Management, Process Improvement, Professional Services, Disaster Recovery, IT Management, Managed Services
Education
The University of Texas at Arlington 1990 — 1994
Fidelity Investments August 2007 - Present
IHS Inc. July 2002 - June 2007
USA.NET November 2000 - December 2001
Skills
Spring, Tomcat, Java Enterprise Edition, Agile Methodologies, JMS, Maven, Oracle, Ant, Databases, Servlets, SOA
Education
The University of Texas at Arlington 1993 — 1995
master of computer Science
Tongji University 1986 — 1990
Bachelor of mechanical engineering
Fidelity Investments March 1989 - Present
Education
DeVry University
The University of Texas at Arlington
Computer Science
The University of Texas at El Paso
Computer Science
Weatherford ISD August 2012 - Present
Harmony Science Acdemy August 2011 - June 2012
Fort Worth ISD August 2010 - June 2011
RadioShack July 2008 - July 2009
Blockbuster Inc April 2002 - August 2007
Verizon Enterprise Solutions September 1997 - January 2001
Fidelity Investments September 1996 - September 1997
Skills
Tutoring, Curriculum Development, Curriculum Design, Teaching, Staff Development, Teacher Training, Educational Leadership, Classroom, Classroom Management, Educational Technology, Differentiated..., Lesson Planning, Team Building, Adult Education, Higher Education, Elementary Education, Instructional Design, Instructional Technology, K-12, Literacy, Public Speaking, Secondary Education, Technology Integration, Time Management, Special Education, Research
Education
The University of Texas at Arlington 1994 — 1996
Finance and Marketing
Fidelity Investments September 2007 - Present
Gaylord Texan Resort and Convention Center March 2005 - September 2007
Gaylord Texan Resort and Convention Center January 2004 - May 2005
Providian Financial 1999 - 2002
Education
The University of Texas at Arlington 1989 — 1996
Fidelity Investments July 2014 - Present
Fidelity Investments September 2012 - June 2014
Fidelity Investments October 2010 - September 2012
Fidelity Investments January 2008 - October 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Services, Process Improvement, Lean Thinking, Data Analysis, Mutual Funds, Leadership, Accounting, Training, Fund Accounting, Internal Controls
Education
The University of Texas at Arlington 2003 — 2007
University of Texas 2003 — 2007
Bachelor of Business Administration, Accounting
Venture Solutions Inc March 2014 - Present
Fidelity Investments October 2012 - December 2013
Certrec Corporation March 2011 - March 2012
Keane, Inc 2005 - 2006
Sprint 1988 - 2002
Skills
Process Improvement, MS Project, Agile Methodologies, SDLC, Requirements Analysis, Databases, Testing, Visio, User Acceptance Testing, Microsoft Office, COBOL, Mainframe, Software Quality..., JCL, Programming, SharePoint, Integration, Requirements Gathering, Team Leadership, Software Project..., Program Management, Microsoft Excel, SQL, Vendor Management, Software Documentation, Business Analysis, Project Management, ITIL, Quality Assurance, Leadership, Six Sigma, Adobe Acrobat, Scrum
Education
The University of Texas at Arlington 1975 — 2008
The University of Texas at Arlington
Still striving after the Bachelor's Degree - Some day - Not giving up., Busines / IS
Fidelity Investments January 2015 - Present
Fidelity Investments October 2010 - December 2014
Fidelity Investments 2000 - 2010
Skills
Fixed Income, Series 7, Mutual Funds, Financial Services, Series 63, Relationship Management, Securities, Investments, FINRA, Equities, Retirement
Education
The University of Texas at Arlington 1990 — 1997
Bachelor of Business Administration (B.B.A.)
NFP Retirement August 2015 - Present
NFP Advisor Services July 2014 - August 2015
Monolith Retirement Plan Advisors March 2009 - August 2015
Fidelity Investments September 2006 - February 2009
Main Street Bank 2005 - 2006
Skills
401k, Financial Services, Retirement Planning, Retirement, FINRA
Education
The University of Texas at Arlington
University of Phoenix
Business Management
JPMorgan Chase September 2011 - Present
JPMorgan Chase April 2008 - September 2011
JPMorgan Chase April 2004 - April 2008
Bank One June 1997 - April 2004
Fidelity Investments 1986 - 1988
Education
The University of Texas at Arlington 1981 — 1985
Boswell
Fidelity Investments January 2012 - Present
Corelogic 2010 - 2011
Skills
Financial Reporting, Financial Analysis, QuickBooks, Account Reconciliation, Accounting, General Ledger, PeopleSoft, Accounts Payable, Accruals
Education
The University of Texas at Arlington 2004 — 2008
GinerLou Productions, LLC October 2010 - Present
Ghostbreakers, LLC March 2010 - Present
Fidelity Investments 1986 - 2009
Education
The University of Texas at Arlington 1976 — 1981
Fidelity Investments June 2012 - Present
AAFES April 2010 - May 2012
Fidelity Investments February 2006 - September 2008
St Paul / Travelers June 2000 - October 2005
Skills
COBOL, DB2, JCL, CICS, VSAM, Fileaid, Endeavor, SQL, Integration, FTP, SDLC, Visio, Program Management, Analysis, Requirements Gathering, Business Analysis
Education
Project Management Institute 2009 — 2009
PMP, Project Management Professional
The University of Texas at Arlington 1988 — 1992
BS, Management Information Systems
Fidelity Investments November 2012 - Present
Fidelity Investments September 2011 - Present
H.D. Vest Financial Services January 2007 - September 2011
Fidelity Investments 1995 - 2007
Skills
Strategic Financial..., Retirement, Retirement Planning, Sales, Investments, Leadership, Series 63
Education
The University of Texas at Arlington 1985 — 1990
Fidelity Investments September 2014 - Present
Fidelity Investments March 2014 - September 2014
Fidelity Investments June 2010 - October 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Financial Services, Account Management, Salesforce.com, Sales Management, New Business Development, Financial Planning, Income Planning, Income Protection, Series 7, Series 63, Series 66, Insurance, Strategic Financial..., Financial Goals, Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Retirement Planning
Education
The University of Texas at Arlington
Fidelity Investments May 2014 - Present
US Army May 2006 - Present
TD Ameritrade September 2011 - May 2014
TD Ameritrade September 2008 - September 2011
Skills
Series 7, Series 63, Series 66, Series 24, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Securities, Investments, Retirement, Uniform Combined State..., Financial Services, Portfolio Management, Risk Management, Investment Advisory, Strategic Financial..., Asset Management, Financial Modeling, Business Analysis, Finance, Options, FINRA, Security Clearance, Organizational..., Leadership
Education
The University of Texas at Arlington 2006 — 2010
Master of Public Administration (MPA)
The University of Texas at Arlington 2002 — 2006
Bachelor's degree, Political Science and Government
Oracle Project ManagerThe InSource Group2014 - 2015
Fidelity Investments 2012 - 2014
FedEx Office 2007 - 2012
Zale Corporation 2004 - 2007
Mary Kay Inc. 2003 - 2004
Verizon 2000 - 2003
Skills
MS Project, Project Planning, Software Project..., Microsoft Office, Leadership, Project Management, Cross-functional Team..., Program Management, Agile Methodolgy, SDLC, Process Improvement, Team Management, ADABAS, Instructional Design, Analysis, Training, Project Implementation, MS Office Suite, Risk Management, PMP, Microsoft Project, Agile Methodologies, Management, Team Building
Education
The University of Texas at Arlington
BBA, Computer Systems Analysis
AMN Healthcare July 2011 - Present
Medfinders July 2006 - July 2011
Medfinders March 2005 - July 2006
Sewell Automotive Companies September 2002 - November 2004
Fidelity Investments May 2000 - September 2002
Skills
Applicant Tracking..., Leadership, Business Analysis, Vendor Management, Healthcare, Talent Acquisition, Temporary Placement, Interviews, Employee Relations, Technical Recruiting, Temporary Staffing, Team Building, Microsoft Office, Sourcing, Training, Management, Contract Recruitment, Account Management, Process Improvement, Customer Service, Contract Negotiation, System Administration, Performance Management, Recruiting, Hiring, Staffing Services, Sales, Human Resources, Hospitals, Change Management, Executive Search, Program Management, Onboarding, Sales Management, CRM, SDLC
Education
The University of Texas at Arlington 1995 — 1999
BBA, Business Administration
Fidelity Investments October 2014 - Present
Fidelity Investments March 2013 - August 2014
Self Employed February 2012 - February 2013
The Wizetrade Group March 2011 - February 2012
The Wizetrade Group January 2001 - February 2012
TradingViews.Com January 2010 - January 2012
The Wizetrade Group January 2004 - January 2010
Traders Television June 2005 - June 2006
The Wizetrade Group January 2001 - January 2003
RushTrade January 2000 - June 2001
Skills
Series 7, Series 63, Series 55, Series 24, Technical Analysis, Forex, Stocks, Commodities, Online Training, Options Strategies, User Interface Design, Automated Trading, Foreign Exchange, Commodity, Trading, FINRA, Sales, Sales Presentations, Training, Instructor-led Training, Broadcast Television, Sales Management, Program Management, Product Management, Product Marketing, Webinars, Web TV, Social Media, FX Options, Trading Systems, Currency, Portfolio Management, E-Learning, Proprietary Trading, Options, Securities, Equities, Risk Management, Financial Markets, Stock Market, Electronic Trading, Social Media Marketing, Capital Markets, Trading Strategies, FX trading, Asset Management, Investments, ETFs, Hedging, Alternative Investments
Education
The University of Texas at Arlington
BKSquared Photography May 2009 - Present
Fidelity Investments September 2006 - March 2011
Chase July 2000 - July 2005
Skills
401k, Networking, Pensions, Analysis, Account Management, Defined Benefit, Photography, Digital Photography, Small Business, Graphic Design, Social Media, Photoshop, Entrepreneurship, Social Networking, Ethernet, Art, Social Media Marketing
Education
The University of Texas at Arlington 1990 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
JPMorgan Chase Bank N.A. August 2011 - Present
Smith Barney/Citi August 2006 - August 2011
JPMorgan Chase June 2004 - August 2006
Fidelity Investments August 2000 - June 2004
Education
The University of Texas at Arlington 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bank of America February 2006 - Present
Fidelity Investments August 2004 - February 2006
Fidelity Investments October 2003 - August 2004
Education
The University of Texas at Arlington 1994 — 1998
B.S, Economics
Webcetera June 2003 - Present
eLogo January 2000 - October 2001
Fidelity investments December 1996 - January 1998
Education
The University of Texas at Arlington 1987 — 1990
B.S. Computer Engineering, Computer Software
Wittenberg University 1985 — 1986
Computer Science
Fidelity Investments May 2006 - May 2011
Skills
SiteScope, ITIL, Incident Management, Solaris, IT Service Management, Disaster Recovery, Unix, IT Operations, AIX, Shell Scripting, Visio, Requirements Analysis, VMware, SQL, Windows Server, Perl, HP Business..., HP SiteScope, HP BSM, IIS
Education
The University of Texas at Arlington 1989 — 1993
Bachelor of Arts (B.A.), Criminology
Fidelity Investments October 2013 - Present
Fidelity Investments March 2012 - October 2013
NTT Data May 2008 - March 2012
Citigroup July 2006 - May 2008
St. Paul Travelers 1994 - 2006
Software Architects 1992 - 1997
Bell Helicopter 1985 - 1992
Skills
COBOL, DB2, SDLC, Business Analysis, JCL, Project Management, CICS, Analysis, VSAM, SQL, Requirements Gathering
Education
The University of Texas at Arlington 1981 — 1985
BBA, Systems Analysis
The University of Texas at Arlington - College of Business 1981 — 1985
BBA, Systems Analysis
Fidelity Investments March 2012 - Present
Fidelity Investments 1990 - Present
Education
The University of Texas at Arlington 1984 — 1987
Temple Jr. College 1982 — 1984
DKW Real Estate 2003 - Present
Fidelity Investments 2002 - 2004
Education
The University of Texas at Arlington 1998 — 2002
BA, Marketing
Derse Exhibits September 2015 - Present
Fidelity Investments August 2010 - September 2015
Skills
FrameMaker, Content Management, Technical Writing, Technical Documentation, Online Help, Adobe Acrobat, Web Content, Newsletters, Desktop Publishing, Project Management, Copy Editing, SnagIt, Editing, Software Documentation, Visio, Technical Communication, SharePoint, Manuals, Proofreading, Publishing
Education
The University of Texas at Arlington 2001 — 2008
Bachelor's Degree, Graphic Design
Chad Woods January 2004 - Present
Farmers Insurance January 2004 - May 2012
Fidelity Investments December 1993 - January 2000
Skills
Health Insurance, General Insurance, Property & Casualty..., Insurance, Commercial Insurance, Term Life Insurance, Casualty, Liability, Disability Insurance, Claim, Professional Liability, Legal Liability
Education
The University of Texas at Arlington 1996 — 1998
Bachelor of Business Administration, Business Administration and Management, General
Phillips High School 1983 — 1986
High School Diploma, General Studies
Excentus August 2014 - Present
Excentus August 2013 - August 2014
Excentus April 2013 - August 2013
Excentus April 2012 - April 2013
Excentus November 2010 - April 2012
Apex Global Partners April 2003 - August 2010
Fidelity Investments April 1998 - September 2002
Skills
Team Leadership, Customer Service, Change Management, Sales, Performance Management, Process Improvement, Employee Relations, Strategic Planning, Team Building
Education
The University of Texas at Arlington
Apex Clearing Corporation August 2014 - Present
Matheson Gas November 2010 - August 2014
Fidelity Investments February 2008 - September 2010
Matheson Tri-Gas May 2007 - February 2008
Skills
Forecasting, Logistics, Finance, Training, Customer Service, Invoicing, Investments, Project Planning, Management, Six Sigma, Data Analysis, Sales, Access, Microsoft Excel
Education
The University of Texas at Arlington
Bachelor of Business Administration, Marketing
Craig Hamilton & Co, PC February 2014 - Present
Bank of America July 2013 - February 2014
Fidelity Investments January 2013 - July 2013
Alamo Autosports April 2012 - January 2013
Bob Moore Subaru December 2007 - August 2011
Skills
Analysis, Inventory Management, Accounting, Microsoft Excel, General Ledger, Financial Reporting, QuickBooks, Account Reconciliation, Financial Accounting, Financial Analysis, Forecasting, GAAP, Cash Flow, Internal Controls, Research, Account Management, Office Management, Sales Process, Cost Accounting, Activity Based Costing, Financial Services, Mortgage Servicing, Mutual Funds, Investor Reporting, Internal Audit, Internal Control..., AS400 system, Frontier, Bloomberg Terminal, FBSI
Education
The University of Texas at Arlington 2010 — 2014
B.S. in Accounting, Accounting
Fidelity Investments August 2014 - Present
Fidelity Investments April 2012 - 2012
Skills
Mutual Funds, PowerPoint, Accounting, Outlook, Microsoft Excel, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Oracle, Financial Accounting, Leadership, Data Analysis, Risk Management
Education
The University of Texas at Arlington 2009 — 2011
Bachelor Degree, Finance
North Lake College 2003 — 2006
Associate Degree
Fidelity Investments July 2013 - Present
Fidelity Investments January 2013 - July 2013
Cartus June 2012 - January 2013
Natural Wellness USA August 2007 - June 2009
Herbalife April 2000 - June 2007
Skills
Associate Financial..., Accounts Payable, Personal Integrity, Problem Solving, Customer Service, Result Oriented, Business Excellence, Account Reconciliation, Business Relationship..., Determination to Succeed, Integrity, Access
Education
The University of Texas at Arlington 2009 — 2011
Bachelor, Business Administration; Finance, December 2011
University of North Texas September 2015 - Present
BNY Mellon August 2008 - September 2015
Accountemps/Office Team October 2006 - May 2008
JPMorgan Chase June 2005 - August 2006
Fidelity Investments January 2000 - June 2005
Skills
Banking, Financial Services, Project Management, Bonds, Fixed Income, Financial Analysis, Risk Management, Portfolio Management, Finance, Investments, Equities, Securities, Management, Cross-functional..., Loans, Leadership and Team..., Training and Development, Operational Efficiency, Time Management, Organization, Work Ethic, Easily Adaptable, Flexibility, Dependable Team Player, Bloomberg
Education
The University of Texas at Arlington 1995 — 1999
Bachelors in Arts, Economics
Fidelity Investments June 2015 - Present
Think Tech Labs December 2014 - May 2015
SCIS AIR SECURITY September 2013 - December 2013
University of Texas at Arlington January 2013 - June 2013
Skills
XML, Eclipse, Unix, Java, JavaScript, jQuery, HTML, CSS, Servlets, JSP, SDLC, SQL Server Management..., Agile Methodologies, MySQL, MVC Architecture, Subversion, Tortoise SVN, Maven, SOAP, SSH Client, Wireshark, OPNET, Perforce, Apex Programming, Visualforce Pages, Salesforce.com, Log4j, ClearCase, Splunk, Flex, Flash Builder, Kanban, Spring Framework
Education
The University of Texas at Arlington 2012 — 2014
Master's degree, Computer Science, 3.5
Vignan Institute of Technology and Science 2008 — 2012
Bachelor's degree, Computer Science
USAA July 2011 - Present
TD Ameritrade July 2010 - July 2011
Fidelity Investments June 2000 - June 2010
Skills
Personal Financial..., 401k, Portfolio Management, Life Insurance, Fixed Annuities, Estate Planning, Wealth Preservation..., Wealth Accumulation..., Multi-generational...
Education
University of North Texas 2002 — 2005
Master of Science (MS), Applied Economics
The University of Texas at Arlington
Bachelor of Arts (BA), History
University of North Texas
Certified Financial Planner
BBT Capital Management March 2000 - Present
Green Street Advisors September 1996 - March 2000
Fidelity Investments September 1993 - August 1996
Skills
Equities, Trading, Bloomberg, Capital Markets, Series 7, Hedge Funds, Investments, Options, Securities, Alternative Investments
Education
The University of Texas at Arlington 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
Imperative Information Group June 2014 - February 2015
Fidelity Investments August 2013 - April 2014
Panera Bread May 2013 - September 2013
GCISD - KidzU February 2013 - May 2013
Arlington Reads August 2011 - May 2012
HOPE Tutoring August 2011 - May 2012
U.S. Embassy June 2009 - August 2009
U.S. Embassy June 2008 - August 2008
American School in London August 2005 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Computer Hardware, Clerical Duties, Travel Arrangements, Travel
Education
The University of Texas at Arlington 2007 — 2012
BA, Anthropology
SLAVIA Field School 2011 — 2011
American School in London 2005 — 2006
HS Diploma
Fidelity Investments
Skills
Series 7, Series 63, Series 66, Group1, Certified Financial...
Education
The University of Texas at Arlington
Bachelor of Business Administration in Finance
Fidelity Investments October 2013 - Present
University of Texas at Arlington September 2012 - May 2013
AT&T November 2009 - May 2011
Skills
PowerPoint, Research, Strategic Planning, Social Media, Photoshop, Event Planning, English, Team Building, Negotiation, Customer Service, Microsoft Excel, Administrative..., Events Coordination
Education
The University of Texas at Arlington 2008 — 2013
Bachelor of Science (B.S.), University Studies with concentrations in Community Studies, Social Sciences and Health and Wellness
Fidelity Investments November 2014 - Present
Fidelity Investments May 2014 - November 2014
Fidelity Investments August 2011 - May 2014
Century Bank March 2006 - October 2008
Skills
Series 7, Series 63
Education
The University of Texas at Arlington 2007 — 2011
Bachelor of Science (B.S.), Architecture
The University of Texas at Arlington 2007 — 2011
Bachelor of Arts (B.A.) in Spanish, Spanish Language and Literature
Optimal Insurance Solutions, Inc. September 2013 - Present
NJM Insurance Group August 2013 - Present
Mercury Insurance March 2010 - August 2013
QBE Insurance November 2009 - February 2010
Guidewire Software July 2008 - February 2010
GEICO September 2008 - September 2009
Fidelity Investments January 2001 - June 2008
The Hanover Insurance Group August 2005 - April 2006
Skills
Guidewire Software,..., Start-ups, Project Management, Technical Leadership, Object Oriented Design, SOA, Agile Methodologies
Education
The University of Texas at Arlington
Master of Science (MS), Computer Science, 3.75
Fidelity Investments May 2015 - Present
Walmart February 2012 - March 2014
Skills
Microsoft Office, Microsoft Excel, Object Oriented Design, Java, HTML, Python, Linux
Education
The University of Texas at Arlington 2011 — 2016
Bachelor of Science (BS), Computer Science
Fidelity Investments February 2014 - Present
Fidelity Investments September 2011 - February 2014
Fidelity Investments October 2007 - August 2011
Skills
Performance Consulting, VBA, Data Visualization, Data Analysis, Adult Learning Theory, Adult Education, Facilitation, Microsoft Excel, Microsoft SQL Server, PL/SQL, T-SQL, XML, Accounting, Fund Accounting, Business Process...
Education
The University of Texas at Arlington 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General