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 May 2015 - Present
Trinity University May 2014 - December 2014
Hua Sheng Academy January 2011 - November 2011
Skills
HTML, Programming, Microsoft Office, Web Design, SQL, Oracle SQL Developer, WinForms, Operating Systems, MySQL, C#, CSS, PHP, Video Editing, Windows, Linux, English, C, Software Installation, Computer Hardware, Public Speaking, Scala, Windows Server, C++, Visual C++, Community Outreach, Reporting, IT Service Management
Education
Trinity University 2012 — 2016
Computer Science
William P Clements High School 2008 — 2012
Mesirow Financial April 2009 - Present
Apex Capital, LLC February 2003 - March 2008
Fidelity Investments October 2000 - September 2002
Institute of Economic Affairs - London January 1999 - July 1999
Skills
Hedge Funds, Fund Of Funds, Investments, Performance Reporting, Executive Reporting, Research, Trade Support, Compliance Support, Fund Accounting Support, Operations Management, Data Analysis, Investor Relations..., Asset Management, Trading, Financial Services, Alternative Investments, Portfolio Management, Asset Managment, Advent, Class Actions, Valuation, Bloomberg, Fixed Income, Leadership
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brookfield Academy
High School Diploma
Northwood University August 2015 - Present
National Black MBA Association, Dallas Chapter January 2014 - Present
Fidelity Investments September 2006 - Present
United States Air Force December 1985 - July 2006
Self Employed January 2001 - June 2005
Skills
Business Strategy, Financial Modeling, Business Development, Business Planning, Financial Markets, Strategic Financial..., College Teaching, University Teaching, Portfolio Management, Analysis, Strategy, Strategic Planning, Investments, Program Management, Finance, Financial Services, Leadership, Financial Planning, Management
Education
Trident University International 2010 — 2014
Doctor of Philosophy (Ph.D.), Finance
Trident University International 2001 — 2003
Master of Business Administration (MBA), Business/Commerce, General
University of Maryland 1992 — 1995
Bachelor's Degree, Accounting
Carroll High School
Fidelity Investments September 2014 - Present
Trinity University August 2013 - Present
Vector Marketing May 2012 - September 2012
Vector Marketing May 2011 - September 2012
Skills
Sales, Financial Analysis, Forecasting, Finance, Sales Management, Economics, Team Management, Recruiting, Sales Rep Training, Portfolio Management, Stock Research, Investment Strategies, Investment Management, Stock Picking, Equity Research, Equity Valuation, Financial Statement..., Financial Forecasting, Cash Flow Forecasting
Education
Trinity University 2010 — 2014
Bachelor of Science (BS), Business Finance
Trinity University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Fidelity Investments March 2015 - Present
KINETICAL SPORTS September 2014 - December 2014
RideNow Powersports May 2014 - August 2014
Trinity University August 2010 - May 2014
Trinity University 2010 - May 2014
Standard of Athletics (SOA) August 2013 - December 2013
MassMutual Financial Group (The Dollarhide Financial Group LLC) May 2012 - August 2012
Skills
Sports Management, Marketing, Investments, Event Management, Microsoft Excel, Finance, Business Development, Business Analysis, Sports Marketing, Managerial Finance, Financial Services, International Economics, Marketing Strategy, International Business, International Business..., College Basketball, Basketball Coaching, General Insurance
Education
Trinity University 2010 — 2014
Bachelor's Degree, Business Finance(major), Sports Management (minor), Graduate
Brophy College Preparatory, Phoenix, AZ 2006 — 2010
High School
Fidelity Investments July 2014 - Present
GMO March 2009 - December 2013
Oechsle International Advisors LLC July 2004 - March 2009
Putnam Investments July 1998 - June 2004
Hotchkis and Wiley Capital Management October 1997 - July 1998
Bank of Ireland Asset Management September 1987 - September 1997
Skills
Hedge Funds, Equities, Management, Fixed Income, Portfolio Management, Bloomberg, Marketing, Product Marketing, Investment Management, Investments, Mutual Funds, Alternative Investments, Investment Strategies
Education
Trinity College, Dublin
BAI, MA, Computer Engineering
Kahinos Holistic Health November 2013 - Present
Fidelity Investments March 2013 - Present
Western International Securities May 2012 - February 2013
T. Rowe Price October 2009 - April 2012
T. Rowe Price October 2006 - October 2009
T. Rowe Price January 2006 - October 2006
T. Rowe Price July 2005 - January 2006
Skills
Health Coaching, Wellness, Public Speaking, Lifestyle, Nutrition, Cooking, Blogging, Marketing
Education
Institute for Integrative Nutrition 2013 — 2014
Health Coach Certification
Towson University 2000 — 2004
Mass Communication, Advertising / Marketing
Fidelity Investments August 2015 - Present
Trinity University August 2013 - May 2015
Fidelity Investments May 2014 - August 2014
Skills
Computer Science, Computer Security, C, C#, Java, Scala, Haskell, HTML, Eclipse, NetBeans, Solidworks, Rhino 3D, Software Engineering, Bash, OOP, Git, Data Structures, JUnit, Ubuntu, JSON, Visual Studio, MySQL, HTML 5
Education
Trinity University 2013 — 2015
Computer Science
University of Washington 2011 — 2013
Aon Hewitt April 2013 - Present
Financial Engines December 2009 - April 2013
Fidelity Investments December 2005 - February 2009
Fidelity Investments September 2000 - December 2005
The Vanguard Group October 1997 - September 2000
Mercer January 1992 - October 1997
Education
Towson University 1985 — 1989
BS
FINRA General Securities Principal
Series 7, 24
Transamerica Retirement Solutions July 2012 - Present
Schneider Communications September 2010 - July 2012
MetLife April 2011 - December 2011
Prudential Financial December 2004 - October 2010
CIGNA May 2002 - December 2004
Fidelity Investments June 2000 - January 2002
MassMutual Financial Group June 1999 - June 2000
The Hartford April 1992 - June 1999
The Hartford January 1989 - April 1992
Self-Employed January 1982 - January 1989
Skills
Marketing Strategy, Copywriting, Social Media, B2B, Thought Leadership, Budgeting, Corporate Communications, Email Marketing, Direct Mail, Marketing Communications, Internal Communications, Advertising, Brand Development, Direct Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Public Relations, Lead Generation, Strategic Planning, Market Research, Marketing Management, Creative Development, Customer Relations, Product Marketing, Budget Management, Media Relations, New Business Development, Social Networking, Writing, Public Speaking, Promotions, Press Releases, Event Management, Account Management, Corporate Branding, Strategic Communications, Marketing Research, Facebook, Budgets, Creative Direction, Marketing, Customer Service, Business Development, Newsletters, CRM, Management, Project Management, Web Content, Leadership
Education
Medill School of Journalism - Northwestern University 2013 — 2016
Master of Science (MS), Integrated Marketing Communications
Trinity College-Hartford 1975 — 1981
BA, History
Wayfair September 2015 - Present
Wheelhouse Enterprises January 2013 - Present
InstallMonetizer September 2011 - November 2012
G2 Worldwide May 2010 - September 2011
Sierra Proto Express August 2009 - April 2010
Fidelity Investments May 2007 - August 2008
Skills
Microsoft Office, Quality Assurance, Advertising Sales, Sales Process, Coaching, Teaching, Business Networking, Interviewing, Internet, Internal Communications, Business Communications, New Business Development, Business Strategy, Business Analysis, Business Development, Photoshop, Recruiting, Management, Social Media, Email Marketing, Marketing, Online Marketing, Online Advertising, Strategy, Project Management, Social Media Marketing, Lead Generation, Digital Marketing, Salesforce.com, Marketing Strategy, Strategic Partnerships
Education
Trinity College-Hartford 2005 — 2009
BS, Computer Science and English
Reading Memorial High School 2001 — 2005
Fidelity Investments May 2015 - Present
TIAA-CREF October 2013 - May 2015
Guggenheim Partners November 2012 - June 2013
New York School of Career and Applied Sciences June 2011 - May 2013
Terrier Tri LLC August 2011 - February 2013
Bowne October 2006 - May 2010
Capital Systems 2006 - 2008
Ricoh October 2004 - October 2006
Skills
Account Management, New Business Development, Advertising, Business Development, Solution Selling, Sales Management, Sales, Lead Generation, Marketing, Marketing Strategy, Training, Team Leadership, Financial Services
Education
Towson University 2000 — 2004
Marketing, Advertising; Creative; Brand Management
Columbia High School
J.P. Morgan November 2007 - Present
Fidelity Investments 2006 - 2007
T Rowe Price 2005 - 2006
Skills
Series 7, Mutual Funds, Asset Management, Series 63, Investments, Equities, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Financial Analysis, Alternative Investments, Risk Management, Retirement Planning, Investment Strategies, Retirement, Estate Planning, Fixed Income, Employee Benefits, Traditional and Agile...
Education
Widener University 2010 — 2013
Master of Science in Taxation and Financial Planning
Towson University 2001 — 2005
Bachelor of Science, Chemistry
ReachLocal April 2015 - Present
ReachLocal March 2014 - April 2015
ReachLocal June 2013 - February 2014
Fidelity Investments October 2012 - June 2013
AXA Advisors April 2012 - September 2012
Kate's Frosting August 2008 - August 2011
Gap Inc June 2009 - August 2010
Premier Care May 2008 - August 2008
Tri-County Pool Service September 2002 - August 2007
Skills
Social Media, Customer Service, Social Media Marketing, Facebook, Marketing, Editing, Sales, Microsoft Office, Microsoft Excel, Management, Inventory Management, Online Marketing
Education
Trinity University 2007 — 2011
Bachelor of Arts, English, Sociology
Trinity University 2007 — 2011
Peer Tutor
Goldman Sachs September 2014 - Present
Fidelity Investments January 2006 - September 2014
Skills
Series 7, Uniform Combined State..., Investments, Series 63, High Net Worth..., Mutual Funds, Relationship Management, Equities, Alternative Investments, Financial Services, Series 66
Education
Thunderbird School of Global Management 2012 — 2014
Master of Business Administration (M.B.A.), Global Master of Business Administration
University of Utah 2000 — 2005
Bachelor's degree, International/Global Studies
University of Utah 2000 — 2005
Bachelor's Degree, Asian Studies
university of utah 2000 — 2005
Bachelor's Degree, History
US Bank April 2013 - Present
Citi December 2010 - April 2013
Fidelity Investments October 2005 - December 2009
Skills
Leadership Development, Coaching, Leadership, Customer Service, Team Building, Strategic Planning, Finance, Sales, Business Development, Business Strategy, New Business Development, Banking, Management, Financial Analysis, Credit, Commercial Lending
Education
Northern Kentucky University 2007 — 2012
Bachelor, Business Administration and Management, General
Troy University 2008 — 2010
Deloitte Consulting August 2013 - Present
First Year Office, Trinity College July 2011 - May 2013
Trinity Cycling and Triathlon Club, Trinity College October 2010 - May 2013
Trinity College October 2010 - May 2013
The Bank of New York Mellon June 2011 - August 2011
Loomis Chaffee School October 2009 - July 2011
Trinity College October 2010 - May 2011
Fidelity Investments May 2010 - August 2010
Skills
Public Speaking, Strategy, PowerPoint, Research, Microsoft Office, Microsoft Excel, Program Management, Microsoft Word, Training
Education
Trinity College-Hartford 2009 — 2013
B.A., Public Policy and Law
Phillips Academy 2005 — 2009
Fidelity Investments June 2015 - Present
Pasadera Capital Investment Bank December 2014 - May 2015
Trinity University August 2014 - December 2014
Trinity University August 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Cistercian Preparatory School June 2013 - July 2013
ExxonMobil June 2010 - August 2010
Student Conservation Association June 2010 - August 2010
Skills
Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Process Consulting, Tableau, VMware, Scala, R, Agile Methodologies, SAP, Microsoft Office, WordPress, Operations Management, IT Operations, Sports, Social Media, Software Project..., Lean Manufacturing, Lean Operations, Database Design, Consulting
Education
Trinity University 2011 — 2015
Double Majoring in Finance and Operations Research
Cistercian Preparatory School 2002 — 2011
High School
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (BA), Political Science
Citigroup Private Bank August 2015 - Present
US Trust, Bank of America Corp. April 2003 - August 2015
Fidelity Investments 1991 - 2002
Business Associates Club 1991 - 2001
Skills
Liability Driven..., Collaboration &..., Conveying the Complex,..., Asset Management, Portfolio Management, Investments, Asset Managment, Investment Management, Alternative Investments, Pensions, Mutual Funds, Retirement Planning, Investment Advisory, Bonds, Equities, ETFs, Capital Markets, Investment Strategies, Retirement, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, LDI
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Managerial Control of Business Ventures
Trinity College-Hartford 1980 — 1984
BA, Economics and Computer Science
Noble and Greenough School 1976 — 1980
Diploma, Physics, BC Calculus, Computer Science, Economics, Solar Energy
Key Bank July 2010 - Present
Merchants Bank & Trust November 2006 - July 2010
Provident Bank February 2000 - November 2004
Schaeffer's Investment Research 1998 - 1999
Fidelity Investments 1997 - 1998
Skills
Equities, Finance, Financial Advisory, Financial Services, Fixed Income, High Net Worth..., Insurance, Investment Strategies, Investments, Management, Mergers, Mutual Funds, Portfolio Management, Small Business, Wealth Management, Wealth Management..., Pensions, Investment Management
Education
Transylvania University 1993 — 1997
BA, Business Administration
Fidelity Investments November 2014 - Present
Fidelity Investments June 2014 - Present
Coastal Advisory Group June 2013 - January 2014
State Farm Insurance July 2012 - September 2012
R.S. Hanline & Company, Inc. April 2012 - July 2012
Skills
Problem Solving, Marketing Strategy, Communication, Emotional Intelligence, Highly Ambitious, Motivation, Leadership, Finance, Series 7, Series 63, Life & Health Insurance..., Investments, Sales, Team Leadership
Education
Tiffin University 2012 — 2013
Master of Business Administration (M.B.A.), Focus in Finance
Tiffin University 2008 — 2012
Bachelor's degree, Marketing, 3.6
McNicholas High School 2004 — 2008
Fidelity Investments April 2014 - Present
Tiffin University September 2012 - May 2013
RideOn June 2009 - March 2013
Luk USA September 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Finance, Sports, Higher Education, Public Speaking
Education
Tiffin University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Tiffin University 2009 — 2013
Bachelor's degree, Finance, General
Fidelity Investments December 1997 - Present
Skills
Investments, Due Diligence, Executive Management, Leadership, Mutual Funds, Retirement, Asset Management, Equities, Series 7, Fixed Income, Analysis, Sales, Fundraising
Education
Chartered Alternative Investment Analyst Association 2014 — 2014
CAIA
CFA Institute 1992 — 1992
CFA, Asset Management
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Trinity College-Hartford 1977 — 1981
BA, Economics
Care.com March 2012 - Present
Jack Morton Worldwide August 2010 - February 2012
89 Degrees 2008 - May 2010
Valassis 1 to 1 Solutions September 2007 - December 2009
Fidelity Investments August 2006 - September 2007
Prevision Marketing March 2000 - August 2006
Fallon Healthcare System August 1997 - March 2000
Digitas (Bronner Slosberg Humphrey) May 1996 - August 1997
Education
Trinity College-Hartford
BA, English and History
Vassar College
Fidelity Investments January 2014 - Present
Fidelity Investments April 2011 - December 2013
Fidelity Investments July 1993 - January 1997
Union Trust Company November 1986 - April 1993
Merrill Lynch Capital Markets March 1985 - October 1986
Skills
Marketing, Leadership, Investments, Mutual Funds, Sales Management
Education
Trinity College-Hartford 1978 — 1983
B.S., Environmental Studies/Economics
of, European Studies
City Of London Polytechnic
Fidelity Investments March 2003 - Present
Eli Lilly 2001 - 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MBA
Trinity College-Hartford 1990 — 1994
BA, Economics
Fidelity Investments August 2015 - Present
Planning Solutions Group LLC February 2015 - August 2015
Apple July 2013 - October 2014
Skills
Social Media, Customer Service, Microsoft Word, Microsoft Office, OS X, PowerPoint, Management
Education
Towson University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.3
Bay Village Police Department August 2010 - Present
Bay Village Police Deparment August 2003 - August 2010
GE October 2001 - August 2003
Fidelity Investments 2000 - 2001
Skills
Police, Criminal Investigations, Crisis Management, Investigation, Surveillance, Executive Protection, Emergency Management, Enforcement, Patrol, Private Investigations, Security Operations, Security Management, Physical Security, Community Policing, Police Training
Education
Certified Law Enforcement Executive (C.L.E.E.) Class 17 2012 — 2013
Police Executive Leadership College (P.E.L.C.) Class 59 2011 — 2011
Supervisor Training Education Program (S.T.E.P.) Class 7 2010 — 2010
O.S.H.P. Police Academy - Basic Class 111 2003 — 2003
University of Cincinnati 1993 — 1998
B.S., Criminal Justice
Sycamore High School 1989 — 1993
Tiffin University
Tiffin University
Novartis Institutes for BioMedical Research November 2013 - Present
Novartis November 2012 - November 2013
KLC Consulting, Inc. February 2012 - June 2012
Fidelity Investments July 2010 - December 2011
Fidelity Investments July 2002 - July 2010
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Fidelity Investments 1994 - 1995
Skills
Leadership Experience, Communications Planning, Strategic Planning, Information Security..., Risk Management, Business Continuity, Security Audits, Enterprise Collaboration, Presentation Development, Records Management, Business Analysis, Requirements Management, Compliance, Disaster Recovery, Risk Analysis, Information Security, Leadership, ISO 27001, Business Continuity..., Security, Project Management, Management, Information Technology, Process Improvement, Financial Risk, Enterprise Software, Sarbanes-Oxley Act, Incident Management, Governance, Computer Security, IT Audit, CISSP, IT Risk Management, Enterprise Risk..., Requirements Analysis, PCI DSS, Vendor Management
Education
Trinity College, Dublin 1992 — 1992
Master of Arts (Hon), Economics
Trinity College, Dublin 1984 — 1988
BBS, BA, Economics
Boston iTech LLC January 2006 - Present
Metro Tech Services October 2001 - April 2007
IBM Global Services June 2000 - July 2001
Numeric Investors January 2000 - June 2000
Instinet Corporation November 1998 - December 1999
Fidelity Investments November 1997 - October 1998
Skills
Customer Service, Small Business, Business, Networking, Project Management, Business Strategy, Marketing, Account Management, Strategic Planning, Contract Negotiation, Sales, New Business Development, Program Management, Team Building, Business Development, Online Advertising, Marketing Strategy, Real Estate, Cloud Computing, Sales Management, Budgets, Start-ups, Entrepreneurship
Education
Trinity College-Hartford 1990 — 1994
BS, Neuroscience
Fidelity Investments March 1994 - Present
Morgan Stanley March 1984 - March 1994
Cowen and Company October 1983 - March 1984
Skills
chart reading, FactSet, Bloomberg, Portfolio Management, Investments, Equities, Equity Research, Technical Analysis
Education
Trinity College-Hartford 1979 — 1983
economics
The Gunnery 1975 — 1979
high school
Fifth Third Bank April 2014 - Present
Fifth Third Bank 2009 - April 2014
Fidelity Investments 2000 - 2009
T Rowe Price 1995 - 2000
Education
Towson University 1989 — 1992
Bachelor of Science, Economics
Fidelity Investments March 2013 - Present
Fidelity Investments February 2012 - March 2013
Fidelity Investments February 2011 - February 2012
Fidelity Investments April 2010 - February 2011
CSN Stores October 2009 - March 2010
The Hartford May 2008 - October 2008
Hocomock YMCA of North Attleboro May 2006 - August 2007
Skills
Investments, Customer Service, Series 7, Salesforce.com
Education
Trinity College-Hartford 2005 — 2009
B.S., Economics and Computer Science
BNY Mellon December 2014 - Present
Fidelity Investments July 2014 - November 2014
Eastern Yacht Club September 2013 - May 2014
Eastern Yacht Club June 2007 - August 2013
UBS May 2012 - June 2012
Skills
Microsoft Office, Economics, Microsoft Excel, PowerPoint, Program Management, Microsoft Word, Public Speaking, Research, Data Analysis, Financial Analysis
Education
Trinity College-Hartford 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
St. George's School 2007 — 2010
Graduated, High School/Secondary Diplomas and Certificates
Fidelity Investments July 2010 - October 2013
Fidelity Investments August 2008 - June 2010
Fidelity Investments December 2003 - July 2008
Fidelity Investments February 2001 - November 2003
Fidelity Investments February 2000 - January 2001
Fidelity Investments September 1996 - January 1999
Education
Trinity College, Dublin
Bachelor of Applied Science (B.A.Sc.), Mathematics and Physics
Bank of America June 2014 - Present
Pinewood Lake Association December 2013 - Present
Merrill Lynch January 2014 - May 2014
Fidelity Investments November 2010 - July 2013
Citibank December 2008 - October 2010
Club Getaway July 2008 - August 2009
Precision Research Group November 2007 - July 2008
Skills
Retirement Planning, Series 63, Banking, Series 7, Mutual Funds, Calm, Strategic Thinking, Big-picture Thinking, Investments, Market Understanding, Calm Under Pressure, Able To Multi-task, Able To Work Under..., High Energy, Bilingual, Big Picture Thinking, Financial Services, Finance
Education
Touro College 2006 — 2010
BS, Finance, Investments and Business Management
Mondelez International January 2013 - Present
Xerox - ACS May 2010 - January 2013
Fidelity Investments June 2008 - October 2010
General Electric October 1997 - June 2009
GE Capital 1994 - 1997
United States Air Force 1981 - 1989
Skills
Operational Excellence, BPO, Offshoring, Operations Management, Acquisition Integration, Strategy, Management, Leadership, Business Process..., Accounting, Mergers, Finance, Shared Services, Executive Management, Mergers & Acquisitions, Training
Education
Troy University 1984 — 1987
BS, Resource Management
WisdomTree Asset Management August 2014 - Present
WisdomTree Asset Management May 2011 - August 2014
Fidelity Investments June 2004 - May 2011
Skills
Series 7, Mutual Funds, ETFs, Retirement Planning, Asset Allocation, Securities, Financial Planning, Client Development, Wholesale Sales, Stock Market, Salesforce.com, Sales Process, Inside Sales, Consultative Selling
Education
Trinity College-Hartford 2000 — 2004
Trinity College-Rome Campus 2002 — 2002
Buckingham Browne & Nichols 1996 — 2000
Summit Partners June 2015 - Present
Fidelity Investments May 2014 - August 2014
Home Market Foods June 2013 - August 2013
Skills
Pricing, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Finance, Accounting
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Science (BS), Economics and Mathematics, magna cum laude
Worcester Academy 2007 — 2011
High School
Fidelity Investments 2014 - 2015
Fidelity Investments 2004 - 2014
Metric Strategy Partners 2000 - 2004
FleetBoston 1995 - 2000
Sapient 1993 - 1995
Symmetrix, Inc. 1988 - 1993
AT&T Information Systems 1985 - 1988
Sperry Univac 1982 - 1985
Skills
Business Strategy, Operations Strategy, High Performance Teams, Performance Management, Business Process..., Lean Transformation, Six Sigma, Software Development..., Database Design, User Interface Design, Quality Control, Business Analytics, Performance Metrics, Organizational Design, Compensation Strategy, Management Consulting, Strategy, Analytics, Information Security..., Global Operational Risk, Integration, Change Management, Consulting, Financial Services, Leadership, Business Transformation, Operational Excellence, Banking, Executive Management, Mergers & Acquisitions, IT Strategy, Financial Modeling, Risk Management, Asset Management, Business Analysis, Portfolio Management
Education
Trinity College-Hartford 1978 — 1982
BS, Computer Science & Political Science
University of Cincinnati May 2013 - Present
Fidelity Investments February 2011 - January 2014
Fidelity Investments September 2007 - February 2011
Fidelity Investments March 2005 - September 2007
Provident Bank January 2003 - January 2005
Fifth Third Bank 2000 - 2002
Skills
SAS, Quantitative Analytics, Investments, Data Analysis, Economics, Stata, Process Improvement, Eviews, R, Probit, Call Centers, Leadership, Employee Benefits, Logistic Regression, Statistical Modeling, Time Series Analysis, Predictive Modeling, Econometric Modeling, Financial Analysis, Series 63, Risk Management, Call Center, Access, Relationship Management, Microsoft Excel, Data Mining, Statistics, Econometrics, Economic Research, Logit, GeoDa, Bayesian methods, Monte Carlo Simulation
Education
University of Cincinnati College of Business 2013 — 2017
Doctor of Philosophy (PhD), Economics
University of Cincinnati College of Business 2011 — 2012
M.A., Applied Economics, 3.5
University of Cincinnati College of Business 2009 — 2010
B.A., Economics, 3.1
Transylvania University 1999 — 2000
Music Education and Performance
R/GA September 2014 - Present
DigitasLBi February 2014 - August 2014
DigitasLBi_US July 2012 - February 2014
Vital Source Media Services March 2010 - July 2012
G&S Productions March 2009 - September 2009
Self Employed 2009 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Final Cut Pro, Video, Digital Marketing, After Effects, Branded Content..., Photoshop, PowerPoint, Editing, Post Production, HTML 5, Social Networking, CSS, Film, Online Marketing, Publishing, Flash, Facebook, Social Media, Avid, Premiere, Microsoft Office, Project Management, Ninja Skills, Coaching & Mentoring, Advertising, Digital Media
Education
Trinity College, Dublin 2002 — 2004
Bachelor of Arts, Economics and Poltical Science
University of Massachusetts, Amherst 2000 — 2002
Economics, Political Science
Andover High
Andover High
Fidelity Investments September 2015 - Present
Kendra Scott June 2014 - Present
Concert for the Cure Foundation April 2013 - April 2015
Trinity University September 2013 - September 2014
Kendra Scott January 2014 - June 2014
City of Southlake May 2013 - August 2013
City of Southlake May 2012 - August 2012
Skills
Leadership, Event Planning, Volunteer Management, Fundraising, Public Speaking, Community Development, Coaching, Event Management, Community Outreach, Public Relations, Program Management, Public Administration, Economic Development, Microsoft Publisher, Local Government, Customer Service, Retail, Visual Merchandising
Education
Trinity University 2011 — 2015
Bachelor of Arts (BA), Business Administration and Economics
Life + Liberty Indexes 2014 - Present
Fidelity Investments 2004 - 2014
Skills
Investments, Series 7, Retirement Planning, Series 63, Relationship Management, Financial Services, Mutual Funds, 401k, FINRA, Uniform Combined State..., Asset Management, Financial Planning, Asset Allocation, Financial Analysis, Portfolio Management, Equities, Fixed Income, Wealth Management
Education
Trinity University 1998 — 2002
BS, Business Administration, Finance and Marketing, Cum Laude
Fidelity Investments 2013 - Present
Tutoring by Khrysthal 2001 - Present
Crème de la Crème 2011 - 2011
Skills
Teaching, Lesson Planning, Classroom, Classroom Management, Educational Leadership, Tutoring, Elementary Education, Educational Technology, Staff Development, Differentiated..., Literacy, Teacher Training, K-12, Instructional Design
Education
Tougaloo College 2003 — 2010
B.A., Psychology
Maplewood, NJ January 2015 - Present
Visium Asset Management May 2013 - December 2014
Clovis Capital Management L.P. November 2009 - May 2013
Dimension Trading/MJL Partners January 2009 - November 2009
Savannah-Baltimore Capital Management L.P. February 2005 - September 2007
Clovis Capital Management L.P. August 2002 - February 2005
Franklin Templeton, Mutual Series Funds March 2000 - August 2002
Fidelity Investments August 1997 - February 2000
Skills
Sales, Public Speaking, Marketing, Fundamental Analysis, Due Diligence, Equity Research, Investment Research, Financial Modeling, Valuation, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Alternative Investments, Information Technology, Long/Short Equity, Bloomberg, Capital Markets
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA
Trinity College-Hartford 1988 — 1992
Bachelor of Arts, Economics
Fidelity Investments December 2014 - Present
Fidelity Investments October 2013 - December 2014
Nanny June 2012 - May 2013
Towson University TigerTHON April 2012 - May 2013
Office of the Attorney General Medicaid Fraud Control Unit January 2012 - May 2012
Towson University January 2010 - May 2012
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Sociology and Anthropology, Concentration Criminal Justice, Minor Political Science, 3.862
American University of Rome 2011 — 2011
Political Science
Linganore High School 2005 — 2009
KBW September 2015 - Present
Fidelity Investments June 2015 - Present
Trinity College - Hartford January 2014 - Present
Fidelity Investments June 2014 - August 2014
Massachusetts Medical Society June 2013 - August 2013
Eastern Mountain Sports June 2012 - July 2013
Skills
Economics, Finance, Financial Markets, Sales, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Merchandising, Microsoft Word, Time Management, Leadership, Communication, Data Analysis
Education
Trinity College-Hartford 2012 — 2016
Economics
WHS
Fidelity Investments August 2010 - Present
Fidelity Investments February 2009 - August 2010
Fidelity Investments December 2007 - February 2009
Fidelity Investments December 2006 - December 2007
Fidelity Investments April 2003 - 2006
Skills
Pensions, Relationship Management, Defined Contribution, Series 63, Defined Benefit, 401k, Series 6, Mutual Funds, Employee Benefits, Health Insurance, Health Savings Accounts, Health & Welfare..., Manage Client..., Performance Management, Financial Services, Retirement, Strategy, Leadership, CRM, Retirement Planning, Capital Markets, Wealth Management, Vendor Management, Insurance, Securities, Process Improvement, Management, Business Analysis, Risk Management, Investments, Business Process...
Education
Trent University 1998 — 2002
Bachelor of Science Honours, Economics
Texas A&M University School of Law 2015 - Present
Skiermont Puckett LLP 2013 - Present
Henson Legal Consulting 2013 - 2013
Washington University in St. Louis 2012 - 2013
Independent Contractor 2002 - 2013
University of Illinois College of Law August 2011 - May 2012
University of Illinois & University of Alabama January 2009 - May 2011
American Law Institute-American Bar Association (ALI-ABA) May 2010 - November 2010
Property & Environment Research Center May 2009 - August 2009
Fidelity Investments September 2007 - August 2008
Education
University of Illinois College of Law 2008 — 2011
Juris Doctor (J.D.), Law, 3.74
University of Illinois at Urbana-Champaign - College of Business
Master’s Degree, Finance
University of North Texas 2005 — 2007
Bachelor’s Degree, Communication Studies
Towson University 2002 — 2004
Communication Studies
Fidelity Investments May 2015 - Present
Trinity University September 2013 - January 2015
Fidelity Investments - Veritude May 2014 - August 2014
Delaware North Companies June 2009 - August 2009
Skills
Microsoft Office, Public Speaking, PowerPoint, Editing, Microsoft Word, Microsoft Excel, Photoshop, Customer Service, Agile Methodologies, Agile Project Management, Scrum, Kanban, HP SiteScope, HP Operations..., MySQL, Linux, Windows Server, Oracle SQL Developer, Scala, Haskell, C++, SQL, Visual Studio, Eclipse
Education
Trinity University 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Jesuit College Preparatory School 2008 — 2013
High School
Oracle August 2015 - Present
Cornerstone OnDemand September 2014 - August 2015
Benefitfocus April 2011 - September 2014
Fidelity Investments 2007 - April 2011
Paychex 2005 - 2007
Ceridian 2000 - 2005
Skills
Employee Benefits, SaaS, CRM, Solution Selling, Sales Process, Leadership, Salesforce.com, Benefits Administration, Selling, Human Resources, Management, Sales Management, HRIS, Sales Operations, Sales, Account Management, Recruiting, Business Development, Direct Sales, New Business Development, Contract Negotiation, Talent Management, Performance Management, Succession Planning, Learning Management
Education
Towson University 1990 — 1994
BS, Environmental Planning
Severna Park 1986 — 1990
Fidelity Investments March 2007 - Present
Skills
Series 7, Series 63, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Financial Services, Asset Allocation, Sales, Series 9/10
Education
Towson University 1986 — 1990
Bachelor of Science (BS), Finance, Economics
Securities Licenses Currently Held
Series 7, 66, 9, 10, 24, 4, State of California Life, Health and Annuities.
BMW July 2014 - Present
BMW February 2013 - Present
24 Hour Fitness May 2012 - January 2013
Fidelity Investments January 2012 - May 2012
San Antonio Sports January 2011 - May 2011
Skills
Finance, Sports, Research, Marketing, Sales, Leadership, Time Management, Financial Analysis, Management, Teamwork, Analysis, Data Analysis, Market Research, PowerPoint, Microsoft Excel
Education
Trinity University 2007 — 2011
Bachelor of Science, Marketing and Finance
Fidelity Investments August 2015 - Present
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - Present
San Antonio Stock Show and Rodeo February 2013 - April 2013
Comparte: Fair Trade July 2012 - November 2012
Santa Fe Preparatory School June 2010 - June 2012
Breakthrough New Mexico June 2011 - August 2011
Santa Fe Sports Med and Rehab April 2009 - August 2009
Education
Trinity University 2009 — 2013
Bachelor of Science (B.S.), Marketing, International Business, 3.8/4.0 GPA, 3.90/4.0 GPA within both business concentrations
Santa Fe Preparatory School 2005 — 2009
Calare Properties, Inc. 2011 - Present
CCG Investor Relations 2010 - 2011
Barclays Capital 2008 - 2008
Fidelity Investments 2006 - 2008
Adviser Investments 2005 - 2006
Skills
New Business Development, Investor Relations, Institutional Sales, Real Estate, High Net Worth..., Fundraising, Marketing, Emerging Markets, Mergers, Investment Strategies
Education
Trinity College-Hartford
BA
Fidelity Investments 2005 - Present
Worthington Developments, Inc. 1994 - 2004
Adams, Stepner, Woltermann & Dusing 1996 - 1999
Stumbo, Bowling & Barber 1994 - 1995
Charles C. Mihalek, PSC 1993 - 1994
Taft Stettinius & Hollister LLP 1990 - 1992
Ross, Sinclaire & Associates 1987 - 1990
Kentucky Revenue Cabinet 1985 - 1987
Skills
Series 7, Series 66, Series 9/10, Series 63, Investment Advisory, Retirement Planning, 401k, Asset Managment, Retirement, Securities, Mutual Funds, ETFs, Investments, Wealth Management, Estate Planning, Relationship Management, Strategic Financial..., Leadership, Strategic Planning, Public Speaking, Non-profits, Fundraising, Insurance
Education
University of Kentucky College of Law 1987 — 1990
JD, Law
Transylvania University 1980 — 1984
BA, Political Science
Fidelity Investments March 2008 - Present
Fidelity Investments September 2006 - March 2008
Invesco Trimark March 2005 - September 2006
Invesco Trimark June 2003 - March 2005
Invesco Trimark July 2002 - June 2003
Skills
Mutual Funds, Investment Advisory, Investments, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Financial Services, Asset Allocation, Asset Management, Investment Strategies, Retirement, Estate Planning, ETFs, Financial Advisory
Education
University Of Toronto 2001 — 2002
Master of Arts, History
Trent University 1997 — 2001
Bachelor of Arts, Honours, History, French
Fidelity Investments September 2014 - Present
Fidelity Investments August 2011 - September 2014
Fidelity Investments September 2007 - August 2011
Cash America October 2002 - August 2007
Sabre/EDS May 2000 - April 2002
PriceWaterhouseCoopers 1998 - 2000
Crown Equipment Corporation 1995 - 1997
Citibank 1993 - 1995
Skills
SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Risk Management, Analysis, Financial Services, Project Management, Strategic Planning, Process Improvement, Visio, Business Process..., Program Management, Budgets, Requirements Gathering, Data Analysis, Financial Modeling, Financial Analysis, Business Intelligence, General Awesomeness, Management, Team Leadership
Education
Trinity University 1989 — 1993
Bachelor of Arts, History
TIAA-CREF April 2013 - Present
MetLife 2006 - Present
TIAA-CREF 2010 - 2012
Metropolitan Life Insurance Company 2006 - March 2010
Sullivan 2005 - 2006
Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
JPMorgan Chase 2000 - 2005
Fidelity Investments 1993 - 1998
Skills
Direct Marketing, Marketing Strategy, Segmentation, Email Marketing, Advertising, Integrated Marketing, Analytics, Financial Services, Marketing, Digital Marketing, Marketing Communications
Education
Trinity University 1989 — 1992
Fidelity Investments July 2014 - Present
Fidelity Investments December 2006 - July 2014
Fidelity Investments January 2005 - December 2006
Ascend Consulting June 2002 - December 2004
Exodus Communications March 1999 - June 2002
Arthur Andersen 1993 - 2000
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Business Analysis, Project Management, Vendor Management, Process Improvement, Program Management, Software Development
Education
University of Hartford 1993 — 1994
MS, Accounting
Trinity College-Hartford 1989 — 1993
BA, Economics
BitStash.com - eCoinConcepts LLC June 2014 - Present
TextServ Inc. January 2009 - June 2014
InfoEx September 2008 - December 2008
GreenOcean Group June 2005 - July 2008
MarketAxess March 2001 - May 2005
TradingEdge September 1997 - March 2001
Fidelity Investments 1991 - 1995
Skills
Mobile Devices, Start-ups, Analytics, Business Analysis, Strategy, Marketing, Telecommunications, Product Management, Entrepreneurship, Management, Consulting, Business Strategy, Business Development, Strategic Partnerships, Project Management, Software Development, Strategic Planning, Marketing Strategy, CRM, Enterprise Software, Mobile Applications, SaaS, Cloud Computing, Information Technology, Agile Methodologies, Integration, Social Media, Sales, Program Management, SQL, Online Advertising, Linux, Java, Software Project..., Web Development, Social Media Marketing, Business Planning, Team Leadership, Vendor Management
Education
Trinity College, Dublin 1985 — 1989
BENG & BA, Engineering & Mathematics
Castleknock
General Atlantic June 2014 - Present
McKinsey & Company March 2011 - May 2014
McKinsey and Company June 2007 - March 2011
JPMorgan Asset Management July 2004 - June 2007
EACM Advisors LLC (BNY Mellon Asset Management) March 2000 - May 2004
Morgan Stanley Dean Witter 1999 - 2000
Fidelity Investments 1998 - 1999
Skills
Financial Modeling, Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Finance, Valuation, Fixed Income, Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Business Analysis, Risk Management
Education
Trinity University 1994 — 1998
BS - Business Administration, Finance & Management
Newtown High School 1990 — 1994
Diploma, Diploma
Omnicare February 2011 - Present
TEK Systems February 2010 - February 2011
Convergys July 2007 - December 2009
IBM August 2004 - July 2007
Duke Energy August 2001 - August 2004
Fidelity Investments 1996 - 2001
Computer Horizons April 1995 - March 1996
Cincinnati Bell Information Systems June 1985 - April 1994
Skills
Business Analysis, Business Intelligence, Enterprise Architecture, Integration, Process Improvement, Requirements Analysis, SDLC, SQL, Software Development
Education
Transylvania University 1981 — 1985
Fidelity Investments May 2007 - February 2011
Skills
Financial Services, Integration, Mutual Funds
Education
Trinity College-Hartford 1996 — 1999
Fidelity Investments June 2007 - Present
Veritude 2007 - Present
Veritude a Fidelity Investments Company 2007 - Present
Sapphire Technologies 1993 - 2003
Education
Troy University 2004 — 2006
MBA, Masters of Business Administration
Gavilon Group, LLC October 2010 - Present
Endura Technology LLC August 2008 - September 2010
Dorado Securities February 2006 - July 2008
Fidelity Investments May 2005 - January 2006
Banc of America Securities October 1999 - April 2002
Skills
Fixed Income, Portfolio Management, Equities, Financial Analysis, Investments, Financial Modeling, Trading, Hedging, Derivatives, Financial Markets, Options, Negotiation
Education
Thunderbird School of Global Management 2003 — 2005
Masters, Finance
University of San Francisco 1995 — 1999
Bachelor's degree, Marketing
Fidelity Investments 2006 - Present
Tera Media 1997 - 2006
Tera Media 1997 - 2001
Skills
Social Media, Final Cut Pro, Video Production, Editing, Video Editing, Media Production, Digital Media, New Media, Video, Creative Direction, Broadcast
Education
Thunderbird School of Global Management 1976 — 1977
Ceridian December 2012 - Present
Resources Global Professionals 2010 - 2012
Fidelity Investments January 2004 - 2009
Fidelity Investments September 1999 - December 2004
Fidelity Investments April 1995 - August 1999
United States Army 1988 - 1991
Skills
Project Management, Operations Management, SOA, Process Improvement, Business Analysis, Business Process..., Vendor Management, Risk Management, Change Management, Six Sigma, Outsourcing, Program Management, Project Portfolio..., Financial Services, SDLC, Relationship Management, PMO, Process Management, PMP, Finance, Start-ups, CRM, Call Center Development, Leadership, Coaching, Cross-functional..., Strategy, Management, Consulting
Education
Troy University Dothan 1992 — 1994
BS Business Administration, Finance
Fidelity Investments September 2012 - Present
PMC Commercial Interiors August 2007 - September 2012
VeriSign 2001 - 2003
Jones Lang LaSalle 2000 - 2001
GHK 1998 - 2000
Alex Brown & Sons Incorporated 1989 - 1998
Skills
Change Management, Project Management, Strategic Plannning, Transaction Management, Customer Experience..., Facility Master Planning, Capital Budgeting, Operations Management, Occupancy Planning, Post Occupancy..., Account Management, Contract Negotiation, Furnishings, Move Management, Negotiation, Strategic Planning, Budgets, Business Development, New Business Development, Facilities Management, Management
Education
University of Baltimore
MBA, Business Administration
Towson University 1985 — 1989
BS, Business Administration
TIAA-CREF June 2011 - Present
Fidelity Capital Markets November 2008 - April 2011
Fidelity Investments April 2005 - October 2008
Commonwealth of Massachusetts June 2003 - September 2003
Education
Trinity College-Hartford 2000 — 2004
Fidelity Investments July 2014 - Present
TIAA-CREF July 2013 - July 2014
Financial Engines September 2011 - 2013
Fidelity Investments 2006 - 2010
Sun Life Financial 2002 - 2005
BlueBlack 2001 - 2002
isky.com 2000 - 2001
Marketing Drive Worldwide 1994 - 2000
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Trinity College-Hartford
BA, Economics and Political Science
[Stealth Startup] August 2015 - Present
Geode Capital Management April 2008 - July 2015
Fidelity Investments September 2000 - April 2008
Alpnet February 2000 - August 2000
The Bank of New York November 1998 - October 1999
Harvard-Smithsonian Center for Astrophysics December 1997 - August 1998
Comverse November 1995 - December 1997
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Unix, Microsoft SQL Server, C#, Perl, Linux, JavaScript, JSP, Oracle, Business Analysis, SOA, Subversion, Java Enterprise Edition, Web Services, Spring, Python, Software Design, Software Project...
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Engineering, Computer
Fidelity Investments June 2010 - Present
Fidelity Investments 2007 - 2010
Education
Trinity College-Hartford 1987 — 1990
Fidelity Investments November 2014 - Present
Fidelity Investments January 2012 - November 2014
T Rowe Price June 2008 - January 2012
Enterprise Rent-A-Car January 2008 - April 2008
Education
Towson University 2004 — 2008
Marketing, Business
Ian, Evan & Alexander Corp (IEA) February 2014 - Present
IEA April 2011 - Present
ATSG October 2009 - March 2011
ACN February 2009 - August 2009
Fidelity Investments June 2007 - February 2009
Federal Government in Washington DC 1999 - 2005
Skills
Outlook, Microsoft Office, Project Management, Customer Service, Strategic Planning, Program Management, Microsoft Word, Microsoft Excel, System Administration, Budgets
Education
University of Maryland University College 2015 — 2017
Master's Degree, Accounting and Finance
Towson University 1999 — 2004
Bachelor's Degree, Biology
Suitland 1995 — 1999
High School
Valley View & Walker Mill
Company C June 2014 - Present
LifePlans, Inc. February 2006 - June 2014
Fidelity Investments October 2000 - January 2006
Sato Travel January 1998 - June 2000
Skills
Analysis, Leadership, Human Resources, Process Improvement, Customer Service, Training, Employee Training, Program Management, Call Centers, Management, Recruiting
Education
Troy University 1998 — 1999
Masters, Human Resource Management
University of Massachusetts, Amherst 1988 — 1991
Bachelor's, Hotel Restaurant Management
Fidelity Investments
Skills
Vendor Management, Business Analysis, Requirements Analysis
Education
Towson University 1995 — 1999
BS, Sport Management
Fidelity Investments July 2014 - Present
Winward Entertainment July 1997 - Present
Fidelity Investments October 2011 - June 2014
The Pros 2008 - September 2012
Financial Services Industry June 2007 - November 2011
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Education
Thunderbird School of Global Management 1996 — 1997
MIM, International Management, German, Finance
Utah State University 1989 — 1996
BA Accounting, Accounting, German, Norwegian, Swedish, Danish
Davis High School 1986 — 1989
Diploma, Business
Fidelity Investments April 2014 - Present
FIDELITY INVESTMENTS August 2008 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning, Finance, Series 65, FINRA, Asset Allocation, Retirement, 401k, Investments
Education
Trinity College-Hartford 2000 — 2004
BS, Economics
Trinity College-Hartford 2000 — 2004
Bachelor of Science (B.S.), Applied Economics
Fidelity Investments March 2015 - Present
Prospectiv June 2007 - March 2014
Prospectiv August 2004 - June 2008
CNET April 2001 - August 2004
CNET Networks September 1999 - April 2001
Senator Stephen M. Brewer January 1997 - September 1999
Senator Robert D. Wetmore June 1995 - January 1997
Carpenter Technology October 1994 - June 1995
Skills
Lead Generation, Online Advertising, Email Marketing, SEM, Salesforce.com, Online Marketing, Advertising, Customer Acquisition, Analytics, Affiliate Marketing, Product Development, Product Management, Cross-functional..., Marketing Strategy, Social Media Marketing, Digital Strategy, Management, Project Management, Online Lead Generation, Display Advertising
Education
Trinity College-Hartford 1990 — 1994
BS, Psychology
Fidelity Investments ManagerFidelity Investments2004 - 2008
Fidelity Investments 1992 - 2008
Education
Thunderbird School of Global Management 1989 — 1989
MBA
Wittenberg University
BA
Fidelity Investments December 2012 - Present
Morgan Stanley Wealth Management January 2011 - December 2012
Morgan Stanley Smith Barney September 2007 - January 2010
Citigroup April 1998 - September 2007
Fidelity Investments 2005 - 2007
Skills
Series 7, Equities, Series 63, Financial Services, Securities, Relationship Management
Education
Trinity College-Hartford 1990 — 1994
B.A., English Literature
Fidelity Investments September 2014 - Present
Fidelity Investments January 2011 - Present
Fidelity Investments September 2011 - October 2014
MB Trading February 2008 - April 2010
Skills
Trading Systems, Risk Management, Equities, Trading, Options, Electronic Trading, Financial Markets, Portfolio Management, Derivatives, Series 7, Technical Analysis, Securities, FX Options, Commodity, Market Data, Fixed Income, Series 63, Mutual Funds, FINRA, Equity Trading, Foreign Exchange, Hedging, Currency, Stocks, Investment Strategies, Bonds, ETFs, Equity Derivatives, Investments, Asset Allocation, Financial Services, Stock Market, FX trading
Education
Towson University 2005 — 2008
BA, Business Administration
Bank of America Merrill Lynch November 2012 - Present
Fidelity Investments January 2007 - Present
DWS Scudder 1996 - 2007
CIGNA Retirement & Investment Services 1978 - 1995
Skills
Series 63, Investments, Series 7, Retirement, Securities, 401k, Mutual Funds
Education
Trinity College-Hartford 1974 — 1978
BA
FactSet January 2014 - Present
FactSet October 2013 - January 2014
FactSet January 2012 - October 2013
Fidelity Investments November 2009 - January 2012
Sports Technologies February 2009 - May 2009
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Equities, PowerPoint, Investments, Finance, Data Analysis, Mutual Funds, Portfolio Management
Education
Trinity College-Hartford 2005 — 2009
BS, Economics, Models and Data
University of Sydney 2007 — 2007
Deering High School 2001 — 2005
PricewaterhouseCoopers LLP September 2009 - Present
PwC September 2004 - August 2009
Conway Stuart & Woodbury CPAs May 1992 - September 2004
Coldwell Banker Las Vegas April 1991 - April 1992
Eagle Star April 1988 - December 1990
Fidelity Investments September 1987 - February 1988
Skills
Auditing, Internal Audit, Business Advisory, Assurance, SEC reporting, Audit, Internal Controls, US GAAP, Gaming Industry, Tribal Gaming, Tribal Government, Tribal Consultation, IFRS, Sarbanes-Oxley, Casino, Management Consulting, Business Continuity, Insurance, Gasb, Compliance, Gaming regulations, Accounting advisory, Big 4, External Audit, GAAP, Sarbanes-Oxley Act, CPA, Financial Reporting, Financial Accounting, Accounting, Financial Audits, IT Audit, Revenue Recognition, Financial Analysis, Financial Statements, Cash Flow, Managerial Finance, General Ledger, Fraud, Mergers, Forensic Accounting, COSO, Due Diligence, Shared Services, Corporate Finance, Account Reconciliation, Variance Analysis, Reviews, Accountants, Finance Transformation
Education
UNLV 1992 — 1994
Trinity College Dublin 1983 — 1987
BBS, Business Studies
St Mary's College Rathmines Dublin 1977 — 1983
LifePlans, Inc. February 2006 - Present
Fidelity Investments October 2000 - January 2006
Sato Travel June 1998 - June 2000
World Travel Holdings September 1996 - October 1997
ARAMARK Refreshment Services April 1996 - September 1996
American Food Systems September 1994 - May 1996
Glacier Park, Inc. April 1994 - September 1994
The Walt Disney Company January 1992 - April 1994
Skills
Healthcare Management, Training, SPHR, Healthcare, Organizational..., Policy, Quality Assurance, Human Resources, HIPAA, Employee Training, Performance Management, Healthcare Consulting, Process Improvement, Leadership, Instructor-led Training, Recruiting, Contract Recruitment, Project Management, Event Management, Operations Management, Change Management, Full-life Cycle..., Food & Beverage, Food Safety, Health Insurance, Team Building, Team Leadership, Six Sigma, Food Management, Travel Management, Leisure Travel, Travel Planning, Tourism, Hospitality Management, Strategic Human..., Insurance
Education
Troy University
MS, Human Resources
University of Massachusetts, Amherst
B.S., Hospitality Administration/Management
Liberty University September 2014 - Present
Liberty University August 2013 - September 2014
Liberty University Online September 2012 - August 2013
Liberty University Online August 2011 - September 2012
Liberty University Online May 2011 - August 2011
Liberty University Online July 2009 - January 2011
Fidelity Investments 2007 - 2008
Skills
Leadership, Leadership Development, Public Speaking, Admissions, Higher Education, Staff Development, PPC, Management, Analysis, Online Advertising, Strategic Communications, Media Buying, Public Relations, Event Planning, Social Networking, Social Media, Research, Social Media Marketing, Nonprofits, Fundraising, Blogging, Training, Facebook, Marketing, Online Marketing, Editing, Marketing Communications, Marketing Strategy, Teaching, Advertising
Education
Liberty University 2011 — 2013
Master of Business Administration (MBA)
Trinity Baptist College
Bachelor of Science
Fidelity Investments November 2013 - Present
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science
Fidelity Investments November 2012 - Present
Fidelity Investments February 2012 - November 2012
US Bank March 2010 - May 2011
Regions Bank 2007 - 2009
Bank of America October 2001 - May 2007
Skills
Series 7, Series 63, Series 66, General Securities..., Series 9/10, General Securities...
Education
Transylvania University
U.S. Trust, Bank of America Private Wealth Management April 2012 - Present
TIAA-CREF April 2011 - July 2011
The Hartford October 2006 - March 2011
Fidelity Investments March 2005 - June 2006
Fidelity Investments March 1999 - March 2005
Scudder Investments 1995 - 1999
Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management
Education
Trinity University-Washington 1986 — 1990
BA, English/Political Science
Bishop Feehan
Fidelity Investments August 2011 - Present
Southgate Investments LLC January 2011 - April 2011
Spaulding Rehabilitation Hospital June 2009 - August 2009
IDG Connect June 2009 - June 2009
Tory Burch June 2008 - August 2008
Skills
Facebook, Marketing, Event Management, Social Media, Digital Marketing, Digital Strategy
Education
Trinity College-Hartford 2007 — 2011
Self -Employed 1984 - Present
Fidelity Investments 1978 - 1984
Education
Trinity College-Hartford 1972 — 1976
AB, French
Columbia Threadneedle Investments, US May 2010 - Present
Columbia Management October 2005 - April 2010
Fidelity Investments March 2000 - September 2005
Skills
Internal Communications, Speech Writing, Employee Surveys, Intermediary marketing, Mutual Funds, Marketing Communications, Financial Services, Investments, Competitive Analysis, Direct Marketing, Marketing, Marketing Strategy, Series 7, Social Media, Advertising, Corporate Communications, Event Planning, Email Marketing, Relationship Management
Education
Trinity University-Washington 1983 — 1987
Bachelor of Science (BS), English Language and Literature/Letters
Suddenlink Communications August 2002 - Present
EDS, an HP company April 1999 - July 2002
MCI Systemhouse August 1997 - April 1999
Fidelity Investments May 1997 - August 1997
Computer Task Group March 1997 - May 1997
Computer Task Group September 1996 - March 1997
Volt May 1995 - March 1996
Skills
Cisco Technologies, Switches, Network Design, VoIP, MPLS, Routers, IP, Network Engineering, LAN-WAN, Telecommunications, Routing, Troubleshooting, WAN, Computer Network..., Ethernet, Networking, Cisco IOS, Cisco Routers, Cisco Call Manager, Cisco VoIP, Telephony, Network Architecture, Datacentres, Technical Support, Data Center
Education
Tyler Junior College 1988 — 1989
General Studies
Trinity Valley Community College 1987 — 1988
General Studies
Federal Government March 2010 - Present
Employment Security Commission November 2008 - March 2010
Fidelity Investments May 2007 - November 2008
Education
Troy University
Master of Public Administration (MPA)
Wellington Management June 2011 - Present
Fidelity Investments September 2010 - June 2011
Fidelity Investments May 2007 - September 2010
Skills
Vice President..., President Awards, Global IT Operations, Management, Enterprise Network, Enterprise Voice, Trading Systems, Enterprise Network..., Market Data, Engineering, Security Operations, Wireless Networking, Network Monitoring Tools, Network Traffic Analysis, System Monitoring, Information Security, Call Centers, Vendor Management, CCNP, MSCE, Matrix Management, CNE, Series 7-Lite, IPC, Cisco Technologies, Internet Security, Data Center, Disaster Recovery, Firewalls, Sourcefire, Bloomberg, PaloAlto, Reuters, AV, Investors, Netscaler, Juniper, PRTG, ODC, DAS, ITIL, FIX, Amazon Web Services..., Data Transport, Desktop Application..., Back Office, Avaya, Exadata, Contract Negotiation, Department Budgeting
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Trinity College Dublin