Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Josh Grassel Josh Grassel's Fidelity Investments Experience July 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Ameriprise Financial Services, Inc. December 2013 - December 2014
Citi February 2011 - December 2013
Education
University of California, Santa Cruz
Psychology
Berkeley High School 1999 — 2003
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Ameriprise Financial Services, Inc. December 2013 - December 2014
Citi February 2011 - December 2013
Education
University of California, Santa Cruz
Psychology
Berkeley High School 1999 — 2003
Chal Martina Chal Martina's Fidelity Investments Experience 1993 - 1998
Job Computer and Print Sales at Office Depot
Industry Retail
Experience
Office Depot 2005 - Present
SeniorCompuCare 2010 - 2011
WORL-AM Radio 2006 - 2007
Southeast Benefits Partners, LLC. 1999 - 2006
Morgan Stanley Dean Witter 1998 - 1999
Fidelity Investments 1993 - 1998
First Investors 1992 - 1993
EMI Records 1979 - 1992
Skills
Retail, Merchandising, Visual Merchandising, Sales, Customer Service, Retail Sales, Store Management, Inventory Management, Loss Prevention, Fashion, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cashiering, Customer Satisfaction, Marketing, Apparel, Sales Management, Facebook, Teamwork, Event Planning, Social Networking, Store Operations, Management, Training, Business Development, Telephone Skills
Education
University of Central Florida 1970 — 1972
Bachelor of Arts (BA), Communication and Media Studies
Miami-Dade Junior College South 1968 — 1970
Associate's degree, Theatre/Speech
Office Depot 2005 - Present
SeniorCompuCare 2010 - 2011
WORL-AM Radio 2006 - 2007
Southeast Benefits Partners, LLC. 1999 - 2006
Morgan Stanley Dean Witter 1998 - 1999
Fidelity Investments 1993 - 1998
First Investors 1992 - 1993
EMI Records 1979 - 1992
Skills
Retail, Merchandising, Visual Merchandising, Sales, Customer Service, Retail Sales, Store Management, Inventory Management, Loss Prevention, Fashion, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cashiering, Customer Satisfaction, Marketing, Apparel, Sales Management, Facebook, Teamwork, Event Planning, Social Networking, Store Operations, Management, Training, Business Development, Telephone Skills
Education
University of Central Florida 1970 — 1972
Bachelor of Arts (BA), Communication and Media Studies
Miami-Dade Junior College South 1968 — 1970
Associate's degree, Theatre/Speech
Pete Kline, MBA's Fidelity Investments Experience May 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - Present
Fidelity Investments September 2013 - June 2014
Willamette University August 2012 - May 2013
Northwestern Mutual May 2012 - August 2012
Backbones August 2011 - April 2012
Skills
Leadership, Public Speaking, Financial Analysis, PowerPoint, Team Leadership, Athletics, Sports Marketing, Relationship Management, Project Management, Time Management, Qualitative Research, Financial Markets, Financial Planning, Investments
Education
Willamette University - Atkinson Graduate School of Management 2011 — 2013
MBA, Entrepreneurship and Finance
Willamette University 2007 — 2011
Bachelor of Arts, Exercise Science
University of Canterbury 2010 — 2010
Exercise Science
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - Present
Fidelity Investments September 2013 - June 2014
Willamette University August 2012 - May 2013
Northwestern Mutual May 2012 - August 2012
Backbones August 2011 - April 2012
Skills
Leadership, Public Speaking, Financial Analysis, PowerPoint, Team Leadership, Athletics, Sports Marketing, Relationship Management, Project Management, Time Management, Qualitative Research, Financial Markets, Financial Planning, Investments
Education
Willamette University - Atkinson Graduate School of Management 2011 — 2013
MBA, Entrepreneurship and Finance
Willamette University 2007 — 2011
Bachelor of Arts, Exercise Science
University of Canterbury 2010 — 2010
Exercise Science
Jonathan Schapiro Jonathan Schapiro's Fidelity Investments Experience May 1993 - Present
Job at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 1993 - Present
Skills
Asset Management, Product Management, Data Management, Cloud Computing, Global Delivery, Manage Client..., Software Engineering, Agile Development, Program Management, IT Strategy, Strategic Planning, Market Data, Business Intelligence, Organizational Change..., Data Warehousing, Analytics, Database Design, Trading Systems, Equities, Portfolio Management, Middle office, Front Office, Reference Data, Compliance, Equity Research, Project Management, Investment Management, CRM
Education
University of Cape Town
B. Business Science, Computer Science, Finance
Fidelity Investments May 1993 - Present
Skills
Asset Management, Product Management, Data Management, Cloud Computing, Global Delivery, Manage Client..., Software Engineering, Agile Development, Program Management, IT Strategy, Strategic Planning, Market Data, Business Intelligence, Organizational Change..., Data Warehousing, Analytics, Database Design, Trading Systems, Equities, Portfolio Management, Middle office, Front Office, Reference Data, Compliance, Equity Research, Project Management, Investment Management, CRM
Education
University of Cape Town
B. Business Science, Computer Science, Finance
Mark Weinstein Mark Weinstein's Fidelity Investments Experience March 2006 - September 2011
Job Assistant Vice President of Business Development for LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
LPL Financial June 2012 - December 2014
LPL Financial September 2011 - December 2014
Fidelity Investments March 2006 - September 2011
Skills
Series 7, Recruiting, Wealth Management, Onboarding, Series 63, Retirement Planning, Financial Services, 401k, Securities, Mutual Funds, Investments, Investment Advisory, RIA, Practice Management, Succession Planning
Education
University of California, Santa Cruz 1997 — 2003
Business Managements Economics, Business/Managerial Economics
Ponderosa Elementary
Nuclear Physics
LPL Financial December 2014 - Present
LPL Financial June 2012 - December 2014
LPL Financial September 2011 - December 2014
Fidelity Investments March 2006 - September 2011
Skills
Series 7, Recruiting, Wealth Management, Onboarding, Series 63, Retirement Planning, Financial Services, 401k, Securities, Mutual Funds, Investments, Investment Advisory, RIA, Practice Management, Succession Planning
Education
University of California, Santa Cruz 1997 — 2003
Business Managements Economics, Business/Managerial Economics
Ponderosa Elementary
Nuclear Physics
Krista Turner's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Deutsche Bank January 2015 - April 2015
Chi Omega Fraternity January 2013 - December 2013
University of Central Florida February 2013 - April 2013
Skills
Teamwork, Leadership, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Public Speaking, Event Planning, Social Media, Facebook, Research, Public Relations, Marketing, Photoshop, Fundraising, Sales, Budgets, Accounting, Financial Analysis
Education
University of Central Florida - College of Business Administration 2011 — 2014
Bachelor's Degree, Accounting Minor: Psychology, GPA 3.0
Fidelity Investments May 2015 - Present
Deutsche Bank January 2015 - April 2015
Chi Omega Fraternity January 2013 - December 2013
University of Central Florida February 2013 - April 2013
Skills
Teamwork, Leadership, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Public Speaking, Event Planning, Social Media, Facebook, Research, Public Relations, Marketing, Photoshop, Fundraising, Sales, Budgets, Accounting, Financial Analysis
Education
University of Central Florida - College of Business Administration 2011 — 2014
Bachelor's Degree, Accounting Minor: Psychology, GPA 3.0
Tim Flagg's Fidelity Investments Experience August 2007 - February 2011
Job Investment Consultant Senior Advisor
Industry Investment Banking
Experience
Merrill Lynch June 2014 - Present
Deutsche Bank February 2011 - June 2014
Fidelity Investments August 2007 - February 2011
Skills
Series 7, CRM, FINRA, Equities, Fixed Income, Securities, Investment Banking, Capital Markets, Derivatives, Bloomberg, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management
Education
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.), Business/Commerce, General
Merrill Lynch June 2014 - Present
Deutsche Bank February 2011 - June 2014
Fidelity Investments August 2007 - February 2011
Skills
Series 7, CRM, FINRA, Equities, Fixed Income, Securities, Investment Banking, Capital Markets, Derivatives, Bloomberg, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management
Education
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.), Business/Commerce, General
Christopher Diodoardo's Fidelity Investments Experience December 1999 - March 2002
Job Sports Professional
Industry Sports
Experience
Dayton Country Club August 2013 - September 2013
Country Club of the North September 2011 - July 2013
Crooked Tree Golf Course April 2011 - August 2011
City of Dayton - Madden Golf Course December 2010 - May 2011
The Reynolds and Reynolds Company July 2007 - June 2008
Springboro Community City Schools August 2006 - October 2007
Springboro Community City Schools August 2006 - July 2007
Buckeye Information Systems October 2003 - June 2004
Voss Automotive June 2003 - October 2003
Fidelity Investments December 1999 - March 2002
Skills
Golf Instruction, Golf Clubs, Junior Golf, Golf Club Repair, Golf, PGA, Golf Management, Golf Fitness, Golf Equipment, Tournaments, Golf Course Management, Golfers, Golf Courses, Sports Industry, Professional Sports, Player Development, Golf Resorts, Sports Coaching, Club Operations, Group Lessons, Lessons, Public Speaking
Education
PGA of America 2011 — 2014
Class A Professional, PGA PGM Program
University of California, San Diego 1990 — 1994
Bachelor of Arts (B.A.), Political Science - Constitutional Law
University of California, San Diego 1990 — 1993
Bachelor's Degree, Political Science and Government
Dayton Country Club August 2013 - September 2013
Country Club of the North September 2011 - July 2013
Crooked Tree Golf Course April 2011 - August 2011
City of Dayton - Madden Golf Course December 2010 - May 2011
The Reynolds and Reynolds Company July 2007 - June 2008
Springboro Community City Schools August 2006 - October 2007
Springboro Community City Schools August 2006 - July 2007
Buckeye Information Systems October 2003 - June 2004
Voss Automotive June 2003 - October 2003
Fidelity Investments December 1999 - March 2002
Skills
Golf Instruction, Golf Clubs, Junior Golf, Golf Club Repair, Golf, PGA, Golf Management, Golf Fitness, Golf Equipment, Tournaments, Golf Course Management, Golfers, Golf Courses, Sports Industry, Professional Sports, Player Development, Golf Resorts, Sports Coaching, Club Operations, Group Lessons, Lessons, Public Speaking
Education
PGA of America 2011 — 2014
Class A Professional, PGA PGM Program
University of California, San Diego 1990 — 1994
Bachelor of Arts (B.A.), Political Science - Constitutional Law
University of California, San Diego 1990 — 1993
Bachelor's Degree, Political Science and Government
Andrea Cunningham Andrea Cunningham's Fidelity Investments Experience March 2001 - July 2006
Job Financial Service Operations Manager
Industry Financial Services
Experience
Toadvine and Associates February 2011 - November 2013
Fidelity Investments March 2001 - July 2006
BMO Nesbitt Burns June 1999 - October 2000
Charles Schwab January 1998 - May 1999
North River Shores Tennis Club January 1990 - August 1996
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Markets, Insurance, Options, Bonds, Fixed Annuities, Marketing, Event Management, Series 7, Series 63, Relationship Management, Securities, Accounting, Trading
Education
University of Central Florida - College of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.), 3.8
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science (B.S.), Finance
Toadvine and Associates February 2011 - November 2013
Fidelity Investments March 2001 - July 2006
BMO Nesbitt Burns June 1999 - October 2000
Charles Schwab January 1998 - May 1999
North River Shores Tennis Club January 1990 - August 1996
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Markets, Insurance, Options, Bonds, Fixed Annuities, Marketing, Event Management, Series 7, Series 63, Relationship Management, Securities, Accounting, Trading
Education
University of Central Florida - College of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.), 3.8
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science (B.S.), Finance
Keith Stiefvater Keith Stiefvater's Fidelity Investments Experience June 2011 - Present
Job Regional Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments May 2004 - July 2008
Charles Schwab & Co. Inc February 1998 - February 2004
Skills
Series 63, Retirement Planning, Series 7, Investments, Strategic Financial..., Retirement, Investment Strategies, 401k, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Asset Allocation, Series 65, Alternative Investments, Finance, Securities, Wealth Management
Education
University of Central Missouri 1985 — 1989
BSBA, Management
Vianney High School 1980 — 1984
Diploma, College Prep
Fidelity Investments June 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments May 2004 - July 2008
Charles Schwab & Co. Inc February 1998 - February 2004
Skills
Series 63, Retirement Planning, Series 7, Investments, Strategic Financial..., Retirement, Investment Strategies, 401k, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Asset Allocation, Series 65, Alternative Investments, Finance, Securities, Wealth Management
Education
University of Central Missouri 1985 — 1989
BSBA, Management
Vianney High School 1980 — 1984
Diploma, College Prep
Justin Wallace's Fidelity Investments Experience November 2008 - August 2010
Job Associate Attorney at Hill Ward Henderson
Industry Law Practice
Experience
Hill Ward Henderson June 2014 - Present
Florida State University College of Law December 2012 - February 2013
Florida Supreme Court, Office of Chief Justice Ricky Polston August 2012 - November 2012
Ausley & McMullen, P.A. May 2012 - August 2012
Fidelity Investments November 2008 - August 2010
Fidelity Investments February 2008 - November 2008
Fidelity Investments August 2007 - February 2008
Northrop Grumman May 2006 - July 2006
Skills
Tax, Investments, Legal Research, Finance
Education
New York University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
Florida State University College of Law 2010 — 2013
Juris Doctor, magna cum laude
University of Central Florida 2003 — 2007
Bachelor of Science, B.S.B.A. Finance
Hill Ward Henderson June 2014 - Present
Florida State University College of Law December 2012 - February 2013
Florida Supreme Court, Office of Chief Justice Ricky Polston August 2012 - November 2012
Ausley & McMullen, P.A. May 2012 - August 2012
Fidelity Investments November 2008 - August 2010
Fidelity Investments February 2008 - November 2008
Fidelity Investments August 2007 - February 2008
Northrop Grumman May 2006 - July 2006
Skills
Tax, Investments, Legal Research, Finance
Education
New York University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
Florida State University College of Law 2010 — 2013
Juris Doctor, magna cum laude
University of Central Florida 2003 — 2007
Bachelor of Science, B.S.B.A. Finance
Alexander Casado's Fidelity Investments Experience April 2015 - Present
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Greater Orlando Aviation Authority May 2014 - December 2014
Greater Orlando Aviation Authority November 2013 - May 2014
Total Team Wares August 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Outlook, Spanish, Team Leadership, Customer Satisfaction, Coaching, Sales, Team Building, Social Media Marketing, Leadership, Time Management
Education
University of Central Florida - College of Business Administration 2011 — 2014
Bachelor's degree, Accounting and Finance
Fidelity Investments April 2015 - Present
Greater Orlando Aviation Authority May 2014 - December 2014
Greater Orlando Aviation Authority November 2013 - May 2014
Total Team Wares August 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Outlook, Spanish, Team Leadership, Customer Satisfaction, Coaching, Sales, Team Building, Social Media Marketing, Leadership, Time Management
Education
University of Central Florida - College of Business Administration 2011 — 2014
Bachelor's degree, Accounting and Finance
Jennifer Ku Jennifer Ku's Fidelity Investments Experience July 2012 - August 2014
Job Health & Welfare Experienced Associate at PwC
Industry Financial Services
Experience
PwC September 2014 - Present
Fidelity Investments July 2012 - August 2014
Coleman & Johnson Financial Advisors, Inc. May 2012 - June 2012
Skills
MS Office Suite, VBA, SQL, ProVal, Windows, Mac OS X, MATLAB, STATA, WordPerfect, SAS Programming
Education
University of California, San Diego 2008 — 2013
Bachelor of Science (B.S.), Applied Mathematics
University of California, San Diego 2008 — 2013
Bachelor of Arts (B.A.), Economics
PwC September 2014 - Present
Fidelity Investments July 2012 - August 2014
Coleman & Johnson Financial Advisors, Inc. May 2012 - June 2012
Skills
MS Office Suite, VBA, SQL, ProVal, Windows, Mac OS X, MATLAB, STATA, WordPerfect, SAS Programming
Education
University of California, San Diego 2008 — 2013
Bachelor of Science (B.S.), Applied Mathematics
University of California, San Diego 2008 — 2013
Bachelor of Arts (B.A.), Economics
Catherine Tshabalala Catherine Tshabalala's Fidelity Investments Experience July 2006 - December 2007
Job Human Resources Benefits Specialist at Brookfield Residential Property Services
Industry Human Resources
Experience
Brookfield Global Relocation Services February 2008 - Present
Fidelity Investments July 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, HR Policies, Performance Management, Human Resources, Employee Relations, Employment Law..., New Hire Orientations, HRIS, Employee Benefits, Onboarding, Employee Training, Employee Engagement, PeopleSoft, HR Consulting, Benefits Administration
Education
University of Cape Town 1998 — 2001
Bachelor of Social Science, Human Resource Management
Brookfield Global Relocation Services February 2008 - Present
Fidelity Investments July 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, HR Policies, Performance Management, Human Resources, Employee Relations, Employment Law..., New Hire Orientations, HRIS, Employee Benefits, Onboarding, Employee Training, Employee Engagement, PeopleSoft, HR Consulting, Benefits Administration
Education
University of Cape Town 1998 — 2001
Bachelor of Social Science, Human Resource Management
Ben Lundquist's Fidelity Investments Experience December 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2010 - Present
Aspiriant January 2009 - September 2009
PlanMember Financial Corporation January 2007 - August 2008
Skills
Series 7, Mutual Funds, Investments, 401k, Asset Allocation, Financial Services, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Finance
Education
University of California, Santa Barbara 2004 — 2006
business economics
Fidelity Investments December 2013 - Present
Fidelity Investments June 2010 - Present
Aspiriant January 2009 - September 2009
PlanMember Financial Corporation January 2007 - August 2008
Skills
Series 7, Mutual Funds, Investments, 401k, Asset Allocation, Financial Services, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Finance
Education
University of California, Santa Barbara 2004 — 2006
business economics
Tyler Jay Keel's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
The Alex McDonald Foundation June 2013 - June 2015
Fidelity Investments July 2013 - April 2015
UBS January 2013 - May 2013
Education
University of Central Florida 2011 — 2013
Finance, Finance, General
Fidelity Investments April 2015 - Present
The Alex McDonald Foundation June 2013 - June 2015
Fidelity Investments July 2013 - April 2015
UBS January 2013 - May 2013
Education
University of Central Florida 2011 — 2013
Finance, Finance, General
Demel Gonzalez CFP ® Demel Gonzalez CFP ®'s Fidelity Investments Experience September 2007 - November 2011
Job Founder, CEO of Heartwood Financial Services
Industry Financial Services
Experience
Heartwood Financial Services February 2012 - Present
Fidelity Investments September 2007 - November 2011
Fidelity Investments April 2000 - September 2007
Fidelity Investments April 1999 - April 2000
Fidelity Investments March 1998 - April 1999
Skills
Retirement Planning, Retirement Income..., Portfolio Management, Personal Finance, Wealth Management, Financial Planning, Investments, Investment Advisory, Series 7, Retirement, Asset Allocation, Series 63, Mutual Funds, 401k, Insurance, Annuities, Financial Advice, Wealth Accumulation, Investment Strategies, Financial Advisory, High Net Worth..., Asset Management, Securities, Financial Planners, Wealth, Strategic Financial..., Wealth Management..., Financial Services
Education
University of Central Florida - College of Business Administration 1994 — 1998
finance, Business
Heartwood Financial Services February 2012 - Present
Fidelity Investments September 2007 - November 2011
Fidelity Investments April 2000 - September 2007
Fidelity Investments April 1999 - April 2000
Fidelity Investments March 1998 - April 1999
Skills
Retirement Planning, Retirement Income..., Portfolio Management, Personal Finance, Wealth Management, Financial Planning, Investments, Investment Advisory, Series 7, Retirement, Asset Allocation, Series 63, Mutual Funds, 401k, Insurance, Annuities, Financial Advice, Wealth Accumulation, Investment Strategies, Financial Advisory, High Net Worth..., Asset Management, Securities, Financial Planners, Wealth, Strategic Financial..., Wealth Management..., Financial Services
Education
University of Central Florida - College of Business Administration 1994 — 1998
finance, Business
Susan E. Booth Susan E. Booth's Fidelity Investments Experience 2005 - 2012
Job Client Service Manager
Industry Human Resources
Experience
TRI-AD 2012 - Present
Fidelity Investments 2005 - 2012
Fidelity Investments 1999 - 2005
Fidelity Investments 1996 - 1999
Wells Fargo 1988 - 1994
Skills
Manage Client..., Strategic Planning, Team Management, Cross-functional Team..., Budget Management, Project Management, Negotiation, Presentations and Sales..., Participant..., Retirement Services, Employee Benefits, Retirement, Program Management, Team Leadership, Business Analysis, Leadership, Analysis, CRM, Outsourcing, Vendor Management, Defined Benefit, Team Building, Sales, Management, Process Improvement, Budgets, Financial Services, Business Development, ERISA, Defined Contribution
Education
University of California, San Diego
Bachelor, Mathematics
TRI-AD 2012 - Present
Fidelity Investments 2005 - 2012
Fidelity Investments 1999 - 2005
Fidelity Investments 1996 - 1999
Wells Fargo 1988 - 1994
Skills
Manage Client..., Strategic Planning, Team Management, Cross-functional Team..., Budget Management, Project Management, Negotiation, Presentations and Sales..., Participant..., Retirement Services, Employee Benefits, Retirement, Program Management, Team Leadership, Business Analysis, Leadership, Analysis, CRM, Outsourcing, Vendor Management, Defined Benefit, Team Building, Sales, Management, Process Improvement, Budgets, Financial Services, Business Development, ERISA, Defined Contribution
Education
University of California, San Diego
Bachelor, Mathematics
Paul Borah's Fidelity Investments Experience January 2015 - Present
Job Client Manager with Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments September 2012 - July 2013
Frontier Communications April 2012 - October 2012
Brooks Brothers January 2008 - January 2010
Skills
Microsoft Office, Social Media, Marketing, Leadership, Microsoft Excel, Sales, Financial Planning
Education
University of Central Florida - College of Business Administration 2008 — 2012
General Business
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments September 2012 - July 2013
Frontier Communications April 2012 - October 2012
Brooks Brothers January 2008 - January 2010
Skills
Microsoft Office, Social Media, Marketing, Leadership, Microsoft Excel, Sales, Financial Planning
Education
University of Central Florida - College of Business Administration 2008 — 2012
General Business
Amy Lewis Coskie's Fidelity Investments Experience October 2003 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2003 - Present
Fidelity Investments March 2000 - October 2002
FIDELITY GROUP PENSIONS INTERNATIONAL June 1999 - February 2000
FIDELITY GROUP PENSIONS INTERNATIONAL June 1998 - June 1999
Fidelity Investments October 1995 - June 1998
BARCLAYS GLOBAL INVESTORS October 1994 - October 1995
Fidelity Investments June 1992 - October 1994
Fidelity Investments January 1990 - June 1992
Education
University of Central Florida 1984 — 1988
Bachelor of Arts, French and Spanish
Fidelity Investments October 2003 - Present
Fidelity Investments March 2000 - October 2002
FIDELITY GROUP PENSIONS INTERNATIONAL June 1999 - February 2000
FIDELITY GROUP PENSIONS INTERNATIONAL June 1998 - June 1999
Fidelity Investments October 1995 - June 1998
BARCLAYS GLOBAL INVESTORS October 1994 - October 1995
Fidelity Investments June 1992 - October 1994
Fidelity Investments January 1990 - June 1992
Education
University of Central Florida 1984 — 1988
Bachelor of Arts, French and Spanish
Jeff Montello's Fidelity Investments Experience VP Brand ManagementMontello AgencyDecember 2011 - Present
Job VP Brand Management
Industry Marketing and Advertising
Experience
Fidelity Investments VP Brand ManagementMontello AgencyDecember 2011 - Present
Skills
Email Marketing, Advertising, Social Media Marketing, Marketing Communications, Press Releases, Marketing, Social Media, Online Advertising, Public Relations, Social Networking, Event Planning, Facebook, Media Relations, Marketing Strategy, Online Marketing
Education
University of Central Florida 2009 — 2011
Bachelor of Science, Advertising and Public Relations
University of North Florida
Associate of Arts (AA), Advertising and Public Relations
Fidelity Investments VP Brand ManagementMontello AgencyDecember 2011 - Present
Skills
Email Marketing, Advertising, Social Media Marketing, Marketing Communications, Press Releases, Marketing, Social Media, Online Advertising, Public Relations, Social Networking, Event Planning, Facebook, Media Relations, Marketing Strategy, Online Marketing
Education
University of Central Florida 2009 — 2011
Bachelor of Science, Advertising and Public Relations
University of North Florida
Associate of Arts (AA), Advertising and Public Relations
Jason Owyang Jason Owyang's Fidelity Investments Experience November 2012 - Present
Job Certified Financial Planner®
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Centaurus Financial® April 2010 - November 2012
Morgan Stanley Smith Barney May 2003 - April 2010
AT&T 2002 - 2003
Akamai Technologies 2000 - 2002
Skills
Financial Planning, Portfolio Management, Asset Management, Retirement Income..., 401k Rollovers, Fixed Income, Term Life Insurance, College Savings Plans, Health Insurance, Wealth Preservation..., Estate Planning, IRA Rollovers, Investment Advisory, Alternative Investments, Retirement Plan..., Retirement Planning, Risk Management, Philanthropy
Education
UC San Diego 1994 — 1998
BA
Fidelity Investments November 2012 - Present
Centaurus Financial® April 2010 - November 2012
Morgan Stanley Smith Barney May 2003 - April 2010
AT&T 2002 - 2003
Akamai Technologies 2000 - 2002
Skills
Financial Planning, Portfolio Management, Asset Management, Retirement Income..., 401k Rollovers, Fixed Income, Term Life Insurance, College Savings Plans, Health Insurance, Wealth Preservation..., Estate Planning, IRA Rollovers, Investment Advisory, Alternative Investments, Retirement Plan..., Retirement Planning, Risk Management, Philanthropy
Education
UC San Diego 1994 — 1998
BA
John Megan John Megan's Fidelity Investments Experience July 1996 - Present
Job
Industry Financial Services
Experience
Fidelity Investments July 1996 - Present
Education
University of Central Florida - College of Business Administration 1989 — 1992
MBA
University of Vermont 1984 — 1988
BSEE, Electrical Engineering
Fidelity Investments July 1996 - Present
Education
University of Central Florida - College of Business Administration 1989 — 1992
MBA
University of Vermont 1984 — 1988
BSEE, Electrical Engineering
David Madway David Madway's Fidelity Investments Experience November 2011 - April 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Fidelity Investments November 2011 - April 2013
Fifth Third Bank May 2011 - February 2012
Fusilier Realty November 2010 - July 2011
AXA Advisors January 2010 - May 2010
Smith Equities Real Estate Investment Advisors January 2009 - January 2010
Lockheed Martin January 2008 - August 2008
Skills
Financial Reporting, Insurance, Access, Management, Real Estate, Sales, Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, PowerPoint, Customer Service, Marketing, Accounting, Financial Accounting, Negotiation, Leadership, Strategic Financial..., Financial Modeling, Asset Management, Banking, Financial Planning, Portfolio Management
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor, Finance
Merrill Lynch May 2013 - Present
Fidelity Investments November 2011 - April 2013
Fifth Third Bank May 2011 - February 2012
Fusilier Realty November 2010 - July 2011
AXA Advisors January 2010 - May 2010
Smith Equities Real Estate Investment Advisors January 2009 - January 2010
Lockheed Martin January 2008 - August 2008
Skills
Financial Reporting, Insurance, Access, Management, Real Estate, Sales, Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Budgets, Microsoft Office, PowerPoint, Customer Service, Marketing, Accounting, Financial Accounting, Negotiation, Leadership, Strategic Financial..., Financial Modeling, Asset Management, Banking, Financial Planning, Portfolio Management
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor, Finance
Jose M. Blanc, CFA Level II Candidate Jose M. Blanc, CFA Level II Candidate's Fidelity Investments Experience June 2015 - Present
Job Pricing Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - Present
Fidelity Investments March 2013 - June 2014
Northwestern Mutual March 2012 - September 2012
Asociación civil Mensajeros de la Paz July 2011 - September 2011
Chile Derechos May 2011 - July 2011
Fundación F. Solidaria Manta May 2010 - September 2010
Mexican Consulate June 2009 - August 2009
Education
University of California, Santa Barbara
B.A, Bachelor's degree, Business/Economics
CFA Institute
Passed Level I of the CFA Program
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - Present
Fidelity Investments March 2013 - June 2014
Northwestern Mutual March 2012 - September 2012
Asociación civil Mensajeros de la Paz July 2011 - September 2011
Chile Derechos May 2011 - July 2011
Fundación F. Solidaria Manta May 2010 - September 2010
Mexican Consulate June 2009 - August 2009
Education
University of California, Santa Barbara
B.A, Bachelor's degree, Business/Economics
CFA Institute
Passed Level I of the CFA Program
Ben Bertot's Fidelity Investments Experience October 2013 - Present
Job Vicepresident/coowner of Atwell Construction, Inc.
Industry Construction
Experience
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
Annie Beasley's Fidelity Investments Experience July 2007 - September 2008
Job Licensed Insurance Agent at Brightway Insurance
Industry Insurance
Experience
Brightway Insurance July 2014 - Present
SouthEast Sailing & Yachts August 2012 - Present
TryMyROI.com January 2007 - Present
Corporate Executive Board November 2009 - May 2011
Fidelity Investments July 2007 - September 2008
Quality 1st Painting August 2005 - August 2008
UDR August 2006 - June 2007
Skills
Marketing, Sales Operations, Sales, Facebook, Business Development, Start-ups, Selling, Investments, Strategy, Time Management, Real Estate, Management, Lead Generation, Market Research, Marketing Strategy, Email Marketing, Social Media Marketing, Account Management
Education
University of Central Florida 2000 — 2005
•Bachelor of Science in Business Administration, Marketing
Brightway Insurance July 2014 - Present
SouthEast Sailing & Yachts August 2012 - Present
TryMyROI.com January 2007 - Present
Corporate Executive Board November 2009 - May 2011
Fidelity Investments July 2007 - September 2008
Quality 1st Painting August 2005 - August 2008
UDR August 2006 - June 2007
Skills
Marketing, Sales Operations, Sales, Facebook, Business Development, Start-ups, Selling, Investments, Strategy, Time Management, Real Estate, Management, Lead Generation, Market Research, Marketing Strategy, Email Marketing, Social Media Marketing, Account Management
Education
University of Central Florida 2000 — 2005
•Bachelor of Science in Business Administration, Marketing
David Sarrafzadeh David Sarrafzadeh's Fidelity Investments Experience April 1997 - June 2005
Job Post 96 Asset Management LLC
Industry Investment Management
Experience
Post 96 Asset Management LLC June 2009 - Present
Nauset Capital Management LLC June 2007 - January 2009
Lese Investments LLC September 2005 - October 2006
Fidelity Investments April 1997 - June 2005
Pacific Stock Exchange 1991 - 1997
Education
University of California, Santa Barbara 1986 — 1988
B.A., Business/Economics
Post 96 Asset Management LLC June 2009 - Present
Nauset Capital Management LLC June 2007 - January 2009
Lese Investments LLC September 2005 - October 2006
Fidelity Investments April 1997 - June 2005
Pacific Stock Exchange 1991 - 1997
Education
University of California, Santa Barbara 1986 — 1988
B.A., Business/Economics
Prashanth Nadendla Prashanth Nadendla's Fidelity Investments Experience July 2012 - April 2013
Job Lead Business System Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife June 2013 - Present
Fidelity Investments July 2012 - April 2013
Quintiles Transnational March 2011 - July 2012
Fannie Mae April 2006 - January 2011
Freddie Mac 2004 - 2006
Skills
Agile Methodologies, Requirements Analysis, Telelogic DOORS, Visualization Software, IRise, SDLC, Business Analysis, Business Process..., Project Management, Business Requirements, RUP, Gap Analysis, Requirements Gathering, Requirements Management, Process Modeling, User Acceptance Testing, PMP, Systems Analysis, PMO, Software Project..., Business Process Design, Release Management, Full SDLC, Waterfall, Sprint Planning, JIRA, Data Migration, Livelink, Data Analysis, Quality Assurance, Visio, Resource Management, UML
Education
University of Central Oklahoma 2001 — 2004
MBA, Management
Hindustan College of Engineering 1996 — 2000
Bachelors, Computer Science
MetLife June 2013 - Present
Fidelity Investments July 2012 - April 2013
Quintiles Transnational March 2011 - July 2012
Fannie Mae April 2006 - January 2011
Freddie Mac 2004 - 2006
Skills
Agile Methodologies, Requirements Analysis, Telelogic DOORS, Visualization Software, IRise, SDLC, Business Analysis, Business Process..., Project Management, Business Requirements, RUP, Gap Analysis, Requirements Gathering, Requirements Management, Process Modeling, User Acceptance Testing, PMP, Systems Analysis, PMO, Software Project..., Business Process Design, Release Management, Full SDLC, Waterfall, Sprint Planning, JIRA, Data Migration, Livelink, Data Analysis, Quality Assurance, Visio, Resource Management, UML
Education
University of Central Oklahoma 2001 — 2004
MBA, Management
Hindustan College of Engineering 1996 — 2000
Bachelors, Computer Science
Rhonda Burleson, M. Ed., CPLP Rhonda Burleson, M. Ed., CPLP's Fidelity Investments Experience February 2007 - Present
Job Instructional Design Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
Bank of America October 2005 - January 2007
Hertz August 2001 - July 2005
Skills
Needs Analysis, Instructional Design, Blended Learning, Captivate, ADDIE, Performance Consulting, Adult Education, Instructor-led Training, Curriculum Design, E-Learning, Learning Management, Performance Management, SnagIt, Training, Training Delivery
Education
University of Central Oklahoma
Masters in Adult Education
Fidelity Investments February 2007 - Present
Bank of America October 2005 - January 2007
Hertz August 2001 - July 2005
Skills
Needs Analysis, Instructional Design, Blended Learning, Captivate, ADDIE, Performance Consulting, Adult Education, Instructor-led Training, Curriculum Design, E-Learning, Learning Management, Performance Management, SnagIt, Training, Training Delivery
Education
University of Central Oklahoma
Masters in Adult Education
Daniel Mena-Martinez Daniel Mena-Martinez's Fidelity Investments Experience July 2013 - April 2014
Job at
Industry Insurance
Experience
Farmers Insurance May 2015 - Present
Esurance April 2014 - May 2015
Fidelity Investments July 2013 - April 2014
UCSB - Housing and Residential Services September 2012 - June 2013
California Department of Insurance June 2012 - October 2012
UCSB - Housing and Residential Services October 2010 - August 2012
Kmart Corporation June 2009 - September 2011
Skills
Python, C, SAS, Excel, R, Microsoft Excel, Risk Management, Data Analysis, Statistics, Microsoft Office, PowerPoint, Microsoft Word, Actuarial Science, Social Media, Public Speaking, Research, Analysis, Event Planning, Teamwork, SQL
Education
University of California, Santa Barbara 2010 — 2013
Bachelor of Science (B.S.), Actuarial Science
Farmers Insurance May 2015 - Present
Esurance April 2014 - May 2015
Fidelity Investments July 2013 - April 2014
UCSB - Housing and Residential Services September 2012 - June 2013
California Department of Insurance June 2012 - October 2012
UCSB - Housing and Residential Services October 2010 - August 2012
Kmart Corporation June 2009 - September 2011
Skills
Python, C, SAS, Excel, R, Microsoft Excel, Risk Management, Data Analysis, Statistics, Microsoft Office, PowerPoint, Microsoft Word, Actuarial Science, Social Media, Public Speaking, Research, Analysis, Event Planning, Teamwork, SQL
Education
University of California, Santa Barbara 2010 — 2013
Bachelor of Science (B.S.), Actuarial Science
Justin Selig Justin Selig's Fidelity Investments Experience October 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - October 2014
CRG Global June 2013 - January 2014
Cogressman John L. Mica August 2012 - October 2012
Skills
Politics, Public Policy, Legislative Relations, Social Media, Customer Service, Financial Analysis, Financial Planning, Microsoft Excel, Leadership, Marketing Research, Sales
Education
University of Florida 2008 — 2011
Bachelor's Degree, Political Science and Government
University of Central Florida 2011 — 2012
Bachelor's Degree, Minor in Business Administration
Charles Schwab August 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - October 2014
CRG Global June 2013 - January 2014
Cogressman John L. Mica August 2012 - October 2012
Skills
Politics, Public Policy, Legislative Relations, Social Media, Customer Service, Financial Analysis, Financial Planning, Microsoft Excel, Leadership, Marketing Research, Sales
Education
University of Florida 2008 — 2011
Bachelor's Degree, Political Science and Government
University of Central Florida 2011 — 2012
Bachelor's Degree, Minor in Business Administration
Njambi Hooks Njambi Hooks's Fidelity Investments Experience November 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Morgan Ryan Morgan Ryan's Fidelity Investments Experience September 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Altegris Investments August 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Customer Service, Public Speaking
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts, Business Economics
Fidelity Investments September 2013 - Present
Altegris Investments August 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Customer Service, Public Speaking
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts, Business Economics
Bill Hayne, CIMA Bill Hayne, CIMA's Fidelity Investments Experience July 2014 - Present
Job Fidelity Investments, Portfolio Advisory Services
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Chris Steward's Fidelity Investments Experience May 2006 - Present
Job Advisory Board at Lazarus House Ministries, Inc.
Industry Financial Services
Experience
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Paul Nawrot, FSA, EA, MAAA Paul Nawrot, FSA, EA, MAAA's Fidelity Investments Experience June 2005 - Present
Job
Industry Human Resources
Experience
Fidelity Investments June 2005 - Present
Mercer HR Consulting December 1997 - May 2005
Skills
Employee Benefits, Pensions, Retirement, Strategy, Consulting, Defined Benefit
Education
University of Iowa 1995 — 1997
BS
Central Missouri State University 1993 — 1995
2 years
John Hersey High School 1990 — 1993
Graduate
Fidelity Investments June 2005 - Present
Mercer HR Consulting December 1997 - May 2005
Skills
Employee Benefits, Pensions, Retirement, Strategy, Consulting, Defined Benefit
Education
University of Iowa 1995 — 1997
BS
Central Missouri State University 1993 — 1995
2 years
John Hersey High School 1990 — 1993
Graduate
Pascale Bonvalot's Fidelity Investments Experience September 2007 - November 2008
Job French And Language Arts Teacher at Independent School District
Industry Human Resources
Experience
Independent School District August 2011 - Present
TexasFrench July 2010 - Present
Mercer November 2008 - April 2009
Fidelity Investments September 2007 - November 2008
Hewitt Associates August 1998 - December 2006
Alzheimer's Association 1994 - 1998
Skills
COBRA, Deferred Compensation, Employee Benefits, Benefits Administration, Performance Management, Training, Vendor Management
Education
University of Central Florida 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Independent School District August 2011 - Present
TexasFrench July 2010 - Present
Mercer November 2008 - April 2009
Fidelity Investments September 2007 - November 2008
Hewitt Associates August 1998 - December 2006
Alzheimer's Association 1994 - 1998
Skills
COBRA, Deferred Compensation, Employee Benefits, Benefits Administration, Performance Management, Training, Vendor Management
Education
University of Central Florida 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Douglas Cuffman Douglas Cuffman's Fidelity Investments Experience May 2013 - October 2013
Job Principal UX Information Architect, TIAA CREF
Industry Information Technology and Services
Experience
TIAA CREF February 2014 - Present
Consultant April 1995 - Present
Fidelity Investments May 2013 - October 2013
L.L.Bean August 2011 - June 2012
Spritle March 2006 - May 2008
The Los Angeles Times Interactive Group October 2007 - November 2007
SocialProject.com / MTV.com October 2007 - November 2007
Roex Inc September 2007 - October 2007
The Creative Group November 2005 - August 2007
Consultrix Technologies June 2005 - November 2005
Skills
Information Architecture, HTML5, CSS, Graphic Design, jQuery, Wordpress, User Interface Design, CMS, Adobe Creative Suite, Web Development, Web Design, HTML, User Experience, XHTML, Interaction Design, SEO, Dreamweaver, User Interface, User-centered Design, Usability Testing, Illustrator, Photoshop, Creative Direction, Art Direction, HTML + CSS, Social Media, Graphics, Google Analytics, Prototyping, Social Networking, Email Marketing, HTML 5, Web Applications, User Experience Design, WordPress, Usability
Education
University of Cambridge 1998 — 2000
Certificate, CELTA
The Japan Foundation 2003 — 2004
Certificate, Advanced Japanese Proficiency & Simultaneous Technical Interpretation
ECC Japanese Language Institute 1993 — 1994
Certificate, Communicative Japanese
TIAA CREF February 2014 - Present
Consultant April 1995 - Present
Fidelity Investments May 2013 - October 2013
L.L.Bean August 2011 - June 2012
Spritle March 2006 - May 2008
The Los Angeles Times Interactive Group October 2007 - November 2007
SocialProject.com / MTV.com October 2007 - November 2007
Roex Inc September 2007 - October 2007
The Creative Group November 2005 - August 2007
Consultrix Technologies June 2005 - November 2005
Skills
Information Architecture, HTML5, CSS, Graphic Design, jQuery, Wordpress, User Interface Design, CMS, Adobe Creative Suite, Web Development, Web Design, HTML, User Experience, XHTML, Interaction Design, SEO, Dreamweaver, User Interface, User-centered Design, Usability Testing, Illustrator, Photoshop, Creative Direction, Art Direction, HTML + CSS, Social Media, Graphics, Google Analytics, Prototyping, Social Networking, Email Marketing, HTML 5, Web Applications, User Experience Design, WordPress, Usability
Education
University of Cambridge 1998 — 2000
Certificate, CELTA
The Japan Foundation 2003 — 2004
Certificate, Advanced Japanese Proficiency & Simultaneous Technical Interpretation
ECC Japanese Language Institute 1993 — 1994
Certificate, Communicative Japanese
Jerry Bokota's Fidelity Investments Experience March 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
JPMorgan Chase July 2012 - March 2015
Publix November 2008 - February 2012
Skills
Cash Handling Experience, Microsoft Office, Bilingual, Critical Thinking, Social Networking, Spreadsheets, Data Analysis, Microsoft Excel
Education
University of Central Florida 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Fidelity Investments March 2015 - Present
JPMorgan Chase July 2012 - March 2015
Publix November 2008 - February 2012
Skills
Cash Handling Experience, Microsoft Office, Bilingual, Critical Thinking, Social Networking, Spreadsheets, Data Analysis, Microsoft Excel
Education
University of Central Florida 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Ron Ginn Ron Ginn's Fidelity Investments Experience June 2007 - September 2008
Job Brightway Insurance & KnowMyNestegg.com
Industry Real Estate
Experience
Brightway Insurance January 2013 - Present
KnowMyNestegg.com February 2008 - Present
Corporate Executive Board November 2009 - June 2011
Fidelity Investments June 2007 - September 2008
Licensed Florida Real Estate Agent March 2002 - May 2007
Licensed Mortgage Broker January 2002 - May 2007
Skills
Derivatives, Valuation, Strategic Financial...
Education
University of Central Florida - College of Business Administration
Finance + Managerial Accounting + Real Estate
Brightway Insurance January 2013 - Present
KnowMyNestegg.com February 2008 - Present
Corporate Executive Board November 2009 - June 2011
Fidelity Investments June 2007 - September 2008
Licensed Florida Real Estate Agent March 2002 - May 2007
Licensed Mortgage Broker January 2002 - May 2007
Skills
Derivatives, Valuation, Strategic Financial...
Education
University of Central Florida - College of Business Administration
Finance + Managerial Accounting + Real Estate
Lucas Fitch Lucas Fitch's Fidelity Investments Experience June 2012 - August 2012
Job Finance Representative Intern at Fidelity Investments
Industry Financial Services
Experience
Fitch Tutoring Service September 2008 - Present
Fidelity Investments June 2012 - August 2012
Decal Applicators February 2010 - August 2012
Skills
Leadership, Public Speaking, Microsoft Office, Teaching, Financial Analysis
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts, Economics
Fitch Tutoring Service September 2008 - Present
Fidelity Investments June 2012 - August 2012
Decal Applicators February 2010 - August 2012
Skills
Leadership, Public Speaking, Microsoft Office, Teaching, Financial Analysis
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts, Economics
Glenn S. Granz, CFA, CFP Glenn S. Granz, CFA, CFP's Fidelity Investments Experience September 2004 - September 2006
Job Bank of America Corporation
Industry Investment Management
Experience
Bank of America September 2006 - Present
Fidelity Investments September 2004 - September 2006
Neuberger Berman August 2002 - September 2004
Fidelity Investments September 1998 - May 2002
Prudential Securities August 1997 - September 1998
Skills
Asset Management, Investments, Institutional, Fixed Income, Wealth Management, Financial Advisory, Series 7, Equities, Asset Managment, Investment Management, Mutual Funds, Banking, Finance, Capital Markets, Financial Services, High Net Worth..., Portfolio Management, Asset Allocation, Private Banking, Financial Markets, Bonds, Series 63, Estate Planning, Fixed Annuities, Insurance
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts (B.A.), Business Economics
Bank of America September 2006 - Present
Fidelity Investments September 2004 - September 2006
Neuberger Berman August 2002 - September 2004
Fidelity Investments September 1998 - May 2002
Prudential Securities August 1997 - September 1998
Skills
Asset Management, Investments, Institutional, Fixed Income, Wealth Management, Financial Advisory, Series 7, Equities, Asset Managment, Investment Management, Mutual Funds, Banking, Finance, Capital Markets, Financial Services, High Net Worth..., Portfolio Management, Asset Allocation, Private Banking, Financial Markets, Bonds, Series 63, Estate Planning, Fixed Annuities, Insurance
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts (B.A.), Business Economics
John Cominio's Fidelity Investments Experience September 2011 - Present
Job VP, Technical Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments January 2006 - September 2011
Fidelity Investments 1998 - 2006
Fidelity Investments 1993 - 1998
Cincinnati Bell Information System (CBIS) 1990 - 1993
Skills
Databases, Oracle, Vendor Management, Process Improvement, Project Management, Database Admin, Sybase, SDLC, Strategy, Exadata, Organizational..., Software Project..., DB2, Disaster Recovery, Management, Business Intelligence, Cross-functional Team..., Software Development, Professional Mentoring, Product Development, Netezza, Sybase IQ, Database Management, Database Engineering, Mobile Product..., Mobile game development, Business Analysis
Education
University of Central Florida 1983 — 1986
BS, Computer Science
Fidelity Investments September 2011 - Present
Fidelity Investments January 2006 - September 2011
Fidelity Investments 1998 - 2006
Fidelity Investments 1993 - 1998
Cincinnati Bell Information System (CBIS) 1990 - 1993
Skills
Databases, Oracle, Vendor Management, Process Improvement, Project Management, Database Admin, Sybase, SDLC, Strategy, Exadata, Organizational..., Software Project..., DB2, Disaster Recovery, Management, Business Intelligence, Cross-functional Team..., Software Development, Professional Mentoring, Product Development, Netezza, Sybase IQ, Database Management, Database Engineering, Mobile Product..., Mobile game development, Business Analysis
Education
University of Central Florida 1983 — 1986
BS, Computer Science
Benjamin Lau's Fidelity Investments Experience June 1998 - February 2002
Job Portfolio Manager
Industry Financial Services
Experience
Apriem Advisors February 2002 - Present
CFA Society of Orange County Foundation July 2008 - June 2012
Fidelity Investments June 1998 - February 2002
Skills
Investments, Asset Managment, Asset Allocation, Alternative Investments, Mutual Funds, Portfolio Management, Investment Advisory, Equities, Retirement Planning, Financial Analysis
Education
University of California, San Diego 1994 — 1998
Economics
Apriem Advisors February 2002 - Present
CFA Society of Orange County Foundation July 2008 - June 2012
Fidelity Investments June 1998 - February 2002
Skills
Investments, Asset Managment, Asset Allocation, Alternative Investments, Mutual Funds, Portfolio Management, Investment Advisory, Equities, Retirement Planning, Financial Analysis
Education
University of California, San Diego 1994 — 1998
Economics
Rachel Denis's Fidelity Investments Experience 2010 - 2011
Job Financial Professional
Industry Financial Services
Experience
Consultant 2011 - Present
Edward Jones 2012 - 2013
Fidelity Investments 2010 - 2011
Merrill Lynch 2009 - 2010
Skills
Retirement Planning, Account Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, Employee Benefits, Customer Retention, Customer Insight, Business Development, Research, Product Marketing, Event Planning, 401k, Retirement, Defined Benefit, Client Relations, CRM Databases, Salesforce.com, Microsoft Office, Macintosh Applications, Social Media Marketing
Education
University of Central Florida
Bachelor of Arts (B.A.), Political Science and Government
Consultant 2011 - Present
Edward Jones 2012 - 2013
Fidelity Investments 2010 - 2011
Merrill Lynch 2009 - 2010
Skills
Retirement Planning, Account Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, Employee Benefits, Customer Retention, Customer Insight, Business Development, Research, Product Marketing, Event Planning, 401k, Retirement, Defined Benefit, Client Relations, CRM Databases, Salesforce.com, Microsoft Office, Macintosh Applications, Social Media Marketing
Education
University of Central Florida
Bachelor of Arts (B.A.), Political Science and Government
Gregory DiVico's Fidelity Investments Experience November 2011 - September 2012
Job Senior Account Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
FAIRWINDS Credit Union September 2012 - April 2013
Fidelity Investments November 2011 - September 2012
Collegiate Village Inn March 2010 - May 2011
Cystic Fibrosis Foundation August 2010 - December 2010
Skills
Series 7 Security..., Series 63 Security..., Proficient in Microsoft..., Management, Microsoft Excel, Time Management
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Finance
BNY Mellon April 2013 - Present
FAIRWINDS Credit Union September 2012 - April 2013
Fidelity Investments November 2011 - September 2012
Collegiate Village Inn March 2010 - May 2011
Cystic Fibrosis Foundation August 2010 - December 2010
Skills
Series 7 Security..., Series 63 Security..., Proficient in Microsoft..., Management, Microsoft Excel, Time Management
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Finance
Charles Herrington, CFP®'s Fidelity Investments Experience December 2009 - December 2011
Job Investment Consultant, Client Relationship Team at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Regions Bank October 2014 - February 2015
Edward Jones January 2012 - September 2014
Fidelity Investments December 2009 - December 2011
Fidelity Investments October 2007 - December 2009
Fidelity Investments May 2007 - October 2007
AmSouth Bank December 2005 - May 2007
Smith Barney December 2003 - December 2005
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Merrill Edge March 2015 - Present
Regions Bank October 2014 - February 2015
Edward Jones January 2012 - September 2014
Fidelity Investments December 2009 - December 2011
Fidelity Investments October 2007 - December 2009
Fidelity Investments May 2007 - October 2007
AmSouth Bank December 2005 - May 2007
Smith Barney December 2003 - December 2005
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Mike Batista, CFP® Mike Batista, CFP®'s Fidelity Investments Experience March 2005 - June 2015
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. June 2015 - Present
Fidelity Investments March 2005 - June 2015
Skills
Investments, Mutual Funds, Sales, Series 7, Leadership, Management, Finance, Wealth Management, Series 63, Retirement Planning, Series 65, Asset Allocation, Estate Planning, Financial Planning, Investment Advisory, Investment Management, Retirement, Sales Management, Strategic Financial..., Wealth, Marketing Strategy
Education
University of California, San Diego 1992 — 1996
Bachelor of Arts (B.A.), Economics
Creative Planning Inc. June 2015 - Present
Fidelity Investments March 2005 - June 2015
Skills
Investments, Mutual Funds, Sales, Series 7, Leadership, Management, Finance, Wealth Management, Series 63, Retirement Planning, Series 65, Asset Allocation, Estate Planning, Financial Planning, Investment Advisory, Investment Management, Retirement, Sales Management, Strategic Financial..., Wealth, Marketing Strategy
Education
University of California, San Diego 1992 — 1996
Bachelor of Arts (B.A.), Economics
Marc Lipnicki's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Ameriprise Financial November 2013 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
The Sunglass Source March 2012 - April 2014
The Institute of Financial Operations October 2013 - December 2013
Medcare Diabetic and Medical Supplies May 2013 - July 2013
TSS Photography January 2011 - May 2011
Skills
PowerPoint, Finance, Microsoft Office, Social Media, Data Entry, Advertising, Teamwork, Microsoft Word, Time Management, Leadership, Research, Portfolio Management, Sales, Accounting, Windows, Entrepreneurship, Microsoft Excel, Cpr Certified, Lifeguarding, LinkedIn, Management, Arithmetic
Education
University of Central Florida 2011 — 2015
Finance, 3.7
Fidelity Investments June 2015 - Present
Ameriprise Financial November 2013 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
The Sunglass Source March 2012 - April 2014
The Institute of Financial Operations October 2013 - December 2013
Medcare Diabetic and Medical Supplies May 2013 - July 2013
TSS Photography January 2011 - May 2011
Skills
PowerPoint, Finance, Microsoft Office, Social Media, Data Entry, Advertising, Teamwork, Microsoft Word, Time Management, Leadership, Research, Portfolio Management, Sales, Accounting, Windows, Entrepreneurship, Microsoft Excel, Cpr Certified, Lifeguarding, LinkedIn, Management, Arithmetic
Education
University of Central Florida 2011 — 2015
Finance, 3.7
Christina Dotson Christina Dotson's Fidelity Investments Experience May 2015 - Present
Job Graphic Designer and Jr. FrontEnd Developer
Industry Graphic Design
Experience
Fidelity Investments May 2015 - Present
Able&Co. May 2014 - February 2015
Dream Creative, LLC May 2013 - May 2014
Office Clerical Assistant January 2013 - July 2013
Marshall University January 2013 - May 2013
Marshall Recreation Center January 2011 - March 2011
Etcetera Magazine January 2011 - March 2011
Skills
Photoshop, Illustrator, Microsoft Word, InDesign, PowerPoint, Microsoft Excel, Xcode, Dashcode, Dreamweaver, Apple Motion, Final Cut Pro, Posters, Graphics, Art, Graphic Design
Education
Marshall University 2009 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design, 3.85
The University of Charleston 2007 — 2009
Pre-Pharmacy Studies, 3.94
Fidelity Investments May 2015 - Present
Able&Co. May 2014 - February 2015
Dream Creative, LLC May 2013 - May 2014
Office Clerical Assistant January 2013 - July 2013
Marshall University January 2013 - May 2013
Marshall Recreation Center January 2011 - March 2011
Etcetera Magazine January 2011 - March 2011
Skills
Photoshop, Illustrator, Microsoft Word, InDesign, PowerPoint, Microsoft Excel, Xcode, Dashcode, Dreamweaver, Apple Motion, Final Cut Pro, Posters, Graphics, Art, Graphic Design
Education
Marshall University 2009 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design, 3.85
The University of Charleston 2007 — 2009
Pre-Pharmacy Studies, 3.94
Jen Crocker's Fidelity Investments Experience October 2008 - June 2012
Job Investments Solutions Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - June 2012
Merrill Lynch 2006 - 2006
Skills
Microsoft Excel
Education
University of Central Florida 2000 — 2004
Bachelor's degree, Political Science and Government
Fidelity Investments October 2008 - June 2012
Merrill Lynch 2006 - 2006
Skills
Microsoft Excel
Education
University of Central Florida 2000 — 2004
Bachelor's degree, Political Science and Government
Tim O'Mara, CFA Tim O'Mara, CFA's Fidelity Investments Experience February 2012 - October 2014
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank October 2014 - Present
Fidelity Investments February 2012 - October 2014
Merrill Lynch August 2008 - September 2011
Wachovia, A Wells Fargo Company July 2005 - May 2008
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Loans, Portfolio Management, Mutual Funds, Financial Advisory, Mortgage Lending, Securities, Fixed Annuities, Capital Markets, Relationship Management, Sales, Financial Analysis, Investment Strategies, Asset Allocation, Asset Management
Education
CFA Institute
CFA Charterholder
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Citi Private Bank October 2014 - Present
Fidelity Investments February 2012 - October 2014
Merrill Lynch August 2008 - September 2011
Wachovia, A Wells Fargo Company July 2005 - May 2008
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Loans, Portfolio Management, Mutual Funds, Financial Advisory, Mortgage Lending, Securities, Fixed Annuities, Capital Markets, Relationship Management, Sales, Financial Analysis, Investment Strategies, Asset Allocation, Asset Management
Education
CFA Institute
CFA Charterholder
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Armin Kohan's Fidelity Investments Experience April 2014 - October 2014
Job Private Equity Deal Origination | Mergers & Acquisitions
Industry Venture Capital & Private Equity
Experience
Bainbridge Capital June 2015 - Present
Bainbridge Capital January 2015 - June 2015
HCAP Partners (formerly Huntington Capital) October 2014 - December 2014
Fidelity Investments April 2014 - October 2014
University of California, San Diego April 2014 - October 2014
Bainbridge Capital November 2013 - May 2014
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Public Speaking, Mergers & Acquisitions, Teamwork, Research, Leadership, Valuation, Statistics, Java, Investment Management, Alternative Investments, Industry Research, Portfolio Management, Strategic Financial..., Financial Planning, SATA, Matlab, Mezzanine, Strategy, Deal Sourcing, Private Equity, Management Buyouts, Buyouts
Education
University of California, San Diego
B.S. Economics: Management Science
Bainbridge Capital June 2015 - Present
Bainbridge Capital January 2015 - June 2015
HCAP Partners (formerly Huntington Capital) October 2014 - December 2014
Fidelity Investments April 2014 - October 2014
University of California, San Diego April 2014 - October 2014
Bainbridge Capital November 2013 - May 2014
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Public Speaking, Mergers & Acquisitions, Teamwork, Research, Leadership, Valuation, Statistics, Java, Investment Management, Alternative Investments, Industry Research, Portfolio Management, Strategic Financial..., Financial Planning, SATA, Matlab, Mezzanine, Strategy, Deal Sourcing, Private Equity, Management Buyouts, Buyouts
Education
University of California, San Diego
B.S. Economics: Management Science
Alexander Herrington's Fidelity Investments Experience May 2015 - August 2015
Job Intern at Fidelity Investments
Industry Financial Services
Experience
Applied Concepts Incorporated October 2014 - Present
Fidelity Investments May 2015 - August 2015
Aon August 2014 - October 2014
Fidelity Investments May 2014 - August 2014
University of Central Florida August 2013 - May 2014
University of Central Florida January 2013 - August 2013
Publix Super Markets May 2009 - October 2012
Skills
Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Public Speaking, Sales, Teamwork, Account Management, Facebook, Social Media, Social Networking, Event Planning
Education
University of Central Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, 3.63
Applied Concepts Incorporated October 2014 - Present
Fidelity Investments May 2015 - August 2015
Aon August 2014 - October 2014
Fidelity Investments May 2014 - August 2014
University of Central Florida August 2013 - May 2014
University of Central Florida January 2013 - August 2013
Publix Super Markets May 2009 - October 2012
Skills
Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Public Speaking, Sales, Teamwork, Account Management, Facebook, Social Media, Social Networking, Event Planning
Education
University of Central Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, 3.63
Kristin Lombardo's Fidelity Investments Experience November 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
Fidelity Investments March 2012 - August 2012
Fidelity Investments June 2011 - March 2012
Matthias & Matthias, PL August 2009 - April 2011
Coach November 2008 - December 2010
Education
University of Central Florida - College of Business Administration 2007 — 2011
Finance
Fidelity Investments November 2013 - Present
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
Fidelity Investments March 2012 - August 2012
Fidelity Investments June 2011 - March 2012
Matthias & Matthias, PL August 2009 - April 2011
Coach November 2008 - December 2010
Education
University of Central Florida - College of Business Administration 2007 — 2011
Finance
Tu Lu's Fidelity Investments Experience 2012 - Present
Job Workforce Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2014 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2007 - 2009
SunTrust 2005 - 2007
Skills
Leadership, Workforce Management, Workforce Analytics, Process Improvement, Financial Services, Strategic Planning, Business Analysis, Investments, Call Centers, Finance, Risk Management
Education
University of Central Florida 2003 — 2006
Bachelor of Arts (B.A.), Finance
Fidelity Investments 2012 - Present
Fidelity Investments 2014 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2007 - 2009
SunTrust 2005 - 2007
Skills
Leadership, Workforce Management, Workforce Analytics, Process Improvement, Financial Services, Strategic Planning, Business Analysis, Investments, Call Centers, Finance, Risk Management
Education
University of Central Florida 2003 — 2006
Bachelor of Arts (B.A.), Finance
Erik Wissig, CFA Erik Wissig, CFA's Fidelity Investments Experience November 1998 - September 1999
Job CFO at Hixme
Industry Investment Banking
Experience
Hixme January 2014 - Present
Nationwide Medical, Inc. June 2010 - December 2013
Duff & Phelps April 2006 - February 2010
BDO Seidman, LLP April 2005 - April 2006
Duff & Phelps May 2000 - April 2005
Wilshire Associates September 1999 - May 2000
Fidelity Investments November 1998 - September 1999
Skills
Financial Modeling, Equities, Mergers & Acquisitions, Fundamental Analysis, Due Diligence, Financial Reporting, Valuation, Litigation, Securities, Corporate Finance, Business Development, Project Management, Asset Management, Portfolio Management, Investment Banking
Education
University of California, Santa Barbara
B.A, Business Economics and German
Hixme January 2014 - Present
Nationwide Medical, Inc. June 2010 - December 2013
Duff & Phelps April 2006 - February 2010
BDO Seidman, LLP April 2005 - April 2006
Duff & Phelps May 2000 - April 2005
Wilshire Associates September 1999 - May 2000
Fidelity Investments November 1998 - September 1999
Skills
Financial Modeling, Equities, Mergers & Acquisitions, Fundamental Analysis, Due Diligence, Financial Reporting, Valuation, Litigation, Securities, Corporate Finance, Business Development, Project Management, Asset Management, Portfolio Management, Investment Banking
Education
University of California, Santa Barbara
B.A, Business Economics and German
Svetlana Vaz Svetlana Vaz's Fidelity Investments Experience August 2006 - July 2007
Job Data Scientist
Industry Information Technology and Services
Experience
DropThought Inc January 2014 - Present
Taproot Foundation May 2012 - December 2013
Barclays August 2010 - September 2011
COMIT August 2007 - July 2010
Mahindra Satyam January 2004 - July 2010
Fidelity Investments August 2006 - July 2007
Commonwealth Bank of Australia April 2006 - July 2006
PCCE, Goa University August 2003 - December 2003
Skills
Scrum, XML, Spring, Requirements Analysis, Eclipse, Oracle, Data Science, Tableau, scikit-learn, Software Development, Java Enterprise Edition, Struts, Java, SQL, SDLC, Servlets, JavaScript, Databases, Design Patterns, Subversion, Agile Methodologies, Business Analysis, Spring Framework, Ant, Solution Architecture, Change Management, Visio, Weblogic, JUnit, Python, Hadoop, JIRA, WSDL, Nonprofits, Teaching, J2EE, CVS, Architectural Patterns, Agile, Governance, Salesforce.com, Apex Programming, Force.com, Node.js
Education
University of California, Santa Cruz 2014 — 2014
Post Graduate Certificate, Mobile Application Development, 4.0
University of California, Santa Cruz 2013 — 2014
Post Graduate Certificate, Computer Programming, 4.0
PCCE, Goa University 1999 — 2003
Bachelor of Engineering (B.Eng.), Computer Science, First class Distinction with honors
Parvatibai Chowgule College 1997 — 1999
Science
DropThought Inc January 2014 - Present
Taproot Foundation May 2012 - December 2013
Barclays August 2010 - September 2011
COMIT August 2007 - July 2010
Mahindra Satyam January 2004 - July 2010
Fidelity Investments August 2006 - July 2007
Commonwealth Bank of Australia April 2006 - July 2006
PCCE, Goa University August 2003 - December 2003
Skills
Scrum, XML, Spring, Requirements Analysis, Eclipse, Oracle, Data Science, Tableau, scikit-learn, Software Development, Java Enterprise Edition, Struts, Java, SQL, SDLC, Servlets, JavaScript, Databases, Design Patterns, Subversion, Agile Methodologies, Business Analysis, Spring Framework, Ant, Solution Architecture, Change Management, Visio, Weblogic, JUnit, Python, Hadoop, JIRA, WSDL, Nonprofits, Teaching, J2EE, CVS, Architectural Patterns, Agile, Governance, Salesforce.com, Apex Programming, Force.com, Node.js
Education
University of California, Santa Cruz 2014 — 2014
Post Graduate Certificate, Mobile Application Development, 4.0
University of California, Santa Cruz 2013 — 2014
Post Graduate Certificate, Computer Programming, 4.0
PCCE, Goa University 1999 — 2003
Bachelor of Engineering (B.Eng.), Computer Science, First class Distinction with honors
Parvatibai Chowgule College 1997 — 1999
Science
Vinee T. Mehta, CFP®, AIF®'s Fidelity Investments Experience February 2010 - March 2014
Job COO & Family Investment Officer at MWM
Industry Financial Services
Experience
MWM 1835 March 2014 - Present
Fidelity Investments February 2010 - March 2014
MAACO Enterprises, Inc. January 2007 - September 2009
Gemelli Group, Inc. January 2005 - December 2006
Signature Estate & Investment Advisors, LLC August 1999 - October 2005
Skills
Wealth Management, Asset Management, Financial Analysis, Insurance, Investments, Asset Allocation, Business Development, Business Planning, Series 7, Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Research, Long-term Customer..., Finance, Public Speaking, Sales, Networking, Alternative Investments
Education
University of Southern California - Marshall School of Business 2003 — 2006
Masters, Business Administration; Real Estate
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics; an emphasis in Accounting Minor: Sports Management
MWM 1835 March 2014 - Present
Fidelity Investments February 2010 - March 2014
MAACO Enterprises, Inc. January 2007 - September 2009
Gemelli Group, Inc. January 2005 - December 2006
Signature Estate & Investment Advisors, LLC August 1999 - October 2005
Skills
Wealth Management, Asset Management, Financial Analysis, Insurance, Investments, Asset Allocation, Business Development, Business Planning, Series 7, Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Research, Long-term Customer..., Finance, Public Speaking, Sales, Networking, Alternative Investments
Education
University of Southern California - Marshall School of Business 2003 — 2006
Masters, Business Administration; Real Estate
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics; an emphasis in Accounting Minor: Sports Management
ANDREW TANG, CFP® ANDREW TANG, CFP®'s Fidelity Investments Experience March 2012 - Present
Job VP Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
USAA August 2011 - March 2012
Charles Schwab June 1999 - August 2011
Skills
Series 7, Investments, Wealth Management, Management, Portfolio Management, Financial Planning, Mutual Funds, Asset Management, Finance, Retirement Planning
Education
University of California, San Diego 1996 — 2000
BA, Economics
Fidelity Investments March 2012 - Present
USAA August 2011 - March 2012
Charles Schwab June 1999 - August 2011
Skills
Series 7, Investments, Wealth Management, Management, Portfolio Management, Financial Planning, Mutual Funds, Asset Management, Finance, Retirement Planning
Education
University of California, San Diego 1996 — 2000
BA, Economics
Jason Portal's Fidelity Investments Experience September 2012 - Present
Job Fiancial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
University of Central Florida August 2007 - May 2012
Healing the Children January 2010 - June 2010
2009Washington Nationals January 2009 - April 2009
2010Miami Dade College August 2006 - July 2007
Washington Mutual May 2005 - January 2007
Skills
Marketing, Customer Service, Sports, Event Management
Education
University of Central Florida 2007 — 2012
Finance
Fidelity Investments September 2012 - Present
University of Central Florida August 2007 - May 2012
Healing the Children January 2010 - June 2010
2009Washington Nationals January 2009 - April 2009
2010Miami Dade College August 2006 - July 2007
Washington Mutual May 2005 - January 2007
Skills
Marketing, Customer Service, Sports, Event Management
Education
University of Central Florida 2007 — 2012
Finance
Michelle Linnert Michelle Linnert's Fidelity Investments Experience June 1996 - Present
Job Vice President at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 1996 - Present
SunTrust Bank May 1983 - June 1996
Skills
Leadership, Management, Human Resources, Succession Planning, Talent Management, Leadership Development, Onboarding, Performance Management, Workforce Planning, Financial Services, Organizational Design, Deferred Compensation
Education
University of Central Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Fidelity Investments June 1996 - Present
SunTrust Bank May 1983 - June 1996
Skills
Leadership, Management, Human Resources, Succession Planning, Talent Management, Leadership Development, Onboarding, Performance Management, Workforce Planning, Financial Services, Organizational Design, Deferred Compensation
Education
University of Central Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Blake Manning's Fidelity Investments Experience May 2004 - August 2004
Job Server at The Walt Disney Company
Industry Entertainment
Experience
Main Gate Inc May 2008 - Present
The Walt Disney Company June 2006 - Present
Auto Trader January 2005 - June 2006
Fidelity Investments May 2004 - August 2004
Education
University of Central Florida 2005 — 2009
Health Service Administration
Merrimack High School
Main Gate Inc May 2008 - Present
The Walt Disney Company June 2006 - Present
Auto Trader January 2005 - June 2006
Fidelity Investments May 2004 - August 2004
Education
University of Central Florida 2005 — 2009
Health Service Administration
Merrimack High School
Kevin Roy, CFA's Fidelity Investments Experience Vice PresidentState StreetAugust 2005 - December 2006
Job
Industry Financial Services
Experience
Fidelity Investments Vice PresidentState StreetAugust 2005 - December 2006
Watson Wyatt April 2001 - December 2005
Education
University of California, Santa Barbara
Fidelity Investments Vice PresidentState StreetAugust 2005 - December 2006
Watson Wyatt April 2001 - December 2005
Education
University of California, Santa Barbara
D. Brock Peters's Fidelity Investments Experience August 2006 - March 2007
Job Human Resources Consultant and Professional
Industry Human Resources
Experience
Fidelity Investments August 2006 - March 2007
Education
University of California, Santa Barbara 1987 — 1991
Fidelity Investments August 2006 - March 2007
Education
University of California, Santa Barbara 1987 — 1991
Anthony Shortland's Fidelity Investments Experience February 1994 - June 1998
Job Senior Manager, Platform Services at Apple
Industry Internet
Experience
Apple February 2013 - Present
DTO Solutions, Inc. October 2006 - December 2012
ControlTier Software Inc. October 2006 - August 2009
Charles Schwab & Co. Inc July 2002 - September 2006
E*TRADE Financial June 1998 - June 2002
Tanning Technology June 1998 - June 2001
Fidelity Investments February 1994 - June 1998
Perot Systems Europe Ltd. January 1993 - January 1994
Churchill Insurance Company Ltd February 1989 - November 1992
J D Anderson & Co. Inc. January 1986 - September 1988
Skills
Linux, Cloud Computing, Unix, SaaS, Agile Methodologies, DevOps, Release Engineering, Service Deployment, Application Lifecycle..., Consulting and..., Technical and business..., Build process automation, Software Packaging, Orchestration, Continuous Integration, Lean IT
Education
University of Cape Town 1983 — 1985
B.Sc., Computer Science
Apple February 2013 - Present
DTO Solutions, Inc. October 2006 - December 2012
ControlTier Software Inc. October 2006 - August 2009
Charles Schwab & Co. Inc July 2002 - September 2006
E*TRADE Financial June 1998 - June 2002
Tanning Technology June 1998 - June 2001
Fidelity Investments February 1994 - June 1998
Perot Systems Europe Ltd. January 1993 - January 1994
Churchill Insurance Company Ltd February 1989 - November 1992
J D Anderson & Co. Inc. January 1986 - September 1988
Skills
Linux, Cloud Computing, Unix, SaaS, Agile Methodologies, DevOps, Release Engineering, Service Deployment, Application Lifecycle..., Consulting and..., Technical and business..., Build process automation, Software Packaging, Orchestration, Continuous Integration, Lean IT
Education
University of Cape Town 1983 — 1985
B.Sc., Computer Science
Paul Baessler's Fidelity Investments Experience July 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade November 2010 - July 2012
Charles Schwab March 1996 - October 2010
Skills
Back Office, Banking, Business Analysis, FINRA, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Risk Management, Series 24, Series 63, Series 7, Vendor Management, Wealth Management
Education
University of Central Florida - College of Business Administration 1993 — 1997
Finance
Fidelity Investments July 2012 - Present
TD Ameritrade November 2010 - July 2012
Charles Schwab March 1996 - October 2010
Skills
Back Office, Banking, Business Analysis, FINRA, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Risk Management, Series 24, Series 63, Series 7, Vendor Management, Wealth Management
Education
University of Central Florida - College of Business Administration 1993 — 1997
Finance
Elizabeth Longworth's Fidelity Investments Experience March 2014 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments April 2012 - March 2014
CFBISD August 2009 - December 2011
Tenet Healthcare 2008 - 2008
JP Morgan Chase & Company 2000 - 2001
JP Morgan Chase & Company 1999 - 2000
JP Morgan Chase & Company 1997 - 1999
New York Life Asset Management 1994 - 1997
New York life Asset Management 1992 - 1993
Towers Perrin 1988 - 1991
Skills
Fundraising, Child Advocacy, Sales - Investment..., Donor Relations, Analysis, Marketing, Nonprofits, Leadership, Management
Education
University of California, Santa Barbara
BA, Speech Communication
Fidelity Investments March 2014 - Present
Fidelity Investments April 2012 - March 2014
CFBISD August 2009 - December 2011
Tenet Healthcare 2008 - 2008
JP Morgan Chase & Company 2000 - 2001
JP Morgan Chase & Company 1999 - 2000
JP Morgan Chase & Company 1997 - 1999
New York Life Asset Management 1994 - 1997
New York life Asset Management 1992 - 1993
Towers Perrin 1988 - 1991
Skills
Fundraising, Child Advocacy, Sales - Investment..., Donor Relations, Analysis, Marketing, Nonprofits, Leadership, Management
Education
University of California, Santa Barbara
BA, Speech Communication
Chris Steward's Fidelity Investments Experience December 1994 - April 1996
Job Qualified Associate at Viridian Energy
Industry Information Technology and Services
Experience
Viridian Energy September 2015 - Present
the lake April 2011 - Present
Preferred Mutual Insurance Company June 2010 - April 2011
Arbella Insurance Group April 2002 - April 2008
Arbella Insurance Group September 1999 - April 2002
Geac April 1998 - June 1999
Brown Brothers Harriman April 1996 - November 1997
Fidelity Investments December 1994 - April 1996
CANDEC Data Solutions, Inc. 1989 - December 1994
Skills
SDLC, IT Strategy, Program Management, Insurance, Enterprise Architecture, Process Improvement, Project Management, Microsoft SQL Server, CRM, Integration, Management, Databases, Business Analysis
Education
University of Cambridge 1976 — 1977
Post-Graduate Diploma, Computer Science
University of London 1973 — 1976
B. Sc., Mathematics, 1st Class Honours
Viridian Energy September 2015 - Present
the lake April 2011 - Present
Preferred Mutual Insurance Company June 2010 - April 2011
Arbella Insurance Group April 2002 - April 2008
Arbella Insurance Group September 1999 - April 2002
Geac April 1998 - June 1999
Brown Brothers Harriman April 1996 - November 1997
Fidelity Investments December 1994 - April 1996
CANDEC Data Solutions, Inc. 1989 - December 1994
Skills
SDLC, IT Strategy, Program Management, Insurance, Enterprise Architecture, Process Improvement, Project Management, Microsoft SQL Server, CRM, Integration, Management, Databases, Business Analysis
Education
University of Cambridge 1976 — 1977
Post-Graduate Diploma, Computer Science
University of London 1973 — 1976
B. Sc., Mathematics, 1st Class Honours
Mark Berroth's Fidelity Investments Experience 2005 - 2007
Job Private Client Liaison at U.S. Trust Company
Industry Investment Management
Experience
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
Andrea Larkin's Fidelity Investments Experience August 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - July 2011
Fidelity Investments June 2007 - May 2008
Scudder Investments July 1996 - May 2007
Education
University of California, San Diego 1991 — 1994
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - July 2011
Fidelity Investments June 2007 - May 2008
Scudder Investments July 1996 - May 2007
Education
University of California, San Diego 1991 — 1994
Jason Salvino's Fidelity Investments Experience April 2014 - September 2014
Job Pricing Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
J.P. Morgan September 2014 - March 2015
Fidelity Investments April 2014 - September 2014
Pershing July 2012 - April 2014
BNY Mellon April 2012 - July 2012
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Securities, Series 7, Hedge Funds, Derivatives, Investments, Alternative Investments, Financial Analysis, Asset Management, Bloomberg Terminal, Bonds
Education
University of Central Florida 2006 — 2011
Bachelor of Science, Finance
BNY Mellon April 2015 - Present
J.P. Morgan September 2014 - March 2015
Fidelity Investments April 2014 - September 2014
Pershing July 2012 - April 2014
BNY Mellon April 2012 - July 2012
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Securities, Series 7, Hedge Funds, Derivatives, Investments, Alternative Investments, Financial Analysis, Asset Management, Bloomberg Terminal, Bonds
Education
University of Central Florida 2006 — 2011
Bachelor of Science, Finance
Joseph Gohlke's Fidelity Investments Experience May 1994 - February 1996
Job Sr Database Administrator at Dignitas Technologies
Industry Defense & Space
Experience
Dignitas Technologies December 2013 - Present
SAIC October 2000 - December 2013
Oracle February 1996 - February 1997
Fidelity Investments May 1994 - February 1996
Convergys August 1986 - February 1994
Skills
Database Design, Oracle, Oracle RAC, RMAN, Data Guard, SQL Tuning, Database Security, Solaris, Replication, Database Administration, T-SQL, SSIS, Erwin, Data Modeling, DTS, System Architecture, Requirements Analysis
Education
University of Central Florida 1980 — 1986
BS, Computer Science
Dignitas Technologies December 2013 - Present
SAIC October 2000 - December 2013
Oracle February 1996 - February 1997
Fidelity Investments May 1994 - February 1996
Convergys August 1986 - February 1994
Skills
Database Design, Oracle, Oracle RAC, RMAN, Data Guard, SQL Tuning, Database Security, Solaris, Replication, Database Administration, T-SQL, SSIS, Erwin, Data Modeling, DTS, System Architecture, Requirements Analysis
Education
University of Central Florida 1980 — 1986
BS, Computer Science
Francisco Amado's Fidelity Investments Experience December 2005 - February 2009
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
Jack Araman's Fidelity Investments Experience July 2012 - Present
Job Director: Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments July 2011 - June 2012
Fidelity Investments September 2006 - August 2011
Merrill Lynch 1992 - 2006
Merrill Lynch March 1995 - May 1997
Education
University of Central Florida 1988 — 1992
Bachlor of Science in Business Administration, Finance
Fidelity Investments July 2012 - Present
Fidelity Investments July 2011 - June 2012
Fidelity Investments September 2006 - August 2011
Merrill Lynch 1992 - 2006
Merrill Lynch March 1995 - May 1997
Education
University of Central Florida 1988 — 1992
Bachlor of Science in Business Administration, Finance
Stacey Breslin's Fidelity Investments Experience March 1996 - June 2006
Job Vice President, Benefits Services at American Chamber of Commerce Executives
Industry Nonprofit Organization Management
Experience
Association of Chamber of Commerce Executives March 2009 - Present
TD Banknorth June 2006 - October 2008
Fidelity Investments March 1996 - June 2006
Skills
Employee Benefits, 401k, Pensions, Defined Benefit, Retirement, Retirement Planning, Investments, ERISA, Mutual Funds, Insurance, Financial Services, Leadership, Strategic Planning, Nonprofits
Education
University of Central Florida 1993 — 1995
Bachelor of Science, Business Administration
Association of Chamber of Commerce Executives March 2009 - Present
TD Banknorth June 2006 - October 2008
Fidelity Investments March 1996 - June 2006
Skills
Employee Benefits, 401k, Pensions, Defined Benefit, Retirement, Retirement Planning, Investments, ERISA, Mutual Funds, Insurance, Financial Services, Leadership, Strategic Planning, Nonprofits
Education
University of Central Florida 1993 — 1995
Bachelor of Science, Business Administration
Adrienne Rowe's Fidelity Investments Experience July 2012 - Present
Job Senior Director, PMO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Walt Disney Parks and Resorts May 2010 - June 2012
The Walt Disney Company 2003 - July 2010
The Walt Disney Company 1999 - 2003
Disney Cruise Line 1998 - 2000
Walt Disney World 1996 - 1998
Walt Disney World 1994 - 1998
Walt Disney World 1994 - 1996
Skills
Entertainment, Strategic Planning, Leadership, Talent Acquisition, Management, Leadership Development, Project Management, Business Strategy, New Business Development, Marketing Strategy, Negotiation, Hospitality Management, Process Improvement, Cross-functional Team..., Strategy, Program Management, Research, Analysis, Business Process..., Analytics, Human Resources, Customer Insight, Workplace Strategy, Alternative Workplace..., Workplace of the Future, Data Analysis, Product Development, Integrated Marketing, Workplace Design
Education
University of Florida - Warrington College of Business Administration 1997 — 1999
MBA, Business
University of Central Florida 2000 — 2007
BS, Physics
University of Massachusetts, Amherst 1989 — 1994
BA, English
Fidelity Investments July 2012 - Present
Walt Disney Parks and Resorts May 2010 - June 2012
The Walt Disney Company 2003 - July 2010
The Walt Disney Company 1999 - 2003
Disney Cruise Line 1998 - 2000
Walt Disney World 1996 - 1998
Walt Disney World 1994 - 1998
Walt Disney World 1994 - 1996
Skills
Entertainment, Strategic Planning, Leadership, Talent Acquisition, Management, Leadership Development, Project Management, Business Strategy, New Business Development, Marketing Strategy, Negotiation, Hospitality Management, Process Improvement, Cross-functional Team..., Strategy, Program Management, Research, Analysis, Business Process..., Analytics, Human Resources, Customer Insight, Workplace Strategy, Alternative Workplace..., Workplace of the Future, Data Analysis, Product Development, Integrated Marketing, Workplace Design
Education
University of Florida - Warrington College of Business Administration 1997 — 1999
MBA, Business
University of Central Florida 2000 — 2007
BS, Physics
University of Massachusetts, Amherst 1989 — 1994
BA, English
Asim Mushtaq's Fidelity Investments Experience April 2015 - Present
Job Sr. Java/Web Consultant at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments April 2015 - Present
PeakPoint Technologies Inc. May 2014 - Present
Verizon Wireless September 2014 - April 2015
NetSol Technologies April 2007 - May 2014
Xcarta Inc. April 2005 - March 2007
The Virtual University of Pakistan March 2004 - May 2005
Skills
J2SE, J2EE (JSP, Servlet), JPA, Hibernate, Spring MVC, Web Services (SOAP,WSDL), DWR, JAXP/JAXB, JavaScript, JQuery, AJAX, XPath, XML, XSLT, HTML5.0, CSS 3.0, VSS, JSP, Servlets, Oracle, MS Project, Requirements Analysis, Linux, OOP, Struts, MySQL, PHP, HTML, JSF, Eclipse, Software Quality..., JDBC, SQL, C++, EJB, Spring, Java, Microsoft SQL Server, Databases, C#, Java Enterprise Edition, JUnit, SOAP, Design Patterns, Subversion, SOA, Spring Framework
Education
University of Central Punjab 2000 — 2003
BSCS, Computer Science
Fidelity Investments April 2015 - Present
PeakPoint Technologies Inc. May 2014 - Present
Verizon Wireless September 2014 - April 2015
NetSol Technologies April 2007 - May 2014
Xcarta Inc. April 2005 - March 2007
The Virtual University of Pakistan March 2004 - May 2005
Skills
J2SE, J2EE (JSP, Servlet), JPA, Hibernate, Spring MVC, Web Services (SOAP,WSDL), DWR, JAXP/JAXB, JavaScript, JQuery, AJAX, XPath, XML, XSLT, HTML5.0, CSS 3.0, VSS, JSP, Servlets, Oracle, MS Project, Requirements Analysis, Linux, OOP, Struts, MySQL, PHP, HTML, JSF, Eclipse, Software Quality..., JDBC, SQL, C++, EJB, Spring, Java, Microsoft SQL Server, Databases, C#, Java Enterprise Edition, JUnit, SOAP, Design Patterns, Subversion, SOA, Spring Framework
Education
University of Central Punjab 2000 — 2003
BSCS, Computer Science
Jonathan Rosin's Fidelity Investments Experience May 2006 - January 2012
Job Chief Human Resources Officer at Ironwood Pharmaceuticals
Industry Biotechnology
Experience
Ironwood Pharmaceuticals March 2012 - Present
Fidelity Investments May 2006 - January 2012
Genzyme Corporation September 2002 - May 2006
Zefer (acquired by NEC) 2000 - 2001
Forum Corporation 1994 - 2001
Nedcor and Standard Banks of South Africa January 1991 - January 1994
Education
University of Cape Town 1979 — 1986
Clinical Psychology, Registered Clinical Psychologist
Ironwood Pharmaceuticals March 2012 - Present
Fidelity Investments May 2006 - January 2012
Genzyme Corporation September 2002 - May 2006
Zefer (acquired by NEC) 2000 - 2001
Forum Corporation 1994 - 2001
Nedcor and Standard Banks of South Africa January 1991 - January 1994
Education
University of Cape Town 1979 — 1986
Clinical Psychology, Registered Clinical Psychologist
Barnett-wisson Jodie's Fidelity Investments Experience June 2006 - Present
Job Vice President. Learning & Development, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Fidelity Investments June 2006 - Present
Bank of America 1987 - 2005
Xerox Corp June 1992 - 1996
Skills
Employee Workforce..., Associate Learning & ..., End to End Training..., Strategic Consulting, Innovative Learning..., Sales Associate & Sales..., Strategic Learning Plan..., Senior & Executive..., Annual Financial..., Strategic Planning, Succession Planning, Management, Employee Engagement, Training, Program Management, Leadership, Talent Management, Performance Consulting, Onboarding, Leadership Development, Organizational..., Performance Management, Sales, Change Management
Education
UNT 2004 — 2008
Masters, Adult Learning and Multimedia
UC Santa Barbara 1978 — 1981
BA, Broadcast Journalism
Fidelity Investments June 2006 - Present
Fidelity Investments June 2006 - Present
Bank of America 1987 - 2005
Xerox Corp June 1992 - 1996
Skills
Employee Workforce..., Associate Learning & ..., End to End Training..., Strategic Consulting, Innovative Learning..., Sales Associate & Sales..., Strategic Learning Plan..., Senior & Executive..., Annual Financial..., Strategic Planning, Succession Planning, Management, Employee Engagement, Training, Program Management, Leadership, Talent Management, Performance Consulting, Onboarding, Leadership Development, Organizational..., Performance Management, Sales, Change Management
Education
UNT 2004 — 2008
Masters, Adult Learning and Multimedia
UC Santa Barbara 1978 — 1981
BA, Broadcast Journalism
Susan Porteous's Fidelity Investments Experience 2012 - Present
Job Vice President, Regional Planning Consultant
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Charles Schwab 2010 - July 2012
Charles Schwab July 2006 - March 2010
Global Planning July 2005 - July 2006
Charles Schwab September 2003 - June 2005
Charles Schwab July 1999 - August 2003
Charles Schwab February 1998 - July 1999
Fox International Ltd., Inc. 1990 - 1995
Skills
Series 63, Series 7, Mutual Funds, Portfolio Management, Investments, Wealth Management, Financial Services, Strategic Financial..., Asset Allocation, Relationship Management, Investment Advisory, Retirement Planning, FINRA, Investment Strategies, Equities, Retirement, Asset Management, Securities, Risk Management, Management, Finance, Leadership
Education
University of Central Florida
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments 2012 - Present
Charles Schwab 2010 - July 2012
Charles Schwab July 2006 - March 2010
Global Planning July 2005 - July 2006
Charles Schwab September 2003 - June 2005
Charles Schwab July 1999 - August 2003
Charles Schwab February 1998 - July 1999
Fox International Ltd., Inc. 1990 - 1995
Skills
Series 63, Series 7, Mutual Funds, Portfolio Management, Investments, Wealth Management, Financial Services, Strategic Financial..., Asset Allocation, Relationship Management, Investment Advisory, Retirement Planning, FINRA, Investment Strategies, Equities, Retirement, Asset Management, Securities, Risk Management, Management, Finance, Leadership
Education
University of Central Florida
Bachelor of Business Administration (BBA), Finance, General
Frank Sanchez, CFP's Fidelity Investments Experience June 2005 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, CERTIFIED FINANCIAL...
Education
University of California, Santa Barbara
BA
Fidelity Investments June 2005 - Present
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, CERTIFIED FINANCIAL...
Education
University of California, Santa Barbara
BA
David Israel's Fidelity Investments Experience February 2007 - September 2007
Job EVP at Thor Equities
Industry Real Estate
Experience
Thor Equities October 2007 - July 2014
Fidelity Investments February 2007 - September 2007
Thor Equities June 2005 - January 2007
Skills
Disposition, Real Estate Economics, Real Estate Development, Real Estate, Leases, Real Estate Transactions, Shopping Centers
Education
University of San Francisco 1993 — 1995
Bachelor of Science (B.S.), Global Management
University of California, Santa Barbara 1991 — 1993
Thor Equities October 2007 - July 2014
Fidelity Investments February 2007 - September 2007
Thor Equities June 2005 - January 2007
Skills
Disposition, Real Estate Economics, Real Estate Development, Real Estate, Leases, Real Estate Transactions, Shopping Centers
Education
University of San Francisco 1993 — 1995
Bachelor of Science (B.S.), Global Management
University of California, Santa Barbara 1991 — 1993
Viktor Misko, CFP®'s Fidelity Investments Experience July 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2010 - July 2011
Merrill Lynch April 2007 - August 2010
Morgan Stanley February 2006 - April 2007
Zartek October 2005 - February 2006
Freedom systems July 2003 - October 2005
Roxy Entertainment Complex December 1998 - April 2002
Education
University of Central Florida 1996 — 1999
BS
BS
Fidelity Investments July 2011 - Present
Fidelity Investments August 2010 - July 2011
Merrill Lynch April 2007 - August 2010
Morgan Stanley February 2006 - April 2007
Zartek October 2005 - February 2006
Freedom systems July 2003 - October 2005
Roxy Entertainment Complex December 1998 - April 2002
Education
University of Central Florida 1996 — 1999
BS
BS
Daniel Sarran's Fidelity Investments Experience April 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2014 - Present
Wells Fargo 2012 - April 2014
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts, Interdisciplinary Computing in the Arts and Media
Fidelity Investments April 2014 - Present
Wells Fargo 2012 - April 2014
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts, Interdisciplinary Computing in the Arts and Media
Andrew Arnett's Fidelity Investments Experience May 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Hilton Worldwide 2010 - 2012
Skills
Social Media, Editing, Copy Editing, Short Stories, Fiction, Research, Poetry, Magazines, Screenwriting, Fiction Writing, Literature, Editorial, Creative Writing, Press Releases, Non-fiction, Feature Articles
Education
University of Central Florida 1998 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments May 2012 - Present
Hilton Worldwide 2010 - 2012
Skills
Social Media, Editing, Copy Editing, Short Stories, Fiction, Research, Poetry, Magazines, Screenwriting, Fiction Writing, Literature, Editorial, Creative Writing, Press Releases, Non-fiction, Feature Articles
Education
University of Central Florida 1998 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Jennifer Kruger's Fidelity Investments Experience September 2015 - Present
Job CFP®,Director, Field Training at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments August 2011 - September 2015
Fidelity Investments January 2008 - August 2011
Fidelity Investments September 2006 - December 2007
Skills
Certified Financial..., Training Facilitation, Financial Planners, Investments, Retirement Planning, PowerPoint, Series 7, Series 63, Microsoft Excel, Management, Microsoft Office, Siebel, Project Management
Education
University of California, Santa Barbara
Fidelity Investments September 2015 - Present
Fidelity Investments August 2011 - September 2015
Fidelity Investments January 2008 - August 2011
Fidelity Investments September 2006 - December 2007
Skills
Certified Financial..., Training Facilitation, Financial Planners, Investments, Retirement Planning, PowerPoint, Series 7, Series 63, Microsoft Excel, Management, Microsoft Office, Siebel, Project Management
Education
University of California, Santa Barbara
Natina Lundy's Fidelity Investments Experience October 2006 - February 2007
Job Owner at Sapphire Elegance Event Designers
Industry Events Services
Experience
Sapphire Elegance Event Designers September 2013 - Present
Smokey Jay's Bar-B-Q Pit January 2010 - Present
Karl's Event Services July 2012 - October 2012
Exhilarate Events December 2011 - May 2012
Three Pillars Cafe August 2010 - November 2011
2009 - 2010Charles Schwab for Adecco Staffing June 2009 - February 2010
2009 - 2010Guess by Marciano March 2009 - July 2009
2008NestEggs, Inc February 2007 - November 2008
Fidelity Investments October 2006 - February 2007
Wachovia March 2006 - September 2006
Skills
Microsoft Office, Customer Relations, Administration, Telephone Skills, Corporate Events, Customer Service, Sales, Budgets, Advertising, Event Management, Hospitality
Education
University of Central Florida 2011 — 2012
B.S., Bachelor's of Science, Event Management
Valencia Community College 2009 — 2010
A.A., Associate of Arts, General Studies
Sapphire Elegance Event Designers September 2013 - Present
Smokey Jay's Bar-B-Q Pit January 2010 - Present
Karl's Event Services July 2012 - October 2012
Exhilarate Events December 2011 - May 2012
Three Pillars Cafe August 2010 - November 2011
2009 - 2010Charles Schwab for Adecco Staffing June 2009 - February 2010
2009 - 2010Guess by Marciano March 2009 - July 2009
2008NestEggs, Inc February 2007 - November 2008
Fidelity Investments October 2006 - February 2007
Wachovia March 2006 - September 2006
Skills
Microsoft Office, Customer Relations, Administration, Telephone Skills, Corporate Events, Customer Service, Sales, Budgets, Advertising, Event Management, Hospitality
Education
University of Central Florida 2011 — 2012
B.S., Bachelor's of Science, Event Management
Valencia Community College 2009 — 2010
A.A., Associate of Arts, General Studies
Andrew Threadgold's Fidelity Investments Experience 2008 - 2010
Job Managing Director at Royal Bank of Scotland
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Royal Bank of Scotland April 2010 - September 2015
Fidelity Investments 2008 - 2010
UBS 2006 - 2008
Euroclear 2006 - 2008
JP Morgan 1971 - 2006
Skills
Risk Management, Equities, Investment Banking, Hedge Funds, Financial Risk, Structured Products, Management, Market Risk, Derivatives, Operational Risk, Credit, Capital Markets, Fixed Income, Financial Markets, Credit Derivatives, Equity Derivatives, Credit Risk, Structured Finance, Basel II, Interest Rate..., Portfolio Management, Bonds
Education
University of Cambridge 1968 — 1971
MA, Mathematics, 1st Class Honours
Deutsche Bank September 2015 - Present
Royal Bank of Scotland April 2010 - September 2015
Fidelity Investments 2008 - 2010
UBS 2006 - 2008
Euroclear 2006 - 2008
JP Morgan 1971 - 2006
Skills
Risk Management, Equities, Investment Banking, Hedge Funds, Financial Risk, Structured Products, Management, Market Risk, Derivatives, Operational Risk, Credit, Capital Markets, Fixed Income, Financial Markets, Credit Derivatives, Equity Derivatives, Credit Risk, Structured Finance, Basel II, Interest Rate..., Portfolio Management, Bonds
Education
University of Cambridge 1968 — 1971
MA, Mathematics, 1st Class Honours
Jason Herrington, MBCP, MBCI's Fidelity Investments Experience January 2012 - February 2012
Job Senior Business Continuity Analyst at Southwest Airlines
Industry Aviation & Aerospace
Experience
Southwest Airlines July 2015 - Present
DRII March 2009 - Present
ADT April 2013 - July 2015
Modis June 2012 - April 2013
Fidelity Investments January 2012 - February 2012
HP August 2010 - December 2011
Raytheon July 2008 - August 2010
Countrywide Home Loans December 2005 - July 2008
Acxiom April 1998 - December 2005
Alltel Information Services October 1996 - April 1998
Skills
Business Continuity, Disaster Recovery, Mentoring, IT Service Management, Continuity, Exercises, Business Analysis, Program Management, Incident Management, Risk Assessment, Crisis Management, Security, Risk Management, Emergency Management, Data Center, Business Resilience, Contingency Planning, Vendor Management, Business Continuity..., Project Planning, IT Management, SharePoint, Governance, IT Strategy, Information Technology, Management, Information Security, Business Process, Enterprise Software, Solution Architecture, PMP, Outsourcing, Project Portfolio..., SDLC, Information Security..., Leadership, IT Operations, Business Impact Analysis, Enterprise Risk..., Cloud Computing, Software Documentation, Policy, PMO, ITIL, Training, Integration, Infrastructure, Visio, Vulnerability Assessment, CISSP
Education
University of Central Arkansas 1992 — 2000
Bachelor, Music
Catholic High School
Southwest Airlines July 2015 - Present
DRII March 2009 - Present
ADT April 2013 - July 2015
Modis June 2012 - April 2013
Fidelity Investments January 2012 - February 2012
HP August 2010 - December 2011
Raytheon July 2008 - August 2010
Countrywide Home Loans December 2005 - July 2008
Acxiom April 1998 - December 2005
Alltel Information Services October 1996 - April 1998
Skills
Business Continuity, Disaster Recovery, Mentoring, IT Service Management, Continuity, Exercises, Business Analysis, Program Management, Incident Management, Risk Assessment, Crisis Management, Security, Risk Management, Emergency Management, Data Center, Business Resilience, Contingency Planning, Vendor Management, Business Continuity..., Project Planning, IT Management, SharePoint, Governance, IT Strategy, Information Technology, Management, Information Security, Business Process, Enterprise Software, Solution Architecture, PMP, Outsourcing, Project Portfolio..., SDLC, Information Security..., Leadership, IT Operations, Business Impact Analysis, Enterprise Risk..., Cloud Computing, Software Documentation, Policy, PMO, ITIL, Training, Integration, Infrastructure, Visio, Vulnerability Assessment, CISSP
Education
University of Central Arkansas 1992 — 2000
Bachelor, Music
Catholic High School
Jon Caruso's Fidelity Investments Experience November 2014 - Present
Job High Net Worth Representative
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments June 2013 - November 2014
JP Morgan Chase January 2008 - June 2013
Chase January 2008 - June 2013
Skills
Finance
Education
University of Central Florida - College of Business Administration 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Psychology
Fidelity Investments November 2014 - Present
Fidelity Investments June 2013 - November 2014
JP Morgan Chase January 2008 - June 2013
Chase January 2008 - June 2013
Skills
Finance
Education
University of Central Florida - College of Business Administration 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Psychology
Anthony Nehme's Fidelity Investments Experience June 1994 - April 1999
Job Senior QA at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
Joseph Ippolito's Fidelity Investments Experience February 2007 - May 2010
Job Managing Director Retail Sales South Division
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
TD Ameritrade September 2012 - Present
TD Ameritrade May 2010 - Present
Fidelity Investments February 2007 - May 2010
TD Ameritrade July 2005 - February 2007
Skills
Coaching, Equities, FINRA, Investment Advisory, Investments, Portfolio Management, Mutual Funds, Relationship Management, Risk Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Central Florida 1995 — 1998
Pychology
TD Ameritrade March 2014 - Present
TD Ameritrade September 2012 - Present
TD Ameritrade May 2010 - Present
Fidelity Investments February 2007 - May 2010
TD Ameritrade July 2005 - February 2007
Skills
Coaching, Equities, FINRA, Investment Advisory, Investments, Portfolio Management, Mutual Funds, Relationship Management, Risk Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Central Florida 1995 — 1998
Pychology
Farrah Edwards's Fidelity Investments Experience September 2005 - July 2008
Job Benefits Specialist, Utah State Office of Rehabilitation
Industry Government Administration
Experience
State of Utah August 2008 - Present
Fidelity Investments September 2005 - July 2008
Skills
Employee Benefits, Customer Service, Compliance, Classroom, Governance, Hospitality Industry, HIPAA, Knowledge Management, Microsoft Office, Nonprofits, Organization, Research, Policy, Benefits Administration, Vocational...
Education
University of Canterbury 1995 — 1997
BA, Psychology
Canterbury College of Natural Medicine
State of Utah August 2008 - Present
Fidelity Investments September 2005 - July 2008
Skills
Employee Benefits, Customer Service, Compliance, Classroom, Governance, Hospitality Industry, HIPAA, Knowledge Management, Microsoft Office, Nonprofits, Organization, Research, Policy, Benefits Administration, Vocational...
Education
University of Canterbury 1995 — 1997
BA, Psychology
Canterbury College of Natural Medicine
Nathan Dubois's Fidelity Investments Experience April 2014 - Present
Job Senior Analyst OTC Derivatives at Deutsche Bank
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Deutsche Bank January 2011 - March 2014
UPS February 2007 - September 2010
Skills
Collateral Management, Finance, Microsoft Excel, Process Improvement, Banking, Risk Management
Education
University of Central Florida 2006 — 2010
Bachelor's degree, Double- Finance and Management
Fidelity Investments April 2014 - Present
Deutsche Bank January 2011 - March 2014
UPS February 2007 - September 2010
Skills
Collateral Management, Finance, Microsoft Excel, Process Improvement, Banking, Risk Management
Education
University of Central Florida 2006 — 2010
Bachelor's degree, Double- Finance and Management
Joshua Kestner's Fidelity Investments Experience January 2011 - Present
Job Sr. Trade Support Specialist
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Retirement, Investments, Strategic Financial..., Securities, Wealth Management, Financial Services, 401k
Education
University of Central Florida - College of Business Administration 2008 — 2010
Finance, Portfolio Management
Fidelity Investments January 2011 - Present
Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Retirement, Investments, Strategic Financial..., Securities, Wealth Management, Financial Services, 401k
Education
University of Central Florida - College of Business Administration 2008 — 2010
Finance, Portfolio Management
Marianna Hutchinson's Fidelity Investments Experience April 2000 - June 2002
Job Executive Director at Senior Care Of Brevard County
Industry Hospital & Health Care
Experience
Senior Care of Brevard May 2015 - Present
Senior Care Of Brevard County May 2015 - Present
City of Titusville January 2012 - May 2015
First Presbyterian Church August 2007 - January 2012
1st National Bank of South Florida August 2002 - March 2004
Fidelity Investments April 2000 - June 2002
Skills
Community Development, Healthcare Management, Leadership, Program Management, Team Building, Training, Project Management, Customer Service, Financial Accounting, Financial Analysis, Customer Relations, Customer Support, Budgets, Microsoft Office, Payroll, Government, Microsoft Excel
Education
University of Central Florida 1998 — 2002
BS, Business Administration
University of Central Florida - College of Business Administration
Senior Care of Brevard May 2015 - Present
Senior Care Of Brevard County May 2015 - Present
City of Titusville January 2012 - May 2015
First Presbyterian Church August 2007 - January 2012
1st National Bank of South Florida August 2002 - March 2004
Fidelity Investments April 2000 - June 2002
Skills
Community Development, Healthcare Management, Leadership, Program Management, Team Building, Training, Project Management, Customer Service, Financial Accounting, Financial Analysis, Customer Relations, Customer Support, Budgets, Microsoft Office, Payroll, Government, Microsoft Excel
Education
University of Central Florida 1998 — 2002
BS, Business Administration
University of Central Florida - College of Business Administration
Kris Loaknauth's Fidelity Investments Experience September 2013 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2013 - Present
Skills
Business Analysis, Fixed Income, Portfolio Management, Derivatives, Banking, Equities, Requirements Analysis, Analysis, Product Management, Quality Assurance, Management, Agile Methodologies, CRM, SDLC, Vendor Management, Requirements Gathering, Software Project..., Risk Management, Financial Services
Education
University of Central Florida 1996 — 2000
BS, Management
Fidelity Investments September 2013 - Present
Skills
Business Analysis, Fixed Income, Portfolio Management, Derivatives, Banking, Equities, Requirements Analysis, Analysis, Product Management, Quality Assurance, Management, Agile Methodologies, CRM, SDLC, Vendor Management, Requirements Gathering, Software Project..., Risk Management, Financial Services
Education
University of Central Florida 1996 — 2000
BS, Management
Cory Shrader's Fidelity Investments Experience November 2012 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investment November 2011 - November 2012
Appraisals By Cory January 2003 - November 2008
Skills
Market Analysis, Financial Planning, Financial Analysis, Financial Management, Client Services, Client Retention, Client Acquisition, Client Communication, High Net Worth..., Real Estate, Estate Planning, Real Estate Investment, Real Estate Transactions, Real Property, Real Estate Finance, Culinary, Restaurant Management, 401k Rollovers, Mortgage Banking, Bonds, Wealth Management, Personal Financial..., Wealth Management..., Financial Advisory, IRAs, Certified Financial..., Retirement, Separately Managed..., Investment Management, 401k, Investment Advisory, ETFs, Series 65, Asset Allocation, Alternative Investments, Valuation, Series 7, Uniform Combined State..., Investment Strategies, Portfolio Management, Asset Management, Investments, Equities, Relationship Management, Securities, Financial Services, Series 63, Mutual Funds, Financial Modeling
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration, Finance/Financial Services
Boatright Real Estate School 2006 — 2006
Residential Appraising, Residential and Investment Appraising
University of Central Florida 2000 — 2002
Accounting and Finance
Fidelity Investments November 2012 - Present
Fidelity Investment November 2011 - November 2012
Appraisals By Cory January 2003 - November 2008
Skills
Market Analysis, Financial Planning, Financial Analysis, Financial Management, Client Services, Client Retention, Client Acquisition, Client Communication, High Net Worth..., Real Estate, Estate Planning, Real Estate Investment, Real Estate Transactions, Real Property, Real Estate Finance, Culinary, Restaurant Management, 401k Rollovers, Mortgage Banking, Bonds, Wealth Management, Personal Financial..., Wealth Management..., Financial Advisory, IRAs, Certified Financial..., Retirement, Separately Managed..., Investment Management, 401k, Investment Advisory, ETFs, Series 65, Asset Allocation, Alternative Investments, Valuation, Series 7, Uniform Combined State..., Investment Strategies, Portfolio Management, Asset Management, Investments, Equities, Relationship Management, Securities, Financial Services, Series 63, Mutual Funds, Financial Modeling
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration, Finance/Financial Services
Boatright Real Estate School 2006 — 2006
Residential Appraising, Residential and Investment Appraising
University of Central Florida 2000 — 2002
Accounting and Finance
Tai (Adam) Nguyen's Fidelity Investments Experience August 2013 - Present
Job Sr. Software Engineer QA Technical Lead at Fidelity Investments
Industry Industrial Automation
Experience
Fidelity Investments August 2013 - Present
Siemens Industry US July 2007 - August 2013
BAE Systems January 2005 - July 2007
BAE Systems November 2002 - January 2005
Nortel Networks July 2000 - November 2002
Skills
Automation, Testing, Test Automation, System Testing, Test Planning, ClearQuest, ClearCase, Quality Center, Test Management, Integration, Quality Assurance, Regression Testing, Manual Testing, Software Quality..., Scrum, Agile & Waterfall..., Mercury QuickTest Pro, National Instrument..., RequisitePro, WinRunner, LoadRunner, Oracle, HP Quality Center
Education
University of Central Oklahoma 1998 — 1999
Bachelor of Science (B.S.), Computer Science
University of Oklahoma 1994 — 1998
Bachelor of Science, Microbiology, General
Fidelity Investments August 2013 - Present
Siemens Industry US July 2007 - August 2013
BAE Systems January 2005 - July 2007
BAE Systems November 2002 - January 2005
Nortel Networks July 2000 - November 2002
Skills
Automation, Testing, Test Automation, System Testing, Test Planning, ClearQuest, ClearCase, Quality Center, Test Management, Integration, Quality Assurance, Regression Testing, Manual Testing, Software Quality..., Scrum, Agile & Waterfall..., Mercury QuickTest Pro, National Instrument..., RequisitePro, WinRunner, LoadRunner, Oracle, HP Quality Center
Education
University of Central Oklahoma 1998 — 1999
Bachelor of Science (B.S.), Computer Science
University of Oklahoma 1994 — 1998
Bachelor of Science, Microbiology, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank