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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Fidelity Investments January 2013 - Present
Fidelity Investments December 2010 - January 2013
Fidelity Investments September 2007 - December 2010
Skills
Series 6, Retirement, Small Business, Series 63, Series 7, Employee Benefits, 401k, Asset Allocation, FINRA, Financial Services, Retirement Planning, Mutual Funds, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1998 — 2002
BA, History
Shucker's Oyster Bar & Grill 2014 - Present
Pergo Flooring January 2014 - March 2014
Fidelity Investments August 2013 - December 2013
Right At Home January 2012 - December 2012
Skills
Organizational..., Customer Service, Problem Management, Passion for Helping..., Time Management, People-oriented, Microsoft Office, SAP, Typing
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Wake Technical Community College 2012 — 2012
Nurse Aide/Med Tech Certification
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - Present
Roberts Law Group April 2013 - April 2014
The Goddard School February 2010 - May 2013
Skills
Matlab, Java, C++, Eclipse, NetBeans, Microsoft Office, HTML, JavaScript, Programming, Visual Basic, XML, Computer Science, Ubuntu, Testing, OS X, CSS, Windows, SQL, Mac OS, Lotus Notes, Networking, WordPress, SharePoint, Quality Assurance, Agile Methodologies
Education
University of North Carolina at Greensboro 2011 — 2015
Bachelor of Science (BS), Computer Science
Panther Creek High School 2007 — 2011
Fidelity Investments 2015 - Present
Skills
Project Management, Management, Data Analysis, Vendor Management, Product Management, SQL, Analysis, Business Process, Competitive Analysis, SEM, Leadership, Business Insights, Customer Journeys, Dashboarding, Microsoft SQL Server, Operations Management, Content Management, Access, Salesforce.com, Contract Negotiation, Database Admin, Online Advertising, Visual Studio, CRM, Graphic Design, Lead Generation, Marketing Strategy, Training
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Fine Arts (B.F.A.)
Wake Technical Community College
The Carolinian April 2015 - Present
Various August 2012 - Present
Fidelity Investments May 2015 - August 2015
UNCG Office of Sustainability August 2014 - May 2015
The Carolinian August 2014 - April 2015
SB Nation May 2013 - August 2013
Skills
Baseball, Blogging, Journalism, Teamwork, News Writing, Sports Writing, Newspaper, Leadership, Critical Thinking, Microsoft Office, Sustainability
Education
University of North Carolina at Greensboro 2014 — 2018
B.S. Economics, Economics, 4.0
Leesville Road High School 2010 — 2014
High School
Fidelity Investments September 2012 - Present
Luke Flynt Design 2006 - Present
Performance Bicycle May 2012 - September 2012
Rivers Agency July 2011 - November 2011
Pura Vida Promotions April 2010 - June 2011
Boardparadise/Social Inc. September 2009 - April 2010
Skills
Graphic Design, Web Design, Adobe Creative Suite, Creative Direction, Photography, Illustration, Branding & Identity, Final Cut Pro, Collateral, Design Thinking, Mobile Design, User-centered Design, Photoshop, Information Architecture, Interaction Design, User Interface Design, User Experience Design, Visual Communication, Wireframes
Education
University of North Carolina at Greensboro 2005 — 2009
BFA, Design
Dept Social Services July 2009 - Present
Fidelity Investments July 2007 - November 2007
Orange County DSS September 2003 - July 2007
Durham County DSS June 2002 - September 2003
Skills
customer service, speak conversational..., Nonprofits, Public Speaking, Research, Leadership, Program Management, Event Planning, Data Analysis
Education
Capstone Center 2015 — 2015
Certificate, Good Lab Practices
Capstone Center 2014 — 2014
certification, current good manufacturing processes
Wake Technical Community College 2014 — 2014
certificate, biopharma
Durham Tech Community College 2008 — 2010
certificate, Spanish Facilitator
UNC Charlotte 1994 — 1997
Bachelor of Arts (B.A.), Anthropology
Empowered Benefits, LLC February 2014 - Present
Fidelity Investments July 2012 - February 2014
Skills
Agile Methodologies, SQL, XML, Java, Hibernate, PL/SQL, Spring Framework, Web Services, Software Development, C#, Unix, SDLC, Oracle, JavaScript, .NET, Scrum, SOA, Requirements Analysis
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor's degree, Computer Science
Fidelity Investments August 2015 - Present
Itron April 2011 - November 2011
Occoneechee Council, BSA April 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Sales, Customer Service, Teamwork
Education
University of North Carolina at Greensboro 2010 — 2013
Bachelor of Arts; Bachelor of Arts, Economics; Political Science
Pamlico County Schools August 2012 - Present
Fidelity Investments November 2008 - January 2010
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Sociology
Fidelity Investments June 2015 - Present
DoubleRadius February 2010 - May 2015
Coats and Clark August 2006 - August 2009
Time Warner Cable 2003 - 2006
Skills
Web Development, Graphics, Dreamweaver, Java, JavaScript, Photoshop, CSS, C++, E-commerce, NetSuite, InDesign, Managed Hosting, XML, Flash, Google Adwords, CMS, HTML, Strong attention to..., A+ Certified, Web Applications, Newsletters, Visual Basic, Google Analytics, Layout, Wireless Networking, Online Marketing
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor of Science (BS), Computer Science
Central Piedmont Community College 2005 — 2008
Associate of Arts
Fidelity Investments August 2013 - Present
Fidelity Investments August 2011 - Present
Fidelity Investments July 2014 - September 2014
Fidelity Investments August 2011 - August 2013
Salt Lake Art Center January 2011 - May 2011
Vivint Solar April 2009 - September 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Photoshop, Editing, Social Networking, Press Releases, English, Media Relations, InDesign, Creative Writing, Marketing, Journalism, Photography, Internal Communications, Graphic Design, Customer Service
Education
Utah Valley University 2008 — 2012
Bachelor of Arts (B.A.), Communications and Journalism
University of North Carolina at Chapel Hill 2007 — 2008
Journalism
Western Wake Counseling & Psychological Services October 2014 - Present
Western Wake Counseling & Psychological Services March 2014 - Present
Fidelity Investments June 2013 - January 2014
Western Wake Counseling and Psychological Services May 2012 - August 2012
Seekers Heart Christian Bookstore December 2007 - June 2008
Skills
Leadership, Social Networking, Microsoft Office, Public Speaking, Research, Communication, Customer Service, Microsoft Excel, Body Language, Organization, Event Management, Interpersonal..., Teamwork, Communication Skills, Microsoft Word, Interpersonal Skill, Marketing Research, Interpersonal..., Nonverbal Communication, Lie Deception, Negotiation
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Science of People
Body Language Trainer (in training), Body Language
Fidelity Investments May 2013 - August 2013
Skills
Information Technology, Java, Visual Basic, SQL, XML, Android Development, HTML, JavaScript, C++, Linux, Mac OS, Eclipse, JGrasp, SOA Test, Agile Application..., Microsoft Office, Public Speaking, PowerPoint, Research
Education
University of North Carolina at Charlotte 2009 — 2014
Bachelor of Science (B.S.), Computer Science, 3.2
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - Present
Express Parking Inc October 2006 - September 2010
Parking Solutions Inc. February 2001 - September 2006
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor's Degree, Political Science and Government
Fidelity Charitable September 2015 - Present
Fidelity Charitable April 2014 - September 2015
Fidelity Investments July 2010 - April 2014
Skills
Spanish, Philanthropy, Leadership, Applicant Tracking..., Financial Services, Employee Benefits, Training, Customer Service, Employee Relations
Education
University of North Carolina at Greensboro 2006 — 2010
Linguistics
Fidelity Investments July 2013 - Present
IEM April 2011 - July 2013
Wells Fargo August 2010 - March 2011
Habitat for Humanity International February 2010 - August 2010
Gilbarco Veeder Root November 2009 - January 2010
NOTION Music, Inc. December 2006 - February 2009
Skills
Quality Assurance, SDLC, Software Quality..., Test Planning, Quality Center
Education
University of North Carolina at Greensboro 2002 — 2007
Bachelor of Arts (B.A.), Music
Durham School Of The Arts
Fidelity Investments January 2013 - November 2013
Fidelity Investments May 2012 - August 2012
Skills
Visio, Agile Methodologies, Microsoft Office, Visual Basic, SQL, Data Analysis, Requirements Analysis, Requirements Gathering, Requirement..., User Acceptance Testing, Use Case Analysis, Software Requirements, Technical Writing, Functional Requirements, User Stories, Business Requirements, Software Quality..., Relational Databases, Logical Data Modeling, Business Analysis, User Interface Design, User Experience Design, CCNA, Network Design, Network Administration, Wireless Networking, Technical Presentations, Strategic Leadership, Systems Analysis, SDLC, Oracle
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems, Marketing
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Skills
Java, SQL, C++, HTML, PHP, JavaScript, Adobe Creative Suite, Flash Builder, Flash Catalyst, Android Development, jQuery, Eclipse, Spring, Python, JSP
Education
University of North Carolina at Greensboro 2010 — 2014
Bachelor's Degree, Computer Science
Fidelity Investments January 2013 - Present
Fidelity Investments May 2007 - December 2012
Fidelity Investments June 2005 - February 2007
American Airlines March 2005 - February 2006
Electronic Data Systems (EDS) June 2001 - August 2004
Skills
HR Payroll, Operations Management, Team Leadership, Performance Management, Training, Customer Focus, Problem Resolution, Risk Management, Coaching & Mentoring, Payroll, Customer Oriented, Problem Solving
Education
University of North Carolina at Wilmington 1994 — 1998
Bachelor of Arts, Political Science
Fidelity Investments February 2015 - Present
Capco January 2013 - August 2014
Accenture July 2007 - December 2012
Aon Consulting July 1999 - October 2006
Lowe's Home Improvement December 1997 - July 1999
Skills
Requirements Analysis, Software Development, Project Management, IT Strategy, Business Analysis, Data Warehousing, Business Intelligence, SDLC, Data Modeling, Agile Methodologies, SQL, Requirements Gathering, Governance, Architecture, Data Analysis, Integration, Databases, Unix, Enterprise Software, Cloud Computing, ETL, Architectures
Education
University of Virginia 2011 — 2012
Master of Science (M.S.), Management of Information Technology
University of North Carolina at Greensboro 1994 — 1997
Bachelor of Science (B.S.), Economics
Brock & Scott, PLLC February 2013 - Present
Cute Buttons Gift and Paper May 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Once Upon A Child April 2010 - May 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media Marketing, Marketing Communications, Communication Skills, Writing, Team-oriented, Mac OS X, Adaptability, Motivated self-starter, Creativity, Work Well Independently, Coachable, OS X, Social Networking, Leadership, Team Leadership, Customer Satisfaction, Web Design, Inventory Management
Education
Bryan School of Business and Economics 2008 — 2012
Bachelor of Science (BS), Business Administration/Marketing
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Science (B.S.), Marketing
Cary Senior High School 2004 — 2008
Fidelity Investments August 2015 - Present
UNC Charlotte July 2014 - June 2015
UNC Charlotte August 2014 - May 2015
UNC Charlotte August 2010 - May 2015
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, C++, Java, C, Embedded Systems, AutoCAD, Leadership, Linux
Education
University of North Carolina at Charlotte 2010 — 2015
Bachelor of Science (BS), Computer Engineering
University of North Carolina at Charlotte 2010 — 2015
Bachelor of Science (BS), Computer Engineering
Fidelity Investments
Skills
Java, SQL, HTML, CSS, Web Application Design, Web Development, Prolog, Relational Databases, Microsoft Office, SharePoint, Mathematics, Unit Testing, JUnit, JFreeChart, Technical Documentation, Eclipse, Databases, JDBC, UML, OOP, Web Applications, Design Patterns, Object Oriented Design, Database Design
Education
University of North Carolina at Charlotte
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
Fidelity Investments July 2009 - Present
Veritude October 2008 - July 2009
Credit Suisse July 2006 - December 2007
Sony Ericsson 2004 - 2006
Nortel January 1994 - March 2003
Skills
Perl, ClearCase, SDLC, Unix, Software Development, Integration, Websphere, SOA, Software Quality..., AJAX, C#, Management, Microsoft SQL Server, Oracle, Solaris, Enterprise Architecture, Project Management, Visio, SQL
Education
University of Virginia 1991 — 1994
Master's degree
University of Virginia 1991 — 1994
MSCS
University of North Carolina at Charlotte 1987 — 1991
BS
University of North Carolina at Chapel Hill December 2013 - Present
Fidelity Investments May 2015 - August 2015
University of North Texas May 2014 - August 2014
Bailey's Pub January 2011 - January 2014
Skills
Java, Programming, Japanese, JavaScript, Data Structures, HTML, Object Oriented Design, Microsoft Excel, Microsoft Office, Windows, C, Research, Software Development, MIPS, Public Speaking, Teaching, SQL, Python, SQLite, Web Applications, Computer Networking, Node.js
Education
UNC Chapel Hill 2012 — 2016
Bachelor of Science (BS), Computer Science
Fidelity Investments September 2015 - Present
PNC February 2015 - September 2015
PNC December 2013 - February 2015
PNC January 2012 - December 2013
Ronald E. McNair Postbaccalaureate Achievement Program January 2010 - August 2011
Granville Towers/Allen & O'Hara December 2009 - May 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A., Economics
UL June 2014 - Present
Fidelity Investments June 2013 - June 2014
Fidelity Investments November 2012 - June 2013
Skills
Security, Management, Customer Service, Training, Computer Security, Physical Security, Sales, Information Security, Time Management, Testing, Networking, Network Security, Project Management, Microsoft Excel, Microsoft Office, HTML Scripting, Standards Development, Presentation Skills, Panel Moderator, Leadership, Team Leadership, Team Building, Team Motivation, Organizational..., HTML, Project Planning, Organizational..., Confidence Building, Self-confidence, Public Speaking, Social Media, Program Management, Strategic Planning, Process Improvement, Microsoft Word
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts (B.A.), Criminal Justice and Criminology. Minor in American Studies
Charles E. Jordan High School 2002 — 2006
Fidelity Investments January 2014 - Present
UNC Charlotte August 2009 - December 2013
UTC Aerospace Systems May 2013 - August 2013
Premier Healthcare Alliance May 2012 - August 2012
YMCA of the Triangle May 2009 - August 2011
Skills
Project Management, Microsoft Office, Team Leadership, Business Analysis, Leadership, Microsoft Excel, PowerPoint, Six Sigma, Collaborative Problem..., System Design, Engineering Management, Strongly self-motivated, Highly personable, Process Improvement, Program Management, Testing, System Deployment, Matlab, Microsoft Word, Public Speaking, Data Analysis, Research, Systems Engineering
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Science (B.S.), Systems Engineering
Fidelity Investments July 2012 - Present
COPPERHEAD SPORTS January 2012 - May 2012
Rodgers Builders May 2011 - May 2012
UNC Charlotte May 2009 - August 2011
Housing UNCC May 2009 - August 2011
Starbucks August 2009 - May 2011
Skills
Excel, Word, Microsoft Office, Adobe Acrobat, Adobe Creative Suite, Access, Microsoft Word, Marketing, Advertising, Event Management, Leadership
Education
Northeastern University 2014 — 2016
Master of Science (M.S.), Corporate and Organizational Communication
University of North Carolina at Charlotte 2008 — 2012
BA, Communications
PRA International April 2014 - Present
PRA International September 2011 - April 2014
Fidelity Investments December 2006 - May 2011
Vicious Cycle Software, Inc. October 2006 - December 2006
All Kinds of Minds July 2002 - October 2006
Skills
CRO, Pharmaceutical Industry, Medical Monitoring, Leadership, Management, Process Improvement, Human Resources, Project Planning, Project Management, Business Analysis, Customer Service, Event Planning, Marketing, Microsoft Office, Recruiting, Administration, Administrative..., Time Management, Payroll, Clinical Research, Clinical Trials
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelor of Arts, Psychology
Fidelity Investments July 2015 - Present
Team Captain 2014-2015 2011 - May 2015
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics with Honors, GPA: 3.7, Economics GPA: 3.86
University of North Carolina at Chapel Hill 2011 — 2015
Minor, Mathematical Decision Sciences, MDS GPA: 3.68
Fidelity Investments July 2015 - Present
Fidelity Investments January 2014 - Present
UNC Wilmington August 2011 - December 2013
Fidelity Investments May 2013 - August 2013
Technology Assistance Center at UNC Wilmington March 2011 - December 2011
Skills
Java, Microsoft Office, JavaScript, SQL, CSS, MySQL, Linux, C#, Microsoft SQL Server, Databases, C, Web Development, Windows
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Computer Science
Fidelity Investments January 2014 - Present
Siemens Energy May 2013 - December 2013
UNC Charlotte January 2013 - April 2013
Skills
T-SQL, ASP.NET, Visual Studio, Java, XML, C#, HTML, C++, C, SSRS, PL/SQL, Oracle SQL, Informatica, ASP.NET AJAX, ADO.NET, Unix, VBA, Oracle Application..., Oracle SQL Developer
Education
University of North Carolina at Charlotte 2012 — 2013
Masters, Computer Science
JNTU KAKINADA 2008 — 2012
Bachelor of Technology (BTech), Computer Science
IBM October 2014 - Present
Fidelity Investments June 2014 - August 2014
Business Impact Inc January 2014 - May 2014
University of North Carolina at Chapel Hill February 2013 - May 2014
GP Strategies Corporation September 2013 - January 2014
I-Computer May 2011 - January 2014
Skills
Databases, Systems Analysis, Project Management, Business Intelligence, Analysis, HTML, Microsoft Excel, User Experience, SQL, User Interface Design, SDLC, Consulting, Information Architecture, Research
Education
University of North Carolina at Chapel Hill 2010 — 2014
Fidelity Investments November 2014 - Present
Capital Business Solutions (CBS) April 2014 - November 2014
Orasi Software December 2013 - March 2014
Orasi Software August 2010 - December 2013
Butler Lighting of High Point September 2009 - January 2010
University of North Carolina at Greensboro August 2007 - September 2009
Skills
Quality Center, QTP, Quality Assurance, Web Services, Microsoft SQL Server, .NET, Test Automation, SQL, Agile Methodologies, Software Quality..., JavaScript, SharePoint, C#, VBScript, Visual Basic, Java, Team Leadership, HTML, Windows 7, System Testing, Manual Testing, CSS, LoadRunner, Windows, SEO, Visio, Microsoft Word, Word, Excel, Oracle SQL, Apple, vSphere, VMware, Web Design, Graphic Design, Computer Hardware, Computer Repair, Microsoft Office, Outlook, Exchange Connectivity, Mobile Applications, Search Advertising, Social Networking, Network Design, Network Administration, HP Quality Center, HP QTP
Education
University of North Carolina at Greensboro 2006 — 2010
B.S., Information Systems
Fidelity Investments July 2015 - Present
First Citizens Bank May 2014 - December 2014
Fidelity Investments 2013 - 2014
CARQUEST Auto Parts 2011 - 2012
Computer Sciences Corporation 2010 - 2011
CA 2009 - 2010
Verizon Business 1999 - 2008
AT&T Solutions 1998 - 1999
OAO/IBM 1996 - 1997
Research Triangle Consultants 1993 - 1996
Skills
Solaris, Troubleshooting, Managed Services, Networking, Technical Support, Unix, Servers, Telecommunications, Network Administration, SaaS, Network Performance..., Shell Scripting, Visio, Application Performance..., System Deployment, LAN-WAN, Disaster Recovery, Testing, Enterprise Architecture, Integration, Splunk, Wily Introscope, Hardware, Linux, Software Documentation, IP, TCP/IP, VMware, Cisco Technologies, Virtualization, System Administration, Oracle, Data Center, Cloud Computing, Enterprise Software, Windows, Business Process, Fault Tolerant Systems, Fault Tolerance, Uptime, SAN, Oracle Enterprise..., Big Data, Data Warehousing
Education
University of North Carolina at Greensboro 1985 — 1989
BS, Finance w/Minor in Economics
LabCorp March 2014 - Present
Compass Evaluation and Research April 2010 - Present
The University of North Carolina at Greensboro (UNCG) August 2012 - December 2013
The University of North Carolina at Greensboro (UNCG) August 2012 - May 2013
Fidelity Investments August 2009 - May 2010
1-800-PACK-RAT March 2007 - August 2009
Food Lion March 2005 - March 2007
Skills
Laboratory, Laboratory Skills, Customer Service, Data Entry, Teacher Training, Assistant Teaching, Sales, Team Management, Research, Data Analysis, PowerPoint, Infectious Diseases, Molecular Genetics, Microsoft Excel, Public Speaking
Education
University of North Carolina at Greensboro 2010 — 2014
Bachelor's Degree, Biology, General
The University of Crete, Greece 2012 — 2012
Summer School, Techniques in Inquiry based science education
Wake Technical Community College 2006 — 2010
Associate's Degree, University Transfer
Tarheel Angus Beef January 2005 - Present
TIAA-CREF 2010 - 2014
Fidelity Investments May 2007 - February 2010
Skills
Series 7, Retirement Planning, Series 63, Retirement, Investment Advisory, Strategic Financial..., Investments, Financial Services, Series 66
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Management and Society
Bank of America February 2012 - Present
Wells Fargo April 2010 - February 2012
Fidelity Investments September 2008 - August 2009
Wells Fargo July 2008 - July 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Accounting, MS Project, Visio, Financial Analysis, Mortgage Lending, Mortgage Banking, Data Analysis, Market Research, Residential Mortgages, 401k, Customer Service, Fixed Rate Mortgages, Finance, Credit, Risk Management, Banking, Financial Services, Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments July 2014 - Present
Skills
Java, Python, Systems Analysis, SQL, SQLite, Gantt Project, MS Project, Visio, HTML, CSS, JavaScript, XML
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Library and Information Science
Expedia, Inc. August 2015 - Present
Nike February 2015 - August 2015
Fidelity Investments January 2013 - February 2015
UNC Charlotte January 2012 - December 2012
Cisco February 2011 - November 2011
Skills
Spring, C, C++, javascript, Java, Oracle, Informatica, jQuery, HTML, CSS, Microsoft SQL Server, SSIS, JavaScript, Spring Framework
Education
University of North Carolina at Charlotte 2012 — 2012
Master's degree, Computer Science
Mahaveer Institute of Science & Technology 2006 — 2010
Bachelor of Technology (BTech), Information Technology
UNC Greensboro August 2013 - Present
Fidelity Investments May 2014 - August 2014
UNC Greensboro May 2013 - August 2013
UNC Greensboro October 2012 - August 2013
Skills
Java, Microsoft Office, JavaScript, Programming, Eclipse, Visual Studio, Microsoft Word, Microsoft Excel, Public Speaking, HTML, Customer Service, Software Development, Data Analysis, Teamwork, Research, PowerPoint, Social Media, Time Management, SQL, Computer Science
Education
University of North Carolina at Greensboro 2011 — 2015
Bachelor of Science (BS), Computer Science
Fidelity Investments May 2013 - Present
US Coast Guard January 2006 - Present
UNC Wilmington May 2012 - December 2013
AutoZone February 2010 - May 2012
Skills
active security..., HTML 5, Java, Visual Basic, SQL, Microsoft Office, H.323, CSS3, Visual Studio, Microsoft Excel, MS Project
Education
University of North Carolina at Wilmington 2010 — 2013
BS, Business Administration in Information Systems
Amundi Smith Breeden April 2014 - Present
Anchor Capital Advisors June 2010 - November 2013
Fidelity Investments October 2009 - August 2010
Spectrum Laboratories 2009 - 2009
Skills
Portfolio Management, Investments, Asset Allocation, Microsoft Office, Asset Managment, Equities, Business Analysis, Analysis, Management, Budgets, Financial Analysis, Financial Services, Equity Trading, Negotiation, Fixed Income
Education
University of North Carolina at Greensboro
BS, Business Administration
The Stanley Gibbons Group plc February 2015 - Present
US Army June 2010 - Present
Fidelity Investments July 2010 - February 2015
V3 Healthcare Systems: October 2009 - May 2010
Cook Systems International September 2008 - March 2009
Skills
Web Applications, Middleware, Agile Methodologies, C#, LINQ, JavaScript, jQuery, Sencha Extjs, JSON, JSONP, Java, XAML, XML, SOAP, Unix, Web Services, .NET, SQL, Testing, HTML 5, ASP.NET, SDLC, Software Development, JSP, HTML5
Education
University of North Carolina at Charlotte 2005 — 2010
BS, Computer Science
Fidelity Investments April 2008 - Present
NCO Group April 2006 - March 2008
The Home Depot May 2002 - December 2003
Lowes Home Improvement May 2001 - May 2002
Harris Teeter August 2000 - May 2001
Regal Cinemas January 1999 - July 2000
Target February 1997 - December 1998
Skills
Microsoft Windows 98, Windows XP Pro, Windows 2000, Ubuntu, Microsoft Office, MS-DOS, Firefox, Opera, Google Chrome, Internet Explorer, Financial Services, 401k, Networking, Troubleshooting, Due Diligence, Standards Compliance, Security, A+ Certified, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Satisfaction, Customer Experience, Customer Engagement, Customer Support, Phone Skills, Phone Etiquette, Answering Phones, Windows 7, PC building, Outlook, Employee Benefits, Email, Problem Solving, Collaborative Problem..., Critical Thinking, International Shipping, Qualified Domestic..., Shipping, Forklift Operator, Inventory, Cashiering, Pharmacy Technicians, Logistics, General Office Skills, General Administrative..., Multi-line Phone, Call Center, Call Control
Education
University of North Carolina at Charlotte 2001 — 2005
Double BA, History and Political Science
Providence Senior High School 1996 — 2000
Diploma, College Prep
Bank of America 2003 - Present
Fidelity Investments 1997 - 2003
Broadway & Seymour 1990 - 1993
Skills
Vendor Management
Education
University of North Carolina at Charlotte
MBA
University of North Carolina at Charlotte - Belk College of Business
MBA
Fidelity Investments February 2015 - Present
Verizon August 2013 - February 2015
Allscripts October 2012 - August 2013
The Select Group November 2010 - October 2012
Technisource May 2009 - November 2010
Teksystems 1997 - 2009
Skills
Technical Recruiting, Internet Recruiting, Screening Resumes, Staffing Services, Recruiting, Applicant Tracking..., Screening, Benefits Negotiation, Talent Acquisition, IT Recruitment, Contract Recruitment, Temporary Placement, Sourcing, Networking, Vendor Management, Interviews, College Recruiting, Employee Relations, SDLC, Staff Augmentation, Management, Permanent Placement, Onboarding, Information Technology, Temporary Staffing, Executive Search, Human Resources, Corporate Recruiting, Talent Management, Hiring, Taleo, Job Fairs, PeopleSoft, Cold Calling, New Hire Orientations, Employer Branding, Building Relationships, Resume Writing, Deferred Compensation, Workforce Planning, HRIS, Resource Management, Interview Preparation, Job Descriptions, Cloud Computing
Education
University of North Carolina at Greensboro 1994 — 1997
WaveCapital Partners LLC September 2015 - Present
UNCC Student Managed Investment Fund August 2014 - May 2015
LKN Volleyball December 2007 - April 2015
Mach 7 Capital Management December 2012 - April 2013
Fidelity Investments 2011 - 2012
TIAA-CREF May 2003 - December 2010
Skills
Capital Asset Pricing..., Weighted Avg Cost of..., Equity Valuation, Valuation Modeling, Portfolio Optimization, Financial Statement..., Options Strategies, Equity Derivatives, Asset Allocation, Investment Advisory, Investment Strategies, Sales, Team Management, Operations Management, Process Improvement, Business Process..., Relationship Management, Problem Solving, Customer Service, Customer Satisfaction, Recruiting, Career Development, Business Partner Support, Consultative Sales..., Siebel
Education
University of North Carolina at Charlotte 2013 — 2015
MBA, Applied Investment Management, 3.925
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Science (B.S.), Business Administration - Finance, 3.4
Simpleview July 2014 - Present
Simpleview, inc. May 2012 - June 2014
Simpleview Inc June 2010 - May 2012
Dex Media 2006 - 2010
Brinks Home Security 2004 - 2006
Free Lance Writer 2002 - 2003
MonyWolff.com/DeLoria Barger Investment Advisors 1993 - 2002
Schaeffer's Investment Research 1992 - 1993
Fidelity Investments 1991 - 1992
Morgan Bigae Institute & DenCare 1981 - 1991
Skills
Google Analytics, Account Management, Sales Management, Email Marketing, PPC, Digital Media, Media Buying, Interactive Marketing, Marketing Strategy, Team Leadership, B2B, Cold Calling, Direct Marketing, Lead Generation, Mobile Marketing, Marketing, Local Search, Customer Service, Business Development, Product Marketing, Marketing Communications, Sales
Education
University of North Carolina at Chapel Hill 1972 — 1973
MSPH, School of Public Heath - Health Care Policy Administration
Wright State University 1967 — 1971
BA, Psychology
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments July 2011 - October 2013
Fidelity Investments June 2008 - July 2011
First Marblehead November 2007 - June 2008
Fannie Mae March 2006 - May 2007
Marriott International November 2004 - March 2006
PricewaterhouseCoopers September 2002 - November 2004
Skills
Leadership, Financial Modeling, Financial Services, Financial Analysis, Financial Reporting, Mutual Funds, CRM, Strategic Financial..., Management, Internal Controls, Accounting, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2012 — 2015
Securities Industry Institute
University of Richmond - Robins School of Business 1998 — 2002
BS, Accounting
Fidelity Investments July 2014 - Present
Fidelity Investments October 2013 - July 2014
Fidelity Investments November 2011 - October 2013
Time Warner Cable July 2010 - November 2011
University of North Carolina at Pembroke September 2009 - May 2010
Skills
Customer Service, Microsoft Office, Employee Benefits, Microsoft Excel, Microsoft Word, Data Entry, Sales, Retirement Planning, Marketing Strategy, Mutual Funds, 401k, Public Relations, Social Networking, PowerPoint, Facebook, Marketing Communications, Social Media
Education
University of North Carolina at Pembroke 2005 — 2010
B.S., Public Relations, Advertising, and Applied Communication
Social Security Administration October 2012 - Present
Tower Legal Solutions March 2012 - September 2012
Hire Counsel August 2011 - February 2012
Office of Chief Counsel, Internal Revenue Service August 2010 - December 2010
North Carolina Department of Justice, Transportation Division July 2010 - August 2010
Wake County District Attorney's Office May 2010 - July 2010
UNC Center for Civil Rights June 2009 - August 2009
Fidelity Investments October 2007 - July 2008
Skills
Legal Research, Civil Litigation, Administrative Law, Mediation, Family Law, Litigation, Criminal Law, Westlaw, Politics, Legal Writing, Appeals, Legal Issues, Trials, Lexis
Education
University of North Carolina School of Law 2008 — 2011
Juris Doctor, Law
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Bachelor of Science, Economics
University of North Carolina at Chapel Hill April 2015 - Present
BCBSNC October 2013 - April 2015
BCBSNC July 2012 - October 2013
Xerox Commercial Solutions LLC. August 2011 - July 2012
Fidelity Investments September 2010 - July 2011
University of North Carolina at Chapel Hill August 2005 - May 2007
Skills
Call Centers, Customer Service, Leadership, Teamwork, Microsoft Excel, Communication, Musicians, Conflict Resolution, Call Center, Exceptional People..., Oral & Written..., Microsoft Word, Medicare, Pharmaceutical Industry, Telephone, Answering Phones, Customer Satisfaction, Process Improvement, Troubleshooting, Problem Solving, Data Entry, Verbal De-escalation, Exceptional Communicator, Exceptional verbal, Music, Pharmacy, Mail Order Pharmacy, Interpersonal Skill, Graphic Design, Motion Graphics, Video Production, HD Video, Adobe Creative Suite
Education
University of North Carolina at Chapel Hill 2005 — 2009
Sociology
Washington High School 2001 — 2005
HS Diploma, Honors
Piper Jaffray June 2015 - Present
Fidelity Investments May 2014 - August 2014
Kerburn Rose June 2013 - August 2013
Skills
Banking, Retail Banking, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Financial Modeling, M&A analysis, Leveraged Finance, DCF, LBO, Mergers & Acquisitions, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance (B.S.) & Economics (B.S.), GPA Major/Overall: 3.70/3.42
Long Wharf Real Estate Partners July 2011 - August 2013
Fidelity Investments November 1999 - July 2011
Cornerstone Real Estate Income Trust August 1995 - October 1999
Skills
Mutual Funds, Financial Analysis
Education
University of North Carolina at Greensboro 1991 — 1995
BA, Marketing
Dover- Sherborn High School 1987 — 1992
Merrill Edge October 2014 - Present
Fidelity Investments June 2013 - October 2014
Wells Fargo February 2013 - June 2013
Wells Fargo Advisors December 2011 - February 2013
Wells Fargo Insurance Services January 2010 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Skills
Retirement Planning, Fixed Annuities, Series 7, Mortgage Lending, Insurance, Series 63, Life Insurance, Wealth Management, Strategic Financial..., Investments, Long Term Care Insurance, Loans, Finance, Mutual Funds, CRPC
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BS, Business Admin
Page High School 1992 — 1996
Avian and Exotic Animal Care March 2015 - Present
AmeriCorps February 2014 - November 2014
Fidelity Investments August 2013 - January 2014
Jaycee Community Camp June 2011 - August 2011
Cold Stone Creamery April 2006 - August 2010
Falls Village Veterinary Hospital May 2006 - August 2006
Raleigh's Girls' Club May 2005 - August 2005
Skills
Microsoft Office, PowerPoint, Microsoft Word, Volunteering, Microsoft Excel, Training, Leadership, Volunteer Management, Community Outreach, Research, Teamwork
Education
The University of North Carolina at 2008 — 2013
B.S, Biology/Pre
University of North Carolina at Greensboro 2008 — 2013
Bachelor of Science (B.S.), Biology
Broughton High School 2004 — 2008
H.S. Diploma
Red Hat August 2015 - Present
SAS Institute April 2012 - August 2015
Fidelity Investments May 2011 - March 2012
Fidelity Investments January 2007 - May 2011
Fidelity Investments June 2005 - January 2007
Watson Wyatt Worldwide June 2001 - June 2005
GTECH June 2000 - August 2000
GTECH June 1997 - August 1999
Skills
Defined Benefit, MS Project, Actuarial Science, Pension Administration, Access, 401k, Software Project..., Six Sigma, Training, Microsoft Excel, HR Consulting, Project Management, Actuarial, Employee Benefits, PeopleSoft, SAP, Requirements Analysis, Vendor Management, Outsourcing, Retirement, Pensions, MS-DOS, Fortran, C, CCH, Org Plus, Spanish, Portuguese, German, Japanese, Russian, Arabic, SDLC, PMP, Visio, Cross-functional Team..., Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance, General
University of Notre Dame 1997 — 2001
Bachelor of Science, Mathematics with Business Concentration
North Kingstown High School 1993 — 1997
Signature Consultants July 2014 - Present
Delhaize Group March 2011 - July 2013
New Home Systems July 2010 - March 2011
Probuild East January 2005 - November 2009
Probuild East LLC January 2005 - November 2009
Advisor Technology Services October 1996 - December 2006
Fidelity Investments/Advisor Technology Services January 1996 - January 2005
Fidelity Investments 1996 - 2003
Commercial property and casualty insurance company January 1988 - January 1996
Skills
Disaster Recovery, Windows, Hardware, Computer Hardware, Technical Support, Security, Servers, Switches, Active Directory, Windows XP, Management, Information Technology, Networking, Vendor Management, Process Improvement, Software Documentation
Education
University of North Carolina at Greensboro 1975 — 1977
Biology
Lenovo October 2014 - Present
Cisco August 2013 - December 2013
IBM February 2011 - April 2013
RBC Bank March 2010 - February 2011
Computer Sciences Corporation December 2009 - March 2010
Fidelity Investments May 2007 - February 2009
IBM July 1993 - May 2007
Education
University of North Carolina at Greensboro 1988 — 1992
Fidelity Investments August 2015 - Present
CastleBranch February 2015 - May 2015
UNC Wilmington August 2011 - May 2015
Course Hero, Inc. January 2015 - February 2015
PPD July 2014 - January 2015
King Neptune Restaurant May 2013 - December 2014
Applebee's May 2011 - March 2013
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Higher Education, Microsoft Word, Microsoft Excel, Social Media, SPSS, Event Planning, Teaching, Teamwork, Time Management, Customer Service, Leadership, Social Networking, Team Leadership
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor's degree, Finance, General
Fidelity Investments February 2015 - Present
Quanticate December 2013 - February 2015
RTI International February 2010 - November 2013
TruWealth Strategies May 2009 - November 2009
CIBER, Inc. (formerly Decision Consultants, Inc.) November 1999 - June 2004
Renaissance Worldwide , (formerly The Registry) June 1996 - November 1999
Skills
Technical Recruiting, International..., USAID, Recruiting, Human Resources, Negotiation
Education
University of North Carolina at Greensboro 1989 — 1993
BS, Speech Communications
IBM March 2014 - Present
IBM April 2013 - Present
IBM October 2013 - June 2014
IBM April 2013 - March 2014
Fidelity Investments October 2011 - April 2013
Fidelity Investments September 2007 - September 2011
Skills
Financial Analysis, Portfolio Management, Process Improvement, Financial Modeling, Business Analysis, Business Strategy, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Marketing
University of North Carolina at Chapel Hill 1999 — 2003
BA, Advertising and Marketing
Northrop Grumman August 2015 - Present
Biologics, Inc. June 2015 - August 2015
Fidelity Investments January 2014 - May 2015
Fidelity Investments January 2013 - January 2014
Cisco Systems September 2011 - January 2013
New Breed Logistics June 2010 - March 2011
Sealy December 2008 - May 2009
UNC-Greensboro 2007 - 2009
Skills
Reporting, Excel, Microsoft Excel, Microsoft Office, Business Analysis, Analysis, Logistics, Access, Databases, Management, Manufacturing, Research, Project Management, Sales, Leadership, Process Improvement
Education
University of North Carolina at Greensboro 2007 — 2009
Masters, MBA, 3.4
University of North Carolina at Charlotte 2002 — 2006
Bachelor's, Computer Engineering
Fidelity Investments February 2009 - Present
Great State Mortgage May 2006 - December 2008
MetAmerica Mortgage Bankers September 2004 - May 2006
Indiana Mortgage Funding March 2003 - June 2004
Jack Morton Worldwide September 2001 - March 2003
Young & Rubicam July 2000 - September 2001
Education
New York University - Leonard N. Stern School of Business 2000 — 2000
Business
University of North Carolina at Chapel Hill 1996 — 2000
BA, Economics and Advertising
Fidelity Investments March 2015 - Present
QBE North America- Financial Partner Services November 2010 - March 2015
Strategic Training LLC February 2009 - November 2010
Parata Systems October 2006 - January 2009
Parata Systems, LLC October 2004 - August 2005
Eastman Kodak Company August 1995 - November 2002
Skills
Technical Training, Coaching, Front Line Management..., Staff Development, Staff Management, Instructional Design, Training Delivery, Training Evaluation, Integration, Training Metrics, Training, Leadership Development, Organizational..., Strategy, Account Management, Leadership, Employee Training, MBTI, Management, Management Development, Workshop Facilitation, Hands-on Training, Succession Planning, Process Improvement, Needs Analysis, E-Learning, Performance Management, Instructor-led Training, Talent Management, Employee Engagement, Organizational..., Performance Consulting, Performance Improvement, 360 Feedback, ADDIE
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
Fidelity Investments September 2012 - Present
BlueCross BlueShield of North Carolina 2007 - August 2012
Blue Cross Blue Shield of NC 2000 - 2007
Skills
Disaster Recovery, SDLC, Process Improvement, Vendor Management, Business Continuity, Business Continuity..., Service Delivery, Program Management, Unix, ITIL, Enterprise Architecture, AIX, Data Center, IT Strategy, PMP, SharePoint, Visio, Business Analysis, Project Portfolio..., IT Management, Integration
Education
NC State College of Management 2009 — 2011
MBA
University of North Carolina at Chapel Hill
Fidelity Investments May 2012 - Present
Fidelity Investments September 2008 - May 2012
Charles Schwab April 2006 - September 2008
Charles Schwab April 2004 - April 2006
Education
University of North Carolina at Charlotte 1998 — 2002
EMERGYS CORPORATION May 2008 - Present
Fidelity Investments October 2007 - May 2008
Wachovia February 2006 - 2007
GE 2005 - 2006
Education
University of North Carolina at Charlotte 2004 — 2005
MS, Computer Science
CFRA Research December 2012 - Present
Primatics Financial December 2011 - December 2012
Hatteras Funds May 2010 - August 2010
Cambridge Associates March 2006 - June 2009
Atlanta Braves May 2005 - October 2005
Fidelity Investments May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Asset Managment, Alternative Investments, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Wake Forest University 2001 — 2005
Bachelor of Science, Major: Business; Minor: International Studies
Fidelity Investments September 2013 - Present
ASIS Chapter 99 2007 - Present
Fidelity Investments September 1997 - Present
Skills
Corporate Security, Security Operations, Law Enforcement, Private Investigations, Security, Workplace Violence, Start-ups, Management, Enforcement, Physical Security, Risk Management, Risk Assessment, Executive Protection, Criminal Justice, Business Continuity, Business Analysis, Program Management, Security Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2005
Weber State University 1992 — 1998
BS, Criminal Justice/Psychology
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments November 2011 - October 2013
Fidelity Investments June 2008 - November 2011
Hilex Poly August 2007 - June 2008
University of North Carolina at Greensboro 2004 - 2005
Skills
SDLC, Agile Methodologies, Requirements Analysis, SQL, Requirements Gathering, Software Project..., Business Analysis, Visio, Quality Center, XML, Agile Project Management, Scrum
Education
University of North Carolina at Greensboro 2001 — 2006
BS, ISOM
Aon Hewitt July 2014 - Present
SAS October 2013 - July 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments October 2009 - March 2012
Fidelity Investments September 2005 - October 2010
Fidelity Investments August 2002 - August 2005
IBM September 1998 - July 2002
Skills
Process Improvement, Vendor Management, Business Analysis, Project Management, SDLC, CRM, Talent Management, Program Management, Change Management, Performance Management, Requirements Analysis, Requirements Gathering, Management, Employee Benefits, Risk Management, Visio, PMO, Global Compensation, Job Analysis, Job Pricing
Education
University of North Carolina at Chapel Hill 1990 — 1998
Bachelor of Arts (B.A.), Psychology
Fidelity Investments July 2015 - Present
Fidelity Investments June 2013 - June 2015
Delta Air Lines May 2012 - August 2012
Booz Allen Hamilton July 2006 - July 2011
Skills
Financial Analysis, Project Management, Data Analysis, Risk Analysis, Finance, Grants, Financial Modeling, Managerial Finance, Due Diligence, Valuation, Management Consulting, Corporate Finance
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Finance and Sustainabillity
University of Virginia 2002 — 2006
B.S., Commerce
Fidelity Investments October 2008 - Present
Humana August 2006 - September 2008
Hewitt Associates January 1995 - August 2006
Aetna January 1986 - December 1994
Skills
Employee Benefits, Benefits Administration
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
Dwight Asset Management February 2010 - January 2013
Fidelity Investments November 2003 - November 2008
Lehman Brothers August 1999 - October 2003
Marion Bass Securities August 1998 - August 1999
Skills
Cash Management, Cash, Liquidity, Asset Management, Fixed Income, Direct Sales, Asset Managment, Investments, Trading, CRM, Equities, Securities, Relationship Management, Series 63, Bonds
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts, English/Communications/Public Relations
Fidelity Investments 1993 - 2008
Skills
Mutual Funds, Retirement, Retirement Planning
Education
University of North Carolina at Chapel Hill 1968 — 1972
AB, MA, Psychology & Geography
Credit Suisse September 2009 - Present
University of North Carolina at Chapel Hill - Kenan-Flagler Business School October 2012 - October 2014
System Edge (USA) LLC October 2008 - September 2009
Apposite Solutions Inc. October 2007 - September 2008
Fidelity Investments July 2006 - September 2007
Polaris Consulting & Services Ltd February 2005 - July 2006
Tata Consultancy Services January 2003 - February 2005
Skills
PL/SQL, SDLC, Business Analysis, Management, Leadership, Agile Methodologies, Business Strategy, Product Management, Project Management, Digital Marketing, E-commerce, IT Strategy, Team Leadership, Analytics, Data Analysis, Google Analytics, Scrum, Databases, Customer Insight, Requirement Gathering, Segmentation, Social Media Marketing, Market Research, Google Adwords, E-commerce SEO, Data Warehousing, Unix, Solaris, Unix Shell Scripting, Disaster Recovery, Investment Banking, Database Design, SQL, Service Delivery, Process Improvement, IT Service Management, IT Solutions, Database Architecture, Strategic Planning, Business Architecture, Enterprise Architecture, Solution Architecture, Data Architecture, Requirements Gathering, Requirements Analysis, Strategy, Software Project..., Competitive Analysis, Oracle, Business Intelligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Strategy and Leadership
Kurukshetra University 1997 — 2001
Bachelor of Technology(B.Tech), Computer Engineering
TIAA-CREF February 2013 - Present
Ally Financial Inc. August 2012 - February 2013
Fidelity Investments January 2009 - August 2012
Skills
User Experience Design, Wireframes, Graphic Design, Information Architecture, Style Guides, Letterpress, Branding & Identity, Typography
Education
University of North Carolina at Greensboro 2005 — 2008
BFA, Art- Design
Virginia Polytechnic Institute and State University 2004 — 2005
Graphic Design
University of North Carolina at Chapel Hill September 2006 - Present
Center for Urban and Regional Studies December 2011 - December 2013
Institute for the Study of the Americas-UNC July 2008 - January 2009
Fidelity Investments June 2001 - April 2003
Skills
Stata, Statistics, Qualitative Research, Urban Planning, Research, Policy Analysis, Grant Writing, Public Policy, Economic Development
Education
University of North Carolina at Chapel Hill 2006 — 2011
PhD, City and Regional Planning
University of North Carolina at Chapel Hill 2004 — 2006
MRP, City and Regional Planning
Wellesley College 1997 — 2001
2001, Economics, Russian Area Studies
Nortel February 2008 - April 2008
Fidelity Investments June 2007 - November 2007
Education
University of North Carolina at Charlotte 1994 — 1997
BA, anthropology
Fidelity Investments October 2014 - Present
SAS February 2013 - October 2014
BB&T September 2011 - February 2013
BB&T February 2010 - September 2011
BB&T September 2006 - February 2010
BB&T December 2004 - September 2006
Skills
Portfolio Management, Banking, Retail Banking, Consumer Lending, Loans, Program Management, Digital Strategy, Strategy, User Experience, Management, Cross-functional Team..., Analysis, Strategic Partnerships, Project Management, Team Leadership, Enterprise Software, Strategic Planning, Mobile Devices
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Science, Business Administration and Management, General
Fidelity Investments June 2011 - Present
Veritude April 2009 - June 2011
Keane September 1996 - January 2009
LabCorp December 1985 - August 1996
Skills
COBOL, CICS, DB2, SQL DB2, JCL, VSAM, SDLC, Software Development, Systems Analysis, RDz, RRC, Rational Team Concert, Business Requirements, Requirements Gathering, Requirements Analysis, Software Project..., Oracle
Education
University of North Carolina at Greensboro 1992 — 1996
BS
Arsenal Studios April 2012 - Present
Flashpoint Informatics July 2011 - April 2012
Fidelity Investments July 2009 - July 2011
UNC Chapel Hill, School of Information and Library Science May 2007 - May 2009
CA Technologies May 2008 - August 2008
UNC Chapel Hill, ResNET March 2005 - August 2007
UNC Chapel Hill, ResNET August 2006 - May 2007
Governor's School of North Carolina June 2005 - July 2006
Education
University of North Carolina at Chapel Hill 2007 — 2009
MSIS, Information Science
University of North Carolina at Chapel Hill 2003 — 2007
BS, Information Science
Fidelity Investments July 2010 - Present
Evergreen Investments February 2008 - January 2010
Evergreen Investments 2004 - 2009
Bank of America - Nations Funds 1992 - 2002
Stephens Inc. 1997 - 2000
Nations Bank January 1993 - January 1997
Education
University of North Carolina at Charlotte
BA, Human Services
Wilmer E. Shue
Fidelity Investments October 2011 - Present
SunTrust Bank March 2007 - December 2010
Fidelity Investments September 2006 - February 2007
Fidelity Investments February 2005 - February 2006
Imperial A.I Credit May 1999 - January 2005
Bespak March 1994 - October 1998
NC Dept of Ag May 1993 - March 1994
Weck Endoscopy April 1986 - February 1993
Education
University of North Carolina at Pembroke 1982 — 1985
BS, Biology
Cisco Systems October 2011 - Present
Cisco Systems November 2010 - October 2011
Fidelity Investments December 2006 - January 2010
Lenovo January 2006 - December 2006
Lenovo May 2002 - October 2005
Systems Documentation, Inc. May 1997 - August 2001
Education
University of North Carolina at Greensboro 2013 — 2015
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Wake Technical Community College
Associate in Arts
Fidelity Investments February 2014 - Present
Technology Associates March 2011 - August 2011
PortBridge May 2009 - August 2011
Tranquil Hosting March 2010 - March 2011
Accountemps April 2009 - May 2009
Robert Half Technology August 2008 - January 2009
Circuit City June 2007 - August 2008
Circuit City December 2006 - June 2007
Skills
Systems Analysis, Web Design, Java Application...
Education
University of North Carolina at Greensboro 2012 — 2013
Information Systems Operations Management
Fidelity Investments July 2008 - Present
Nortel Networks 1985 - 2003
Skills
Microsoft Office
Education
DUKE UNIVERSITY PARALEGAL STUDIES
University of North Carolina at Chapel Hill
Bachelor of Arts (BA)
Bank of America Corporation December 2010 - Present
Bank of America February 2008 - November 2010
US Debt Capital Markets February 2007 - January 2008
Fidelity Investments November 2000 - July 2005
Metrozip.com, Inc June 1999 - November 2000
Skills
Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Strategy, Portfolio Management, Valuation, Investments, Strategic Financial..., Forecasting, Analysis, Financial Reporting, Capital Markets, Management, Credit, Start-ups, Leadership, Equities, Investment Banking, Private Equity, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Masters of Business Administration, Real Estate Development Concentration
The University of Kentucky, Gatton School of Business and Economics 1996 — 2000
Bachelors of Business Administration, Finance
Covisint December 2011 - Present
Covisint April 2007 - December 2011
Comprehensive NeuroScience July 2005 - April 2007
Fidelity Investments February 2004 - July 2005
Perigee Healthcare Services 2001 - 2003
Access Inc. February 2000 - May 2000
Access, Inc. January 1998 - February 2000
Skills
Business Analysis, Training, Product Development, Process Improvement, Management, Vendor Management, Healthcare, Requirements Analysis, Software Documentation, Healthcare Information..., Product Management, Strategic Planning, Cross-functional Team..., Visio, EDI, Quality Assurance, HIPAA, Technology Integration, Data Integration, Solution Architecture, Solution Implementation, Leadership, PQRI, Ambulatory Care, Data Mining, Data Analysis, EMR, EHR, HL7, Project Delivery, Project Estimation, Informatics, Mentoring, Health Information..., Program Improvement, Information Security, Troubleshooting, Population Health, Salesforce.com, SDLC, Agile Methodologies, Web Services, XML Schema
Education
University of North Carolina at Charlotte 1990 — 1992
M.Ed, Special Education
University of North Carolina at Charlotte 1985 — 1989
BA, Anthropology
Fidelity Investments August 2002 - Present
IBM 1999 - 2002
Skills
PHR, Six Sigma, Performance Management, Benefits, Call Center, Benefits Administration, Metrics, Process Improvement, Succession Planning, Employee Benefits, Employee Relations, Client Services, Compensation, Talent Management, Vendor Relations, Client Service, Organizational Design, Organizational..., Change Leadership, Hiring, Customer Relations, Leadership Development, Performance Improvement, Mentoring, Team Building, Payroll, Coaching, Outsourcing, Staff Development, Customer Service, HIPAA, Employee Engagement, Call Centers, Leadership, Deferred Compensation, Onboarding, Change Management, Employee Training, Workforce Planning, Vendor Management, Business Process..., HRIS, Personnel Management, PeopleSoft
Education
UNC Chapel Hill 1993 — 1997
VALIC Financial Advisors Inc. August 2015 - Present
Fidelity Investments November 2006 - March 2015
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement, Retirement Planning, 401k, Financial Services, Wealth Management, Asset Allocation, Securities, Financial Planning, Uniform Combined State..., Investment Advisory
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor's Degree
Lulu.com October 2013 - Present
Emmers Management LLC May 2013 - Present
Replay Photos June 2013 - September 2013
Fidelity Investments October 2010 - May 2013
Opus Trading Fund July 2008 - September 2010
Merrill Lynch June 2006 - August 2007
Skills
Equities, Portfolio Management, Investments, Fixed Income, Equity Trading, Trading, Technical Analysis, Hedge Funds, Options, Equity Derivatives, Proprietary Trading, Trading Strategies, Electronic Trading, Series 7, Series 63, SQL
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, Economics
TIAA-CREF November 2006 - January 2010
TIAA-CREF November 2006 - January 2010
Wachovia Securities Financial Network November 2005 - November 2006
WACHOVIA SECURITIES November 2005 - November 2006
2004 June 2001 - July 2005
Fidelity Investments August 1999 - July 2005
Fidelity Investments January 1999 - January 2005
Fidelity Investments October 2000 - June 2001
Fidelity Investments January 1999 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BS/BA, Financial Management
UNIVERSITY OF NORTH CAROLINA AT
Bachelor, Business Administration; Financial Management
Drug Safety Alliance Ashfield Pharmacovigilance January 2015 - Present
Fidelity Investments May 2014 - November 2014
Cisco December 2013 - April 2014
GlaxoSmithKline March 2004 - October 2013
GlaxoSmithKline March 2004 - October 2013
GlaxoSmithKline March 2006 - December 2009
GlaxoSmithKline August 2001 - December 2003
AT&T 1999 - May 2001
AT&T March 1999 - August 2000
AT&T October 1998 - March 1999
Skills
Oracle, Data Warehousing, Databases, SQL, Data Modeling, PL/SQL, Database Design, SharePoint, Business Analysis, ETL, Unix, Informatica, Microsoft SQL Server, Shell Scripting, Database Administration, Performance Tuning, Data Management, Software Documentation, ITIL, Visio, Quality Assurance, Data Migration, Teradata, Pharmaceutical Industry, Linux, SQL Tuning, Unix Shell Scripting, PHP, Hyperion Interactive..., Agile Methodologies, SDLC, Data Analysis, Programming, HTML, Technical Documentation, Offshore Application..., IEEE, Methodology, Testing, Oracle SQL Developer, Argus Safety, Pharmacovigilance
Education
University of North Carolina at Greensboro
Bachelor of Arts (BA), English Language and Literature, General
KIT Solutions, LLC January 2012 - November 2013
MarketSource Inc. May 2010 - February 2012
KIT Solutions, LLC October 2010 - December 2011
Innisfree M&A May 2010 - February 2011
Fidelity Investments November 2009 - February 2010
Professor Joshua Knobe August 2007 - May 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Sales, Team Building, Outlook, Social Media, Budgets, Marketing, Project Management, SQL, Vizio, Defined Contribution, Visio
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts, Economics and Management and Society
Fidelity Investments December 2014 - Present
Fidelity Investments September 2011 - December 2014
Unifi, Inc. November 2004 - September 2011
Skills
Process Improvement, ITIL v3 Foundations...
Education
University of North Carolina at Greensboro 2002 — 2006
BA, ISOM, Marketing
Fidelity Investments May 2015 - Present
UNC Charlotte December 2014 - April 2015
Tata Consultancy Services June 2012 - July 2013
Mylan Laboratories Limited May 2011 - June 2011
Skills
Core Java, C, C++, Java, JavaScript, JSP, Servlets, SQL, Linux, Eclipse, XML, Programming, HTML, CSS, JDBC, Apache Tomcat, IBM Rational Team..., UML, MySQL, Real Time Operating..., Simulink, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Visio, Xilinx, Windows, Subversion, Hibernate, Spring Framework, MVC Architecture, WebSphere Application...
Education
University of North Carolina at Charlotte 2013 — 2015
Master's degree, Electrical and Computer Engineering, 3.7/4
GITAM University 2008 — 2012
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, 3.8/4
Snyder's Lance 2015 - Present
Kennametal Inc August 2011 - March 2015
Fidelity Investments September 2007 - August 2011
Piercing Pagoda March 2003 - February 2008
Skills
SAP HR, Microsoft Office, Sales Management, Account Reconciliation, Employee Benefits, Management, Payroll, Analysis, Benefits Administration, Customer Service, HRIS, Human Resources, Process Improvement, SAP, Microsoft Excel
Education
University of North Carolina at Greensboro 2002 — 2005
Bachelor of science, Textile Design and Marketing
Greensboro College 2000 — 2001
Education, English, Spanish
Fidelity Investments January 2013 - Present
UNC Charlotte January 2012 - Present
Cahoots May 2012 - August 2012
Skills
Informatica, SQL, PL/SQL, JavaScript, HTML, Java, Unix
Education
University of North Carolina at Charlotte 2011 — 2012
Master of Science (M.S.), Computer Science, 3.67
Hindustan College of Engineering 2007 — 2011
Bachelor of Engineering (BE), Computer Science
Fidelity Investments July 2014 - Present
Veritude June 2013 - August 2013
Hi line Development November 2006 - November 2012
Food Lion April 2007 - November 2009
Skills
Visual Basic, SiteScope, Python, Java, Microsoft SQL Server, Android Development, Perl Automation, Microsoft Office, Backtrack, Customer Service, SharePoint, Powershell, A+ Trained, Computer Network..., SQL, HTML, JavaScript, Linux, Windows, Enterprise Vault
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor's Degree, Software and Information Systems
University of North Carolina at Charlotte
Software Information Systems
Fidelity Investments May 2014 - August 2014
Bobby Rahal Motorcar Co. May 2013 - August 2013
Bobby Rahal Motorcar Co. May 2012 - August 2012
Kuhn's Quality Foods March 2011 - August 2011
Kuhn's Quality Foods May 2010 - September 2010
Cub Foods May 2009 - February 2010
Skills
Java, SQL, Object Oriented Design, Selenium WebDriver, Python, Web Application..., Lucid Works, Regular Expressions, HTML, CSS, Microsoft Office
Education
University of North Carolina at Greensboro 2011 — 2015
The TJX Companies, Inc. 2010 - 2013
Fidelity Investments 2005 - 2010
Federal Deposit Insurance Corporation 1992 - 2004
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor's Degree, Mathematics and Economics
Fidelity Investments July 2013 - Present
The University of North Carolina at Greensboro (UNCG) January 2012 - May 2013
University of Texas at Arlington June 2012 - August 2012
Skills
Software Development, Software Engineering, Web Applications, Java Web Services, Java, Programming, BMX, Computer Science, Microsoft Excel, C++, Microsoft Word, Research, Microsoft Office, Social Media
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (BS), Computer Science, 3.69 GPA
Paragon Application Systems May 2013 - Present
First Citizens Bank September 2011 - May 2013
Fidelity Investments June 2007 - September 2011
Transoft International, Inc. June 2003 - June 2007
PineappleCreek July 2001 - June 2003
Education
University of North Carolina at Greensboro
B.S. Computer Science
Fidelity Investments June 2015 - August 2015
Skills
Computer Science
Education
University of North Carolina at Charlotte 2015 — 2019
Computer Science, Freshmen
University of North Carolina at Charlotte 2015 — 2019
Computer Science