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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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
Employee
Years
Job
Industry
Darnell Greig Darnell Greig's Fidelity Investments Experience October 2013 - December 2014
Job Licensed Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Fidelity Investments October 2013 - December 2014
University of North Texas Athletics September 2011 - October 2013
Skills
Investments, Time Management, Estate Planning, Finance, Retirement Planning, Customer Service, Teamwork
Education
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Financial Services
TIAA-CREF December 2014 - Present
Fidelity Investments October 2013 - December 2014
University of North Texas Athletics September 2011 - October 2013
Skills
Investments, Time Management, Estate Planning, Finance, Retirement Planning, Customer Service, Teamwork
Education
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Financial Services
Chelsy Bernard Chelsy Bernard's Fidelity Investments Experience May 2014 - September 2014
Job Associate College Relations Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments May 2014 - September 2014
University of North Texas January 2012 - May 2014
Texas Library Association October 2012 - April 2014
Restoration Specialty Cleaners February 2011 - May 2012
Cheddar's Casual Cafe April 2010 - August 2010
Skills
Microsoft Excel, Spreadsheets, Telephone Skills, Filing, PowerPoint, Microsoft Word, Customer Service, Event Planning, Social Media, Data Entry, Event Management, Employee Relations
Education
University of North Texas 2011 — 2013
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Fidelity Investments May 2014 - September 2014
University of North Texas January 2012 - May 2014
Texas Library Association October 2012 - April 2014
Restoration Specialty Cleaners February 2011 - May 2012
Cheddar's Casual Cafe April 2010 - August 2010
Skills
Microsoft Excel, Spreadsheets, Telephone Skills, Filing, PowerPoint, Microsoft Word, Customer Service, Event Planning, Social Media, Data Entry, Event Management, Employee Relations
Education
University of North Texas 2011 — 2013
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Brock Pilgrim Brock Pilgrim's Fidelity Investments Experience August 2010 - July 2012
Job Advertising Account Executive/Human Resources
Industry Marketing and Advertising
Experience
Laissez-Faire Media Group February 2014 - Present
New Mexico Analytics & Concepts, LLC June 2012 - Present
Savant Guard Corporation August 2013 - January 2014
Fidelity Investments August 2010 - July 2012
Fidelity Investments October 2008 - August 2010
Fidelity Investments October 2007 - September 2008
LandRite Mortgage Services, LLC March 2005 - September 2008
Citi February 2007 - September 2007
Fidelity Investments January 2004 - February 2005
Skills
Social Media Marketing, Social Media, Business Development, Social Networking, Series 7, Marketing Strategy, Marketing, Public Relations, Sales, Management, Entrepreneurship, Certified Social Media..., FINRA, Market Research, CRM, FINRA Series 66, Florida 2-15..., Certified in Business..., Training, Advertising, Public Speaking, Lead Generation, Analysis, Marketing Communications, Strategic Planning, Investments, Facebook, Human Resource..., EEOC, ERISA, SEC, FLSA, Talent Acquisition, NLRA, IRCA, FMLA, OSHA, ISO, Talent Agent
Education
University of North Texas
Bachelor of Fine Arts (B.F.A.), Arts, Entertainment, and Media Management
University of Southern California
Film/Cinema/Video Studies
Vancouver Film School
New Media, Interactive Digital Design
Laissez-Faire Media Group February 2014 - Present
New Mexico Analytics & Concepts, LLC June 2012 - Present
Savant Guard Corporation August 2013 - January 2014
Fidelity Investments August 2010 - July 2012
Fidelity Investments October 2008 - August 2010
Fidelity Investments October 2007 - September 2008
LandRite Mortgage Services, LLC March 2005 - September 2008
Citi February 2007 - September 2007
Fidelity Investments January 2004 - February 2005
Skills
Social Media Marketing, Social Media, Business Development, Social Networking, Series 7, Marketing Strategy, Marketing, Public Relations, Sales, Management, Entrepreneurship, Certified Social Media..., FINRA, Market Research, CRM, FINRA Series 66, Florida 2-15..., Certified in Business..., Training, Advertising, Public Speaking, Lead Generation, Analysis, Marketing Communications, Strategic Planning, Investments, Facebook, Human Resource..., EEOC, ERISA, SEC, FLSA, Talent Acquisition, NLRA, IRCA, FMLA, OSHA, ISO, Talent Agent
Education
University of North Texas
Bachelor of Fine Arts (B.F.A.), Arts, Entertainment, and Media Management
University of Southern California
Film/Cinema/Video Studies
Vancouver Film School
New Media, Interactive Digital Design
Jace Prows Jace Prows's Fidelity Investments Experience September 2013 - January 2014
Job Vice President at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
James Wurtz's Fidelity Investments Experience November 1997 - March 2004
Job Experienced Multifaceted Sales Professional
Industry Transportation/Trucking/Railroad
Experience
UPS July 2011 - Present
Orthovita 2009 - 2010
Globus Medical May 2008 - December 2009
Advanced Vertebral Solutions March 2004 - May 2008
Fidelity Investments November 1997 - March 2004
Skills
Situational Sales..., SPIN Selling, Miller-Heiman Strategic..., Capital Equipment, Consultative Sales..., Hospital Sales, Pricing Strategy, Spinal Implants, Orthopedic, Surgeons, Strategic Planning, Leadership, CRM, Management, Product Launch, Orthopedics, Sales Force Development, Market Development, Healthcare
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Real Estate
UPS July 2011 - Present
Orthovita 2009 - 2010
Globus Medical May 2008 - December 2009
Advanced Vertebral Solutions March 2004 - May 2008
Fidelity Investments November 1997 - March 2004
Skills
Situational Sales..., SPIN Selling, Miller-Heiman Strategic..., Capital Equipment, Consultative Sales..., Hospital Sales, Pricing Strategy, Spinal Implants, Orthopedic, Surgeons, Strategic Planning, Leadership, CRM, Management, Product Launch, Orthopedics, Sales Force Development, Market Development, Healthcare
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Real Estate
Jeanne Denmark Jeanne Denmark's Fidelity Investments Experience January 2005 - March 2009
Job Office / Project Manager
Industry Executive Office
Experience
Track What Matters January 2011 - Present
Fidelity Investments January 2005 - March 2009
Verizon August 2000 - November 2003
Skills
Time Management, Written Communication, Stress Management, Spreadsheets, Customer Service, Call Center, Outlook, Office Administration, Access, Office Management, Software Documentation, Project Management, Visio, Process Scheduler, Workshop Facilitation, Administrative..., Vendor Management, Microsoft Excel, Microsoft Office, Human Resources, Team Building, Call Centers, Invoicing, Leadership, Marketing, Accounts Receivable, Data Entry, Training, Accounts Payable, Budgets, Sales
Education
University of North Texas 2007 — 2011
BAAS, Business Administration, Management and Operations
Track What Matters January 2011 - Present
Fidelity Investments January 2005 - March 2009
Verizon August 2000 - November 2003
Skills
Time Management, Written Communication, Stress Management, Spreadsheets, Customer Service, Call Center, Outlook, Office Administration, Access, Office Management, Software Documentation, Project Management, Visio, Process Scheduler, Workshop Facilitation, Administrative..., Vendor Management, Microsoft Excel, Microsoft Office, Human Resources, Team Building, Call Centers, Invoicing, Leadership, Marketing, Accounts Receivable, Data Entry, Training, Accounts Payable, Budgets, Sales
Education
University of North Texas 2007 — 2011
BAAS, Business Administration, Management and Operations
David Hardin David Hardin's Fidelity Investments Experience January 1995 - August 1997
Job Experienced Information and Technology Sales Leader
Industry Information Technology and Services
Experience
Teletrac (Danaher Operating Company) 2014 - Present
Convey January 2013 - January 2014
Hardin Consulting March 2008 - January 2013
QuoteMedia February 2006 - March 2008
Thomson Reuters August 1997 - February 2006
Fidelity Investments January 1995 - August 1997
Bank of America September 1991 - January 1995
Skills
Sales Process, Leadership, Account Management, Financial Services, Contract Negotiation, Selling, Salesforce.com, SaaS, Investments, Solution Selling, CRM, Sales
Education
University of North Texas 1997 — 2000
Finance
University of North Texas 1987 — 1991
Bachelors, Political Science
Teletrac (Danaher Operating Company) 2014 - Present
Convey January 2013 - January 2014
Hardin Consulting March 2008 - January 2013
QuoteMedia February 2006 - March 2008
Thomson Reuters August 1997 - February 2006
Fidelity Investments January 1995 - August 1997
Bank of America September 1991 - January 1995
Skills
Sales Process, Leadership, Account Management, Financial Services, Contract Negotiation, Selling, Salesforce.com, SaaS, Investments, Solution Selling, CRM, Sales
Education
University of North Texas 1997 — 2000
Finance
University of North Texas 1987 — 1991
Bachelors, Political Science
Frances Bricker Frances Bricker's Fidelity Investments Experience May 2012 - October 2012
Job Financial RepresentativeUnLicensed at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - October 2012
Starbucks September 2006 - May 2012
North Texas Book and Supply August 2005 - September 2006
Angelika Film Center & Cafe August 2004 - August 2006
Cinemark April 2002 - July 2004
Skills
IRAs, Microsoft Excel, Customer Service, Finance, Trading, Training, Recruiting, Microsoft Word, Outlook, Event Planning, Mentoring New Hires, Peer Leadership, Leadership, Management, Time Management, Retail, Sales, Event Management, Inventory Management
Education
University of North Texas 2005 — 2008
Bachelor of Arts (B.A.), International/Global Studies, 3.5
Fidelity Investments May 2012 - October 2012
Starbucks September 2006 - May 2012
North Texas Book and Supply August 2005 - September 2006
Angelika Film Center & Cafe August 2004 - August 2006
Cinemark April 2002 - July 2004
Skills
IRAs, Microsoft Excel, Customer Service, Finance, Trading, Training, Recruiting, Microsoft Word, Outlook, Event Planning, Mentoring New Hires, Peer Leadership, Leadership, Management, Time Management, Retail, Sales, Event Management, Inventory Management
Education
University of North Texas 2005 — 2008
Bachelor of Arts (B.A.), International/Global Studies, 3.5
Feras Chowdhury Feras Chowdhury's Fidelity Investments Experience June 2012 - January 2013
Job Financial Rep.
Industry Investment Management
Experience
TD Ameritrade April 2014 - Present
Intergrated Alliance LP September 2013 - Present
Fidelity Investments June 2012 - January 2013
Skills
Bloomberg, Microsoft Office, Expression Web, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Accounts Payable, Accruals, Cost Accounting, Sales, Customer Service, Financial Modeling, Accounting, Microsoft Excel, Data Analysis, Outlook
Education
University of North Texas 2009 — 2013
Bachelor's degree, Finance
TD Ameritrade April 2014 - Present
Intergrated Alliance LP September 2013 - Present
Fidelity Investments June 2012 - January 2013
Skills
Bloomberg, Microsoft Office, Expression Web, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Accounts Payable, Accruals, Cost Accounting, Sales, Customer Service, Financial Modeling, Accounting, Microsoft Excel, Data Analysis, Outlook
Education
University of North Texas 2009 — 2013
Bachelor's degree, Finance
Crystal Dansby Crystal Dansby's Fidelity Investments Experience August 2008 - January 2009
Job Sr Eviction Specialist QC/Escalations at CoreLogic
Industry Information Services
Experience
CoreLogic February 2012 - Present
Saxon Mortgage May 2010 - February 2012
Fidelity Investments August 2008 - January 2009
Skills
Microsoft Office, Visual Basic 5.0/6.0, C ++, Micro Applications, PeopleSoft, Taleo, AS400, HUD CERTIFIED, FASTREIVE, LPS/MSP, Management Essentials..., Process Improvement, Mortgage Banking, IBM iSeries, Call Centers
Education
University of North Texas 2001 — 2005
Bachelor's degree, Arts and Sciences, Dean's List
CoreLogic February 2012 - Present
Saxon Mortgage May 2010 - February 2012
Fidelity Investments August 2008 - January 2009
Skills
Microsoft Office, Visual Basic 5.0/6.0, C ++, Micro Applications, PeopleSoft, Taleo, AS400, HUD CERTIFIED, FASTREIVE, LPS/MSP, Management Essentials..., Process Improvement, Mortgage Banking, IBM iSeries, Call Centers
Education
University of North Texas 2001 — 2005
Bachelor's degree, Arts and Sciences, Dean's List
James Boateng James Boateng's Fidelity Investments Experience February 2013 - February 2013
Job Staff Auditor at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan February 2014 - Present
University of North Texas Student union August 2012 - December 2013
Fidelity Investments February 2013 - February 2013
division for equity and diversity UNT August 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
PMB Helin Donovan February 2014 - Present
University of North Texas Student union August 2012 - December 2013
Fidelity Investments February 2013 - February 2013
division for equity and diversity UNT August 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Katie Tawadrous Katie Tawadrous's Fidelity Investments Experience November 2007 - August 2011
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Fidelity Investments November 2007 - August 2011
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investment Advisory, FINRA, Equities, Investments, Alternative Investments
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch August 2011 - Present
Fidelity Investments November 2007 - August 2011
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investment Advisory, FINRA, Equities, Investments, Alternative Investments
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Jonathan Rigby Jonathan Rigby's Fidelity Investments Experience February 2011 - Present
Job Stock Broker at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Northwestern Mutual April 2009 - August 2009
Education
University of North Texas 2006 — 2010
Bachelor of Business Administration, Finance
Fidelity Investments February 2011 - Present
Northwestern Mutual April 2009 - August 2009
Education
University of North Texas 2006 — 2010
Bachelor of Business Administration, Finance
Jared Farris's Fidelity Investments Experience January 2014 - April 2015
Job Fund Accountant
Industry Investment Management
Experience
Invesco US May 2015 - Present
Fidelity Investments January 2014 - April 2015
Noble Americas Energy Solutions, LLC July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Skills
Investments, Leadership, Investment Management, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Teamwork, Data Analysis, Research, Team Leadership, Financial Analysis
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Invesco US May 2015 - Present
Fidelity Investments January 2014 - April 2015
Noble Americas Energy Solutions, LLC July 2013 - December 2013
Fidelity Investments June 2012 - May 2013
Skills
Investments, Leadership, Investment Management, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Teamwork, Data Analysis, Research, Team Leadership, Financial Analysis
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Emily Hartwig Emily Hartwig's Fidelity Investments Experience August 2006 - Present
Job Director, Client Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Fidelity Investments August 2006 - August 2006
Fidelity Investments November 2004 - August 2006
Skills
Series 63, 401k, Relationship Management, Financial Services, Retirement, Retirement Planning, Asset Allocation, Series 6, Vendor Management, Qualified Retirement..., Retirement Plan..., Defined Contribution, Manage Client..., Benefits Administration, Investment Strategies, Mutual Funds
Education
University of North Texas
Business
Fidelity Investments August 2006 - Present
Fidelity Investments August 2006 - August 2006
Fidelity Investments November 2004 - August 2006
Skills
Series 63, 401k, Relationship Management, Financial Services, Retirement, Retirement Planning, Asset Allocation, Series 6, Vendor Management, Qualified Retirement..., Retirement Plan..., Defined Contribution, Manage Client..., Benefits Administration, Investment Strategies, Mutual Funds
Education
University of North Texas
Business
Kathryn Montgomery Kathryn Montgomery's Fidelity Investments Experience February 1986 - November 1993
Job Sr. Director, Plan Sponsor Engagement Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
TIAA-CREF November 1993 - May 2011
Fidelity Investments February 1986 - November 1993
Fidelity Investments 1986 - 1993
Skills
Integrated Marketing, Strategy, Internal Communications, Strategic Planning, Financial Services, Social Media Marketing, Event Planning, Program Management, Email Newsletter Design, Marketing Strategy, Marketing Communications, Integrated Campaign..., Project Management, Direct Marketing, Mutual Funds, Leadership, Investments, Retirement, Strategic Communications, Brand Management
Education
University of North Texas 1982 — 1985
BS, Journalism
TIAA-CREF March 2011 - Present
TIAA-CREF November 1993 - May 2011
Fidelity Investments February 1986 - November 1993
Fidelity Investments 1986 - 1993
Skills
Integrated Marketing, Strategy, Internal Communications, Strategic Planning, Financial Services, Social Media Marketing, Event Planning, Program Management, Email Newsletter Design, Marketing Strategy, Marketing Communications, Integrated Campaign..., Project Management, Direct Marketing, Mutual Funds, Leadership, Investments, Retirement, Strategic Communications, Brand Management
Education
University of North Texas 1982 — 1985
BS, Journalism
Greg Mykytyn's Fidelity Investments Experience October 1997 - March 2001
Job Human Resources/Employee Benefit Plan Consultant
Industry Financial Services
Experience
Self-Employed March 2014 - Present
FDIC March 2010 - March 2014
American National Bank of Texas August 2006 - July 2009
Clark Consulting March 2006 - August 2006
Milliman March 2001 - March 2006
Fidelity Investments October 1997 - March 2001
Skills
Financial Analysis, Underwriting, Banking, Employee Benefits, Auditing, Leadership, Mergers & Acquisitions, Customer Service, Insurance, Risk Management, Analysis, Finance, Negotiation, Retirement Planning, Credit, Small Business, Investments, Asset Management, Financial Risk, Portfolio Management, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending
Education
University of North Texas 1993 — 1998
Finance and Political Science
The University of North Texas
Self-Employed March 2014 - Present
FDIC March 2010 - March 2014
American National Bank of Texas August 2006 - July 2009
Clark Consulting March 2006 - August 2006
Milliman March 2001 - March 2006
Fidelity Investments October 1997 - March 2001
Skills
Financial Analysis, Underwriting, Banking, Employee Benefits, Auditing, Leadership, Mergers & Acquisitions, Customer Service, Insurance, Risk Management, Analysis, Finance, Negotiation, Retirement Planning, Credit, Small Business, Investments, Asset Management, Financial Risk, Portfolio Management, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending
Education
University of North Texas 1993 — 1998
Finance and Political Science
The University of North Texas
Jonathan Benton Jonathan Benton's Fidelity Investments Experience August 2000 - April 2005
Job Director of Communications at Fellowship Church
Industry Financial Services
Experience
Fellowship Church August 2015 - Present
Morgan Stanley April 2007 - August 2015
Intuit April 2005 - April 2007
Fidelity Investments August 2000 - April 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Business Continuity..., Strategic Data Analysis, Budgeting, Forecasting, Change Management, Business Process..., Business Intelligence, Process Improvement, Vendor Management
Education
University of North Texas 1997 — 2001
Bachelor's Degree, Finance, General, Magna Cum Laude
University of North Texas 1997 — 2001
BBA Finance, Finance and Financial Management Services
Fellowship Church August 2015 - Present
Morgan Stanley April 2007 - August 2015
Intuit April 2005 - April 2007
Fidelity Investments August 2000 - April 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Business Continuity..., Strategic Data Analysis, Budgeting, Forecasting, Change Management, Business Process..., Business Intelligence, Process Improvement, Vendor Management
Education
University of North Texas 1997 — 2001
Bachelor's Degree, Finance, General, Magna Cum Laude
University of North Texas 1997 — 2001
BBA Finance, Finance and Financial Management Services
Jamal Petillo's Fidelity Investments Experience September 2011 - August 2012
Job Account Executive & Consultant
Industry Public Relations and Communications
Experience
PJNXT™ 2012 - Present
ACTIVE Network October 2014 - Present
Oliver Elder December 2012 - January 2015
City of Dallas December 2013 - June 2014
ALDO Group January 2013 - December 2013
CVS Caremark Corporation September 2012 - December 2013
Fidelity Investments September 2011 - August 2012
Bank of America April 2010 - September 2011
Skills
Financial Markets, Consulation, Marketing, Brand Development, Social Media, Finance, Business Strategy, Budgets, Time Management, Blogging, Marketing Research, Press Releases, Social Networking, Sales Presentations, Account Management, Digital Marketing, Team Leadership, Marketing Communications, Internal Communications, Credit Analysis, Public Speaking, Customer Retention, Facebook, Team Building, Marketing Strategy, Process Improvement, Recruiting, Financial Services, Cold Calling, Strategic Communications, New Business Development, Photoshop, Management, Customer Service, Market Research, Event Management, Strategic Planning, Corporate Communications, Customer Satisfaction, Sales Management, Public Relations, Retail, Training, Event Planning, Leadership Development, Email Marketing, Advertising, Online Marketing, Fundraising, Social Media Marketing
Education
University of North Texas
Public Affairs/Finance
PJNXT™ 2012 - Present
ACTIVE Network October 2014 - Present
Oliver Elder December 2012 - January 2015
City of Dallas December 2013 - June 2014
ALDO Group January 2013 - December 2013
CVS Caremark Corporation September 2012 - December 2013
Fidelity Investments September 2011 - August 2012
Bank of America April 2010 - September 2011
Skills
Financial Markets, Consulation, Marketing, Brand Development, Social Media, Finance, Business Strategy, Budgets, Time Management, Blogging, Marketing Research, Press Releases, Social Networking, Sales Presentations, Account Management, Digital Marketing, Team Leadership, Marketing Communications, Internal Communications, Credit Analysis, Public Speaking, Customer Retention, Facebook, Team Building, Marketing Strategy, Process Improvement, Recruiting, Financial Services, Cold Calling, Strategic Communications, New Business Development, Photoshop, Management, Customer Service, Market Research, Event Management, Strategic Planning, Corporate Communications, Customer Satisfaction, Sales Management, Public Relations, Retail, Training, Event Planning, Leadership Development, Email Marketing, Advertising, Online Marketing, Fundraising, Social Media Marketing
Education
University of North Texas
Public Affairs/Finance
Catrina Haak Catrina Haak's Fidelity Investments Experience October 2012 - Present
Job Client Service Manager
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Haak Enterprises, LLC December 2010 - Present
University of North Texas System June 2008 - November 2011
Skills
Mutual Funds, Microsoft Excel, Customer Service, Access, Analysis, Finance, Financial Analysis, Banking, Business Analysis, Data Analysis, Sales, Project Management
Education
University of North Texas
Bachelor's degree, Business Administration and Management, General
Fidelity Investments October 2012 - Present
Haak Enterprises, LLC December 2010 - Present
University of North Texas System June 2008 - November 2011
Skills
Mutual Funds, Microsoft Excel, Customer Service, Access, Analysis, Finance, Financial Analysis, Banking, Business Analysis, Data Analysis, Sales, Project Management
Education
University of North Texas
Bachelor's degree, Business Administration and Management, General
Debbie Raymond-Malloy's Fidelity Investments Experience January 2012 - Present
Job Legal Bill Auditor at AmTrust Financial Services, Inc. (AFSI)
Industry Investment Management
Experience
AmTrust Financial Services, Inc. (AFSI) November 2013 - Present
Fidelity Investments January 2012 - Present
Kemper Corporation March 2009 - December 2011
Storm LLP July 2008 - March 2009
Malloy & Associates Bookkeeping and Tax Service January 1996 - December 2008
Thompson Coburn LLP July 2007 - June 2008
Kurowski, Bailey & Shultz April 2006 - July 2007
HeplerBroom LLC March 2005 - April 2006
Malloy Janitorial Services May 1989 - December 1991
Skills
Intellectual Property, Commercial Litigation, Litigation Support, Corporate Governance, Legal Research, Litigation, Due Diligence, Legal Writing, Mediation, Mergers & Acquisitions, Claim, Contract Negotiation, Legal Assistance, Securities, Risk Management
Education
University of North Texas
BBA, Management
University of North Texas
GACT, Adult Learning & Education
Webster University
Master of Arts, Legal Studies
AmTrust Financial Services, Inc. (AFSI) November 2013 - Present
Fidelity Investments January 2012 - Present
Kemper Corporation March 2009 - December 2011
Storm LLP July 2008 - March 2009
Malloy & Associates Bookkeeping and Tax Service January 1996 - December 2008
Thompson Coburn LLP July 2007 - June 2008
Kurowski, Bailey & Shultz April 2006 - July 2007
HeplerBroom LLC March 2005 - April 2006
Malloy Janitorial Services May 1989 - December 1991
Skills
Intellectual Property, Commercial Litigation, Litigation Support, Corporate Governance, Legal Research, Litigation, Due Diligence, Legal Writing, Mediation, Mergers & Acquisitions, Claim, Contract Negotiation, Legal Assistance, Securities, Risk Management
Education
University of North Texas
BBA, Management
University of North Texas
GACT, Adult Learning & Education
Webster University
Master of Arts, Legal Studies
Harrison Crain Harrison Crain's Fidelity Investments Experience February 2015 - Present
Job Senior High Net Worth Service Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments August 2013 - January 2014
Fidelity Investments August 2012 - July 2013
Dallas Stars December 2011 - May 2012
UNT International Admissions August 2009 - December 2011
Dick's Sporting Goods May 2009 - July 2010
Skills
Research, Writing, Analysis, Marketing Communications, Pivot Tables, PowerPoint, Word, Excel, Time Management, Sales, Outlook, Customer Service, Microsoft Office, Marketing, Microsoft Word, Event Planning, Management, Financial Analysis, Access, Teamwork, Data Analysis, Public Speaking, Microsoft Excel, Leadership, Social Media
Education
University of North Texas 2008 — 2012
BBA, Economics
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments August 2013 - January 2014
Fidelity Investments August 2012 - July 2013
Dallas Stars December 2011 - May 2012
UNT International Admissions August 2009 - December 2011
Dick's Sporting Goods May 2009 - July 2010
Skills
Research, Writing, Analysis, Marketing Communications, Pivot Tables, PowerPoint, Word, Excel, Time Management, Sales, Outlook, Customer Service, Microsoft Office, Marketing, Microsoft Word, Event Planning, Management, Financial Analysis, Access, Teamwork, Data Analysis, Public Speaking, Microsoft Excel, Leadership, Social Media
Education
University of North Texas 2008 — 2012
BBA, Economics
John Wilson, CISSP, CISM, CRISC, CCSK, CWNA John Wilson, CISSP, CISM, CRISC, CCSK, CWNA's Fidelity Investments Experience 1993 - 1995
Job Information Security, Director of Security Operations at AmerisourceBergen
Industry Hospital & Health Care
Experience
AmerisourceBergen March 2007 - Present
AmerisourceBergen January 2007 - Present
AmerisourceBergen January 2003 - January 2007
NetEffect 2001 - 2004
Bank of America 1999 - 2001
PwC 1996 - 1999
Accenture 1994 - 1996
Fidelity Investments 1993 - 1995
Skills
CCNA, CISM, CISSP, CCNP, MCSE 2003, Series 7, Series 63, CCSK, CWNA, Vendor Management, PCI DSS, Cloud Security, Virtualization, ITIL, Information Security, Security, ITIL v3 Foundations..., Disaster Recovery, Network Security, Information Technology, Business Continuity, IT Management, IT Audit, IT Strategy
Education
University of North Texas
BS, Accounting
AmerisourceBergen March 2007 - Present
AmerisourceBergen January 2007 - Present
AmerisourceBergen January 2003 - January 2007
NetEffect 2001 - 2004
Bank of America 1999 - 2001
PwC 1996 - 1999
Accenture 1994 - 1996
Fidelity Investments 1993 - 1995
Skills
CCNA, CISM, CISSP, CCNP, MCSE 2003, Series 7, Series 63, CCSK, CWNA, Vendor Management, PCI DSS, Cloud Security, Virtualization, ITIL, Information Security, Security, ITIL v3 Foundations..., Disaster Recovery, Network Security, Information Technology, Business Continuity, IT Management, IT Audit, IT Strategy
Education
University of North Texas
BS, Accounting
J. Brandon Kinnard J. Brandon Kinnard's Fidelity Investments Experience April 2015 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Education
Texas A&M University School of Law 2010 — 2014
Juris Doctorate
University of North Texas 2006 — 2009
BA
University of North Texas 2006 — 2009
BA
Fidelity Investments April 2015 - Present
Education
Texas A&M University School of Law 2010 — 2014
Juris Doctorate
University of North Texas 2006 — 2009
BA
University of North Texas 2006 — 2009
BA
Karen Frayre Karen Frayre's Fidelity Investments Experience July 2014 - Present
Job Associate Mainframe Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
University of North Texas August 2012 - June 2014
General Assembly, Inc. May 2010 - December 2013
Skills
COBOL, DB2, Bilingual-English/Spanis..., Microsoft Excel, Microsoft Word, MOS, Typing, 10 Key, Program Management, Microsoft Publisher
Education
University of North Texas 2010 — 2014
Bachelor's of Science, Business Computer Information Systems
Fidelity Investments July 2014 - Present
University of North Texas August 2012 - June 2014
General Assembly, Inc. May 2010 - December 2013
Skills
COBOL, DB2, Bilingual-English/Spanis..., Microsoft Excel, Microsoft Word, MOS, Typing, 10 Key, Program Management, Microsoft Publisher
Education
University of North Texas 2010 — 2014
Bachelor's of Science, Business Computer Information Systems
Brian Tonkinson Brian Tonkinson's Fidelity Investments Experience January 2013 - October 2013
Job Operations Analyst at Barbnet Investment Company
Industry Financial Services
Experience
Barbnet Investment Company December 2013 - Present
Fidelity Investments January 2013 - October 2013
Well Tech July 2007 - February 2009
US Army February 2003 - February 2007
Skills
Time Management, Microsoft Excel, Finance, Team Leadership, PowerPoint, Customer Service, Customer Satisfaction, Leadership, Access, Microsoft Office, Teamwork, Financial Analysis, Computer Hardware, Series 7, Well Travelled, Communication, Windows, Series 63, Social Networking, Analysis, Data Analysis, Training, Process Improvement, Problem Solving, Adaptability, Bloomberg, Securities, Hedge Funds, Derivatives
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Barbnet Investment Company December 2013 - Present
Fidelity Investments January 2013 - October 2013
Well Tech July 2007 - February 2009
US Army February 2003 - February 2007
Skills
Time Management, Microsoft Excel, Finance, Team Leadership, PowerPoint, Customer Service, Customer Satisfaction, Leadership, Access, Microsoft Office, Teamwork, Financial Analysis, Computer Hardware, Series 7, Well Travelled, Communication, Windows, Series 63, Social Networking, Analysis, Data Analysis, Training, Process Improvement, Problem Solving, Adaptability, Bloomberg, Securities, Hedge Funds, Derivatives
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Heather Martinez Heather Martinez's Fidelity Investments Experience February 2012 - Present
Job Brokerage Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments May 2014 - December 2014
Dillard's December 2010 - February 2012
Dillard's December 2010 - May 2011
Skills
Series 7, Microsoft Office, Finance, Data Analysis
Education
University of North Texas
Bachelor of Science, Merchandising
Fidelity Investments February 2012 - Present
Fidelity Investments May 2014 - December 2014
Dillard's December 2010 - February 2012
Dillard's December 2010 - May 2011
Skills
Series 7, Microsoft Office, Finance, Data Analysis
Education
University of North Texas
Bachelor of Science, Merchandising
Charity Parrish Charity Parrish's Fidelity Investments Experience November 2005 - August 2007
Job Meetings Leader at Weight Watchers
Industry Education Management
Experience
Weight Watchers December 2011 - Present
Leipziger Sprachinstitut January 2011 - October 2011
Northwestern Mutual January 2008 - January 2010
Wells Fargo 2007 - 2008
Fidelity Investments November 2005 - August 2007
Anderson-Shiro CISD August 2003 - May 2005
Skills
Banking, Teaching, English, Insurance, Training, German, Curriculum Development, Risk Management, Recruiting, Public Speaking, Customer Service, Team Building
Education
University of Texas at Tyler 2001 — 2003
Bachelor's of Arts, English, Journalism
University of North Texas 1999 — 2001
Weight Watchers December 2011 - Present
Leipziger Sprachinstitut January 2011 - October 2011
Northwestern Mutual January 2008 - January 2010
Wells Fargo 2007 - 2008
Fidelity Investments November 2005 - August 2007
Anderson-Shiro CISD August 2003 - May 2005
Skills
Banking, Teaching, English, Insurance, Training, German, Curriculum Development, Risk Management, Recruiting, Public Speaking, Customer Service, Team Building
Education
University of Texas at Tyler 2001 — 2003
Bachelor's of Arts, English, Journalism
University of North Texas 1999 — 2001
Brian Lamar Brian Lamar's Fidelity Investments Experience December 2012 - Present
Job Director at Fidelity Investments, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Pershing LLC May 2009 - November 2011
Fidelity Investments June 2006 - May 2009
PenServ Plan Services February 2004 - June 2006
Fidelity Investments January 2000 - April 2003
Fidelity Investments June 1998 - January 1999
Skills
Mutual Funds, Retirement, Retirement Planning, IRA's, IRA Rollovers, Roth IRA, Simple IRA, 401k, 401k Rollovers, Product Management, Product Development, Internal Communications, Training & Development, IRAs
Education
University of North Texas
B.B.A., Finance
Fidelity Investments December 2012 - Present
Pershing LLC May 2009 - November 2011
Fidelity Investments June 2006 - May 2009
PenServ Plan Services February 2004 - June 2006
Fidelity Investments January 2000 - April 2003
Fidelity Investments June 1998 - January 1999
Skills
Mutual Funds, Retirement, Retirement Planning, IRA's, IRA Rollovers, Roth IRA, Simple IRA, 401k, 401k Rollovers, Product Management, Product Development, Internal Communications, Training & Development, IRAs
Education
University of North Texas
B.B.A., Finance
Drew Lawton's Fidelity Investments Experience March 1997 - September 2002
Job Chief Executive Officer at New York Life Investment Management, LLC
Industry Financial Services
Experience
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
Carson Blake Davis Carson Blake Davis's Fidelity Investments Experience July 2007 - April 2010
Job Financial Representative
Industry Financial Services
Experience
Sparkle Brite Pool Stores May 2015 - Present
TD Ameritrade July 2011 - March 2012
Fidelity Investments July 2007 - April 2010
Fidelity Investments October 2001 - July 2007
Fidelity Investments November 1999 - October 2001
Skills
Financial Services, Retail Brokerage, Technical Support, Customer Service, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.6
Sparkle Brite Pool Stores May 2015 - Present
TD Ameritrade July 2011 - March 2012
Fidelity Investments July 2007 - April 2010
Fidelity Investments October 2001 - July 2007
Fidelity Investments November 1999 - October 2001
Skills
Financial Services, Retail Brokerage, Technical Support, Customer Service, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.6
Brett Schuster Brett Schuster's Fidelity Investments Experience June 2015 - September 2015
Job Student at University of North Texas
Industry Information Technology and Services
Experience
University of North Texas August 2012 - Present
Fidelity Investments June 2015 - September 2015
University of North Texas November 2014 - June 2015
Michaels Arts and Crafts April 2013 - August 2014
Skills
Microsoft Office, Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Data Entry, Critical Thinking, Facebook, Windows, Communication, Core Java, COBOL, SQL DB2, Database Development, Information Security, Computer Proficiency, IBM Mainframe, JSP, Web Development, Web Design
Education
University of North Texas 2012 — 2016
Business Computer Information Systems
University of North Texas August 2012 - Present
Fidelity Investments June 2015 - September 2015
University of North Texas November 2014 - June 2015
Michaels Arts and Crafts April 2013 - August 2014
Skills
Microsoft Office, Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Data Entry, Critical Thinking, Facebook, Windows, Communication, Core Java, COBOL, SQL DB2, Database Development, Information Security, Computer Proficiency, IBM Mainframe, JSP, Web Development, Web Design
Education
University of North Texas 2012 — 2016
Business Computer Information Systems
Chase Billups's Fidelity Investments Experience September 2013 - February 2015
Job Registered Associate at WFG Investments
Industry Financial Services
Experience
Williams Financial Group February 2015 - Present
Fidelity Investments September 2013 - February 2015
Insurance Services Agency June 2009 - August 2012
Skills
Series 7, Series 66, Investments, Securities, Equities, Finance, Mutual Funds
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Williams Financial Group February 2015 - Present
Fidelity Investments September 2013 - February 2015
Insurance Services Agency June 2009 - August 2012
Skills
Series 7, Series 66, Investments, Securities, Equities, Finance, Mutual Funds
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Caroline Keifer's Fidelity Investments Experience February 2013 - September 2014
Job Licensed Financial Assistant
Industry Financial Services
Experience
Epstein & Kolacz Financial Advisors April 2015 - Present
Rogers Wealth Group November 2014 - March 2015
Fidelity Investments February 2013 - September 2014
University of North Texas August 2008 - December 2012
Nordstrom June 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Series 63, Series 66, Management, Sales, Social Networking, Time Management, Accounting, Leadership, Financial Analysis, Data Analysis, Research, Teamwork, Windows, Microsoft Word, Customer Service, Access, Social Media, Public Speaking, Finance, Business Planning
Education
University of North Texas 2008 — 2012
BBA, Finance
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Epstein & Kolacz Financial Advisors April 2015 - Present
Rogers Wealth Group November 2014 - March 2015
Fidelity Investments February 2013 - September 2014
University of North Texas August 2008 - December 2012
Nordstrom June 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Series 63, Series 66, Management, Sales, Social Networking, Time Management, Accounting, Leadership, Financial Analysis, Data Analysis, Research, Teamwork, Windows, Microsoft Word, Customer Service, Access, Social Media, Public Speaking, Finance, Business Planning
Education
University of North Texas 2008 — 2012
BBA, Finance
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Josh Hurt's Fidelity Investments Experience September 2012 - May 2015
Job Financial Services Consultant | BA in Economics | Series 7 & 63 Licensed | Top Performer for Past 3 Years in Fin Service
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Fidelity Investments September 2012 - May 2015
Real Time Resolutions, Inc. June 2012 - September 2012
Leapforce February 2012 - June 2012
Network Promotions and Events, LLC August 2010 - January 2012
Allegiance Learning Solutions January 2011 - June 2011
Josh Hurt Music (Independent) January 2008 - August 2010
Skills
Financial Services, Retirement Planning, Investment Banking, Marketing, Trading, Trading Systems, Risk Analysis, Financial Risk, Fraud Prevention, Economics, Peer Mentoring, Call Center Development, Business Coaching, Stocks, Equities, Equity Trading, Options, Series 7, Series 63, Outlook Express, Microsoft Word, Mainframe, Siebel, Mutual Funds, Retirement Income..., Investments, High Net Worth..., Private Clients, Management, Financial Advisory, Investment Advisory, General Securities..., Customer Service, Microsoft Excel, Performing Arts, Social Networking, Microsoft Office, Leadership, Social Media, Event Planning, Social Media Marketing, Finance, Portfolio Management, Team Building, Analysis, Sales, Strategic Planning
Education
University of North Texas 2008 — 2012
Bachelor of Arts (BA), Economics, 3.4
University of North Texas 2008 — 2012
Bachelor of Arts (B.A.), Economics
TIAA-CREF May 2015 - Present
Fidelity Investments September 2012 - May 2015
Real Time Resolutions, Inc. June 2012 - September 2012
Leapforce February 2012 - June 2012
Network Promotions and Events, LLC August 2010 - January 2012
Allegiance Learning Solutions January 2011 - June 2011
Josh Hurt Music (Independent) January 2008 - August 2010
Skills
Financial Services, Retirement Planning, Investment Banking, Marketing, Trading, Trading Systems, Risk Analysis, Financial Risk, Fraud Prevention, Economics, Peer Mentoring, Call Center Development, Business Coaching, Stocks, Equities, Equity Trading, Options, Series 7, Series 63, Outlook Express, Microsoft Word, Mainframe, Siebel, Mutual Funds, Retirement Income..., Investments, High Net Worth..., Private Clients, Management, Financial Advisory, Investment Advisory, General Securities..., Customer Service, Microsoft Excel, Performing Arts, Social Networking, Microsoft Office, Leadership, Social Media, Event Planning, Social Media Marketing, Finance, Portfolio Management, Team Building, Analysis, Sales, Strategic Planning
Education
University of North Texas 2008 — 2012
Bachelor of Arts (BA), Economics, 3.4
University of North Texas 2008 — 2012
Bachelor of Arts (B.A.), Economics
Cory Garza Cory Garza's Fidelity Investments Experience August 2015 - Present
Job Accounting Analyst for Fidelity Investments
Industry Accounting
Experience
Fidelity Investments August 2015 - Present
Bank of America September 2011 - August 2015
Wells Fargo March 2011 - September 2011
Skills
Banking, Retail Banking, Commercial Banking, Microsoft Office, Credit, Loans, Finance, Financial Services, Cash Management, Financial Analysis, Financial Risk, Accounting, Leadership, Sales, Cross Selling
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments August 2015 - Present
Bank of America September 2011 - August 2015
Wells Fargo March 2011 - September 2011
Skills
Banking, Retail Banking, Commercial Banking, Microsoft Office, Credit, Loans, Finance, Financial Services, Cash Management, Financial Analysis, Financial Risk, Accounting, Leadership, Sales, Cross Selling
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Dennis Philip Dennis Philip's Fidelity Investments Experience January 2012 - October 2013
Job Financial Analyst at CExchange
Industry Logistics and Supply Chain
Experience
CExchange October 2013 - Present
Fidelity Investments January 2012 - October 2013
Skills
Financial Analysis, Account Reconciliation, Ad Hoc Reporting, Microsoft Excel, Variance Analysis, Financial Statements, Data Analysis, Access Database, Spreadsheets, Mutual Funds, PowerPoint, Outlook, Microsoft Word, Accounting, Analysis, Finance, Forecasting
Education
Southern New Hampshire University 2013 — 2015
Master’s Degree, Accounting, 3.8
University of North Texas 2008 — 2011
BBA, Finance
CExchange October 2013 - Present
Fidelity Investments January 2012 - October 2013
Skills
Financial Analysis, Account Reconciliation, Ad Hoc Reporting, Microsoft Excel, Variance Analysis, Financial Statements, Data Analysis, Access Database, Spreadsheets, Mutual Funds, PowerPoint, Outlook, Microsoft Word, Accounting, Analysis, Finance, Forecasting
Education
Southern New Hampshire University 2013 — 2015
Master’s Degree, Accounting, 3.8
University of North Texas 2008 — 2011
BBA, Finance
Daniel Donnell Daniel Donnell's Fidelity Investments Experience January 2012 - June 2012
Job Account Executive at Apex Capital Corp
Industry Telecommunications
Experience
Apex Capital Corp December 2012 - Present
Fidelity Investments January 2012 - June 2012
A Better Answer November 2007 - January 2012
Blockbuster October 2005 - January 2008
Skills
Customer Service, Microsoft Office, Excel, Supervisory Skills, Customer Relations, Cost Accounting, Financial Accounting
Education
University of North Texas 2004 — 2012
BBA-Business, Accounting
Tarrant County College 2008 — 2010
Associates, Arts
Apex Capital Corp December 2012 - Present
Fidelity Investments January 2012 - June 2012
A Better Answer November 2007 - January 2012
Blockbuster October 2005 - January 2008
Skills
Customer Service, Microsoft Office, Excel, Supervisory Skills, Customer Relations, Cost Accounting, Financial Accounting
Education
University of North Texas 2004 — 2012
BBA-Business, Accounting
Tarrant County College 2008 — 2010
Associates, Arts
Julie Park Julie Park's Fidelity Investments Experience June 2011 - August 2013
Job Treasury Manager at Suntex Ventures
Industry Accounting
Experience
Suntex Ventures March 2014 - Present
Merit Energy Company September 2013 - January 2014
Fidelity Investments June 2011 - August 2013
Comerica Bank October 2007 - May 2010
Skills
Accounting, Financial Analysis, Banking, Account Reconciliation, Mutual Funds, Customer Service, Financial Services, Microsoft Excel, Bank Reconciliation, Fund Accounting, Analysis, GAAP, Cash Flow, Quantitative Analytics, Financial Statements, Treasury, Oil & Gas Industry, Cash Management, Financial Statement..., Financial Institutions, Financial Instruments, Compliance, Bilingual-Korean, Cross Selling, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Variance Analysis, Internal Audit, Journal Entries, US GAAP, Retail Banking, Cash Flow Forecasting, Bloomberg, Financial Accounting, Treasury Management
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Suntex Ventures March 2014 - Present
Merit Energy Company September 2013 - January 2014
Fidelity Investments June 2011 - August 2013
Comerica Bank October 2007 - May 2010
Skills
Accounting, Financial Analysis, Banking, Account Reconciliation, Mutual Funds, Customer Service, Financial Services, Microsoft Excel, Bank Reconciliation, Fund Accounting, Analysis, GAAP, Cash Flow, Quantitative Analytics, Financial Statements, Treasury, Oil & Gas Industry, Cash Management, Financial Statement..., Financial Institutions, Financial Instruments, Compliance, Bilingual-Korean, Cross Selling, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Variance Analysis, Internal Audit, Journal Entries, US GAAP, Retail Banking, Cash Flow Forecasting, Bloomberg, Financial Accounting, Treasury Management
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brett Rees Brett Rees's Fidelity Investments Experience September 2014 - Present
Job Electronic Publishing Specialist at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments September 2014 - Present
Hellenbrand August 2013 - August 2014
University of Wisconsin-Madison August 2012 - May 2013
University of Wisconsin-Madison August 2011 - May 2012
Photography/Print Technician May 2008 - June 2010
Skills
Adobe Creative Suite, Illustrator, Graphic Design, InDesign, Dreamweaver, Art, Digital Printing, Printmaking, Screen Printing, Web Design, Offset Printing, Art Education, Relief Printmaking, Intaglio, Digital Photography, 2D graphics, 2D Software, design, Visual Arts
Education
University of Wisconsin-Madison 2010 — 2013
Master of Fine Arts (MFA), Printmaking
University of North Texas 2004 — 2008
Bachelor of Fine Arts (BFA), Printmaking
Fidelity Investments September 2014 - Present
Hellenbrand August 2013 - August 2014
University of Wisconsin-Madison August 2012 - May 2013
University of Wisconsin-Madison August 2011 - May 2012
Photography/Print Technician May 2008 - June 2010
Skills
Adobe Creative Suite, Illustrator, Graphic Design, InDesign, Dreamweaver, Art, Digital Printing, Printmaking, Screen Printing, Web Design, Offset Printing, Art Education, Relief Printmaking, Intaglio, Digital Photography, 2D graphics, 2D Software, design, Visual Arts
Education
University of Wisconsin-Madison 2010 — 2013
Master of Fine Arts (MFA), Printmaking
University of North Texas 2004 — 2008
Bachelor of Fine Arts (BFA), Printmaking
Jacy Rader Jacy Rader's Fidelity Investments Experience April 2007 - December 2008
Job Mental Health Counselor at The LifeWorks Group, P.A.
Industry Mental Health Care
Experience
The LifeWorks Group, P.A. May 2014 - Present
Easter Seals North Texas 2012 - 2012
Mad Science After School Enrichment 2010 - 2011
Watervue 2008 - 2010
Fidelity Investments April 2007 - December 2008
Skills
Event Planning, Teaching, Customer Service, Time Management, Microsoft Office, Property Management, Operations Management, Public Speaking, Strategic Planning, Social Media, Social Networking, Sales, Team Building, Marketing, Public Relations, Social Media Marketing, Community Outreach, Contract Negotiation, Facebook, Microsoft Word, Outlook, Recruiting, Training, PowerPoint, Advertising, Microsoft Excel, Negotiation, Event Management, Entrepreneurship, Leadership, Coaching, Marketing Strategy
Education
University of North Texas 2011 — 2014
Master of Science (M.S.), Mental Health Counseling/Counselor, 3.8
University of North Texas 2008 — 2010
Bachelor of Arts (B.A.), Psychology, 3.736
The LifeWorks Group, P.A. May 2014 - Present
Easter Seals North Texas 2012 - 2012
Mad Science After School Enrichment 2010 - 2011
Watervue 2008 - 2010
Fidelity Investments April 2007 - December 2008
Skills
Event Planning, Teaching, Customer Service, Time Management, Microsoft Office, Property Management, Operations Management, Public Speaking, Strategic Planning, Social Media, Social Networking, Sales, Team Building, Marketing, Public Relations, Social Media Marketing, Community Outreach, Contract Negotiation, Facebook, Microsoft Word, Outlook, Recruiting, Training, PowerPoint, Advertising, Microsoft Excel, Negotiation, Event Management, Entrepreneurship, Leadership, Coaching, Marketing Strategy
Education
University of North Texas 2011 — 2014
Master of Science (M.S.), Mental Health Counseling/Counselor, 3.8
University of North Texas 2008 — 2010
Bachelor of Arts (B.A.), Psychology, 3.736
Gage P. DeYoung, CFP® Gage P. DeYoung, CFP®'s Fidelity Investments Experience August 1995 - November 2014
Job
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. January 2015 - September 2015
Fidelity Investments August 1995 - November 2014
Skills
Tailored Personal..., Efficient Wealth..., Retirement Income..., Computer Based Analysis..., Design of Personal..., Presentation of..., Implementation of..., Monitoring of Personal...
Education
University of North Texas 1986 — 1989
Bachelor of Business Administration (BBA)
Schwab Private Client Investment Advisory, Inc. January 2015 - September 2015
Fidelity Investments August 1995 - November 2014
Skills
Tailored Personal..., Efficient Wealth..., Retirement Income..., Computer Based Analysis..., Design of Personal..., Presentation of..., Implementation of..., Monitoring of Personal...
Education
University of North Texas 1986 — 1989
Bachelor of Business Administration (BBA)
Jeanie Shery Jeanie Shery's Fidelity Investments Experience September 2012 - August 2013
Job Senior Consultant at Sabre Airline Solutions and MBA Candidate 2015
Industry Information Technology and Services
Experience
Sabre Airline Solutions April 2015 - Present
Sabre Airline Solutions August 2013 - Present
Fidelity Investments September 2012 - August 2013
JPMorgan Chase & Company June 2010 - August 2012
Skills
Asset Management, Financial Reporting, Microsoft Word, Microsoft Office, Microsoft Excel, Analysis, SharePoint, Process Improvement, Management, Finance, Project Planning, Training
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Strategy, Business Analytics
University of North Texas 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Sabre Airline Solutions April 2015 - Present
Sabre Airline Solutions August 2013 - Present
Fidelity Investments September 2012 - August 2013
JPMorgan Chase & Company June 2010 - August 2012
Skills
Asset Management, Financial Reporting, Microsoft Word, Microsoft Office, Microsoft Excel, Analysis, SharePoint, Process Improvement, Management, Finance, Project Planning, Training
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Strategy, Business Analytics
University of North Texas 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Farhad Mirzadeh Farhad Mirzadeh's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Think Tanks
Experience
Fidelity Investments September 2014 - Present
American Security Project August 2013 - Present
National Center for Policy Analysis July 2014 - October 2014
Council on Environmental Quality January 2014 - May 2014
University of North Texas February 2012 - August 2012
Skills
Public Policy, Public Relations, Public Speaking, Social Media, Political Campaigns, Strategic Communications, Press Releases, Research, Marketing Communications, Media Relations, Healthcare, Nonprofits, Marketing, Event Planning, Leadership
Education
University of North Texas 2009 — 2013
Bachelor of Arts (B.A.) and Bachelor of Science, Political Science and History
Fidelity Investments September 2014 - Present
American Security Project August 2013 - Present
National Center for Policy Analysis July 2014 - October 2014
Council on Environmental Quality January 2014 - May 2014
University of North Texas February 2012 - August 2012
Skills
Public Policy, Public Relations, Public Speaking, Social Media, Political Campaigns, Strategic Communications, Press Releases, Research, Marketing Communications, Media Relations, Healthcare, Nonprofits, Marketing, Event Planning, Leadership
Education
University of North Texas 2009 — 2013
Bachelor of Arts (B.A.) and Bachelor of Science, Political Science and History
Garrett Gwin Garrett Gwin's Fidelity Investments Experience May 2013 - Present
Job Technical Intern at Fidelity Investments
Industry
Experience
Fidelity Investments May 2013 - Present
Hawaiian Falls Waterparks May 2012 - August 2012
Hawaiian Falls Waterparks June 2012 - July 2012
Hawaiian Falls Waterparks June 2011 - August 2011
Skills
Video Games, Christianity, Computer Science
Education
University of North Texas 2011 — 2015
Fidelity Investments May 2013 - Present
Hawaiian Falls Waterparks May 2012 - August 2012
Hawaiian Falls Waterparks June 2012 - July 2012
Hawaiian Falls Waterparks June 2011 - August 2011
Skills
Video Games, Christianity, Computer Science
Education
University of North Texas 2011 — 2015
Brandon LePla Brandon LePla's Fidelity Investments Experience May 2015 - Present
Job Fund Accountant
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fuzzy's Taco Shop September 2014 - May 2015
Benchmark Hospitality August 2011 - March 2014
Fossil November 2009 - January 2011
Skills
Customer Service, Hotels, Tourism, Sales, Customer Satisfaction, Time Management, Public Speaking, Leadership, Microsoft Word
Education
University of North Texas 2009 — 2015
General Business
Fidelity Investments May 2015 - Present
Fuzzy's Taco Shop September 2014 - May 2015
Benchmark Hospitality August 2011 - March 2014
Fossil November 2009 - January 2011
Skills
Customer Service, Hotels, Tourism, Sales, Customer Satisfaction, Time Management, Public Speaking, Leadership, Microsoft Word
Education
University of North Texas 2009 — 2015
General Business
Jeffrey M. Joy Jeffrey M. Joy's Fidelity Investments Experience February 2015 - Present
Job High Net Worth Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments June 2013 - January 2015
Fidelity Investments May 2012 - June 2013
Fidelity Investments August 2011 - May 2012
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Business Administration--Finance & General Business
Western Texas College 2008 — 2009
Fidelity Investments February 2015 - Present
Fidelity Investments June 2013 - January 2015
Fidelity Investments May 2012 - June 2013
Fidelity Investments August 2011 - May 2012
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Business Administration--Finance & General Business
Western Texas College 2008 — 2009
Erin Beckstrand Erin Beckstrand's Fidelity Investments Experience December 2013 - Present
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments January 2009 - December 2013
Skills
401k, Retirement, Series 7, Series 6, Mutual Funds, Investments, Series 63, Asset Allocation, Retirement Planning
Education
University of North Texas 2000 — 2004
Fidelity Investments December 2013 - Present
Fidelity Investments January 2009 - December 2013
Skills
401k, Retirement, Series 7, Series 6, Mutual Funds, Investments, Series 63, Asset Allocation, Retirement Planning
Education
University of North Texas 2000 — 2004
Jonathan Gathy Jonathan Gathy's Fidelity Investments Experience May 2013 - November 2013
Job at
Industry Banking
Experience
Arvest Bank July 2014 - Present
Fidelity Investments May 2013 - November 2013
Jos. A. Bank Clothiers October 2009 - May 2013
University of North Texas January 2011 - July 2012
Creme de la Creme May 2009 - August 2009
Best Buy October 2008 - May 2009
Skills
Teaching, Sales, Customer Service
Education
University of North Texas 2009 — 2011
BA, Psychology
Arvest Bank July 2014 - Present
Fidelity Investments May 2013 - November 2013
Jos. A. Bank Clothiers October 2009 - May 2013
University of North Texas January 2011 - July 2012
Creme de la Creme May 2009 - August 2009
Best Buy October 2008 - May 2009
Skills
Teaching, Sales, Customer Service
Education
University of North Texas 2009 — 2011
BA, Psychology
Katherine Milner Katherine Milner's Fidelity Investments Experience March 2010 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2010 - Present
SuperMedia LLC September 2009 - March 2010
SuperMedia September 2009 - March 2010
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente IT 2007 - 2009
Equita Financial December 2006 - February 2008
First Command Financial Planning 2008 - 2008
First Command February 2006 - November 2006
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Project Management, Program Management, PMP, Visio, PMO, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Business Process..., Requirements Analysis, MS Project, Leadership, Quality Assurance
Education
University of North Texas 1990 — 1992
BBA, Finance, Business and Insurance
University of North Texas 1989 — 1992
Bachelor, Business Administration
North Lake Jr. College 1987 — 1989
Associate, Business Administration
Fidelity Investments March 2010 - Present
SuperMedia LLC September 2009 - March 2010
SuperMedia September 2009 - March 2010
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente February 2008 - August 2009
Kaiser Permanente IT 2007 - 2009
Equita Financial December 2006 - February 2008
First Command Financial Planning 2008 - 2008
First Command February 2006 - November 2006
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Project Management, Program Management, PMP, Visio, PMO, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Business Process..., Requirements Analysis, MS Project, Leadership, Quality Assurance
Education
University of North Texas 1990 — 1992
BBA, Finance, Business and Insurance
University of North Texas 1989 — 1992
Bachelor, Business Administration
North Lake Jr. College 1987 — 1989
Associate, Business Administration
James Barkley James Barkley's Fidelity Investments Experience March 2008 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed March 2012 - Present
Fidelity Investments March 2008 - February 2012
Skills
Sales, Customer Service, Finance, Accounting, Real Estate, Options Strategies, Options, Trading Strategies, Analytical Skills, Financial Analysis, Financial Modeling, Financial Statements
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance
Self-employed March 2012 - Present
Fidelity Investments March 2008 - February 2012
Skills
Sales, Customer Service, Finance, Accounting, Real Estate, Options Strategies, Options, Trading Strategies, Analytical Skills, Financial Analysis, Financial Modeling, Financial Statements
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance
Duane Stice's Fidelity Investments Experience November 1999 - September 2002
Job Quality Assurance Supervisor at Residential Credit Solutions
Industry Management Consulting
Experience
Residential Credit Solutions, Inc November 2013 - Present
Carlisle & Gallagher Consulting Group December 2010 - February 2013
BBVA Compass August 2009 - May 2010
Guaranty Bank November 2005 - August 2009
Compass Bank November 2002 - September 2005
Fidelity Investments November 1999 - September 2002
Skills
Banking, Loans, Team Building, Financial Analysis, Mortgage Lending, Mortgage Banking, Quality Assurance, Quality Control, Collaboration, Coaching, Team Mentoring, Peer Mentoring, Team Management, Project Management, Consumer Lending, Loss Mitigation, Regulatory Requirements, Short Sales, Loan Modifications, Analysis, Credit, Customer Service, Training, Risk Management, Loan Origination, Management, Commercial Banking, Credit Analysis, Process Improvement, Portfolio Management, Mortgage Servicing, Cash Management, Insurance, Software Documentation, Leadership, FHA, Customer Satisfaction, Sales, Financial Services, Loan Servicing, Business Analysis, Investments, Business Process..., Finance, Management Consulting, Budgets, Human Resources, Residential Mortgages, Consulting, Vendor Management
Education
University of North Texas 1989 — 1994
Kinesiology
Residential Credit Solutions, Inc November 2013 - Present
Carlisle & Gallagher Consulting Group December 2010 - February 2013
BBVA Compass August 2009 - May 2010
Guaranty Bank November 2005 - August 2009
Compass Bank November 2002 - September 2005
Fidelity Investments November 1999 - September 2002
Skills
Banking, Loans, Team Building, Financial Analysis, Mortgage Lending, Mortgage Banking, Quality Assurance, Quality Control, Collaboration, Coaching, Team Mentoring, Peer Mentoring, Team Management, Project Management, Consumer Lending, Loss Mitigation, Regulatory Requirements, Short Sales, Loan Modifications, Analysis, Credit, Customer Service, Training, Risk Management, Loan Origination, Management, Commercial Banking, Credit Analysis, Process Improvement, Portfolio Management, Mortgage Servicing, Cash Management, Insurance, Software Documentation, Leadership, FHA, Customer Satisfaction, Sales, Financial Services, Loan Servicing, Business Analysis, Investments, Business Process..., Finance, Management Consulting, Budgets, Human Resources, Residential Mortgages, Consulting, Vendor Management
Education
University of North Texas 1989 — 1994
Kinesiology
Clay Chambers's Fidelity Investments Experience December 2009 - March 2010
Job Cost Representative at Zachry Holdings, Inc.
Industry Construction
Experience
Zachry Holdings, Inc. February 2015 - Present
Wildernest Property Management September 2011 - May 2014
Brettelberg Condominiums May 2010 - September 2011
Fidelity Investments December 2009 - March 2010
Skills
Property Management, Budgets, Contract Negotiation, Management, Customer Service, Sales, Negotiation, Leases, Renovation, Condos, Sellers, Contractors, Property, Real Estate, Single Family Homes, Rentals, Residential Homes, Process Improvement, Location Intelligence, Real Estate Development, Commercial Real Estate, Buyers, Investors, Market Analysis, Appraisals, Disposition, Landlords, Brokerage, Land Acquisition, Home Staging, Tenant, Lease Negotiations, Selling, Real Estate Economics, Corporate Real Estate, Relocation, Investment Properties, Real Estate Transactions
Education
University of North Texas 2006 — 2009
Bachelor of Arts (B.A.), International Development
Zachry Holdings, Inc. February 2015 - Present
Wildernest Property Management September 2011 - May 2014
Brettelberg Condominiums May 2010 - September 2011
Fidelity Investments December 2009 - March 2010
Skills
Property Management, Budgets, Contract Negotiation, Management, Customer Service, Sales, Negotiation, Leases, Renovation, Condos, Sellers, Contractors, Property, Real Estate, Single Family Homes, Rentals, Residential Homes, Process Improvement, Location Intelligence, Real Estate Development, Commercial Real Estate, Buyers, Investors, Market Analysis, Appraisals, Disposition, Landlords, Brokerage, Land Acquisition, Home Staging, Tenant, Lease Negotiations, Selling, Real Estate Economics, Corporate Real Estate, Relocation, Investment Properties, Real Estate Transactions
Education
University of North Texas 2006 — 2009
Bachelor of Arts (B.A.), International Development
Brandon Walsh, CCNP, CCDP Brandon Walsh, CCNP, CCDP's Fidelity Investments Experience 2006 - 2007
Job CCNP and CCDP Certified Consulting Systems Engineer at BNSF Railway
Industry Telecommunications
Experience
BNSF Railway February 2012 - Present
BNSF Railway June 2010 - February 2012
BNSF Railway June 2007 - June 2010
Fidelity Investments 2006 - 2007
Skills
Project Management, Telecommunications, Program Management, Troubleshooting, Testing, Networking, Switches, Leadership, IP, Training, Routers, WAN, Vendor Management, Visio, Process Improvement, CCNA, SharePoint, SQL, Wireless, Wireless Networking, Project Planning, MS Project
Education
University of North Texas 2003 — 2007
Bachelor of Science, Business Computer Information Systems
BNSF Railway February 2012 - Present
BNSF Railway June 2010 - February 2012
BNSF Railway June 2007 - June 2010
Fidelity Investments 2006 - 2007
Skills
Project Management, Telecommunications, Program Management, Troubleshooting, Testing, Networking, Switches, Leadership, IP, Training, Routers, WAN, Vendor Management, Visio, Process Improvement, CCNA, SharePoint, SQL, Wireless, Wireless Networking, Project Planning, MS Project
Education
University of North Texas 2003 — 2007
Bachelor of Science, Business Computer Information Systems
Jesse Willingham Jesse Willingham's Fidelity Investments Experience April 2011 - September 2013
Job Pricing Analyst at Apex Clearing Corporation Seeking New Opportunity
Industry Financial Services
Experience
Apex Clearing Corporation September 2013 - Present
Fidelity Investments April 2011 - September 2013
Skills
Financial Analysis, Investment Valuation, Financial Modeling, Finance, Financial Forecasting, Customer Service, Ad Hoc Reporting, Investment Strategies, Bloomberg, Trading, Microsoft Office, Networking, Cross-functional..., Process Improvement, Administration, Business Analysis, Case Management
Education
University of North Texas 2007 — 2010
Bachelor's degree, Finance, General
Apex Clearing Corporation September 2013 - Present
Fidelity Investments April 2011 - September 2013
Skills
Financial Analysis, Investment Valuation, Financial Modeling, Finance, Financial Forecasting, Customer Service, Ad Hoc Reporting, Investment Strategies, Bloomberg, Trading, Microsoft Office, Networking, Cross-functional..., Process Improvement, Administration, Business Analysis, Case Management
Education
University of North Texas 2007 — 2010
Bachelor's degree, Finance, General
Jessica Self Jessica Self's Fidelity Investments Experience June 2013 - April 2014
Job Operations Process Analyst at TTI, Inc.
Industry Information Technology and Services
Experience
TTI, Inc. April 2014 - Present
Fidelity Investments June 2013 - April 2014
Navy Federal Credit Union March 2011 - December 2011
Bank of America March 2009 - December 2009
Alliance Aviation Services December 2006 - March 2009
Skills
Statistics, Microsoft Excel, Six Sigma, Mathematics, Banking, Customer Service, Financial Services, Sales, Inventory Management, Access, SQL, Accounting, Microsoft Project, Time Management, PowerPoint, Leadership, Team Building, Process Improvement
Education
University of North Texas
Bachelor of Business Administration (BBA), Decision Science
Northwest High School
TTI, Inc. April 2014 - Present
Fidelity Investments June 2013 - April 2014
Navy Federal Credit Union March 2011 - December 2011
Bank of America March 2009 - December 2009
Alliance Aviation Services December 2006 - March 2009
Skills
Statistics, Microsoft Excel, Six Sigma, Mathematics, Banking, Customer Service, Financial Services, Sales, Inventory Management, Access, SQL, Accounting, Microsoft Project, Time Management, PowerPoint, Leadership, Team Building, Process Improvement
Education
University of North Texas
Bachelor of Business Administration (BBA), Decision Science
Northwest High School
Jennifer Harness's Fidelity Investments Experience June 2013 - Present
Job Sr. Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Veritude October 2011 - June 2013
Samsung 2011 - 2011
SuperMedia May 2007 - 2011
Verizon February 2001 - November 2003
Verizon Logistics March 1998 - January 2001
Education
University of North Texas 1990 — 1995
BS, Computer Information Systems
Fidelity Investments June 2013 - Present
Veritude October 2011 - June 2013
Samsung 2011 - 2011
SuperMedia May 2007 - 2011
Verizon February 2001 - November 2003
Verizon Logistics March 1998 - January 2001
Education
University of North Texas 1990 — 1995
BS, Computer Information Systems
Brian Vetrovec's Fidelity Investments Experience August 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments February 2012 - August 2013
Fidelity Investments November 2010 - February 2012
Wendy Krispin Caterer November 2005 - January 2012
Fidelity Investments June 2010 - November 2010
Fidelity Investments September 2009 - June 2010
Fidelity Investments July 2007 - September 2009
Pioneer Homes August 2006 - April 2007
Education
University of North Texas 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments August 2013 - Present
Fidelity Investments February 2012 - August 2013
Fidelity Investments November 2010 - February 2012
Wendy Krispin Caterer November 2005 - January 2012
Fidelity Investments June 2010 - November 2010
Fidelity Investments September 2009 - June 2010
Fidelity Investments July 2007 - September 2009
Pioneer Homes August 2006 - April 2007
Education
University of North Texas 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General
Edmund Bailey, CCP's Fidelity Investments Experience 1993 - 1994
Job Benefit Manager at HealthCare Partners
Industry Human Resources
Experience
HealthCare Partners March 2014 - Present
Independent Consultant September 2013 - January 2014
UnitedHealth Group February 2011 - May 2013
Oberon Associates 2009 - February 2011
PLATO Learning June 2006 - July 2009
ATK November 2002 - June 2006
Metris Companies 1998 - 2002
Chatham Technologies 1997 - 1998
Electric & Gas Technologies 1994 - 1997
Fidelity Investments 1993 - 1994
Skills
Process Improvement, Employee Benefits, Human Resources, Employee Relations, Compensation & Benefit, M&A experience, Team Building, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Deferred Compensation, Talent Management, Recruiting, Performance Management, Employee Engagement, Personnel Management, Talent Acquisition, HRIS, Benefits Administration, Workforce Planning
Education
University of Phoenix 2005 — 2007
MBA, Business
University of North Texas 1988 — 1992
BA Business, Business
Jesuit 1984 — 1987
High School Diploma
HealthCare Partners March 2014 - Present
Independent Consultant September 2013 - January 2014
UnitedHealth Group February 2011 - May 2013
Oberon Associates 2009 - February 2011
PLATO Learning June 2006 - July 2009
ATK November 2002 - June 2006
Metris Companies 1998 - 2002
Chatham Technologies 1997 - 1998
Electric & Gas Technologies 1994 - 1997
Fidelity Investments 1993 - 1994
Skills
Process Improvement, Employee Benefits, Human Resources, Employee Relations, Compensation & Benefit, M&A experience, Team Building, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Deferred Compensation, Talent Management, Recruiting, Performance Management, Employee Engagement, Personnel Management, Talent Acquisition, HRIS, Benefits Administration, Workforce Planning
Education
University of Phoenix 2005 — 2007
MBA, Business
University of North Texas 1988 — 1992
BA Business, Business
Jesuit 1984 — 1987
High School Diploma
Jan Devery Williams's Fidelity Investments Experience August 2008 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Fidelity Investments January 2003 - August 2008
Education
University of North Texas 1983 — 1988
Fidelity Investments August 2008 - Present
Fidelity Investments January 2003 - August 2008
Education
University of North Texas 1983 — 1988
Jason Rienth's Fidelity Investments Experience June 2006 - July 2007
Job Analyst III, Campaign Management at TXU Energy
Industry Utilities
Experience
TXU Energy November 2010 - September 2014
TXU Energy July 2007 - November 2010
Fidelity Investments June 2006 - July 2007
Skills
Analysis, Business Analysis, Business Modeling, Business Planning, Business Process..., Business Valuation, Cross-functional Team..., Business Strategy, Data Analysis, Finance, Financial Accounting, Financial Analysis, Financial Forecasting, Financial Modeling, Financial Reporting, Forecasting, Marketing Strategy, Microsoft Excel, Strategic Planning, Valuation, Fixed Income, Investments, Series 7, Equities, Securities, Portfolio Management, Mutual Funds, SDLC, Corporate Finance, Commodity Markets, Due Diligence, Financial Risk, Analytics, Variance Analysis
Education
University of North Texas 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
TXU Energy November 2010 - September 2014
TXU Energy July 2007 - November 2010
Fidelity Investments June 2006 - July 2007
Skills
Analysis, Business Analysis, Business Modeling, Business Planning, Business Process..., Business Valuation, Cross-functional Team..., Business Strategy, Data Analysis, Finance, Financial Accounting, Financial Analysis, Financial Forecasting, Financial Modeling, Financial Reporting, Forecasting, Marketing Strategy, Microsoft Excel, Strategic Planning, Valuation, Fixed Income, Investments, Series 7, Equities, Securities, Portfolio Management, Mutual Funds, SDLC, Corporate Finance, Commodity Markets, Due Diligence, Financial Risk, Analytics, Variance Analysis
Education
University of North Texas 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
David Kowalski's Fidelity Investments Experience July 2002 - Present
Job Design Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2002 - Present
Skills
Information Architecture, Interaction Design
Education
University of North Texas 1987 — 1991
BS
Fidelity Investments July 2002 - Present
Skills
Information Architecture, Interaction Design
Education
University of North Texas 1987 — 1991
BS
Fabria Dean's Fidelity Investments Experience October 1998 - December 2002
Job Fabria Dean
Industry Financial Services
Experience
Fannie Mae July 2013 - Present
Options Clearing Corporation January 2003 - July 2013
Fidelity Investments October 1998 - December 2002
Sunbelt Pools (formerly Olympic Pools) June 1993 - October 1998
Skills
Options, Derivatives, Business Analysis, Vendor Management, Team Management, Marketing Communications, Project Management, Process Improvement, Data Analysis, Team Leadership, Analytics, Policy
Education
The University of Texas at Dallas - School of Management 1996 — 1997
hours towards Masters Degree, Business Administration, Management and Operations
University of North Texas 1993 — 1995
BA, Marketing
Fannie Mae July 2013 - Present
Options Clearing Corporation January 2003 - July 2013
Fidelity Investments October 1998 - December 2002
Sunbelt Pools (formerly Olympic Pools) June 1993 - October 1998
Skills
Options, Derivatives, Business Analysis, Vendor Management, Team Management, Marketing Communications, Project Management, Process Improvement, Data Analysis, Team Leadership, Analytics, Policy
Education
The University of Texas at Dallas - School of Management 1996 — 1997
hours towards Masters Degree, Business Administration, Management and Operations
University of North Texas 1993 — 1995
BA, Marketing
Greg Toy's Fidelity Investments Experience April 2012 - August 2014
Job Financial Representative
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
Brandon Creecy's Fidelity Investments Experience December 2011 - March 2013
Job Business Analyst
Industry Financial Services
Experience
XTRAC Solutions, LLC (a Fidelity Investments company) March 2013 - Present
Fidelity Investments December 2011 - March 2013
Fidelity Investments October 2010 - December 2011
Fidelity Investments March 2010 - October 2010
Fidelity Investments January 2008 - March 2010
Wausau Financial Systems January 2007 - December 2007
Wausau Financial Systems April 2002 - January 2007
Skills
Business Analysis, Financial Analysis, Financial Services, Process Improvement, Banking, Risk Management, Investments, Mutual Funds, Equities, Relationship Management, Securities, Series 7
Education
University of North Texas 1999 — 2001
Bachelor of Business Administration (BBA), Marketing
XTRAC Solutions, LLC (a Fidelity Investments company) March 2013 - Present
Fidelity Investments December 2011 - March 2013
Fidelity Investments October 2010 - December 2011
Fidelity Investments March 2010 - October 2010
Fidelity Investments January 2008 - March 2010
Wausau Financial Systems January 2007 - December 2007
Wausau Financial Systems April 2002 - January 2007
Skills
Business Analysis, Financial Analysis, Financial Services, Process Improvement, Banking, Risk Management, Investments, Mutual Funds, Equities, Relationship Management, Securities, Series 7
Education
University of North Texas 1999 — 2001
Bachelor of Business Administration (BBA), Marketing
Karen Jacquart's Fidelity Investments Experience Vice PresidentPayden & Rygel1998 - 2002
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentPayden & Rygel1998 - 2002
Education
University of North Texas
Fidelity Investments Vice PresidentPayden & Rygel1998 - 2002
Education
University of North Texas
Carol Furlich's Fidelity Investments Experience March 2012 - September 2013
Job Sr. Marketing Consultant at MetLife
Industry Financial Services
Experience
MetLife October 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments July 2011 - March 2012
Fidelity Investments September 2008 - July 2011
Fidelity Investments June 2006 - September 2008
Fidelity Investments October 2005 - June 2006
Fidelity Investments February 2005 - October 2005
Fidelity Investments February 2003 - February 2005
Skills
Certified Retirement..., FINRA Series 7 License, FINRA, Business Analysis, Strategy, Product Management, CRM, Marketing, Management, Marketing Strategy, Program Management, Portfolio Management, Leadership, Investments, Project Management, Mutual Funds, Marketing Communications, Financial Services
Education
University of North Texas
B.B.A, Marketing
MetLife October 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments July 2011 - March 2012
Fidelity Investments September 2008 - July 2011
Fidelity Investments June 2006 - September 2008
Fidelity Investments October 2005 - June 2006
Fidelity Investments February 2005 - October 2005
Fidelity Investments February 2003 - February 2005
Skills
Certified Retirement..., FINRA Series 7 License, FINRA, Business Analysis, Strategy, Product Management, CRM, Marketing, Management, Marketing Strategy, Program Management, Portfolio Management, Leadership, Investments, Project Management, Mutual Funds, Marketing Communications, Financial Services
Education
University of North Texas
B.B.A, Marketing
Dave Emmet's Fidelity Investments Experience 1995 - Present
Job Senior Portfolio Specialist Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Portfolio Management, Securities, Bloomberg, Trading, Asset Allocation, Investment Advisory, Uniform Combined State..., Retirement Planning, FINRA, Risk Management, Wealth Management, Customer Service
Education
University of North Texas 1991 — 1995
Fidelity Investments 1995 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Portfolio Management, Securities, Bloomberg, Trading, Asset Allocation, Investment Advisory, Uniform Combined State..., Retirement Planning, FINRA, Risk Management, Wealth Management, Customer Service
Education
University of North Texas 1991 — 1995
Glenn Hill's Fidelity Investments Experience Rollover Program Implementation DirectorFidelity InvestmentsAugust 2011 - Present
Job Rollover Program Implementation Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Rollover Program Implementation DirectorFidelity InvestmentsAugust 2011 - Present
Skills
CRM, Process Improvement, Sales Operations, Investments, Portfolio Management, Negotiation, Equities, Asset Management, Fixed Income, Series 7, Business Analysis, Series 63, Financial Services, Risk Management, Mutual Funds
Education
University of North Texas 1987 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments Rollover Program Implementation DirectorFidelity InvestmentsAugust 2011 - Present
Skills
CRM, Process Improvement, Sales Operations, Investments, Portfolio Management, Negotiation, Equities, Asset Management, Fixed Income, Series 7, Business Analysis, Series 63, Financial Services, Risk Management, Mutual Funds
Education
University of North Texas 1987 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Jeremy Hedges's Fidelity Investments Experience March 2013 - Present
Job Sr Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments April 2012 - March 2013
Fidelity Investments October 2007 - April 2012
Fidelity Investments September 2006 - October 2007
Skills
Leadership, Microsoft Excel, Microsoft Office, Project Management
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance
Fidelity Investments March 2013 - Present
Fidelity Investments April 2012 - March 2013
Fidelity Investments October 2007 - April 2012
Fidelity Investments September 2006 - October 2007
Skills
Leadership, Microsoft Excel, Microsoft Office, Project Management
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance
Ernest Neeley's Fidelity Investments Experience April 2006 - Present
Job Retirement Investments at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Education
University of North Texas 2001 — 2003
MBA, Finance
Fidelity Investments April 2006 - Present
Education
University of North Texas 2001 — 2003
MBA, Finance
Karen E. Thompson's Fidelity Investments Experience September 2006 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Education
University of North Texas
Fidelity Investments September 2006 - Present
Education
University of North Texas
Brandon Ryon, CPA's Fidelity Investments Experience March 2013 - May 2014
Job Senior Accountant at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors June 2014 - Present
Fidelity Investments March 2013 - May 2014
Fidelity Investments December 2011 - March 2013
Fidelity Investments April 2009 - December 2011
Fidelity Investments February 2007 - April 2009
Fidelity Investments May 2006 - February 2007
Fidelity Investments March 2005 - May 2006
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Process Improvement, Microsoft Excel, Financial Modeling, Business Objects, Internal Controls, Crystal Reports, Client Billing, Hyperion Brio, SAP Business Objects, Brokerage Operations, Client Service Oriented, Microsoft Dynamics, Management Reporter, Great Plains Software
Education
University of Dallas 2010 — 2011
MS, Accounting, GPA 3.93
University of North Texas 2000 — 2004
BBA, Finance, GPA 3.12
Coppell High School
American Beacon Advisors June 2014 - Present
Fidelity Investments March 2013 - May 2014
Fidelity Investments December 2011 - March 2013
Fidelity Investments April 2009 - December 2011
Fidelity Investments February 2007 - April 2009
Fidelity Investments May 2006 - February 2007
Fidelity Investments March 2005 - May 2006
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Process Improvement, Microsoft Excel, Financial Modeling, Business Objects, Internal Controls, Crystal Reports, Client Billing, Hyperion Brio, SAP Business Objects, Brokerage Operations, Client Service Oriented, Microsoft Dynamics, Management Reporter, Great Plains Software
Education
University of Dallas 2010 — 2011
MS, Accounting, GPA 3.93
University of North Texas 2000 — 2004
BBA, Finance, GPA 3.12
Coppell High School
Debbie Windham's Fidelity Investments Experience February 1987 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 1987 - December 2008
Keller Williams Realty January 2003 - November 2007
Education
University of North Texas 1982 — 1986
BBA, Business
Fidelity Investments February 1987 - December 2008
Keller Williams Realty January 2003 - November 2007
Education
University of North Texas 1982 — 1986
BBA, Business
Jan Devery Williams's Fidelity Investments Experience August 2007 - Present
Job Customer Experience Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments January 2002 - August 2007
Fidelity Investments August 1993 - December 2001
Fidelity Investments June 1992 - July 1993
Fidelity Investments January 1987 - May 1992
Skills
Process Improvement, Series 7, Total Quality Management, Financial Services, TQM, Mutual Funds, Asset Management, Investments, Risk Management, Financial Analysis, Investment Advisory, Securities, Insurance, Business Analysis, Customer Experience, Wealth Management, 401k, Series 63, Portfolio Management, Business Process..., Retirement Planning, Equities, Call Centers, Salesforce.com, Financial Modeling, Strategic Financial..., Asset Allocation, Retirement, Estate Planning, Access, Uniform Combined State..., Leadership, Strategy, IRAs, Vendor Management, Series 65, Forecasting, Relationship Management, Onboarding, Competitive Analysis, Performance Management, Training, Customer Satisfaction, Strategic Planning, Succession Planning, Team Leadership, Management, Program Management, Sales, Coaching
Education
University of North Texas 1982 — 1987
BBA, Finance, Marketing
Fidelity Investments August 2007 - Present
Fidelity Investments January 2002 - August 2007
Fidelity Investments August 1993 - December 2001
Fidelity Investments June 1992 - July 1993
Fidelity Investments January 1987 - May 1992
Skills
Process Improvement, Series 7, Total Quality Management, Financial Services, TQM, Mutual Funds, Asset Management, Investments, Risk Management, Financial Analysis, Investment Advisory, Securities, Insurance, Business Analysis, Customer Experience, Wealth Management, 401k, Series 63, Portfolio Management, Business Process..., Retirement Planning, Equities, Call Centers, Salesforce.com, Financial Modeling, Strategic Financial..., Asset Allocation, Retirement, Estate Planning, Access, Uniform Combined State..., Leadership, Strategy, IRAs, Vendor Management, Series 65, Forecasting, Relationship Management, Onboarding, Competitive Analysis, Performance Management, Training, Customer Satisfaction, Strategic Planning, Succession Planning, Team Leadership, Management, Program Management, Sales, Coaching
Education
University of North Texas 1982 — 1987
BBA, Finance, Marketing
Bryan Sechrist | Licensed Broker's Fidelity Investments Experience February 2007 - March 2012
Job Senior Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TIAA-CREF April 2012 - December 2014
Fidelity Investments February 2007 - March 2012
Alltel April 2005 - November 2006
FEDEX KINKOS April 2003 - April 2004
Skills
Mutual Funds, Series 6, Series 63, Life and Health..., 401k, Investments, Sales, Marketing, Financial Services, Graphic Design, Advertising, Adobe Creative Suite, Investment Operations, Inside Sales, Information Technology, Microsoft Office
Education
University of North Texas 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Lamar High School
TIAA-CREF December 2014 - Present
TIAA-CREF April 2012 - December 2014
Fidelity Investments February 2007 - March 2012
Alltel April 2005 - November 2006
FEDEX KINKOS April 2003 - April 2004
Skills
Mutual Funds, Series 6, Series 63, Life and Health..., 401k, Investments, Sales, Marketing, Financial Services, Graphic Design, Advertising, Adobe Creative Suite, Investment Operations, Inside Sales, Information Technology, Microsoft Office
Education
University of North Texas 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Lamar High School
Geoffrey Caffo's Fidelity Investments Experience February 2008 - May 2010
Job Field Support Engineer at Vigilant Solutions
Industry Consumer Services
Experience
Vigilant Solutions August 2014 - Present
White Lion Games September 2010 - July 2014
Fidelity Investments February 2008 - May 2010
Independent Contractor 2006 - 2008
Skills
Business Analysis, Financial Services, Process Improvement, Investments, Call Centers, Vendor Management, Customer Service, Microsoft Excel, Risk Management, Project Management, Data Analysis, Relationship Management, Microsoft Office, Customer Satisfaction, Management, Training, Inventory Management, Public Speaking, Research, Leadership
Education
University of North Texas
Bachelor of Arts (B.A.), Economics
Vigilant Solutions August 2014 - Present
White Lion Games September 2010 - July 2014
Fidelity Investments February 2008 - May 2010
Independent Contractor 2006 - 2008
Skills
Business Analysis, Financial Services, Process Improvement, Investments, Call Centers, Vendor Management, Customer Service, Microsoft Excel, Risk Management, Project Management, Data Analysis, Relationship Management, Microsoft Office, Customer Satisfaction, Management, Training, Inventory Management, Public Speaking, Research, Leadership
Education
University of North Texas
Bachelor of Arts (B.A.), Economics
Kenneth Connally, MBA, CMT's Fidelity Investments Experience November 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
TD Ameritrade May 2011 - November 2014
TD Ameritrade November 2009 - May 2011
TD Ameritrade August 2009 - November 2009
Skills
Retirement, IRAs, Financial Advisory, Asset, Real Estate, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Roth IRA, Uniform Combined State..., Portfolio Management, Wealth Accumulation, Asset Managment, Long Term Care Insurance, Life Insurance, Fixed Annuities, Investment Strategies, FINRA, Asset Allocation
Education
University of North Texas 2009 — 2011
MBA, Finance and Marketing
University of North Texas 2005 — 2009
BBA, Real Estate
Fidelity Investments November 2014 - Present
TD Ameritrade May 2011 - November 2014
TD Ameritrade November 2009 - May 2011
TD Ameritrade August 2009 - November 2009
Skills
Retirement, IRAs, Financial Advisory, Asset, Real Estate, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Roth IRA, Uniform Combined State..., Portfolio Management, Wealth Accumulation, Asset Managment, Long Term Care Insurance, Life Insurance, Fixed Annuities, Investment Strategies, FINRA, Asset Allocation
Education
University of North Texas 2009 — 2011
MBA, Finance and Marketing
University of North Texas 2005 — 2009
BBA, Real Estate
Jonathan Leech CFP®'s Fidelity Investments Experience February 2006 - May 2008
Job Wealth Manager with USAA
Industry Financial Services
Experience
USAA March 2011 - Present
JPMorgan Chase October 2009 - November 2010
TD Ameritrade July 2008 - October 2009
Fidelity Investments February 2006 - May 2008
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
University of North Texas 2001 — 2004
BS, Political Science
USAA March 2011 - Present
JPMorgan Chase October 2009 - November 2010
TD Ameritrade July 2008 - October 2009
Fidelity Investments February 2006 - May 2008
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
University of North Texas 2001 — 2004
BS, Political Science
Cobi King's Fidelity Investments Experience Operations ManagerExpress Media Services, Inc.1999 - 2007
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Operations ManagerExpress Media Services, Inc.1999 - 2007
Education
University of North Texas
BS, Economics
Fidelity Investments Operations ManagerExpress Media Services, Inc.1999 - 2007
Education
University of North Texas
BS, Economics
Jeremy Reus's Fidelity Investments Experience September 2011 - July 2013
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - July 2013
Bank of America February 2006 - September 2011
Skills
Portfolio Management, Insurance, Relationship Management, Risk Management, Investments, Banking, Financial Services, Loans, Credit, Wealth Management, Business Analysis
Education
University of North Texas 2013 — 2016
Bachelor of Business Administration (BBA), Risk, Insurance, and Financial Services, 3.25
Fidelity Investments September 2011 - July 2013
Bank of America February 2006 - September 2011
Skills
Portfolio Management, Insurance, Relationship Management, Risk Management, Investments, Banking, Financial Services, Loans, Credit, Wealth Management, Business Analysis
Education
University of North Texas 2013 — 2016
Bachelor of Business Administration (BBA), Risk, Insurance, and Financial Services, 3.25
Jeffrey Farrar's Fidelity Investments Experience November 2014 - Present
Job Transaction Processor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments August 2011 - September 2012
Fidelity Investments June 2010 - August 2011
Skills
Customer Service, Quality Auditing, Quality Control, Retail, Merchandising, Store Management, Loss Prevention, Retail Sales, Cashiering, Inventory Management, Inventory Control, Store Operations, Visual Merchandising, Text Editing, Writing, Creative Writing, Technical Writing, Customer Satisfaction, Leadership
Education
University of North Texas 2005 — 2009
Bachelor of Arts, History
Fidelity Investments November 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments August 2011 - September 2012
Fidelity Investments June 2010 - August 2011
Skills
Customer Service, Quality Auditing, Quality Control, Retail, Merchandising, Store Management, Loss Prevention, Retail Sales, Cashiering, Inventory Management, Inventory Control, Store Operations, Visual Merchandising, Text Editing, Writing, Creative Writing, Technical Writing, Customer Satisfaction, Leadership
Education
University of North Texas 2005 — 2009
Bachelor of Arts, History
Jason Ward, CPA's Fidelity Investments Experience May 2002 - July 2008
Job Senior Tax Accountant at AccentCare
Industry Accounting
Experience
AccentCare November 2012 - Present
BKD CPAs & Advisors January 2011 - November 2012
BioStrike June 2010 - March 2011
Fidelity Investments May 2002 - July 2008
Skills
Accounting, Financial Analysis, Fixed Assets, Investments, Financial Reporting, Microsoft Excel, Auditing, Tax, Payroll, QuickBooks, Tax Returns, Financial Accounting, Financial Statements, Income Tax
Education
University of North Texas 2009 — 2011
MS, Accounting - Taxation
University of North Texas 2008 — 2009
BBA, Finance
AccentCare November 2012 - Present
BKD CPAs & Advisors January 2011 - November 2012
BioStrike June 2010 - March 2011
Fidelity Investments May 2002 - July 2008
Skills
Accounting, Financial Analysis, Fixed Assets, Investments, Financial Reporting, Microsoft Excel, Auditing, Tax, Payroll, QuickBooks, Tax Returns, Financial Accounting, Financial Statements, Income Tax
Education
University of North Texas 2009 — 2011
MS, Accounting - Taxation
University of North Texas 2008 — 2009
BBA, Finance
Joseph Amyson's Fidelity Investments Experience June 2015 - Present
Job Student
Industry Accounting
Experience
Fidelity Investments June 2015 - Present
Marc Veasey for Congress April 2012 - August 2012
Dallas County April 2011 - April 2012
Skills
Microsoft Office, Research, Budgets, Customer Service, Event Planning, Public Speaking, Social Networking, Leadership, Training, Fundraising, Social Media, Team Building, Event Management, Management, Nonprofits, Microsoft Excel
Education
University of North Texas 2013 — 2015
Minor Economics, Bachelor of Business Administration (BBA), Accounting
Fidelity Investments June 2015 - Present
Marc Veasey for Congress April 2012 - August 2012
Dallas County April 2011 - April 2012
Skills
Microsoft Office, Research, Budgets, Customer Service, Event Planning, Public Speaking, Social Networking, Leadership, Training, Fundraising, Social Media, Team Building, Event Management, Management, Nonprofits, Microsoft Excel
Education
University of North Texas 2013 — 2015
Minor Economics, Bachelor of Business Administration (BBA), Accounting
Joshua Bacon's Fidelity Investments Experience August 2010 - Present
Job 401K Specialist at Fidelity Investments
Industry Construction
Experience
Fidelity Investments August 2010 - Present
Barksdale Technologies April 2010 - August 2010
USIC January 2009 - April 2010
Hewitt Associates February 2003 - April 2006
Education
University of North Texas
BA, History
Fidelity Investments August 2010 - Present
Barksdale Technologies April 2010 - August 2010
USIC January 2009 - April 2010
Hewitt Associates February 2003 - April 2006
Education
University of North Texas
BA, History
Christy Russo's Fidelity Investments Experience 1995 - 2005
Job Vice President National Partner Sales
Industry Financial Services
Experience
Bank of America Merchant Services Sales ManagerFirst DataNovember 2008 - September 2009
Chase Paymentech January 2007 - October 2008
Fidelity Investments 1995 - 2005
Skills
Credit, Banking, New Business Development, Strategic Planning, Marketing, Mortgage Lending, Strategic Partnerships, CRM, Merchant Services, Electronic Payments, Payment Systems
Education
Robert E Lee
University of North Texas
Marketing
Bank of America Merchant Services Sales ManagerFirst DataNovember 2008 - September 2009
Chase Paymentech January 2007 - October 2008
Fidelity Investments 1995 - 2005
Skills
Credit, Banking, New Business Development, Strategic Planning, Marketing, Mortgage Lending, Strategic Partnerships, CRM, Merchant Services, Electronic Payments, Payment Systems
Education
Robert E Lee
University of North Texas
Marketing
Jason Cobb, CPA's Fidelity Investments Experience June 2014 - Present
Job ControllerEnterprise Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
CEC Entertainment October 2008 - June 2012
Ernst & Young October 2003 - October 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Process Improvement, Business Process..., Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, IT Audit, Auditing, Finance, Financial Accounting, Financial Reporting, US GAAP reporting
Education
University of North Texas
BS/MS Financial Reporting and Auditing
University of North Texas
Master's degree, Accounting
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
CEC Entertainment October 2008 - June 2012
Ernst & Young October 2003 - October 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Process Improvement, Business Process..., Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, IT Audit, Auditing, Finance, Financial Accounting, Financial Reporting, US GAAP reporting
Education
University of North Texas
BS/MS Financial Reporting and Auditing
University of North Texas
Master's degree, Accounting
Cathy Wrigley's Fidelity Investments Experience December 2011 - Present
Job Financial Adviser
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
_ December 2010 - December 2011
Skills
Sales, Investments, Customer Service
Education
University of North Texas 2005 — 2009
BA, Real Estate
Fidelity Investments December 2011 - Present
_ December 2010 - December 2011
Skills
Sales, Investments, Customer Service
Education
University of North Texas 2005 — 2009
BA, Real Estate
Jason Radich's Fidelity Investments Experience January 2000 - December 2001
Job Assc. Business Development Manager at HEB Produce
Industry Retail
Jonathan Storer's Fidelity Investments Experience November 2011 - June 2014
Job Statistical Analyst at Federal Reserve Bank of Dallas
Industry Investment Management
Experience
Federal Reserve Bank of Dallas June 2014 - Present
Fidelity Investments November 2011 - June 2014
University of North Texas August 2007 - May 2011
Sabre Holdings 2009 - 2010
Skills
Accounting, Accounts Payable, Account Reconciliation, NAV, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Accounts Receivable, Microsoft Excel, Regression Analysis, Linear Regression, Statistical Software, Mutual Funds, Bonds, Trade Finance, Financial Econometrics, Econometric Modeling, Econometrics, Risk Analytics, Trend Analysis, Tax Accounting, Internal Audit, Software Analysis, Mergers & Acquisitions, Portfolio Management, Finance, US GAAP, Essbase, Forecasting, General Ledger, Financial Modeling, Banking, Quantitative Analytics, Microsoft Word, Asset Allocation, Strategic Financial..., Strategic Planning, Financial Forecasting, Business Intelligence, Cost Accounting, Cash Flow Forecasting, Outlook, Economics, SAP, PeopleSoft, Financial Statements, Sarbanes-Oxley Act, Management, Analysis
Education
University of North Texas 2007 — 2011
Bachelors of Science, Economics
Federal Reserve Bank of Dallas June 2014 - Present
Fidelity Investments November 2011 - June 2014
University of North Texas August 2007 - May 2011
Sabre Holdings 2009 - 2010
Skills
Accounting, Accounts Payable, Account Reconciliation, NAV, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Accounts Receivable, Microsoft Excel, Regression Analysis, Linear Regression, Statistical Software, Mutual Funds, Bonds, Trade Finance, Financial Econometrics, Econometric Modeling, Econometrics, Risk Analytics, Trend Analysis, Tax Accounting, Internal Audit, Software Analysis, Mergers & Acquisitions, Portfolio Management, Finance, US GAAP, Essbase, Forecasting, General Ledger, Financial Modeling, Banking, Quantitative Analytics, Microsoft Word, Asset Allocation, Strategic Financial..., Strategic Planning, Financial Forecasting, Business Intelligence, Cost Accounting, Cash Flow Forecasting, Outlook, Economics, SAP, PeopleSoft, Financial Statements, Sarbanes-Oxley Act, Management, Analysis
Education
University of North Texas 2007 — 2011
Bachelors of Science, Economics
DANIEL ESCAMILLA's Fidelity Investments Experience May 2008 - August 2012
Job Finance
Industry Financial Services
Experience
Fidelity Investments May 2008 - August 2012
FAA August 2005 - May 2007
Skills
Analytical problem..., Maintaining Strong..., Identifying Trends, Close Attention to..., Budget Forecasts, Strategic Planning, Self-motivated Team..., Economics, Financial Markets, Financial Services, Adapt Quickly to Change, Financial Calculations, Microsoft Excel
Education
University of North Texas 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments May 2008 - August 2012
FAA August 2005 - May 2007
Skills
Analytical problem..., Maintaining Strong..., Identifying Trends, Close Attention to..., Budget Forecasts, Strategic Planning, Self-motivated Team..., Economics, Financial Markets, Financial Services, Adapt Quickly to Change, Financial Calculations, Microsoft Excel
Education
University of North Texas 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
John Tyrrell's Fidelity Investments Experience April 1997 - Present
Job Sr. Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1997 - Present
Education
University of North Texas 1994 — 1995
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fidelity Investments April 1997 - Present
Education
University of North Texas 1994 — 1995
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Daric Stegall's Fidelity Investments Experience April 1998 - October 2009
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Christa Conroy's Fidelity Investments Experience March 2014 - Present
Job Money Movement Control Accociate at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2014 - Present
Skills
Marketing Communications, Customer Service, Community Outreach, Project Management, Promotions, Strategic Planning, Marketing Strategy, Social Media, Private Pilot, Event Planning, Public Relations
Education
University of North Texas 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Fidelity Investments March 2014 - Present
Skills
Marketing Communications, Customer Service, Community Outreach, Project Management, Promotions, Strategic Planning, Marketing Strategy, Social Media, Private Pilot, Event Planning, Public Relations
Education
University of North Texas 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Daryl Bien's Fidelity Investments Experience July 2013 - Present
Job Associate Mainframe Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Skills
COBOL, DB2, JCL, SQL
Education
University of North Texas 2008 — 2013
Bachelor of Science (BS), Business Computer Information Systems
Fidelity Investments July 2013 - Present
Skills
COBOL, DB2, JCL, SQL
Education
University of North Texas 2008 — 2013
Bachelor of Science (BS), Business Computer Information Systems
Kenneth Fullenkamp's Fidelity Investments Experience November 2011 - Present
Job Wire Risk Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments November 2012 - February 2013
Fidelity Investments May 2011 - October 2011
Fidelity Investments July 2004 - January 2009
Skills
Investments, Brokerage, Risk Management, Management, Project Management, Analysis, Marketing Communications, Oral & Written..., Team Leadership, Customer Service, Financial Analysis
Education
University of North Texas 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments November 2011 - Present
Fidelity Investments November 2012 - February 2013
Fidelity Investments May 2011 - October 2011
Fidelity Investments July 2004 - January 2009
Skills
Investments, Brokerage, Risk Management, Management, Project Management, Analysis, Marketing Communications, Oral & Written..., Team Leadership, Customer Service, Financial Analysis
Education
University of North Texas 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Jeremy Bitner's Fidelity Investments Experience March 2014 - Present
Job Contracts Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Zale July 2013 - March 2014
JPMorgan Chase July 2012 - July 2013
JPMorgan Chase January 2010 - July 2012
Schneider National April 2008 - December 2009
Skills
Third Party Vendor..., Microsoft Excel, Written & Oral..., Project Management, Microsoft Office, Transportation..., Transportation Safety, Logistics Management, Account Management, Process Improvement, Performance Reporting, Call Centers, Logistics, Management, Customer Service
Education
University of North Texas 2012 — 2015
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 2002 — 2007
Bachelor of Arts (B.A.), Psychology
Fidelity Investments March 2014 - Present
Zale July 2013 - March 2014
JPMorgan Chase July 2012 - July 2013
JPMorgan Chase January 2010 - July 2012
Schneider National April 2008 - December 2009
Skills
Third Party Vendor..., Microsoft Excel, Written & Oral..., Project Management, Microsoft Office, Transportation..., Transportation Safety, Logistics Management, Account Management, Process Improvement, Performance Reporting, Call Centers, Logistics, Management, Customer Service
Education
University of North Texas 2012 — 2015
Master of Business Administration (M.B.A.), Strategic Management
University of North Texas 2002 — 2007
Bachelor of Arts (B.A.), Psychology
Jane Priebe's Fidelity Investments Experience September 2013 - September 2014
Job Accountant at South Point Hotel Casino Spa
Industry Financial Services
Experience
South Point Hotel Casino Spa June 2015 - Present
Fidelity Investments September 2013 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Sales, Office Administration, Transaction Processing, Finance, Financial Services, Teamwork, Team Building, Communication
Education
University of North Texas 2008 — 2013
Bachelor of Arts (B.A.) International Business and Economics, International Business and Economics
South Point Hotel Casino Spa June 2015 - Present
Fidelity Investments September 2013 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Sales, Office Administration, Transaction Processing, Finance, Financial Services, Teamwork, Team Building, Communication
Education
University of North Texas 2008 — 2013
Bachelor of Arts (B.A.) International Business and Economics, International Business and Economics
Gina Hollingsworth's Fidelity Investments Experience October 2014 - March 2015
Job Flight Attendant at American Airlines
Industry
Experience
American Airlines May 2015 - Present
Fidelity Investments October 2014 - March 2015
BJ's Restaurants, Inc. January 2010 - October 2014
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Social Networking, Public Speaking
Education
University of North Texas 2013 — 2014
Bachelor of Arts (B.A.), Psychology
American Airlines May 2015 - Present
Fidelity Investments October 2014 - March 2015
BJ's Restaurants, Inc. January 2010 - October 2014
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Social Media, Social Networking, Public Speaking
Education
University of North Texas 2013 — 2014
Bachelor of Arts (B.A.), Psychology
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank