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
Kunzler Law Group, PC June 2012 - Present
University Venture Fund August 2011 - January 2013
SkyWest Airlines April 2011 - August 2011
Vivint April 2007 - September 2010
Utah Business Magazine May 2008 - April 2009
Fidelity Investments September 2007 - May 2008
Skills
Venture Capital, Due Diligence, Finance, Investments, Corporate Law, Licensing, New Business Development, Sales, Entrepreneurship, Intellectual Property, Start-ups, Private Equity, Corporate Governance, Legal Research, Legal Writing
Education
University of Utah S.J. Quinney College of Law 2010 — 2013
JD, Law
Brigham Young University 2004 — 2007
BS, Exercise Science
Dixie State University 2000 — 2004
AS, Science
Nextremity Solutions, Inc. September 2014 - Present
Sorensen Medical Distributing September 2014 - Present
Tornier September 2012 - June 2013
Tornier July 2007 - September 2012
Nexa Orthopedics August 2006 - July 2007
Sorensen Medical Distribution May 2003 - August 2006
Fidelity Investments December 2000 - April 2003
Skills
Orthopedic, Surgeons, Selling, Sales, Ankle, Management, Training, Medical Devices, Operating Room, Product Launch, Disposables, Surgical Instruments, Sales Management, Cold Calling, Sales Operations, Account Management, Trade Shows, Orthopedics
Education
Brigham Young University 1994 — 1998
Bachelor of Science, Psychology
Fidelity Investments July 2015 - Present
Hilltop National Bank February 2008 - October 2014
First Interstate Bank July 1999 - February 2008
WY Dept. of Commerce November 1994 - July 1998
United States Air Force December 1988 - November 1994
Skills
Portfolio Management, Wealth Management, Investments, Business Development, Management, Financial Planning, Insurance, Team Building, Customer Service, Financial Services, Finance, Leadership, Public Speaking, Mutual Funds
Education
University of Phoenix-Utah Campus 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General, 3.54
Brigham Young University 1980 — 1988
Bachelor of Science (BS), Family Financial Planning & Counseling
Proofpoint August 2015 - Present
Vasohealthcare - GE Diagnostic Imaging April 2014 - May 2015
ZipIt! July 2013 - April 2014
Covidien April 2010 - July 2013
Baxter International Inc. July 2009 - April 2010
Covidien June 2006 - July 2009
Janssen Pharmaceutica February 2003 - July 2006
Fidelity Investments 1998 - 2003
Skills
Sales Operations, Surgical Instruments, Selling, Sales, Capital Equipment, Urology, Cardiology, Pharmaceutical Sales, Hospitals, Surgeons, Cold Calling, Sales Management, Vascular, Surgery, OB/GYN, Medical Devices, Sales Effectiveness, Disposables, Healthcare, Market Development, Managed Care, Selling Skills, Product Launch, Interventional Radiology, Interventional..., Medical Sales, Digital Imaging
Education
Brigham Young University 2000 — 2002
MBA, Marketing, International Studies, Business Ethics
University of Utah 1994 — 1997
BS, Psychology
Tingey Advisors July 2013 - May 2014
Grandeur Peak Global Advisors 2013 - 2013
Fidelity Investments May 1993 - January 2002
Skills
Series 65 designation
Education
Brigham Young University 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah - David Eccles School of Business 1989 — 1993
Bachelor's Degree, Finance, General
TD Ameritrade March 2015 - Present
E*TRADE Financial Corporation March 2013 - March 2015
Fidelity Investments January 2012 - March 2013
QBE the Americas 2008 - 2012
Farmers Insurance Group / Foremost Specialty Insurance 2007 - 2008
Bank of America 2006 - 2007
Automobile Club of Southern California 2002 - 2006
Farmers Insurance 1997 - 2002
Skills
Investment Adviser..., Investment Strategies, General Insurance, Commercial Insurance, Claims Management, Series 65, Hold Series 7, Series 63
Education
Brigham Young University
MBA, Business Administration, Management and Operations
California State University
B.S., Finance
Lucid Software Inc. July 2013 - Present
Microsoft May 2013 - July 2013
Brigham Young University January 2013 - April 2013
Brigham Young University January 2012 - November 2012
Fidelity Investments May 2012 - August 2012
Skills
Data Analysis, Python, Agile Methodologies, Software Documentation, Java, C++, Linux, Software Development, Windows, Visual Studio, Microsoft Office, Programming, Git
Education
Brigham Young University 2011 — 2014
Bachelor's degree, Computer Science
Jordan School District 2005 - Present
Fidelity Investments 1995 - 2002
Paychex 1992 - 1994
Skills
Qualified Teacher, Food Service, Food Safety, Food, Financial Services, Sewing, Lesson Planning, Classroom Management, Restaurant Management, Curriculum Development
Education
Brigham Young University 1974 — 1979
Bachelor of Science (BS), Home Economics Education
James Monroe High School 1971 — 1974
Graduate, College Prep
TD Ameritrade March 2014 - Present
Fidelity Investments June 2010 - March 2014
Fidelity Investments February 2008 - June 2010
Fidelity Investments June 2007 - February 2008
Skills
Sales, Series 7, Investments, Retirement Planning, Series 63, Microsoft Office, Customer Service, Portfolio Management, Leadership, Finance
Education
Brigham Young University
Bachelor of Applied Science (BASc), Economics
Fidelity Investments August 2014 - Present
Tanner Capital Management - Raymond James June 2013 - July 2014
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance, General
Fidelity Investments February 2013 - Present
Skills
Basketball Coaching, Motivational Speaking, Finance, Investments, Religion, Softball, Basketball, Spanish, Eagle Scout, Public Speaking, Management, Leadership, Inspiring People
Education
Brigham Young University 2014 — 2016
Master of Public Administration (MPA)
University of Utah 2011 — 2013
Bachelor of Science (BS), Economics
Fidelity Investments June 2014 - Present
Core-Mark International July 2011 - Present
Education
Brigham Young University 2011 — 2015
Bachelor's degree, English, Senior
Schramm Financial April 2015 - Present
Fidelity Investments October 2011 - April 2015
TD Ameritrade November 2010 - November 2011
Merrill Lynch November 2009 - November 2010
Heritage Financial Group Inc. April 2009 - November 2009
Education
Brigham Young University 2002 — 2008
Business Management, Financial Services
Brigham Young University 2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hart High School
Hart High School
DigiCert, Inc. January 2007 - Present
Fidelity Investments 2006 - 2006
Skills
Mac OS, TLS Certificates, SSL Certificates, Java, C++, C#, Objective-C, HTML, CSS, Linux, SQL, PHP, XML, MySQL, Security, JavaScript, Software Development, Swift (programming...
Education
Utah Valley University 2013 — 2020
Computer Science, Computer Software Engineering
Brigham Young University 2004 — 2007
Bachelor of Science, Computer Science, Mathematics, Portugese
Fidelity Investments January 2015 - Present
PIMCO September 2013 - January 2015
Nuveen Investments September 2011 - September 2013
Hartford Investment Management September 2007 - September 2011
Law Offices of Paul A. Lange, LLC May 2007 - September 2007
Law Offices of Louis Kiefer December 2006 - May 2007
Connecticut Attorney General's Office May 2006 - August 2006
Brigham Young University 2002 - 2005
Skills
Legal Research, Legal Writing, Investments, Securities, Bloomberg, Equities, Compliance, Compliance Testing, Insider Trading, Regulatory Filings, Code of Ethics, Email Surveillance, Policy Review, Alternative Investments, Mutual Funds, Investment Company Act..., Investment Advisers Act..., Securities Act of 1933, Rule 206(4)-7, Rule 38a-1
Education
The University of Connecticut School of Law 2005 — 2008
J.D., Law
Brigham Young University 2002 — 2005
BA, Political Science
Fidelity Investments June 2015 - Present
Vanguard August 2014 - May 2015
Brigham Young University June 2009 - August 2014
Missionary Training Center July 2008 - June 2009
Missionary Training Center August 2007 - July 2008
Missionary Training Center December 2005 - August 2007
Education
Brigham Young University
Bachelor of Science (BS), Economics
TIAA-CREF October 2014 - Present
University of Utah 2011 - Present
Transamerica December 2009 - July 2014
Fidelity Investments January 2001 - December 2009
Skills
Certified Financial...
Education
Westminster College 2001 — 2006
Master of Business Administration (M.B.A.)
BYU 1996 — 1999
Bachelor's degree
THS
Fidelity Investments June 2012 - Present
Confidential (Consortium of Firms) October 2011 - June 2012
Skyhigh Siding & Roofing, Inc. July 2008 - July 2011
Florida Power & Light Company July 2007 - July 2008
US Small Business Administration September 2006 - December 2006
Skills
Contract Negotiation, Procurement, Compliance, Insurance, Contract Writing, Contract Management, Contracts Review, Litigation Management, Document Drafting, Legal Writing, Vendor Contracts
Education
Oklahoma City University School of Law 2003 — 2006
Juris Doctor
Brigham Young University 1996 — 2003
BA, Linguistics
Fidelity Investments August 2014 - Present
Fidelity Charitable February 2011 - August 2014
Fidelity Investments January 2007 - February 2011
Fidelity Investments January 2005 - December 2006
Fidelity Investments September 2003 - December 2004
Fidelity Investments January 1999 - September 2003
Fidelity Investments June 1993 - January 1999
Skills
Series 7, Series 66
Education
Seattle University 1997 — 1999
Master's degree, Finance, General
Brigham Young University 1989 — 1993
Bachelor of Arts (BA), Economics
Fidelity Investments August 2014 - Present
Fidelity Investments January 2014 - August 2014
KLAS July 2013 - December 2013
Skills
Series 7, Series 63, Public Speaking, Economics, Financial Services, Boy Scouts, Mountaineering, Hiking, Camping
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (B.A.), Economics
Wayne High School 2004 — 2007
High School Diploma
Fidelity Investments January 2014 - Present
Fidelity Investments October 2012 - January 2014
Fidelity Investments August 2011 - October 2012
Wells Fargo Bank April 2009 - August 2011
Wells Fargo Bank April 2007 - April 2009
Wells Fargo Bank April 2005 - April 2007
Education
Brigham Young University 2004 — 2009
BS in Behavioral Science, Minor Business Management
Fidelity Investments June 2012 - October 2012
Brigham Young University August 2008 - December 2011
Platinum Protection April 2010 - September 2010
Sprint August 2009 - April 2010
Education
Brigham Young University 2008 — 2011
B.A, Communications
Fidelity Investments January 2015 - Present
Utah Community Credit Union July 2013 - January 2015
Utah Community Credit Union June 2013 - January 2015
Utah Community Credit Union January 2012 - July 2013
Utah Community Credit Union May 2011 - January 2012
Utah Community Credit Union September 2010 - May 2011
Heartstring Designs September 2008 - September 2010
KeyBank December 2006 - November 2008
Carroll and Company (now Chrysalis) September 2006 - December 2006
Missionary Training Center 1999 - 2006
Skills
Customer Service, Excel, PowerPoint, Microsoft Office, Budgeting, Microsoft Excel, Accounting, Finance, Management, Retail, Social Media, Time Management, Leadership, Banking, Entrepreneurship, Budgets, Financial Analysis
Education
Brigham Young University 2005 — 2010
B.A, History
Orem High School 2000 — 2003
High school diploma
Pariveda Solutions 2015 - 2015
University of South Carolina November 2013 - December 2014
BlueCross BlueShield of South Carolina May 2014 - August 2014
Costa Farms May 2013 - October 2013
Wells Fargo July 2012 - November 2012
Fidelity Investments May 2011 - June 2012
Brigham Young University September 2010 - December 2010
BoomStartup May 2010 - August 2010
Brigham Young University August 2008 - February 2010
Skills
Innovation Consulting, Triathlon, Idea Incubation, Lean Startup, PHP, Spaced Repetition..., Learning Technologies, MySQL, Hill Running, USMLE Step 1 Prep, Backbone.js, JavaScript, Python, Racquetball, Web Development, HTML5, Microsoft Excel, Mobile Applications, PhoneGap, Android, AngularJS, Node.js, MongoDB
Education
University of South Carolina-Columbia 2013 — 2014
Master's degree, Health Information Technology, 4.0
Brigham Young University 2008 — 2012
Marriott School of Management, B.S Accounting, Entrepreneurship emphasis
Inglemoor High School 2002 — 2005
Kenmore, WA
Fidelity Investments April 1996 - Present
Execusoft, Inc. December 1995 - April 1996
Valtek, Inc (a division of Flowserve) July 1993 - November 1995
Valtek, Inc (a division of Flowserve) January 1991 - July 1993
Skills
C#, Troubleshooting, User Interface Design, Business Analysis, Java Enterprise Edition, Java, Flex, XML, Maven, Ant, Agile Methodologies, C++, ClearCase, Oracle, Programming, Visual Basic
Education
Brigham Young University 1990 — 1994
BS, Computer Science
Fidelity Investments March 2001 - Present
Scotiabank 1995 - 2000
Skills
Margin, Customer Service, Series 7, Trading, Series 63, Investments, Training Facilitation, Training Manuals, Escalation Resolution, Equity Trading, Mutual Funds, Option Trading, Options, Securities, ETFs, FINRA, Business Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Project Management, Risk Management
Education
The University of Texas at Arlington 2013 — 2016
Candidate for Masters of Accounting, Accounting
University of Utah - David Eccles School of Business 1992 — 1995
Bachelor of Science (BS), Economics
Brigham Young University
Fidelity Investments December 2012 - Present
TD Ameritrade 2003 - 2012
Goldman, Sachs & Co June 2000 - November 2001
Fidelity Investments November 1992 - June 2000
Education
Brigham Young University 1988 — 1991
Bachelor of Science, Finance-Business Management
Fidelity Investments September 2015 - Present
Fidelity Investments September 2004 - September 2015
ADP June 1996 - September 2004
Better Business Bureau May 1993 - August 1996
Skills
Web Content Management, Web Content, Web Services, Strategic Communications, Project Management, Program Implementation, Employee Benefits, Web Applications, Solution Implementation
Education
Brigham Young University 1988 — 1993
BA, Public Relations
Utah Valley University 1986 — 1988
AS, Humanities
True Science October 2012 - Present
Schiff Nutrition International July 2008 - October 2012
Schiff Nutrition January 2006 - July 2008
Nutraceutical Corp. May 2001 - December 2005
Fidelity Investments July 1999 - September 2000
Skills
Advertising, Consumer Promotion, New Product Development, Market Research, Private Label, Trade Promotions, Marketing Strategy, Consumer Products, Competitive Analysis, Cross-functional Team..., Customer Insight, Strategic Planning, Marketing, Forecasting, Sales Management, Social Media Marketing, Product Development, Management, P&L Management
Education
Brigham Young University 2000 — 2002
MBA, Marketing
Utah State University 1992 — 1998
BS, Business, Psychology
Fidelity Investments September 2008 - Present
Fidelity Investments October 2006 - September 2008
Fidelity Investments November 1999 - October 2006
Fidelity Investments April 1999 - November 1999
Fidelity Investments May 1998 - June 1999
Fidelity Investments January 1997 - May 1998
Fidelity Investments August 1995 - January 1997
Fidelity Investments October 1993 - August 1995
Fidelity Investments May 1993 - October 1993
Fidelity Investments January 1991 - May 1993
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Finance, Investments, Customer Service, Securities, Fixed Income, Team Building
Education
Brigham Young University 1979 — 1983
Bachelors of Science, Fashion Merchandising
Timpview High School 1977 — 1979
Graduate, General
USAA July 2011 - Present
TIAA-CREF October 2010 - July 2011
Fidelity Investments December 2007 - April 2009
Angie's July 2007 - December 2007
College Partnership March 2003 - July 2007
Sento October 2004 - January 2007
LDS Philanthropies BYU January 2002 - August 2004
The Gallup Organization May 2000 - August 2003
Skills
Insurance, Portfolio Management, Fundraising, Customer Relations, Blogging, Risk Management, Equities, Investments
Education
Brigham Young University 2001 — 2004
Psychology
Brigham Young University, class of 2004 2001 — 2004
Bachelor of Science, Psychology
Transamerica April 2014 - Present
Color in Motion 5k March 2013 - July 2014
ADP January 2013 - April 2014
University of Dallas August 2011 - January 2013
Fidelity Investments June 2006 - January 2013
Fidelity Investments September 2002 - June 2006
Fidelity Investments April 2000 - September 2002
Skills
Investments, Leadership, Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...
Education
Professional Certification
Certified Employee Benefits Specialist (CEBS), Employee Benefits
The University of Dallas 2008 — 2011
MBA, Financial Services
Brigham Young University 1996 — 2000
Bachlors of Science, Psychology
Wells Fargo Advisors May 2014 - Present
Fidelity Investments November 2005 - May 2014
Fidelity Investments November 2005 - May 2014
Magellan Behavioral Health September 1997 - August 2005
Skills
Hold Series 7, 6, 63..., Investments, Portfolio Management, Financial Modeling, Financial Services, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Valuation, Strategic Financial..., Private Equity, Corporate Finance, Finance, Relationship Management, Trading
Education
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.)
Brigham Young University 1989 — 1993
Bachelor's Degree, Psychology
Fidelity Investments August 2011 - Present
Lehigh Hanson 2008 - October 2011
Fidelity Investments August 2007 - July 2008
Powerwave April 2005 - August 2007
Fleetwood Enterprises, Inc. March 2002 - April 2005
Independent September 2001 - March 2002
Aqueduct (Now Digital River) May 2000 - September 2001
Arthur Andersen Business Consulting July 1996 - April 2000
Skills
ERP, Oracle Applications, Business Process, Oracle E-Business Suite, Business Analysis, Oracle, Requirements Gathering, Data Conversion, Process Engineering, Program Management, Software Documentation, Testing, Project Planning, Analysis, Troubleshooting, Data Warehousing, Systems Analysis, Business Process..., Process Improvement, SDLC, Project Management, Quality Assurance, Data Migration, Databases, Integration, Visio, System Administration, Oracle HR, Business Intelligence, Management, Requirements Analysis, Oracle Financials, Project Implementation
Education
Brigham Young University 1989 — 1996
B.S., Accounting
Brigham Young University 1989 — 1996
Masters of Accountancy, Information Systems
University of Utah March 2014 - Present
State of Michigan Department of Technology, Management and Budget January 2011 - March 2014
State of Utah 2006 - 2010
Utah Department of Workforce Services 2001 - 2005
ProWEDGE Golf Company July 1996 - September 1999
Fidelity Investments November 1993 - September 1996
Skills
Program Management, Policy Analysis, Nonprofits, Analysis, Policy, Government, Public Speaking, Public Policy, Leadership, Budgets
Education
University of Utah
Master's degree, Business Administration
Brigham Young University
Bachelor of Science (B.S.), Business and Corporate Finance
Fidelity Investments June 2013 - August 2015
Brigham Young University February 2012 - April 2013
Northern Trust July 2012 - August 2012
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master of Accounting, Tax Track
Brigham Young University 2008 — 2013
Bachelor of Science (BS), Economics
Fidelity Investments Planning and Guidance Consultant Tax Exempt PlansFidelity InvestmentsJanuary 2006 - Present
Skills
Retirement Planning, Investments, Customer Service, Microsoft Office, Sales, Insurance, Employee Benefits, Relationship Management
Education
Brigham Young University 1993 — 1997
Bachelor's degree, Construction Management
Fidelity Investments September 2011 - Present
Mass Mutual April 2011 - August 2011
WhiteCanyon Software November 2009 - April 2011
Direct Point February 2009 - August 2009
FTI Consulting July 2008 - November 2008
Game Stop Corporate May 2007 - August 2007
Skills
Forecasting, Financial Analysis, Financial Modeling, Valuation, Bloomberg Terminal, Corporate Finance, Bloomberg, Microsoft Excel, Accounting, Economics, Access, PowerPoint, Auditing, Analysis, Customer Service, Competitive Analysis, Mergers & Acquisitions, Finance, Data Analysis
Education
Brigham Young University 2006 — 2011
Finance, Business Administration
Fidelity Investments March 2015 - Present
Fidelity Investments October 2014 - February 2015
Fidelity Investments June 2014 - October 2014
Mountain America Credit Union February 2014 - June 2014
Blank Family August 2013 - December 2013
Early Head Start May 2012 - August 2013
Brigham Young University August 2009 - December 2012
Brigham Young University April 2012 - August 2012
Early Head Start March 2012 - May 2012
Skills
Teaching, Program Evaluation, Research, Public Health, Public Speaking, Health Promotion, Microsoft Excel, Microsoft Office, Grant Writing, Health Program Planning
Education
Brigham Young University 2009 — 2013
Bachelor of Science (B.S.), Public Health-Epidemiology
Davis Applied Technology College 2009 — 2009
Certified Nursing Assistant
Fidelity Investments November 2013 - Present
MassMutual Financial Group January 2013 - November 2013
New York Life January 2009 - December 2012
New York Life July 2003 - January 2009
Skills
Insurance, Long Term Care, Annuities, Retirement Planning, Retirement, Long-term Care, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, Customer Service, 401k, Estate Planning, IRAs, Mutual Funds, Financial Planners, Buy-sell Agreements, Recruiting, Term Life Insurance, Wealth Accumulation, Small Business, Series 7, 401k Rollovers, Long Term Care Insurance, Series 6, Employee Benefits, Health Insurance, Financial Services, Finance, Mortgage Lending, Whole Life, Series 63, Securities, Underwriting, Investments, Variable Annuities, Loans, Wealth, Financial Advisory, Risk Management, Asset Allocation, Workers Compensation, Investment Strategies, Credit, Retirement Plan..., Qualified Retirement...
Education
Brigham Young University 1991 — 1997
Bachelor of Science, Pre-Physical Therapy Studies
Tryazon July 2015 - Present
American Conservation Experience June 2015 - Present
Maica LLC August 2013 - Present
BC Flanary Enterprises June 2014 - December 2014
The Church of Jesus Christ of Latter-day Saints - Global Service Center August 2013 - June 2014
Fidelity Investments January 2012 - August 2013
Rapid Penetration of Markets, LLC September 2011 - December 2011
Xyngular Corporation January 2011 - December 2011
"BYU Economics Department" January 2010 - June 2010
Utah High School Athletics Association August 2009 - May 2010
Skills
Objective-C, Research, iOS Development, Customer Service, Leadership, Spanish, Foreign Languages, Latin America, Team Leadership, Management, Geography, History, Teaching, Spatial Analysis, Portuguese, Public Speaking, Public Relations, Microsoft Office, Analysis, International Relations, Teamwork, Social Networking, Data Analysis, Tutoring, Financial Markets, Blogging, Coaching, Social Media, Advertising, Data Entry, Resume Writing, Reading, Swift, Political Science, Diplomacy, Foreign Policy, GIS, Budgets, Financial Analysis, Strategic Planning, Team Building, HTML, Writing, Mentoring, Problem Solving, Administration, Microsoft Excel, PowerPoint, Microsoft Word
Education
Saint Mary's University of Minnesota 2015 — 2017
Master’s Degree, International Development
DevMountain 2015 — 2015
Bootcamp, iOS Development
Brigham Young University 2006 — 2011
BS, Management: Finance, International Relations, Latin American Studies
Lone Peak High School 1999 — 2003
3.97
Centaurus Financial, Inc.® September 2015 - Present
Strategic Advisors, Fidelity Investments September 2014 - Present
Fidelity Investments May 2014 - September 2014
Euro Pacific Bank, Ltd April 2013 - April 2014
Prestige Financial, Larry H. Miller Group of Companies May 2012 - February 2013
Wood Floors Inc. April 2011 - April 2012
Quartzdyne Inc September 2008 - April 2009
Skills
Bitcoin, Corporate Finance, Financial Economics, Business Economics, Business Strategy, Entrepreneurship, Financial Analysis, Economics, Sales, Public Speaking, Risk Management
Education
Brigham Young University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics
Fidelity Investments August 2015 - Present
Diversified Radiology August 2012 - July 2015
Royal Crest Dairy December 2011 - August 2012
Skills
Sales, Leadership
Education
Brigham Young University
Fidelity Investments 2014 - Present
Brigham Young University 2012 - 2014
Wasatch Advisors 2011 - 2013
Cherry Hills Country Club 2006 - 2008
Skills
Chinese, Bloomberg, Microsoft Excel, Equity Research, Financial Modeling, Social Networking, Information Extraction, Chinese politics, Financial Analysis, Political Campaigns, Investments, Equity Valuation, Valuation, Mandarin, Equities, Economics, Business Valuation, Public Speaking, Research, Finance, PowerPoint, Data Analysis
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Accounting and Finance
Beijing Institute of International Relations 2012 — 2012
Fidelity Investments June 2014 - Present
BYU Catering September 2012 - September 2013
Northwestern Mutual May 2013 - August 2013
Brigham Young University May 2012 - July 2012
Skills
HAZCOM, Life & Health Insurance..., PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
BYU 2009 — 2013
Adobe October 2014 - Present
Fidelity Investments June 2014 - October 2014
Skills
Series 7, Series 63, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Research, Social Media, Public Speaking, English
Education
Brigham Young University 2010 — 2014
BS, Finance
Raymond James Financial Service, Inc., Member FINRA/SIPC January 2011 - Present
JPMorgan Chase April 2009 - December 2010
Fidelity Investments 2000 - 2003
Skills
Portfolio Management, Holistic Financial..., Income Replacement..., Estate Planning, Life Insurance, Disability Insurance, Retirement Planning, Saving for Education, Personal Tax Planning, Annuities, CD Investing, Bond Investing, Strategic Financial..., Mutual Funds, Investments, Finance, Financial Services, Financial Planners, Bonds
Education
Brigham Young University 1986 — 1991
Bachelor's Degree, International Business Finance with a Minor in Managerial Economics
Brigham Young University - Hawaii 1983 — 1984
International Business
Charles Schwab July 2012 - Present
Fidelity Investments August 2011 - June 2012
Fidelity Investments August 2006 - July 2011
Skills
Series 7, Series 63, Securities, Investments, Trading, Sales Management
Education
Westminster College 2008 — 2011
MBA, Financial Planning
Brigham Young University 1988 — 1990
B.S., International Finance
University of Utah 1984 — 1988
Business Management
Fidelity Investments March 2015 - Present
E*TRADE Financial Corporation February 2014 - March 2015
Excel-arate November 2013 - April 2014
Macy's 2013 - February 2014
Macy's - Logistics and Operations 2012 - 2013
Avercast LLC 2012 - 2012
American Income Life 2011 - 2012
BYU-Idaho 2011 - 2011
Select Staffing 2010 - 2011
The Church of Jesus Christ of Latter Day Saints 2008 - 2010
Education
Brigham Young University - Idaho 2010 — 2013
BS, Business Finance, 3.65
Brigham Young University 2010 — 2011
Accounting
Inglemoor High School 2003 — 2007
High School Diploma, General
Fidelity Investments July 2011 - Present
Soveriegn Bank/ISBAN - Grupo Santander April 2011 - July 2011
Fidelity Investments June 2003 - October 2010
Fidelity Investments June 2001 - October 2010
Fidelity Investments June 2001 - October 2010
Fidelity Investments June 2001 - October 2010
Media One/AT&T May 2000 - June 2001
Fidelity Investments May 2000 - June 2001
Media One/AT&T May 2000 - June 2001
Fidelity Investments January 1992 - May 2000
Skills
Strategic Leadership, Business Integration, Call Center, Leadership, Financial Services, Projects, Metrics, Visio, Business Analysis, SQL, Software Project..., SDLC
Education
Norwich University 2005 — 2007
Masters, Business Administration
Brigham Young University 1984 — 1990
BS, Finance-Emphasis in Computers/Accounting
H&R Block July 2012 - May 2015
Sprint November 2000 - July 2012
Financial Fusion (a Sybase Company) April 1998 - October 2000
Whitney Creations Inc March 1995 - June 2000
Financial Fusion 1998 - 2000
Fidelity Investments September 1994 - September 1996
Skills
User Experience, Telecommunications, Design Strategy, Mobile Devices, Information Architecture, User Interface Design, Mobile Applications, Product Management, Product Development, Mobile, User Interface, User Experience Design, Interaction Design, Usability, Scrum, HTML 5, Creative Direction, Strategy, Usability Testing, User-centered Design, User Research, Task Analysis, Usability Engineering, Web Applications, Wireframes, Heuristic Evaluation, Wire Framing, Mobile Design, Human Computer..., Experience Design, Persona, Information Design, Business Process..., Contextual Inquiry, Front-end, OmniGraffle, User Scenarios, Card Sorting, HTML5
Education
Brigham Young University 1992 — 1997
Pre-Medicine/Psychology, Medicine, Psychology, Design
The Church of Jesus Christ of Latter-day Saints August 2011 - Present
LDS Business College January 2015 - Present
BodyGuardz September 2008 - July 2011
Fidelity Investments February 2007 - September 2008
Stephen Hales Creative September 2005 - November 2006
Skills
Omniture, Leadership, Online Marketing, Social Media, SEO, SEM, Social Media Marketing, Online Advertising, Google Analytics, Email Marketing, Web Analytics, Marketing, Social Networking, Marketing Strategy, Strategic Planning
Education
University of Utah - David Eccles School of Business 2008 — 2010
MBA, Marketing
Brigham Young University 2002 — 2005
Bachelors, Advertising
Pacific Crest Planning April 2010 - Present
Waddell & Reed October 2008 - April 2010
Fidelity Investments March 2006 - September 2008
Skills
Estate Planning, Retirement Income..., Investment Planning, Tax Planning, Pension and Social..., Insurance Planning, 401(k) Business..., Long-Term Care and...
Education
Brigham Young University
BS Financial Services, Accounting, Investment Management, Real Estate Investment Analysis, Business Management
The American College
Certified Financial Planner™ Certification, Principals of Financial, Investment, Retirement, Income Tax, and Estate Planning
Carter Freight a Stevens Global Logistics agent August 2012 - Present
Carter Freight a Stevens Global Logistics agent 2013 - 2014
MonaVie January 2008 - April 2012
DHL Global Forwarding October 1997 - April 2007
Exel Logistics 1997 - 2006
Exel Global Logistics 1997 - 2005
First Security Banks 1993 - 1997
Fidelity Investments 1993 - 1995
Skills
Contract Negotiation, Contract Management, International Work, Vendor Relationships, Vendor Management Skills, Vendor Management..., Set up Intl'l...
Education
Brigham Young University 1987 — 1992
BA, Asian Studies
Certiport - A Pearson VUE Business March 2015 - Present
LDS Employment Resource Services January 2015 - February 2015
Bluehost.com April 2014 - August 2014
Fidelity Investments June 2011 - December 2012
Lumension Security December 2007 - January 2011
Novell Inc May 1994 - November 2007
Compaq January 1991 - April 1994
Skills
Linux, Scrum, Agile Methodologies, Java, Enterprise Software, Project Management, XML, Cloud Computing, Software Engineering, Testing, C++, Software Development, HTML, Windows, Agile Project Management, Software Project..., Software Design, Web Applications, Software Documentation, Web Services, Software Quality...
Education
Brigham Young University 1987 — 1990
BS, Electrical and Computer Engineering
Utah Valley University 1985 — 1987
General Education
Brigham Young University 1984 — 1985
BS, Electrical and Computer Engineering
South Salt Lake City January 2010 - Present
Prince, Perelson & Associates October 2001 - Present
Morgan Stanley November 2003 - September 2005
Fidelity Investments July 2000 - August 2001
Skills
Event Planning, Microsoft Office, Microsoft Excel, Management, Customer Service, Project Management, Non-profits, Public Speaking, Social Media, PowerPoint, Proposal Writing, Accounting
Education
Brigham Young University 1994 — 2000
B.A., English
Fidelity Investments August 2010 - February 2014
Karras Company May 2007 - July 2010
Fidelity Investments 1993 - 2007
Skills
Mutual Funds, Series 7, Series 63, Series 8
Education
Brigham Young University 1998 — 2000
MBA, Business
Weber State University 1992 — 1996
Bachelor of Science, Economics
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investements 2008 - January 2013
Fidelity Investments September 2005 - June 2008
Education
Brigham Young University 1987 — 1991
Charles Schwab February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Business Consulting, Fidelity Investments March 2012 - March 2014
Wilmington Trust June 2011 - March 2012
T. Rowe Price June 2010 - September 2010
Fidelity Investments September 2007 - August 2009
Fidelity Investments May 2006 - September 2007
New Day Financial May 2005 - May 2006
Skills
Cross-functional Team..., Leadership, Financial Modeling, Competitive Analysis, Investments, Valuation, Project Management, Management Consulting, Training, Sales, Strategy, Portfolio Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics, Accounting, Strategic Management
Brigham Young University 1999 — 2005
B.S., Finance
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments June 2013 - June 2014
Charles Schwab September 2012 - June 2013
Fidelity Investments May 2011 - September 2012
Fidelity Investments May 2007 - May 2011
Fidelity Investments May 2006 - May 2007
Fidelity Investments March 2005 - May 2006
Fidelity Investments December 2003 - March 2005
Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Retirement, Series 7, Fixed Annuities, Series 63, Securities, IRAs, Term Life Insurance, Series 6, 401k Rollovers, Options, Roth IRA, Trading, Asset Allocation
Education
Brigham Young University 1995 — 2002
Molokai High & Intermediate School 1990 — 1995
Diploma
Amazon August 2015 - Present
Washington State Department of Revenue October 2010 - August 2015
Washington State Department of Revenue June 2010 - October 2010
Washington State Department of Revenue April 2007 - June 2010
Washington State Department of Financial Institutions October 2004 - April 2007
Idaho Seventh District Court May 2003 - May 2004
Fidelity Investments September 1997 - August 1999
Education
Brigham Young University - Marriott School of Management 1999 — 2002
Masters of Business Administration
Brigham Young University—J. Reuben Clark Law School 1999 — 2002
Juris Doctorate
Brigham Young University 1992 — 1997
Bachelor of Arts (B.A.)
Fidelity Investments November 2007 - February 2014
University of Utah January 2006 - November 2007
LDS Philanthropies at BYU-Idaho/BYU September 2002 - January 2006
Skills
Fundraising, Volunteer Management, Higher Education, Community Outreach, Nonprofits, Annual Giving, Program Development, Stewardship, Public Speaking, Event Planning, Alumni Relations, Grant Writing, Planned Giving
Education
Brigham Young University 1995 — 1999
Bachelor of Arts (B.A.), Public Relations/Image Management
Brigham Young University - Idaho 1993 — 1994
Associate of Arts (A.A.), German Language and Literature
Tiraco Media/Omatopia January 2010 - Present
Straumann, USA January 2004 - January 2010
Brady Corporation January 2000 - January 2004
Fidelity Investments January 1998 - January 2000
Novell January 1996 - January 1998
Skills
Capital Equipment, Operating Room, Market Development, New Business Development, Lead Generation, Account Management, Sales Management, Sales, Customer Acquisition, Sales Operations
Education
Brigham Young University 1992 — 1997
BA, American Studies
Fidelity Investments March 2003 - Present
Fidelity Investments June 1998 - March 2003
Associated Food Stores 1995 - 1998
WordPerfect Corp. 1983 - 1994
Skills
Software Installation, Troubleshooting, Storage, Servers, Virtualization, Computer Hardware, SAN, NAS, Operating Systems, NetApp, System Administration, VMware, Workstations, Cabling, Routers, HP, Storage Virtualization, Disaster Recovery, Documentation, High Availability, Problem Solving, Deployment, File Systems, Patch Management, Netbackup, RAID, Replication, Customer Service, Agile Methodologies, Oracle, Software Development
Education
Brigham Young University 1977 — 1982
Information Management, Microbiology
Fidelity Investments August 2007 - Present
Skills
Agile Methodologies, Mutual Funds, Series 63, SDLC, Series 7, Equities, Scrum, XML, Financial Services, Risk Management, Software Development
Education
Brigham Young University
Fidelity Investments August 1997 - Present
Education
University of Utah 1995 — 1997
Master of Arts (M.A.), International Relations
Brigham Young University 1986 — 1993
Bachelor of Arts (B.A.), Archeology
Fidelity Investments January 2008 - Present
Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance, General
Big Brothers Big Sisters of Utah September 2007 - Present
US Bank Institutional Trust & Custody February 1998 - Present
First Security Bank, NA January 1995 - February 1998
Fidelity Investments July 1993 - January 1995
Skills
Institutional Sales, Risk Management, Asset Managment, Financial Services, Relationship Management, Pensions, Business Development, Strategic Planning, Sales, Business Strategy, Mergers, Marketing, Financial Modeling, Valuation, Investments, Portfolio Management, Banking, Financial Analysis, Management, Retirement, 401k, Finance, Strategy, Mutual Funds, Wealth Management
Education
University of Minnesota - Carlson School of Management 2006 — 2007
Certificate, Executive Program - Leadership in Excellence
University of Virginia 1992 — 1993
M.A., Early American History
Brigham Young University 1987 — 1992
BA, History and English
Fidelity Investments July 2014 - Present
Fidelity Investments 2006 - July 2014
Fidelity Investments 2000 - 2006
Skills
Personnel Management, Software Project..., Scrum, Agile Methodologies, Agile Project Management, SDLC, Software Development, Product Management, Program Management, Project Portfolio..., Vendor Management, Process Improvement, IT Strategy, Quality Assurance, PMO, Enterprise Software, Business Intelligence, Systems Analysis, Business Analysis, Visio, SharePoint, Global Management
Education
Brigham Young University 1986 — 1991
B.S., Business Mgmt (Int'l Finance, Economics, Accounting)
Genesys Director of Quality AssuranceGenesysSeptember 2015 - Present
Fidelity Investments January 2012 - September 2015
Fidelity Investments April 2003 - December 2011
Fidelity Investments June 1996 - April 2003
CUSA Technologies April 1995 - June 1996
CUSA Technologies May 1993 - April 1995
Skills
Software Development..., Project Management, Agile Methodologies, Test Automation, SDLC, Software Quality..., Quality Center, Test Planning, User Acceptance Testing, Waterfall, Requirements Analysis, Software Project..., Quality Assurance, Java, System Testing, Scrum, HP Quality Center, Unix, Software Development, Testing, SQL, Web Services, XML, Agile Project Management, PMP
Education
Brigham Young University 2000 — 2002
MBA
Brigham Young University 1989 — 1993
Business Management, Management Information Systems
HCA February 2015 - Present
Fidelity Investments April 2012 - Present
Morgan Stanley March 2008 - March 2012
Hewlett-Packard 2006 - February 2008
Skills
Instructional Design, Project Management, Software Documentation, Instructor-led Training, Leadership Development, Technical Writing, Needs Analysis, Training, E-Learning, Employee Training, Executive Coaching, Coaching, Leadership, Call Centers, Blended Learning, Organizational..., Performance Management, Program Management, Process Improvement, Staff Development, Team Building, Technical Documentation, Training Delivery, Visio, Adult Education, Customer Service
Education
University of Utah 1991 — 1999
Master of Arts (M.A.), Comparative Literature
Brigham Young University 1983 — 1989
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Fidelity Investments November 1999 - Present
Skills
Process Improvement, Benefits Administration, Employee Benefits, 401k, Vendor Management, Business Analysis, Business Process..., Insurance, PeopleSoft, Project Management, Call Centers, Financial Services, CRM, Defined Benefit, Access, Management, Strategic Planning, Program Management, Change Management, Leadership, Customer Service, Training, Team Building
Education
Brigham Young University
Bachelor, Business Management
Fidelity Investments January 2014 - Present
Google August 2012 - August 2013
eFileCabinet June 2010 - April 2012
Qualtrics Labs October 2009 - July 2010
Summit Financial 2007 - 2008
Skills
Sales, Direct Sales, Salesforce.com, Customer Service, Microsoft Office, Lead Generation, Account Management, Marketing, Cold Calling, Sales Process, Market Research, Business Development, Solution Selling, Marketing Strategy
Education
Utah Valley University 2009 — 2011
Business Management
Brigham Young University 2007 — 2009
Fidelity Investments Assistant DirectorPetSmartJanuary 1998 - December 2003
Skills
Leadership, Public Speaking
Education
Brigham Young University 1993 — 1996
BS, Business Management
Unemployed December 2008 - April 2009
Fidelity Investments October 2007 - December 2008
Penburke Properties January 2003 - October 2007
Ryland Homes February 2003 - March 2004
Delta Air Lines August 2000 - February 2003
Dawson, Judson, Romine and Associates August 1992 - December 1999
Stanley Bostitch July 1986 - August 1992
Bostitch Textron January 1982 - June 1986
Education
Brigham Young University 1970 — 1973
BS, Business
Fidelity Investments October 2011 - Present
Etrade June 2010 - October 2011
Edward Jones August 2007 - June 2010
Sears Holdings Management Corporation January 2005 - August 2007
Education
Westminster College 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Brigham Young University 1998 — 2004
BS, Psychology, Business
Brigham Young University - Idaho 1997 — 2001
Associates, Psychology
The Grout Doctor June 2009 - February 2015
John Pappajohn Entrepreneurial Center August 2008 - May 2009
NCS Pearson May 2008 - December 2008
Fidelity Investments March 2007 - July 2007
Zoop Inc September 2003 - January 2007
Skills
Strategy, Financial Analysis, Business Planning, Team Leadership, Financial Modeling, Sales, Management, Competitive Analysis, Data Analysis, Strategic Planning, Marketing
Education
University of Iowa 2007 — 2009
MBA
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Strategic Consulting
Brigham Young University 1999 — 2002
BA, History
Emoderation Limited November 2012 - Present
First Command Financial Services March 1999 - February 2002
Fidelity Investments August 1998 - January 1999
Marriott International October 1996 - July 1998
American General February 1992 - October 1996
VITreo-REtinal Consultal Consultants of Texas 1990 - 1991
Skills
Training, Management, Customer Service, Finance, Microsoft Office, Research, Microsoft Excel, Teaching, PowerPoint, Microsoft Word, Public Speaking, Photoshop, Social Media, Social Networking, Team Building, Windows, Community Management, Facebook, English, Community Sites, Sales
Education
Western Governors University - Texas 2012 — 2014
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 1993 — 1997
Bachelor's degree, Finance, General
Brigham Young University 1989 — 1990
Trinity Valley School 1987 — 1989
High School Diploma
Marathon Oil Corporation April 2014 - Present
Fidelity Investments March 2011 - January 2013
Complete Merchant Solutions August 2010 - March 2011
Macaroni Grill Restaurant December 2006 - July 2010
Global Financial Advisors (GFA) August 2008 - April 2009
G&A Partners, LLC June 2007 - August 2007
LDS Church February 2004 - March 2006
Skills
Analysis, Investments, Budgets, Bloomberg, Financial Modeling, Corporate Finance, Finance, Banking, Financial Analysis
Education
Brigham Young University 2006 — 2009
Bachelor's Degree, Corporate Finance
DataMetrix 2009 - Present
Fidelity Investments 1998 - 2008
Skills
Process Improvement, Team Building, Account Management, Strategic Planning, Contract Negotiation, Healthcare, New Business Development, Business Analysis, Project Management, Finance, Analysis
Education
Brigham Young University 1996 — 1998
Business Management - General Studies
Idaho State University 1993 — 1993
Business - General Studies
Skyline High School
Fidelity Investments November 2007 - May 2013
MedNOW Urgent Care 2005 - 2007
Tulsa Regional Medical Center 2004 - 2007
Skills
Series 7, Series 63, Mutual Funds, IRAs
Education
Brigham Young University 1998 — 1999
Dell June 2015 - Present
Dell March 2013 - June 2015
Dell June 2011 - March 2013
Dell May 2010 - August 2010
Fidelity Investments December 2007 - June 2009
Skills
Leadership, Talent Management, Project Management, Leadership Development, Organizational Behavior, Human Resources, Personnel Management, Data Analysis, Management, Employee Relations
Education
Brigham Young University 2009 — 2011
Master of Business Administration (MBA)
Securities Industry Records Services, LLC June 2007 - Present
Zions Bancorporation July 2006 - November 2008
Morgan Stanley December 1997 - July 2006
Fidelity Investments October 1993 - November 1997
Skills
Series 7, Series 24, Risk Management, Investments, Series 63, Mutual Funds, Securities, Portfolio Management
Education
Duquesne University
Master of Arts, Psychology
Brigham Young University
Bachelor of Science, Psychology
FINRA Institute at Wharton
Fidelity Investments February 2013 - Present
US Bank November 2011 - February 2013
HELP International May 2011 - September 2011
ServiceTRAC July 2010 - May 2011
Trinity Mission Health and Rehab February 2010 - July 2010
Northridge Publishing 2008 - 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Sales Management, Social Media Marketing, Event Planning, Team Building, Sales, Outlook, Leadership, Public Speaking, Microsoft Office, Teamwork, Management, Research, Team Leadership
Education
Brigham Young University 2008 — 2010
Public Health, Health Promotion
Weber State University
Associates of Science
Nationwide Financial April 2015 - Present
Fidelity Investments February 2015 - April 2015
Farm Bureau Financial Services November 2013 - February 2015
Morgan Stanley November 2012 - November 2013
Crump Life Insurance Services August 2007 - November 2012
Fidelity Investments October 2005 - August 2007
Skills
Life Insurance, Retirement, Retirement Planning, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Investments, Series 7, Wealth Management, Mutual Funds, Estate Planning, IRAs, Wealth Accumulation, Business Planning, Asset Allocation, Universal Life, Whole Life, Variable Annuities, Personal Financial..., Retirement Savings, Retirement Solutions, Equity Indexed Annuities, Sales Leadership..., Recruiting, Long-term Care, Financial Services, Financial Planning, Sales, Series 63, Series 6
Education
College for Financial Planning
Brigham Young University
Bachelor of Arts (B.A.), History
TD Ameritrade June 2010 - Present
Fidelity Investments 2005 - 2010
Skills
Series 7, Series 63, Retirement Planning, Asset Management, 401k, Asset Allocation, FINRA, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Brigham Young University 2003 — 2005
Bachelor, Finance
Utah Valley University 2001 — 2003
Associate, Accounting
Fidelity Investments June 2014 - November 2014
Learning Through Robotics January 2014 - April 2014
Global Sourcing/International Language Playgroups/Lingua Learners July 1994 - December 2013
South Davis Recreation Center Volunteer and Orrin Hatch Election Committe September 2011 - August 2013
Netherlands Amsterdam Mission January 1992 - July 1993
Skills
Nonprofits, Leadership, Public Speaking, Strategic Planning, Entrepreneurship
Education
Brigham Young University 1988 — 1995
BA
LC Anderson High School, Austin, Texas 1984 — 1988
Horne’s Lodging Properties February 2012 - Present
Fidelity Investments March 2011 - February 2012
National Agents Alliance November 2010 - March 2011
Utah Transit Authority January 2010 - April 2010
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Strategic Financial..., Retirement, Disability Insurance, Estate Planning, Investments, Insurance, Financial Analysis, IRAs, Long Term Care Insurance, Wealth Accumulation, Series 63, Long-term Care, 401k, Series 7, Mutual Funds
Education
Brigham Young University
Brigham Young University
Bachelors of Applied Statistics
Mountain America Credit Union April 2015 - Present
Fidelity Investments June 2014 - April 2015
Mountain America Credit Union August 2006 - June 2014
Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Finance, Marketing, PowerPoint, Leadership, Microsoft Word, Strategic Planning, Team Building, Training, Financial Modeling, Team Leadership, Sales Management, Data Analysis, Project Management, Public Speaking, Access
Education
Brigham Young University 2004 — 2008
Bachelor's degree, Finance, General
STATE OF FLORIDA, CHILDREN'S LEGAL SERVICES March 2008 - Present
U.S. BANK July 2007 - August 2007
Fidelity Investments March 2006 - April 2007
AOL January 1996 - October 2005
Education
Brigham Young University
Bachelor of Science, Sociology
FCCJ
Courses, Networking/Information Technology
Long Island University
Certificate, Paralegal Studies (with
Self-employed 2010 - Present
Fidelity Investments January 1994 - February 2009
Skills
Heating & Air Service..., Team management, General Handy Man...
Education
Brigham Young University
Business Management
HCA Hope Fund September 2012 - April 2013
SP Enterprises January 1991 - February 2009
The Association for Retarded Citizens June 1990 - June 1997
Frank D'Orlando & Co. May 1988 - June 1997
Pioneer Investments July 1987 - November 1988
Fidelity Investments October 1986 - June 1987
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Micro Edge GIFTS, Raiser's Edge, Great Plains Software, Account Reconciliation, Bank Reconciliation, Journal Entries, Human Resources, Volunteer Management, Financial Reporting, Outlook, Event Management
Education
Brigham Young University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments September 2013 - Present
Fidelity Investments April 2012 - September 2013
Education
Brigham Young University 2005 — 2012
BS, Economics
Fidelity Investments June 2015 - Present
Sports Imaging Photography August 2013 - Present
Education
Brigham Young University 2012 — 2014
Bachelor's Degree
FBI 2008 - Present
United States Marine Corps 2002 - 2006
Fidelity Investments July 1999 - January 2002
Skills
Cybercrime, Cyber Defense, Cyber-security, Counterintelligence, Investigation, Top Secret, Military Logistics, GSEC, GCIA, GCIH
Education
Brigham Young University
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix
Master of Business Administration (M.B.A.)
Fidelity Investments September 2015 - Present
Fidelity Investments April 2013 - September 2015
First Choice Financial February 2007 - September 2008
Skills
Customer Service, Investments, Project Management, Leadership, Business Analysis, Financial Analysis, Recruiting, Risk Management, Strategic Planning, Microsoft Office, Microsoft Excel
Education
University of Phoenix
Bachelor of Business Administration (BBA), Finance
Brigham Young University
The University of Dallas 2015 — 2017
MBA