Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Fidelity Investments November 2014 - Present
Fort Collins Brewery August 2013 - May 2014
Citco Fund Services May 2013 - July 2013
Skills
Microsoft Word
Education
Colorado State University 2009 — 2014
BS-Business Finance, Investment Analysis-Political science
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments June 2015 - Present
Colorado State University January 2015 - May 2015
Colorado State University August 2014 - May 2015
Colorado State University August 2014 - January 2015
McNerney Management Group, Inc. May 2014 - August 2014
Education
Colorado State University 2011 — 2015
Bachelor's Degree, Economics
Grandview Highschool 2007 — 2011
Fidelity Investments June 2015 - Present
Columbia Basin College August 2011 - June 2013
Kuhn & Spicer Attorneys at Law September 2010 - September 2011
Education
Colorado State University-Pueblo 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics/Finance
Columbia Basin College 2011 — 2013
Associate's degree, Business
Fidelity Investments January 2014 - Present
Skills
Investments, Financial Analysis, Customer Service, Financial Services, Microsoft Excel, Risk Management, Microsoft Office, Leadership
Education
Colorado State University 2011 — 2013
Bachelor of Arts (B.A.), Economics
Smoky Hill High School
Fidelity Investments May 2015 - Present
EMPOWER Retirement November 2014 - May 2015
Great-West Financial September 2013 - November 2014
Jackson September 2012 - September 2013
Jackson March 2003 - August 2012
ING June 2000 - March 2003
Poudre Fire Authority January 1993 - June 2000
Education
Colorado State University 1990 — 1995
Interior Design
Southern Methodist University
General Studies
Realty Capital Securities May 2015 - Present
Realty Capital Securities August 2014 - Present
Fidelity Investments February 2014 - August 2014
Plum Creek Investment Services Inc. January 2012 - January 2014
Driftwood Builders Inc. May 2001 - January 2011
Skills
Retirement Planning, Investments, Series 7, Financial Services, Series 65, Wealth Management, IRAs, 401k, Series 63, Investment Strategies
Education
Metropolitan State College of Denver 2009 — 2011
Bachelor of Science, Finance
Colorado State University 2007 — 2008
DHCS 2001 — 2005
Fidelity Investments September 2015 - Present
Fidelity Investments November 2014 - September 2015
Gateway One Lending and Finance /TCF Bank November 2013 - July 2014
Ford Motor Credit Company January 2012 - October 2013
Ford Motor Credit Company January 2007 - January 2012
Ford Motor Credit January 2004 - January 2007
Ford Motor Credit January 2000 - January 2004
Education
Colorado State University
Bachelor of Science (BS), Finance
Dealership Finance and Insurance Performance Consultant Certified
Series 7 and Series 63
Six Sigma Certified
Bachelor of Science (BS), Finance
Fidelity Investments January 2015 - Present
Fidelity Investments September 2013 - December 2014
Cognizant Technology Solutions February 2013 - September 2013
Dex One June 2007 - January 2013
Fidelity Investments April 2003 - May 2007
Infosys March 2003 - May 2007
Quest America July 2002 - March 2003
Oracle November 2001 - June 2002
ADC Telecommunications February 1998 - October 2001
BPL Telecom February 1997 - February 1998
Skills
Requirements Analysis, Oracle E-Business Suite, Project Management, Oracle HR, Oracle Financial, Program Management, IT Outsourcing, Global Delivery, Data Integration, Software Quality..., Integration, SDLC, Management, Oracle Applications, PL/SQL, SaaS, Vendor Management, Business Intelligence, ERP, Business Analysis, Agile Methodologies
Education
Colorado State University 2010 — 2012
MBA
Osmania University 1993 — 1996
Bachelor of Science
Kendriya Vidyalaya 1980 — 1992
High School
Fidelity Investments 2014 - Present
DigitasLBi 2005 - 2013
Quadstone 2001 - 2005
Charles River Associates 1999 - 2001
Skills
Digital Marketing, Analytics, Marketing Strategy, Analysis, Content Strategy, Leadership, Omniture, Online Marketing, Thought Leadership, Social Media Marketing, Social Media, SEO, Advertising, PPC, E-commerce, Lead Generation, Cross-functional Team..., Media Planning, Mobile Applications, Multi-channel Marketing, Google Analytics, Mobile Marketing
Education
Williams College 1995 — 1999
BA, Economics
Colorado State University 2003 — 2007
MS, Statistics
London School of Economics 1997 — 1998
General Course, Economics
Strategies, LLC - Denver September 2014 - Present
Fidelity Investments January 2014 - August 2014
ALPS, A DST Company September 2013 - December 2013
GRASP Systems February 2011 - May 2011
Auto-Owners Insurance June 2010 - August 2010
UBS November 2008 - July 2009
Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93
Fidelity Investments May 2015 - Present
New York Life Insurance Company August 2014 - April 2015
T. Rowe Price April 2014 - August 2014
Education
Colorado State University 2008 — 2013
Bachelor’s Degree, Economics
Northern Trust August 2013 - Present
Pierce and Associates November 2013 - June 2015
JP Morgan Chase December 2008 - August 2013
Morgan Stanley June 2007 - December 2008
Fidelity Investments January 2007 - June 2007
Skills
Project Management, Finance, Analytics, Business, Retirement Planning, Microsoft Office, Microsoft Suites, Microsoft CRM, Access, AS400 system, SharePoint, Visio, MS Project, KPI Reports, Remediation, Scorecard Management, Financial Services, Customer Service, Analysis, Investments, Banking, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Loyola University of Chicago 2011 — 2011
Associate's degree, Project Management
Tooele High School 1990 — 1994
Charles Schwab September 2015 - Present
Fidelity Investments March 2014 - April 2015
Janus Capital Group October 2011 - March 2014
International Association for the Study of Lung Cancer (IASLC) November 2010 - October 2011
Denver Business Journal December 2005 - November 2010
International Herald Tribune January 2004 - February 2005
The Denver Post September 1998 - December 2003
Knight Ridder Financial News October 1995 - December 1997
Knight Ridder Financial News May 1993 - October 1995
Daytona Beach News-Journal August 1990 - May 1993
Education
Northwestern University
Master of Science (MS), Journalism
Colorado State University
Bachelor of Arts (BA), French
Amazon Web Services July 2014 - Present
Rent the Runway October 2012 - July 2014
Fidelity Investments January 2012 - October 2012
Fidelity Investments July 2011 - December 2011
JP Morgan Chase June 2010 - August 2010
Skills
Java, Agile Methodologies, Web Services, SQL, JavaScript, Ruby, MongoDB, jQuery, Software Infrastructure, Software Development, Web Applications, Web Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2011
BS, Computer Science, 3.72
University of Virginia 2007 — 2008
BS, Computer Engineering, 3.91
Brookline High School
Гимназия 36
MassMutual Financial Group August 2012 - Present
The Hartford October 2002 - August 2012
Fidelity Investments May 1993 - October 2002
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA
Colorado State University 1989 — 1993
Marketing
Victory Capital September 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments September 2013 - September 2014
Scottrade June 2013 - August 2013
Primerica May 2012 - May 2013
Pueblo Community Diabetes Project January 2010 - December 2010
Colorado State University - Pueblo Associated Students' Government October 2009 - April 2010
Chris Kaufman for City Council Campaign September 2009 - November 2009
Skills
Investments, Strategic Financial..., Microsoft Excel, Public Speaking, Retirement Planning, Management, Marketing, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling, Finance, Leadership, Strategic Planning, Insurance, Budgets, Negotiation, Business Development, Sales Management, Time Management, Customer Service, Data Analysis, Asset Management
Education
Colorado State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Manhattan Beach Unified School District December 2013 - Present
Grades of Green October 2011 - Present
Manhattan Beach Education Foundation June 2010 - Present
Museum of Latin American Art June 2009 - May 2012
American Martyrs Catholic Community June 2011 - 2012
Capital Guardian Trust Company May 1997 - March 2009
Fidelity Investments February 1994 - April 1997
Price Waterhouse Management Consultants 1991 - 1992
Morgan Stanley July 1984 - 1986
Bank of America 1984 - 1984
Skills
Financial Modeling, Investments, Valuation, Private Equity, Asset Managment, Capital Markets, Fundraising, Hedge Funds, Alternative Investments, Venture Capital, Non-profits, Equities, Fixed Income, Fixed Income Portfolio..., CPA
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Marketing
Columbia University in the City of New York 1980 — 1984
BA, Economics
Columbia Engineering 1980 — 1982
Engineering
Our Lady of Mercy, Farmington Hills, MI 1976 — 1980
UAT, Inc January 2005 - Present
Janus Capital January 1995 - January 2005
Fidelity Investments 1989 - 1995
Merrill Lynch January 1984 - January 1989
Avimart International NV and SA May 1983 - January 1984
Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Series 7, Series 63, Finance, Fixed Annuities, Securities, Financial Services, Equities, Retirement Planning, Wealth Management, Sales, Asset Allocation, Portfolio Management, Management Consulting, Asset Managment, Hedge Funds
Education
Colorado State University 1979 — 1983
BS, Marketing and Management
Eaton Vance October 2006 - Present
Fidelity Investments June 2005 - March 2006
Education
Colorado State University 1979 — 1983
My Kingdom September 2014 - Present
ORAFOL Americas September 2013 - November 2013
Worldwide TechService April 2013 - August 2013
Children Across America May 2010 - December 2012
Lionbridge August 2008 - June 2010
Fidelity Investments 2007 - 2007
P&G/Gillette August 2001 - October 2006
The Gillette Company 2001 - 2006
Duracell February 2000 - August 2001
AINS/ US Mint February 1995 - February 2000
Skills
Business Analysis, Budgets, Software Project..., Strategy, Project Management, Cross-functional Team..., Program Management, Strategic Planning, ERP, Manufacturing, Business Process..., Vendor Management, Process Improvement, Management, Project Portfolio..., MS Project, Software Development, Change Management, PMP, Analysis, CRM, SDLC, SAP, Integration, IT Strategy, Business Intelligence
Education
Colorado State University 1997 — 1999
MBA, Finance
Georgia Institute of Technology 1974 — 1979
BS, Texiles
SM Tompkins 1971 — 1974
General College Prep
Fidelity Investments May 2015 - Present
T. Rowe Price October 2007 - May 2015
Wells Fargo Home Mortgage February 2005 - October 2007
HSBC Retail Banking and Wealth Management July 2003 - May 2004
Skills
Leadership, Loans, Investments, Financial Analysis, Finance, Business Analysis, Analysis, Portfolio Management, Coaching, Strategic Planning
Education
Colorado State University 1998 — 2002
Bachelor's degree, Communications
Colorado State University 1998 — 2002
Associate of Arts (AA), History
Welch & Forbes 2008 - 2014
Circles 2007 - 2007
Wellington Management 1998 - 2006
Scudder Kemper Investments 1997 - 1998
Fidelity Investments 1990 - 1997
Bank of Boston 1988 - 1990
General Mills, Inc. 1984 - 1988
Skills
Integrated Marketing, Investments, Marketing Strategy, CRM, Marketing, Strategy, Competitive Analysis, Wealth Management, Marketing Communications, Relationship Management, Positioning, Strategic Planning, Segmentation, Asset Management, Collaborative Leadership, Digital Strategy, High Net Worth..., Advertising, Agency Relationship..., Web Development, Lead Generation, Customer Engagement, Market Research
Education
Harvard University
AB, Psychology & Social Relations, Cum Laude
Columbia University - Columbia Business School
MBA, Marketing
Braver Wealth Management, LLC September 2008 - Present
Fidelity Investments April 2004 - September 2008
Fidelity Investments 1998 - 2004
Fidelity Investments 1996 - 1998
Delta Air Lines 1990 - 1996
Education
Colorado State University 1988 — 1990
Bachelors, Economics
Citi Personal Wealth Management March 1997 - Present
Citi Personal Wealth Management February 1997 - Present
Roger Engemann & Associate 2000 - 2004
Fidelity Investments 1996 - 1998
Skills
Pensions, Wealth, Small Business, Financial Advisory, Personal Finance, Retirement Planning, Investments, Strategic Financial..., Risk Management, Financial Services, Mutual Funds, Investment Advisory, Series 7, Securities, Asset Management, Retirement, Series 63, Finance, Portfolio Management, Equities, Uniform Combined State..., High Net Worth..., Fixed Income, Investment Management, Banking, Private Banking, Loans, Series 6, Bonds, ETFs, Hedge Funds, Series 24, Investment Strategies, Mortgage Lending, Credit, FINRA, Relationship Management, Asset Allocation
Education
Colorado State University 1976 — 1980
Bachelor of Sciences, Behavioral sciences
Fidelity Investments April 2015 - Present
Lacrosse Outreach Foundation March 2006 - Present
Fidelity Investments June 2014 - April 2015
Fidelity Investments October 2013 - June 2014
AXA Advisors November 2012 - October 2013
Paint Pals, LLC January 2011 - October 2011
Skills
Financial needs analysis, Retirement Planning, Core and Executive..., Risk Management, Small Businses planning, Implementing Structured..., Business Succession..., Tax Efficient Investing, Networking
Education
Colorado State University 2008 — 2012
Bachelors of Arts, Economics, Political Science
Fidelity Investments May 2012 - Present
Bioptigen October 2009 - March 2011
Veritude (Fidelity) November 2007 - February 2009
Matrix Resources ( BlueCross/BlueShield) April 2007 - November 2007
Adaptec August 2005 - August 2006
Polycom, Inc April 1996 - August 2005
Thermo Scientific February 1987 - April 1996
Skills
Offshore Software..., Virtual Teams, Change Management, Agile, PMP, MS Project, Product Launch, Process Improvement, Business Management, SDLC, Six Sigma
Education
Columbia Southern University 2012 — 2013
MBA, Project Management
University of Nevada-Reno
BS, Mechanical Engineering
Endurance International Group May 2015 - Present
Endurance International Group May 2011 - May 2015
Fidelity Investments July 2008 - May 2011
Fidelity Investments July 2006 - July 2008
Fidelity Investments July 2004 - July 2006
Fidelity Investments March 2002 - July 2004
Genuity / GTEI / BBNPlanet / BBN May 1997 - March 2002
JFax Personal Telecom March 1997 - May 1997
Columbia University December 1993 - March 1997
Skills
Apache, Malware Analysis, Perl, ClamAV, Linux, Servers, Unix Shell Scripting, Bash, Penetration Testing, Puppet, Shell Scripting, mod_security, Unix, Linux System..., MySQL, System Administration, PHP, Databases, DNS, Production Support, Disaster Recovery, Operating Systems, High Availability, Debian, VMware, Virtualization, Technical Support, Data Center, Infrastructure, Ubuntu, RedHat, Red Hat Linux, Exim, Solaris, Troubleshooting, IBM AIX
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1993 — 1997
BS, Computer Science
Floral Park Memorial HS 1989 — 1993
Fidelity Investments August 2012 - Present
Think Finance May 2010 - July 2012
Think Finance May 2005 - July 2012
Think Finance May 2005 - April 2008
Skills
Requirements Gathering, Analysis, Business Requirements, Agile Methodologies, Business Analysis, Business Process, Scrum, Requirements Analysis, SQL, Visio, Software Documentation, Vendor Management, SharePoint, Process Improvement, Business Intelligence, Software Project..., Databases, Risk Management, Testing, Process Engineering, Software Development, Agile Project Management, Business Process..., Integration, SDLC
Education
Colorado State University-Pueblo 1988 — 1992
Psychology, Speech Communications
Fidelity Investments September 2015 - Present
TD Ameritrade May 2015 - September 2015
TD Ameritrade March 2013 - May 2015
TD Ameritrade March 2012 - March 2013
TD Ameritrade January 2011 - March 2012
TD Ameritrade June 2008 - January 2011
Skills
Project Management, Time Management, Organization, Microsoft Office, Series 7, Series 63, Series 24, Risk Management, Research, Advisor Relations, Marketing Strategy, Advertising, Manage Client..., Portfolio Management, Wealth Management, Mutual Funds, Real Estate
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Project Management
Mosaic April 2015 - Present
Fidelity Investments June 2013 - January 2015
American Cancer Society November 2012 - June 2013
T. Rowe Price October 2008 - February 2013
Pioneer Services September 2007 - September 2008
Pioneer Services September 2007 - September 2008
Pentagon Federal Credit Union August 2004 - October 2006
Skills
Banking, Analysis, Financial Risk, Loans, Customer Service, Mutual Funds, Budgets, Financial Services
Education
Colorado Technical University 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Colorado Technical University 2003 — 2009
Bachelors, Business Management
Fidelity Investments June 2012 - July 2015
Marriott International September 2004 - January 2012
Access Computer Products September 2003 - August 2004
Brigham Young University 2004 - 2004
Kohl's Department Stores 2000 - 2001
Skills
Series 7, Series 63, CPR Certified, First Aid, R, MATLAB, Mathematics, Loss Prevention, Teamwork, Problem Solving, Customer Service, Customer Retention, Staff Training, Hotels, Fire Safety, Office Equipment, Record Keeping, Shipping/receiving, Cpr Certified, Leadership, Microsoft Excel, Sales, Public Speaking
Education
Colorado State University 2005 — 2011
Bachelor of Science
Front Range Community College 2004 — 2005
Caterpillar Financial June 2015 - Present
Masters Investment Learning Center August 2014 - Present
Fidelity Investments May 2014 - August 2014
Private Employer September 2012 - July 2013
Max Precision Cleaning Enterprise May 2011 - August 2012
Vector Marketing June 2010 - August 2010
Skills
Direct Sales, Sales Order Processing, Customer Acquisition, Customer Retention, Sales Presentations, Customer Service, Management, Marketing Strategy, Training, Enterprise Software, Sales, Leadership, Microsoft Excel, Time Management, Public Speaking, Teamwork, Microsoft Office, Salesforce.com, Microsoft Word, Payroll, Access, PowerPoint
Education
University of Tennessee-Knoxville 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.78 GPA
Columbia State Community College 2011 — 2012
4.0 GPA
Lee University 2010 — 2011
Fidelity Investments August 2015 - Present
Shanghai Ever Glory International Financial Investment Holdings Company May 2014 - July 2014
GMT Global Aviation June 2013 - August 2013
Skills
Finance, Management, Marketing, Microsoft Excel, Teamwork, Public Speaking, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Microsoft PowerPoint, Time Management
Education
Colorado State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Marquette High School
Mercer Advisors April 2015 - Present
East Lake Financial, LLC May 2014 - May 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments August 2010 - May 2012
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2005 - July 2007
Edward Jones January 2004 - August 2005
University of Missouri May 2002 - January 2004
US Navy September 1996 - April 2002
Skills
Certified Financial..., Wealth Management, Wealth Management..., Portfolio Management, Series 66, High Net Worth..., Series 7, Technical Analysis, ETFs, Fundamental Analysis, Investment Strategies, Investments, Financial Services, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Asset Management, Retirement, Options Strategies, Fixed Income Strategies, Series 63, 401k Rollovers, 401k, Uniform Combined State..., FINRA, Finance, Risk Management, Investment Management, IRAs, Alternative Investments, Options, Stocks, Financial Markets, Wealth Accumulation, Equity Trading, Electronic Trading, CRM, Trading Strategies, Quantitative Analytics, Retirement Savings, Portfolio Optimization, Qualified Retirement..., Personal Financial..., Financial Planning, Equities
Education
Columbia College 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0
Gladewater High School
Fidelity Investments January 2015 - Present
Fidelity Investments June 2012 - January 2015
PDX July 2006 - July 2012
PDX July 2006 - February 2009
Walgreens Pharmacy October 2004 - July 2006
Skills
Oracle, Unix, Linux, Database Administration, Agile Methodologies, Data Migration, Enterprise Software, High Availability, Java, Oracle Enterprise..., Performance Tuning, SQL, Troubleshooting, T-SQL, SDLC, Quality Assurance, Visio, Databases, Process Improvement
Education
Columbia College 2006 — 2009
MIS, Management Information Systems
Tarleton State University 2001 — 2003
N/A, Computer science, Nursing
Fidelity Investments July 2015 - Present
Ewing Irrigation Products April 2015 - June 2015
Ewing Irrigation Products November 2014 - March 2015
Ewing Irrigation Products July 2012 - November 2014
The Big Tool Box March 2003 - July 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Photodeluxe, Windows & Mac operating..., Irrigation, Customer Service, Strategic Planning, Purchasing, Customer Satisfaction, Sales Management, Inventory Management, Inventory Control, Sales, Contract Negotiation, Team Building
Education
Colorado State University 2008 — 2012
International Studies, History, Russian, Central European, East European and Eurasian Studies
Kuban State University (KubSU) 2010 — 2011
Bachelor's Degree, Russian Language and Literature
Fidelity Investments January 2010 - Present
Fidelity Investments December 1998 - January 2010
VALIC March 1993 - November 1998
Skills
Business Process..., Business Analysis, Requirements Gathering, Financial Services, Process Improvement, Requirements Analysis, 401k, Visio, Vendor Management, SDLC, Business Requirements
Education
University of Phoenix 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University 1984 — 1987
Santander Consumer USA November 2011 - Present
Santander Consumer USA Inc. November 2011 - July 2012
TD Auto Finance July 2011 - November 2011
AppleOne Inc April 2010 - November 2011
AppleOne April 2010 - August 2010
Paraigm Traffic Systems October 2008 - March 2010
Paradigm Traffic System October 2008 - March 2010
Sprint November 2005 - August 2008
Sprint/Nextel November 2005 - August 2008
Fidelity Investments November 2004 - November 2005
Skills
Accounting, Customer Service, Training, Call Center, Data Entry, Customer Satisfaction, Troubleshooting, Insurance, Outlook, Human Resources, Microsoft Excel, Account Management, Forecasting, Microsoft Office, Microsoft Word
Education
Colorado Technology University 2009 — 2014
Associates; Bachelor, for Healthcare Administration
Colorado Technical University 2009 — 2011
Associates, Medical Administration
Mansfield Business School 1987 — 1988
Certificate of Dilpoma, Administrative Assistant and Secretarial Science, General
Reliant Energy April 2012 - Present
Netpique April 2012 - Present
Mesquite Independent School District August 2010 - May 2012
Red Oak ISD August 2008 - August 2010
Corsicana ISD August 2006 - August 2008
Discount Cities, Inc. February 2005 - August 2006
Fidelity Investments February 2004 - February 2005
Aflac April 2003 - April 2004
Oxy May 2000 - March 2003
Skills
Editing, Teaching, Tutoring, Marketing, RTI, Social Studies, Staff Development, Integrating Technology..., Teacher Training, Wikispaces, Project-based, PowerPoint, Microsoft Office, Sat, Educational Research, Data Analysis, Interdisciplinary..., Academia, Student Affairs, Salesforce Training, Sales Rep Training, Sales Leadership..., Territory Management, Referrals, Consulting, Contract Negotiation, Negotiation, Cold Calling, Following Up, Tracking, Energy Consulting, Customer Service, Team Building, Sales, Microsoft Excel, Instructional Technology, Microsoft Word, Curriculum Design, Educational Leadership, Coaching, Curriculum Development, Lesson Planning, Classroom, K-12, Classroom Management, Sales Presentations, Sales Process, Account Management, Differentiated..., Marketing Communications
Education
University of North Texas 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
The University of Texas at Arlington 1999 — 2000
Bachelor of Business Administration (BBA), Marketing
Colorado State University 1998 — 1998
N/A, Marketing
Tyler Junior College 1995 — 1997
N/A, General Studies
Jacksonville High School 1991 — 1995
Diploma, Advanced with Honors
Toner Consulting 2010 - Present
Fidelity Investments 2007 - 2010
Johnson & Johnson 2005 - 2006
Skills
Open-mindedness, Fast Learner, Social Skills
Education
UC Irvine 2001 — 2005
Master's degree, Marketing
Colorado State University 1999 — 2001
Bachelor's degree, Organizational Leadership
Fidelity Investments June 2005 - Present
McKinsey & Company June 2004 - May 2005
The Shaw Group May 2003 - August 2003
Skills
Business Analysis, Project Management, Process Improvement, Human Resources, Change Management, Taleo, Vendor Management, Talent Management, Business Process Design, Management Consulting, System Configuration, Performance Management, Strategic Planning, Business Development, Visio, MS Project, SuccessFactors, Oracle Applications, eQuest, Basic HTML, User Acceptance Testing, Agile & Waterfall..., OBI, Problem Solving, Internet Recruiting, Microsoft Excel, Requirements Analysis, Analysis, Collaborative Problem..., Organization Skills, Critical Thinking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
Bachelor’s Degree
Needham High School 1997 — 2001
High School
Fidelity Investments March 2015 - Present
Fidelity Investments August 2013 - March 2015
Intrawest January 2011 - August 2013
Intrawest January 2010 - January 2011
Document Technologies December 2009 - August 2010
IKON Legal Document Services February 2007 - October 2008
Education
Colorado State University-Pueblo 2008 — 2010
MBA
Western State Colorado University 2002 — 2007
BS, Business Administration and Psychology
Advantage Partnership Board August 2011 - Present
U.S. Census Bureau April 2010 - August 2010
Fidelity Investments September 2007 - February 2009
Skills
Finance, Leadership, Series 7, Series 63, Retirement, 401k, Customer Service, Data Analysis, Marketing, Financial Analysis, Strategy, Training, Economics
Education
Colorado State University 2002 — 2005
Bachelor's Degree, Economics
Vistaprint February 2010 - Present
Terametric March 2009 - May 2012
Shortbord September 2009 - September 2010
Fidelity Investments June 2007 - August 2009
Canaccord Genuity (formerly Adams Harkness) January 2006 - May 2007
Adams Harkness March 1999 - December 2005
Parametric Technology Corporation 1997 - 1999
Waters Corporation 1992 - 1997
Lehman Millet 1990 - 1992
Austin Knight Advertising 1985 - 1990
Skills
Branding, Integrated Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Business Development, Advertising, Content Strategy, Social Media, Leadership, E-commerce, Creative Direction, Strategy, Email Marketing, Relationship Marketing, Social Media Marketing, Analytics, Demand Generation, Direct Response, Public Relations, Digital Strategy, Community Building, Strategic Planning, Executive Management, Online Advertising
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education Program, Finance & Accounting
The University of Texas at Austin 1980 — 1985
BS, Communications
Administrative Assistance June 2015 - Present
CoServ September 2014 - September 2015
Winstar World Casino & Resort March 2014 - August 2014
Winstar World Casino & Resort May 2013 - March 2014
Fidelity Investments February 2007 - March 2013
Fidelity Investments October 2003 - February 2007
Walmart June 2001 - October 2003
Olympia Sports April 1999 - August 2001
Skills
Training, Customer Service, Payroll, Process Scheduler, Process Improvement, Financial Services, Internal Audit, Teamwork, Daily Deposits, Electronic Payments, Cash Management, Accounts Payable, Account Reconciliation, Account Resolution, Exception Management, Credit Card Transaction..., Document Review, Document Drafting, Word Processing, Audio Transcription
Education
Southern NH University 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University 1996 — 1998
CVS Health January 2015 - Present
CVS Health October 2013 - December 2014
Blue Cross Blue Shield of Massachusetts August 2011 - October 2013
Blue Cross Blue Shield of Massachusetts October 2010 - August 2011
Fidelity Investments March 2010 - October 2010
Pegasystems December 2009 - March 2010
Fidelity July 2005 - February 2009
Columbia Management January 2005 - June 2005
Evergreen Investments September 2004 - December 2004
Putnam Investments 2002 - 2004
Skills
Storage, Projects, ITIL, Disaster Recovery, Cloud Computing, SDLC, Data Center, Requirements Analysis, Virtualization, Business Analysis, Program Management, Integration, PMP, Unix, Infrastructure, VMware, PMO, Process Improvement, Cross-functional Team..., Security, Project Management, Risk Management, Solaris, Software Development, Strategy, Service Delivery, Management, Product Management, Change Management, Testing, IT Strategy, Vendor Management, System Deployment, Enterprise Architecture, Information Technology, Leadership
Education
New College of California 1992 — 1994
JD (not completed), Law
Columbia College 1989 — 1991
BA, Crinimal Justice Administration
Oakland Community College 1980 — 1982
AAS, Mechanical Engineering
Sullivan Financial Planning, LLC January 2007 - Present
Fidelity Investments 1998 - 2007
Great-West Life March 1995 - March 1998
Skills
Insurance, Retirement, Investments, Series 7, Retirement Planning, Strategic Financial..., Finance, Financial Advisory, Investment Advisory, Customer Service, Financial Planning, Budgets, Public Speaking, 401k, Estate Planning
Education
Colorado State University 1990 — 1994
BS, Business - Organizational Management and Human Resource Management
Fidelity Investments July 2008 - Present
Fidelity Investments September 2005 - July 2008
State Street March 2005 - September 2005
State Street June 2003 - March 2005
Skills
Bloomberg, Financial Analysis, Mutual Funds, Equities, Financial Modeling, Fixed Income, Valuation, Finance, Financial Services, Derivatives, Business Analysis, Due Diligence, Investments, Corporate Actions, Securities, Data Analysis, Risk Management, Asset Management, Financial Markets, Analysis, Equity Research
Education
Colorado State University 2008 — 2010
MBA, Master of Business Administration, Cumulative GPA 3.78 / 4.0
University of New Hampshire 1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
TD Ameritrade July 1993 - June 2007
Education
Colorado Technical University
Bachelors in Business Administration, Business Management
Fidelity Investments Private Client Group 2009 - Present
Fidelity Investments 2005 - 2009
Charles Schwab Corporate and Executive Services 2002 - 2005
E Trade Business Solutions Group 1998 - 2002
Everen Correspondent Clearing 1997 - 1998
Fidelity Investments Institutional Services Company 1989 - 1997
UBS- Painewebber 1987 - 1989
Skills
Equity Compensation, Institutional Sales, Retirement Planning, Wealth Management, Series 9 / 10, Series 7, Series 63, 401k, Sales, Mergers & Acquisitions, Equities, Relationship Management, Strategy, Securities, Asset Allocation, Investments, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Employee Benefits, Series 65, Insurance, Investment Advisory, Series 6, Wealth Management...
Education
Colorado State University 1984 — 1987
BA, Economics
WhiteWave Foods August 2011 - Present
Stephanie Vessely January 2006 - Present
elephantjournal.com December 2012 - May 2013
Northglenn High School August 2010 - May 2011
Fidelity Investments June 2008 - February 2009
McClain Finlon Advertising March 2004 - March 2008
Clear Creek Courant January 2001 - March 2002
Skills
Editing, Proofreading, Newsletters, Brochures, Magazines, Journalism, Copywriting, Blogging, Marketing Communications, Social Media, Copy Editing, Editorial, Graphic Design, Integrated Marketing, Advertising
Education
University of Colorado Denver 2009 — 2010
Licensure, English Education
Colorado State University 1996 — 2000
B.A., English, Concentration in Journalism
Target Insurance Services, Inc May 2006 - Present
ING - USA February 2002 - December 2005
Fidelity Investments September 1998 - October 2001
Education
Colorado State University
Morneau Shepell January 2014 - Present
Fidelity January 2010 - December 2013
Fidelity Investments 2009 - 2009
Fidelity Investments 2005 - 2009
Prudential Insurance 1987 - 1990
Skills
Business Analysis, Process Improvement, Financial Services, Program Management, Requirements Analysis, Project Management, Requirements Gathering, Software Project..., Change Management, Business Requirements, Analysis, Employee Benefits, Software Development, Management, Strategy, SQL, Pensions, Microsoft Excel, Outsourcing, Agile Methodologies, Risk Management, SDLC, Vendor Management
Education
Colorado State University 1981 — 1986
Bachelor's degree, Mathematics specializing in Actuarial Science
Columbia Business School August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Northrop Grumman Corporation October 2010 - July 2013
Fidelity Investments July 2007 - July 2010
BlackRock June 2006 - August 2006
Art Institute of Chicago June 2005 - August 2005
Education
Columbia Business School 2013 — 2015
Harvard University 2003 — 2007
AB, History & Literature
Omni Management Resources, Inc September 2006 - Present
Liberty Mutual October 2004 - July 2010
Fidelity Investments July 2001 - October 2004
Fidelity Investments July 2000 - July 2001
Fidelity Investments September 1998 - July 2000
International Paper January 1998 - September 1998
International Paper November 1996 - January 1998
US Army May 1985 - November 1996
Skills
Team Building, Consulting, Technical Leadership, Program Management, Process Improvement, Vendor Management, Strategic Planning, Team Leadership, Business Analysis, SDLC, Cross-functional Team..., Risk Management, Project Management, Integration, Leadership, Enterprise Architecture, Change Management, Disaster Recovery, Software Documentation, Management, IT Strategy, PMP, Technical Support, Business Process..., Business Intelligence, Visio, Requirements Analysis, PMO, IT Management, Security, ITIL, Project Portfolio..., Data Center, Information Technology, IT Service Management, IT Operations, Resource Management, Outsourcing, Business Process, Requirements Gathering, Governance
Education
Colorado State University 1979 — 1985
Bachelor's of Science, Industrial Sciences and Technology Education (Non-Teaching)
Fidelity Investments March 2015 - Present
Fidelity Investments December 2013 - March 2015
PSS help (Product Support Solutions) August 2013 - December 2013
Genesys July 2011 - August 2013
Wells Fargo December 2006 - July 2011
SESC December 2006 - December 2007
Qwest Communications April 2001 - December 2006
Skills
SDLC, Genesys, Vendor Management, Requirements Analysis, Solution Architecture, Integration, Telecommunications, Agile Methodologies, Cloud Computing, SaaS, Business Analysis, Requirements Gathering, Visio, Software Project..., Unix, Oracle, Business Intelligence, IVR, CTI, Professional Services, SOA, Enterprise Software, Pre-sales
Education
Colorado Technical University 2005 — 2006
Masters, Information Technology Management
Westwood College - Denver North 2001 — 2002
Certificate, Information Technology
West Liberty University 1992 — 1998
BS, Business
Thermo Fisher Scientific June 2014 - Present
The High Potential Group February 2009 - Present
Fidelity Investments - HR Access April 2011 - April 2012
The High Potential Group February 2009 - April 2011
The Energy Project January 2008 - February 2009
Fidelity Investments (FESCo) January 1999 - January 2008
Fidelity Investments November 1996 - January 2008
Fidelity Investments November 1994 - January 2008
Fidelity Investments 1994 - 2008
Fidelity Employer Services Company 1994 - 2008
Skills
Talent Management, Succession Planning, Organizational..., Employee Engagement, Leadership Development, Human Resources, Performance Management, Executive Coaching, Strategy, Organizational..., Change Management, Training, Talent Acquisition, Leadership
Education
Thunderbird School of Global Management 1982 — 1984
Master of International Management
American Graduate School of International Management
Master, International Management
Colorado State University
Bachelor of Arts degree, Political Science
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - January 2015
Fidelity Investments March 2011 - December 2013
Fidelity Investments April 2009 - December 2013
Thornburg Mortgage February 2008 - March 2009
Thornburg Mortgage June 2007 - March 2009
Thornburg Mortgage January 2005 - July 2007
Sandia Resort & Casino February 2004 - June 2005
T-Mobile September 2001 - December 2004
Skills
Change Management, Business Process..., Operations Management, Customer Service, Process Improvement, Employee Engagement, Diversity, Requirements Analysis, Business Analysis, Analysis, Management, Team Building, Software Documentation, Leadership, Program Management, Project Management, Risk Management, Strategic Planning, Training
Education
Colorado State University-Global Campus 2014 — 2016
Master of Organizational Leadership and Managment, Change Management and Business Intelligence
College of Santa Fe at Albuquerque 2008 — 2010
MBA, Finance
Santa Fe University of Art and Design 2007 — 2010
University of Phoenix 2005 — 2008
Bachelors, Accounting
Bloomberg LP February 2014 - Present
Fidelity Investments May 2012 - February 2014
Avaya June 2005 - May 2012
AT&T Labs Research May 2000 - August 2005
Columbia University 2001 - 2005
AT&T Labs Research 2000 - 2005
Columbia University January 1998 - May 1999
Morgan Stanley Dean Witter & Co May 1998 - September 1998
State Key Laboratory of Artificial Intelligence June 1994 - April 1997
Education
Columbia University, Department of Computer Science
Ph.D, Computer Science
Columbia Engineering 2000 — 2005
Ph.D., Computer Science
Columbia University in the City of New York 2000 — 2005
Ph.D., Computer Science
Columbia University, Department of Computer Science
Master of Science, Computer Science
Tsinghua University, Department of Computer Science
Master, Engineering; Computer Science
Tsinghua University 1989 — 1994
B.E. and B.S., Computer Science
Tsinghua University 1989 — 1994
Bachelor of Science, Applied Mathematics
Tsinghua University, Department of Computer Science
Bachelor, Engineering; Computer Science
Stony Brook University
Fidelity Investments December 2013 - September 2014
Charles Schwab August 2010 - November 2013
First Western Trust Bank February 2008 - August 2008
Skills
Strategic Financial..., Series 7, Trading, Asset Allocation, Variance Analysis, Financial Analysis, Financial Modeling, Finance, Business Analysis, Mutual Funds, Series 63, Process Improvement, Bloomberg Certificates..., Team Leadership
Education
Regis University 2015 — 2017
Master of Business Administration (MBA)
Colorado State University 2006 — 2008
Bachelors, Finance, Economics
Freelance 2007 - Present
Mercer April 1999 - September 2006
Fidelity Investments November 1987 - March 1999
Skills
HR Consulting, Talent Acquisition, Onboarding, Defined Benefit, Employee Benefits, Human Resources, Benefits Administration, Applicant Tracking..., Change Management, HR Policies, Organizational Design, Internet Recruiting, Outsourcing
Education
Colorado State University 1985 — 1987
Bachelor's degree, Economics
PricewaterhouseCoopers June 2009 - October 2014
BearingPoint June 2001 - June 2009
KPMG 1997 - 2001
Fidelity Investments 1993 - 1997
OppenheimerFunds 1989 - 1993
Skills
Management Consulting, Business Process..., Business Transformation, Business Analysis, IT Strategy, Financial Systems..., Business Intelligence, Financial Planning, Enterprise Performance..., Business Process Design, Business Process, Information Systems..., Cloud Computing, Strategy, Program Management, Consulting, Process Improvement, SDLC, Business Strategy, Change Management, Project Management, Data Warehousing, Strategic Planning, Enterprise Architecture
Education
Colorado State University
BS, Management
Fidelity Investments June 2013 - Present
Fidelity Investments June 2011 - June 2013
Fidelity Investments April 2008 - June 2011
Intel 2003 - 2008
Intel 2000 - 2003
Skills
Strategy, Data Analysis, SDLC, Financial Analysis, Essbase, Process Engineering, Product Management, Business Strategy, Strategic Planning, Budgets, PMP, Strategic Financial..., Corporate Finance, Cross-functional Team...
Education
Colorado State University 2002 — 2004
Worcester Polytechnic Institute 1992 — 1997
BS, Mechanical
Fidelity Investments September 2015 - Present
Credit Suisse July 2014 - September 2015
Deutsche Bank July 2011 - January 2014
Fidelity Investments April 2006 - July 2011
PPD February 2010 - May 2010
Capital One August 2003 - April 2006
CSC Consulting August 1997 - July 2003
Skills
Program Management, Quality Assurance, Systems Analysis, SDLC, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, Vendor Management, Requirements Gathering, Agile Project Management, Enterprise Architecture, Process Improvement, Visio, Business Process..., PMO, Integration, Project Management, MS Project, Analysis, Management, Leadership, Outsourcing, Testing, Consulting, Resource Management, Team Leadership, Product Management, Enterprise Software
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
SEAS Engineering Core Curriculum
Worcester Polytechnic Institute
Bachelor of Science
Fidelity Investments July 2012 - Present
Ropes & Gray LLP 2008 - July 2012
Davis Polk & Wardwell LLP 2005 - 2008
Davis Polk & Wardwell LLP 2004 - 2004
Kauff, McGuire & Margolis 2003 - 2003
Newport International Film Festival June 1999 - June 2002
The Curtis Institute of Music 1997 - 2002
Education
Columbia University School of Law 2002 — 2005
Juris Doctor
Haverford College 1993 — 1997
Bachelor of Arts, English Literature
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Fidelity Investments October 2012 - Present
IBFX Inc. July 2011 - July 2012
Interbank FX September 2009 - August 2011
Play N Trade Franchisee Inc. February 2004 - September 2009
Amber Alert Me November 2003 - June 2004
Fidelity National Financial January 2003 - March 2004
Penske Truck Leasing March 1998 - November 2003
Skills
Agile Project Management, Scrum, Product Development, Project Management, ITIl, IT Management, Change Management, Incident Management, Strategic Technology..., IT Operations, Software Procurement, IT Procurement, Forecasting, Vendor Relationship..., Customer Relations, Technology Solution..., Operational Solutions, Operations Management, Microsoft Project, Microsoft Office..., Microsoft Visual Studios
Education
Colorado Technical University 2010 — 2011
Masters, Information Technology Management
University of Phoenix 2002 — 2005
Information Technology, Technology
Fidelity Investments July 2007 - Present
Toyota Motor Manufacturing North America March 2000 - July 2007
Skills
MBTI, 360 Feedback, Human Resources, Succession Planning, Leadership, Employee Engagement, Leadership Development, Onboarding, Performance Management, Talent Management, Workforce Planning, Employee Relations, Talent Acquisition
Education
Columbia Southern University 1998 — 2002
MS, Occupational Health & Safety Engineering
Troy University 1996 — 1998
BS, Environmental Science
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - December 2013
Fidelity Investments January 2012 - September 2012
T Rowe Price July 2007 - January 2012
T.Rowe Price June 2005 - June 2007
T. Rowe Price October 2003 - May 2005
Education
Colorado State University 1999 — 2003
Bachelor, Communications
Fidelity Investments June 2015 - Present
Self-employed February 2015 - May 2015
Batterymarch Financial Management April 2009 - November 2014
Wellington Management January 2007 - December 2008
PHZ Capital Partners December 2001 - January 2007
Skills
Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Portfolio Management, Alternative Investments, Asset Management, Financial Services, Equity Research, Bloomberg, Fixed Income, Asset Allocation, FX Options, Investment Management
Education
Radford University
B.S.
Colorado State University
Certificate In Statistical Methods
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional November 2012 - October 2013
TD Ameritrade Institutional October 2011 - November 2012
TD Ameritrade February 2010 - October 2011
TD Ameritrade October 2008 - February 2010
TD Ameritrade August 2007 - October 2008
TD Ameritrade October 2005 - August 2007
Fidelity Investments June 2005 - October 2005
Plains Capital Bank February 2005 - June 2005
LVR Carpet Center May 2004 - November 2004
Skills
Securities, Series 7, Series 63, Financial Services, Investments, Relationship Management, Uniform Combined State..., Mutual Funds, Series 24, Finance, Banking, FINRA, Vendor Management, Investment Advisory, Asset Allocation, Wealth Management, Risk Management, Call Centers, Options, Portfolio Management, Equities, Trading, Retirement Planning, Business Process..., Needs Analysis, Content Development, Strategic Financial..., Asset Managment, Asset Management, Quality Management, Cross-functional Team...
Education
Colorado Technical University 2008 — 2010
MBA, Finanace
Texas Tech University 2002 — 2004
BA, Economics
Fidelity Investments Director, Risk Management - Disaster RecoveryFidelity Investment2006 - Present
Fidelity Investments 1994 - Present
Fidelity Investments April 1994 - June 2006
First Boston Corporation 1987 - 1994
Skills
Change Management, Disaster Recovery, Vendor Management, Process Improvement, IT Strategy, Project Management, Portfolio Management, Financial Services, Risk Management, Management, Enterprise Architecture, Requirements Analysis, Business Analysis, Asset Managment, PMO, Fixed Income, Program Management, SDLC, Financial Analysis, ITIL, Mutual Funds, Information Technology
Education
Rutgers University - Graduate School of Management 1979 — 1982
MBA, Finance
Columbia College (NY) 1973 — 1977
BA, Economics
Fidelity Investments Principal ConsultantKeaneAugust 2005 - March 2007
PFPC 2002 - 2005
PFPC 2000 - 2002
Skills
SDLC, Business Analysis, PMP, Project Management, Requirements Gathering, Requirements Analysis, Visio, Software Project..., Systems Analysis, Agile Methodologies, Vendor Management, Business Intelligence, Process Improvement, Project Portfolio..., Information Technology, PMO, Financial Services, Resource Management, Windows, Change Management, Business Requirements, E-commerce, SharePoint, User Acceptance Testing, Software Documentation, Disaster Recovery, Unix
Education
Columbia Basin College
Network Administration
Washburn University
FIDELITY INVESTMENTS March 2008 - July 2014
Veritude August 2007 - January 2008
GENERAL SERVICES ADMINISTRATION (GSA) November 2005 - April 2007
GENUINE PARTS COMPANY (GPC) May 2000 - May 2005
UNITED STATES NAVY August 1993 - January 2000
Skills
PeopleSoft, Benefits Administration, Payroll, Access, Outlook, American Payroll..., COBRA, Word, Excel, PowerPoint, Microsoft Suite, Salesforce.com
Education
Colorado Technical University 2008 — 2009
Master of Business Administration (M.B.A.), Human Resources Management
Colorado Technical University 2006 — 2007
Bachelor's Degree, Human Resources Management
PRIVATE September 2009 - May 2013
State Street February 2008 - May 2009
JPMorgan Chase February 2000 - July 2006
Fidelity Investments September 1992 - August 1997
Skills
Fund Accounting, SDLC, Sarbanes-Oxley Act, Variance Analysis, Vendor Management, Process Improvement, Financial Modeling, Securities, Portfolio Management, Financial Reporting, Asset Management, Access
Education
Colorado Technical University 2009 — 2011
ASSOCIATES, MEDICAL BILLING AND CODING
University of Massachusetts at Lowell 1987 — 1992
BS/BA, Finance
PwC January 2015 - Present
Capgemini Financial Services USA Inc. March 2012 - December 2014
Barclays Capital December 2010 - February 2012
Asset Control March 2010 - December 2010
Fidelity Investments July 2006 - June 2008
Skills
Derivatives, Fixed Income, VBA, Equities, Business Analysis, Requirements Analysis, Financial Modeling, Capital Markets, SDLC, SQL, Analytics, Business Intelligence, Quantitative Analytics, Valuation, Requirements Gathering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
Master's degree
Manipal Institute of Technology 2002 — 2006
BE
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
Fidelity Investments May 2015 - Present
T. Rowe Price October 2013 - April 2015
T. Rowe Price August 2011 - October 2013
T. Rowe Price February 2011 - August 2011
Vectra Bank Colorado July 2009 - July 2010
Wells Fargo June 2004 - November 2008
Skills
Credit, Retail Banking, Banking, Stocks, Mutual Funds, Retirement, Customer Service, Bonds, Series 7, Series 63, IRAs, Japanese, English, Microsoft Office, Brokerage, International Business, Teller Operations, Securities, Trading, FINRA, Equities, 401k, Retirement Planning, Finance, Asset, Funding, Fixed Income, Investments, Microsoft Excel, Financial Services
Education
University of Colorado Colorado Springs 2003 — 2008
Bachelor of Science (B.S.), International Business
Colorado State University 2006 — 2006
Pikes Peak Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Finance, General
Fidelity Investments April 2008 - Present
Network Appliance January 2008 - April 2008
Hill-Rom IT Solutions October 2005 - September 2007
Hill-Rom 2005 - 2007
Skills
Visio, MS Project, Project Management, Access, Project Planning, Microsoft Office, PowerPoint, Training, Microsoft Word, Office Management, Management, Spreadsheets, Database Administration, Event Management, Invoicing, Office Administration, Microsoft Excel, Software Documentation, Networking, Vendor Management, Business Analysis, Team Building, Payroll, SharePoint, Team Leadership
Education
Colorado Technical University 2006 — 2007
Bachelor's Degree, Business AdministrationProject Management Concentration
Durham Technical Community College 2002 — 2005
Associate Degree, Paralegal Technology
Fidelity Investments August 2004 - Present
Ropes & Gray LLP September 2000 - July 2004
Arkin Schaffer & Kaplan 1996 - 1998
Skills
Investment Companies, Investment Company Act, Insider Trading Law and..., Board Governance, Mutual Funds, Securities Regulation, Securities
Education
Columbia University School of Law 1998 — 2000
J.D.
University of Michigan 1992 — 1996
B.A., History
LendingTree July 2012 - June 2015
LendingTree July 2010 - July 2012
Centerview Partners 2008 - 2010
Bear Stearns 1996 - 2008
Fidelity Investments September 1992 - June 1994
Skills
Valuation, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School
MBA
Tufts University
BA
Chase May 2014 - Present
EverBank September 2013 - May 2014
Wells Fargo Home Mortgage January 2009 - September 2013
GMAC Mortgage November 2002 - September 2008
Charles Schwab January 1999 - December 2001
Fidelity Investments March 1996 - January 1999
Skills
Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Consumer Lending, Underwriting, Government Loans
Education
Colorado State University 1987 — 1989
Ponderosa High Scool 1984 — 1987
Diploma, High Scool
Fidelity Investments April 2015 - Present
AMP Agency August 2013 - April 2015
BoomBox March 2011 - August 2013
Goodman&Company February 2010 - February 2011
Worth Linen Associates July 2009 - February 2010
Kraft Foods November 2008 - July 2009
Direct Marketing Educational Foundation July 2008 - July 2009
ACA Galleries February 2008 - May 2008
mcgarrybowen June 2007 - August 2007
Time Inc. September 2006 - December 2006
Skills
Email Marketing, Marketing, Online Marketing, Social Media Marketing, CRM, Integrated Marketing, Marketing Strategy, Strategy, Interactive Marketing, Market Research, Business Development, B2B, Management, Direct Mail, Lead Generation, Leadership
Education
Columbia College (NY) 2004 — 2008
B.A., English, Psychology, Art History
Fidelity Investments June 2015 - Present
JPMorgan Chase & Co. November 2012 - June 2015
JPMorgan Chase & Co. May 2011 - November 2012
JPMorgan Chase & Co. November 2009 - May 2011
Campus west liquor March 2007 - 2010
Select Comfort January 2006 - 2007
Education
Colorado State University 2006 — 2009
Psychology
Fidelity Investments October 2014 - Present
Fidelity Investments May 2012 - October 2014
Merrill Lynch November 2011 - March 2012
Wells Fargo November 2006 - September 2011
Wachovia, A Wells Fargo Company November 2006 - May 2011
Wells Fargo Bank November 2006 - May 2011
Skills
Investment Strategies, Securities, series 9, series 10, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Retirement, Strategic Financial..., Wealth Management...
Education
Colorado State University-Global Campus 2014 — 2017
Business Management
Northern Arizona University 2003 — 2004
Secondary Education
Northern Arizona University 2003 — 2004
Rio Salado College 2001 — 2003
Deer Valley High School 1999 — 2003
Intuites January 2007 - Present
Fidelity Investments February 2005 - December 2006
Kofax March 2001 - November 2004
Skills
Recruiting, Talent Acquisition, Talent Management, Technical Recruiting, Market Research, Management, Business Development, Human Resources, Performance Management, ERP, Consulting, Marketing Strategy, Onboarding, Business Analysis
Education
Columbia University - Columbia Business School 1997 — 2000
Masters in Business Administration, Marketing
Fidelity Investments October 2014 - Present
Fidelity Investments March 2014 - October 2014
Fidelity Investments June 2013 - March 2014
Bank of the West and Bancwest Investment Services July 2011 - February 2013
CORE Financial and Transamerica Financial Advisors December 2008 - July 2011
Education
Colorado State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Fidelity Investments 2007 - Present
Education
Columbia Law School
Juris Doctor (J.D.)
Kenyon College
Bachelor’s Degree
Apple July 2015 - Present
Brightcove August 2014 - July 2015
Fidelity Investments March 2014 - August 2014
CBS Interactive January 2012 - March 2014
iSpeech September 2011 - December 2011
Education
Columbia Engineering 2009 — 2011
Interline Brands January 2006 - Present
US Navy December 1990 - Present
Fidelity Investments December 2007 - April 2011
Fidelity Investments December 2007 - April 2011
Interline Brands January 2006 - February 2007
Liberty Mutual Insurance February 2002 - December 2005
Liberty Mutual Insurance February 2002 - December 2005
Humana Health Insurance February 1998 - December 2002
Gottliebs Financial Services July 1995 - February 1998
Education
Columbia College 2008 — 2011
Bachelor of Arts Business, Major in Finance
Florida State College of Jacksonville
Associates of science, Computer Science
Columbia College
Bachelor of Arts, Business Major Financial Management
Fidelity Investments October 2007 - Present
US Navy July 1985 - August 2007
Skills
Series 7, Series 63, series 9/10, series 66
Education
Columbia College 2001 — 2005
Bachelor of Applied Science (BASc), Business Administration
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - March 2015
OfficeMax August 2008 - April 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Sales, Bilingual, Team Leadership, Research, Leadership, Time Management, Finance, Investments, Stock Market
Education
Colorado State University 2010 — 2014
Bachelor’s Degree, Concentration: Corporate Finance, Investment Analysis
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Fidelity Investments July 2014 - January 2015
Fidelity Investments September 2013 - June 2014
J.P. Morgan August 2012 - August 2013
American Eagle Outfitters December 2007 - August 2010
Hollister Company June 2006 - August 2007
Skills
Team Leadership, Customer Service, Series 6, Banking, Series 7, Analytical Skills, Training, Leadership, Sales, Finance, Investments, Analytical Thinking, Accounting Studies, Finance Strategies, Economics Studies, Econometric Modeling, Statistical Modeling, Marketing Studies, Series 66, Microsoft Excel
Education
Colorado State University 2006 — 2012
Bachelor of Arts, Economics
Colorado State University 2006 — 2010
Bachelor of Arts, Political Science
University of Northern Colorado 2005 — 2006
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Fidelity Investments July 2014 - December 2014
Fidelity Investments November 2013 - July 2014
Fidelity Investments October 2013 - November 2013
Fidelity Investments June 2013 - October 2013
Merrill Lynch May 2012 - August 2012
Performance Cycle of Colorado May 2012 - August 2012
Education
Colorado State University 2009 — 2013
Corporate Finance and Investment Analysis
Fidelity Investments June 2015 - Present
Skills
Database Administration, Oracle E-Business Suite, Oracle RAC, Solaris, Oracle R12 Financials, Microsoft SQL Server, Oracle Certified DBA, PL/SQL, Unix Shell Scripting, Performance Tuning, Linux, Data Guard, High Availability..., 11gR2, Oracle Discoverer, NDM, Data Migration, Database Security, Oracle ASM, SQL Tuning, Disaster Recovery, Heterogeneous..., ODBC, RMAN, Backup & Restore, Security Patch..., Shell Scripting, Oracle Database...
Education
Colorado Technical University 2006 — 2007
Master of Science (M.S.), Computer Software Engineering
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
Self-employed October 2006 - Present
Fidelity Investments 2006 - 2012
NuCO2 2000 - 2005
Werner Enterprises November 1998 - September 2000
U S NAVY August 1978 - August 1998
Skills
Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Credit, Loans, Financial Analysis, Risk Management, Corporate Finance, Wealth Management, Credit Analysis, Credit Risk, Asset Management, Relationship Management, Finance, Cash Flow, Mutual Funds, Restructuring, Executive Management, Business Planning, Insurance, Securities, Economics, Forecasting, Financial Services, Fixed Income, Equities, Business Strategy, Series 7, Financial Markets, Capital Markets, Management, Financial Risk, Financial Advisory, Investment Advisory, Trading, Valuation, Alternative Investments, Bonds, Cross Selling, Financial Planning
Education
Colorado Technical University
Bachelor of Science (BS), Business Administration and Management, General
Irving ISD August 2014 - Present
Bosque County Sheriff's Office May 2013 - August 2014
Clifton Police Department August 2012 - May 2013
Bosque County Sheriff's Office June 2011 - August 2012
Texas Department of Family and Protective Services May 2010 - June 2011
Fidelity Investments December 2009 - March 2010
US Department of Homeland Security March 2002 - July 2009
Texas Association of Counties March 2001 - March 2002
IPSA International August 1999 - February 2001
City of Round Rock, Texas October 1988 - July 1999
Skills
Police Officers
Education
Columbia College 2002 — 2009
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration, 3.6
Tarleton State University 1985 — 1986
Police Academy, Criminal Justice/Police Science