Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Brian Keller, MBA Brian Keller, MBA's Fidelity Investments Experience 1999 - 2000
Job Senior Treasury Analyst at Spectra Energy
Industry Oil & Energy
Experience
Spectra Energy 2014 - Present
Spectra Energy 2013 - 2014
Hewlett-Packard 2004 - 2012
Hewlett-Packard Company 2003 - 2004
JPMorgan Chase 2002 - 2003
Fidelity Investments 1999 - 2000
Fidelity Investments January 1997 - January 1999
Skills
SAP, Internal Controls, Banking, Portfolio Management, Financial Risk, US GAAP, GAAP, Time Management, Financial Modeling, Financial Analysis, Credit, Risk Management, Corporate Finance, Financial Reporting, Customer Service, Treasury, Cash Management, Cash Flow, Process Improvement, Management, Budgets, Leadership, Forecasting, Training, Accounting, Mergers & Acquisitions, Cross-functional Team..., Human Resources, Business Analysis, Crisis Management, Benefits Administration, Variance Analysis, Auditing, Project Management, Analysis, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Minot State University
BS, Finance
Spectra Energy 2014 - Present
Spectra Energy 2013 - 2014
Hewlett-Packard 2004 - 2012
Hewlett-Packard Company 2003 - 2004
JPMorgan Chase 2002 - 2003
Fidelity Investments 1999 - 2000
Fidelity Investments January 1997 - January 1999
Skills
SAP, Internal Controls, Banking, Portfolio Management, Financial Risk, US GAAP, GAAP, Time Management, Financial Modeling, Financial Analysis, Credit, Risk Management, Corporate Finance, Financial Reporting, Customer Service, Treasury, Cash Management, Cash Flow, Process Improvement, Management, Budgets, Leadership, Forecasting, Training, Accounting, Mergers & Acquisitions, Cross-functional Team..., Human Resources, Business Analysis, Crisis Management, Benefits Administration, Variance Analysis, Auditing, Project Management, Analysis, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Minot State University
BS, Finance
Christopher Townson Christopher Townson's Fidelity Investments Experience 2015 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2015 - Present
Denison Campus Governance Association 2010 - May 2014
Denison University 2013 - 2014
Beta Theta Pi at Denison University 2013 - 2014
Denison University May 2013 - August 2013
Beta Theta Pi at Denison University 2012 - 2013
Denison International Student Association 2011 - 2012
Denison University 2010 - 2012
Denison Community Association 2010 - 2012
Denison Varsity Football Team 2010 - 2012
Skills
Series 7, Series 63
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics, German
University of Heidelberg
German
Fidelity Investments 2015 - Present
Denison Campus Governance Association 2010 - May 2014
Denison University 2013 - 2014
Beta Theta Pi at Denison University 2013 - 2014
Denison University May 2013 - August 2013
Beta Theta Pi at Denison University 2012 - 2013
Denison International Student Association 2011 - 2012
Denison University 2010 - 2012
Denison Community Association 2010 - 2012
Denison Varsity Football Team 2010 - 2012
Skills
Series 7, Series 63
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics, German
University of Heidelberg
German
Ami Chitwood Ami Chitwood's Fidelity Investments Experience April 2001 - October 2001
Job Senior Social Media and Analytics Strategist
Industry Online Media
Experience
Deloitte June 2012 - Present
Deloitte January 2010 - June 2012
Deloitte February 2008 - January 2010
Deloitte September 2004 - February 2008
BBN Technologies January 2002 - September 2004
Fidelity Investments April 2001 - October 2001
Pyramid Research August 2000 - March 2001
Skills
Social Media Strategist, Public Speaking, Analytics, Web Analytics, Social Networking, Creative Problem Solving, Strategy, User Experience, Social Media, Knowledge Management, Web 2.0, Content Migration, Technical Training, Digital Strategy, Wicked sense of humor, Content Management, Social Media Marketing, Social Media Measurement, Intranet, Key Performance..., Internal Communications, SharePoint, Integration, Taxonomy, Project Management, Strategic Communications, Program Management, Content Development, Management, Digital Marketing, Usability, Problem Solving, Stakeholder Analysis, Corporate Communications, Training, Marketing Communications, Web Content Management, Content Strategy, Thought Leadership, Omniture, Information Management, Leadership, Integrated Marketing, Online Marketing, B2B, B2B Marketing, Business Strategy, Blogging, Knowledge Sharing, Folksonomy
Education
Simmons College 1999 — 2000
MLIS
The Ohio State University 1992 — 1994
MA
Denison University 1989 — 1992
BA
Deloitte June 2012 - Present
Deloitte January 2010 - June 2012
Deloitte February 2008 - January 2010
Deloitte September 2004 - February 2008
BBN Technologies January 2002 - September 2004
Fidelity Investments April 2001 - October 2001
Pyramid Research August 2000 - March 2001
Skills
Social Media Strategist, Public Speaking, Analytics, Web Analytics, Social Networking, Creative Problem Solving, Strategy, User Experience, Social Media, Knowledge Management, Web 2.0, Content Migration, Technical Training, Digital Strategy, Wicked sense of humor, Content Management, Social Media Marketing, Social Media Measurement, Intranet, Key Performance..., Internal Communications, SharePoint, Integration, Taxonomy, Project Management, Strategic Communications, Program Management, Content Development, Management, Digital Marketing, Usability, Problem Solving, Stakeholder Analysis, Corporate Communications, Training, Marketing Communications, Web Content Management, Content Strategy, Thought Leadership, Omniture, Information Management, Leadership, Integrated Marketing, Online Marketing, B2B, B2B Marketing, Business Strategy, Blogging, Knowledge Sharing, Folksonomy
Education
Simmons College 1999 — 2000
MLIS
The Ohio State University 1992 — 1994
MA
Denison University 1989 — 1992
BA
Juhi Dubey's Fidelity Investments Experience January 2012 - July 2014
Job Operations and Product Management strategist
Industry Market Research
Experience
Nikola Innovation May 2015 - August 2015
Flack Steel May 2015 - June 2015
Fidelity Investments January 2012 - July 2014
Fidelity Investments January 2010 - December 2011
Kelly Services July 2009 - December 2009
Skills
Google Analytics, Finance, Organizational..., CRM, Microsoft Office, Financial Analysis, Local Search..., Microsoft Excel, Social Media Marketing, Auditing, Internal Controls, Product Management, Marketing Strategy, Operations Management, Student Counseling, Supply Chain Management, Account Reconciliation, Customer Service, Accounting, Account Management, Analysis, MIS, Financial Planning, Business Development, SPSS, Six Sigma, Databases, QuickBooks, Product Development, Market Research, Strategy
Education
Weatherhead School of Management at Case Western Reserve University 2014 — 2016
Master of Business Administration (MBA), Business administration
International college of Financial Planning 2008 — 2009
Post Graduate Diploma in Financial Planning, Finance, General
Delhi University 2000 — 2008
Bachelor of Arts (B.A.) Honors, Economics
Nikola Innovation May 2015 - August 2015
Flack Steel May 2015 - June 2015
Fidelity Investments January 2012 - July 2014
Fidelity Investments January 2010 - December 2011
Kelly Services July 2009 - December 2009
Skills
Google Analytics, Finance, Organizational..., CRM, Microsoft Office, Financial Analysis, Local Search..., Microsoft Excel, Social Media Marketing, Auditing, Internal Controls, Product Management, Marketing Strategy, Operations Management, Student Counseling, Supply Chain Management, Account Reconciliation, Customer Service, Accounting, Account Management, Analysis, MIS, Financial Planning, Business Development, SPSS, Six Sigma, Databases, QuickBooks, Product Development, Market Research, Strategy
Education
Weatherhead School of Management at Case Western Reserve University 2014 — 2016
Master of Business Administration (MBA), Business administration
International college of Financial Planning 2008 — 2009
Post Graduate Diploma in Financial Planning, Finance, General
Delhi University 2000 — 2008
Bachelor of Arts (B.A.) Honors, Economics
Chelsea Flood's Fidelity Investments Experience November 2014 - Present
Job Seeking Opportunities in Marketing
Industry Marketing and Advertising
Experience
Fidelity Investments November 2014 - Present
Rock Bridge Brewery April 2014 - July 2014
The Tiger Hotel September 2013 - November 2013
The Vault June 2012 - November 2013
Cha Boutique January 2011 - February 2011
Skills
Facebook, Event Planning, Social Media, PowerPoint, Marketing, Social Media Marketing, Sales, Time Management, Customer Service, Social Networking, Mac OS, Microsoft Word, Microsoft Excel, Recruiting, Research
Education
University of Missouri-Columbia 2011 — 2014
Communication, Marketing, Business
DePauw University 2009 — 2011
Communications
Fidelity Investments November 2014 - Present
Rock Bridge Brewery April 2014 - July 2014
The Tiger Hotel September 2013 - November 2013
The Vault June 2012 - November 2013
Cha Boutique January 2011 - February 2011
Skills
Facebook, Event Planning, Social Media, PowerPoint, Marketing, Social Media Marketing, Sales, Time Management, Customer Service, Social Networking, Mac OS, Microsoft Word, Microsoft Excel, Recruiting, Research
Education
University of Missouri-Columbia 2011 — 2014
Communication, Marketing, Business
DePauw University 2009 — 2011
Communications
Deepak Yadav, CSM Deepak Yadav, CSM's Fidelity Investments Experience June 2003 - December 2004
Job Lead Technical Specialist at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo September 2014 - Present
J.P. Morgan June 2011 - May 2014
Barclays Capital, Singapore April 2010 - June 2011
Bank of America February 2009 - April 2010
Morgan Stanley May 2006 - February 2009
J.P. Morgan January 2005 - May 2006
Fidelity Investments June 2003 - December 2004
Skills
Electronic Trading, Low Latency, Continuous Integration, MarkLogic, FpML, Python, Fixed Income, Sybase, Agile Methodologies, Databases, SOA, Requirements Analysis, Business Process..., Oracle, SDLC, Java, AMQP, Test Driven Development, Scrum, C++, Ext JS, TIBCO Rendezvous, Spring, JMS, Design Patterns, Epiphany, Jenkins, Prime Brokerage, Regulatory Requirements, PL/SQL, Subversion, JUnit, Stored Procedures, Multithreading, OOAD, Apache Velocity, XQuery, Maven, Java Enterprise Edition, Fitnesse, Order Management, Interest Rate Swaps, Spring Framework
Education
Harcourt Butler Technological Institute
Master's Degree
Delhi Vishwavidyalaya
BS
Wells Fargo September 2014 - Present
J.P. Morgan June 2011 - May 2014
Barclays Capital, Singapore April 2010 - June 2011
Bank of America February 2009 - April 2010
Morgan Stanley May 2006 - February 2009
J.P. Morgan January 2005 - May 2006
Fidelity Investments June 2003 - December 2004
Skills
Electronic Trading, Low Latency, Continuous Integration, MarkLogic, FpML, Python, Fixed Income, Sybase, Agile Methodologies, Databases, SOA, Requirements Analysis, Business Process..., Oracle, SDLC, Java, AMQP, Test Driven Development, Scrum, C++, Ext JS, TIBCO Rendezvous, Spring, JMS, Design Patterns, Epiphany, Jenkins, Prime Brokerage, Regulatory Requirements, PL/SQL, Subversion, JUnit, Stored Procedures, Multithreading, OOAD, Apache Velocity, XQuery, Maven, Java Enterprise Edition, Fitnesse, Order Management, Interest Rate Swaps, Spring Framework
Education
Harcourt Butler Technological Institute
Master's Degree
Delhi Vishwavidyalaya
BS
Kejdi Bufi's Fidelity Investments Experience October 2013 - September 2014
Job Financial Analyst
Industry Financial Services
Experience
Fidelity Investments October 2013 - September 2014
UBS - Corporate Cash Management Group June 2012 - November 2012
DePaul University - Housing Services May 2011 - June 2012
Jano Financial Consulting June 2010 - September 2010
KE&EG Co June 2007 - September 2008
Skills
Finance, Financial Accounting, Microsoft Office, SQL, Java, English, Cash Management, Databases, Predictive Analytics..., Business Objects, Investments, Financial Analysis, Financial Modeling, Customer Service, Management, Wealth Management, Mutual Funds, Data Analysis, Business Analysis, Corporate Finance, Research, Microsoft Excel, Access, Bloomberg, Time Management, Foreign Languages, Albanian, Italian, Spanish-speaking, Final Cut Pro, Photoshop, After Effects, Camtasia
Education
DePaul University 2009 — 2013
Bachelor of Science in Business, (Major: Finance Honors, Minor in Database)
Petro Nini Luarasi High School 2005 — 2009
Fidelity Investments October 2013 - September 2014
UBS - Corporate Cash Management Group June 2012 - November 2012
DePaul University - Housing Services May 2011 - June 2012
Jano Financial Consulting June 2010 - September 2010
KE&EG Co June 2007 - September 2008
Skills
Finance, Financial Accounting, Microsoft Office, SQL, Java, English, Cash Management, Databases, Predictive Analytics..., Business Objects, Investments, Financial Analysis, Financial Modeling, Customer Service, Management, Wealth Management, Mutual Funds, Data Analysis, Business Analysis, Corporate Finance, Research, Microsoft Excel, Access, Bloomberg, Time Management, Foreign Languages, Albanian, Italian, Spanish-speaking, Final Cut Pro, Photoshop, After Effects, Camtasia
Education
DePaul University 2009 — 2013
Bachelor of Science in Business, (Major: Finance Honors, Minor in Database)
Petro Nini Luarasi High School 2005 — 2009
Geoffrey Merrill, MBA Geoffrey Merrill, MBA's Fidelity Investments Experience 1990 - 1993
Job Risk Management Executive Management Investment Management
Industry Financial Services
Experience
GGM Investments March 2014 - Present
New York Life Insurance Company March 2010 - March 2014
GGM Investments April 2001 - December 2009
Mellon Bank 1995 - 2000
Allmerica Financial 1993 - 1995
Fidelity Investments 1990 - 1993
First National Bank of Chicago 1984 - 1990
Skills
Strategy, Management, Analysis, Finance, Risk Management, Strategic Planning, Investments, Financial Services, Leadership, Portfolio Management, Financial Planning, Banking, Securities, Mutual Funds, Sales, Financial Modeling, Team Leadership, Financial Risk, Business Strategy, Business Planning, Marketing Strategy, Credit, Investment Strategies, Financial Analysis, Operations Management
Education
Amos Tuck School, Dartmouth College
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
Denison University
Bachelor of Arts (B.A.), English History, 3.27
GGM Investments March 2014 - Present
New York Life Insurance Company March 2010 - March 2014
GGM Investments April 2001 - December 2009
Mellon Bank 1995 - 2000
Allmerica Financial 1993 - 1995
Fidelity Investments 1990 - 1993
First National Bank of Chicago 1984 - 1990
Skills
Strategy, Management, Analysis, Finance, Risk Management, Strategic Planning, Investments, Financial Services, Leadership, Portfolio Management, Financial Planning, Banking, Securities, Mutual Funds, Sales, Financial Modeling, Team Leadership, Financial Risk, Business Strategy, Business Planning, Marketing Strategy, Credit, Investment Strategies, Financial Analysis, Operations Management
Education
Amos Tuck School, Dartmouth College
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
Denison University
Bachelor of Arts (B.A.), English History, 3.27
David Wisneski David Wisneski's Fidelity Investments Experience 1996 - 1998
Job Professional Realtor at Baird & Warner
Industry Real Estate
Experience
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
Patrick Humes's Fidelity Investments Experience September 2013 - July 2014
Job Investment Analyst at Milliman
Industry Financial Services
Experience
Milliman July 2014 - Present
Fidelity Investments September 2013 - July 2014
Denison University Department of Economics September 2012 - May 2013
Denison University Department of Economics August 2011 - May 2013
Denison Student Investment Group August 2010 - May 2013
The Delta Chi Fraternity, Inc. January 2012 - January 2013
UPMC May 2012 - August 2012
The Delta Chi Fraternity, Inc. January 2011 - December 2011
The McFarland Law Office August 2010 - December 2011
United States Senator John Cornyn May 2011 - August 2011
Skills
Microsoft Excel, SPSS, Public Speaking, Mandarin, Economic Modeling, Budget Process, Interpersonal..., Stata
Education
Denison University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Milliman July 2014 - Present
Fidelity Investments September 2013 - July 2014
Denison University Department of Economics September 2012 - May 2013
Denison University Department of Economics August 2011 - May 2013
Denison Student Investment Group August 2010 - May 2013
The Delta Chi Fraternity, Inc. January 2012 - January 2013
UPMC May 2012 - August 2012
The Delta Chi Fraternity, Inc. January 2011 - December 2011
The McFarland Law Office August 2010 - December 2011
United States Senator John Cornyn May 2011 - August 2011
Skills
Microsoft Excel, SPSS, Public Speaking, Mandarin, Economic Modeling, Budget Process, Interpersonal..., Stata
Education
Denison University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Todd Macaulay Todd Macaulay's Fidelity Investments Experience April 2003 - September 2005
Job Financial Literacy Assistant at University of Kentucky
Industry Human Resources
Experience
University of Kentucky July 2015 - Present
Safe Harbor Retirement Planning April 2013 - May 2015
Green Meadows Farm April 2011 - July 2014
The Full Yield, Inc. May 2011 - October 2011
John Hancock February 2008 - August 2011
Marcus Financial Advisors October 2005 - February 2008
Fidelity Investments April 2003 - September 2005
Fidelity Investments April 2002 - April 2003
Skills
Investments, Strategic Financial..., Financial Services, Sales, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, 401k, Fixed Annuities, Asset Allocation, Wealth Management, Series 6, Securities, Investment Advisory, Alternative Investments, Investment Strategies, Financial Advisory, Life Insurance
Education
Salem State College 2007 — 2008
Certificate, Financial Planning
Denison University 1996 — 2000
BA, Economics
University of Kentucky July 2015 - Present
Safe Harbor Retirement Planning April 2013 - May 2015
Green Meadows Farm April 2011 - July 2014
The Full Yield, Inc. May 2011 - October 2011
John Hancock February 2008 - August 2011
Marcus Financial Advisors October 2005 - February 2008
Fidelity Investments April 2003 - September 2005
Fidelity Investments April 2002 - April 2003
Skills
Investments, Strategic Financial..., Financial Services, Sales, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, 401k, Fixed Annuities, Asset Allocation, Wealth Management, Series 6, Securities, Investment Advisory, Alternative Investments, Investment Strategies, Financial Advisory, Life Insurance
Education
Salem State College 2007 — 2008
Certificate, Financial Planning
Denison University 1996 — 2000
BA, Economics
Darrin Lang Darrin Lang's Fidelity Investments Experience June 1998 - August 1999
Job CEO, LABUR
Industry Information Technology and Services
Experience
Boston Partners in Education April 2014 - Present
Home Base Program October 2013 - Present
LABUR July 2008 - Present
Kforce August 1999 - June 2008
Fidelity Investments June 1998 - August 1999
Education
Denison University 1994 — 1998
Bachelors, Economics and Spanish
The Taft School 1991 — 1994
Eaglebrook 1987 — 1991
Boston Partners in Education April 2014 - Present
Home Base Program October 2013 - Present
LABUR July 2008 - Present
Kforce August 1999 - June 2008
Fidelity Investments June 1998 - August 1999
Education
Denison University 1994 — 1998
Bachelors, Economics and Spanish
The Taft School 1991 — 1994
Eaglebrook 1987 — 1991
Glenn Dill Glenn Dill's Fidelity Investments Experience November 1994 - December 2009
Job Senior Consultant at herronpalmer LLC
Industry Outsourcing/Offshoring
Experience
herronpalmer LLC December 2013 - Present
Mercer December 2009 - December 2013
Fidelity Investments November 1994 - December 2009
Towers Perrin April 1993 - October 1994
Hewitt June 1987 - April 1993
Skills
Vendor Management, Leadership, Employee Benefits, Management, Outsourcing, Process Improvement, CRM, Consulting, Strategy, Business Analysis
Education
DePauw University 1983 — 1987
Bachelors, Computational Mathematics
New Trier 1981 — 1983
High School
herronpalmer LLC December 2013 - Present
Mercer December 2009 - December 2013
Fidelity Investments November 1994 - December 2009
Towers Perrin April 1993 - October 1994
Hewitt June 1987 - April 1993
Skills
Vendor Management, Leadership, Employee Benefits, Management, Outsourcing, Process Improvement, CRM, Consulting, Strategy, Business Analysis
Education
DePauw University 1983 — 1987
Bachelors, Computational Mathematics
New Trier 1981 — 1983
High School
Justin M. King Justin M. King's Fidelity Investments Experience 2014 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Sophis Capital, LLC 2013 - 2014
Fidelity Capital Markets 2008 - 2012
Bear Stearns 2002 - 2008
ABN AMRO 1998 - 2002
Salomon Smith Barney-Citigroup 1991 - 1998
Skills
Equities, Hedge Funds, Investments, Series 7, Securities, Capital Markets, Series 63, Electronic Trading, Alternative Investments, Trading, Equity Trading, Bloomberg, Trading Systems, Options, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Asset Management, Derivatives, Leadership, Proprietary Trading, Investment Advisory, Hedging, Mutual Funds, Prime Brokerage, Emerging Markets, Investment Management, Bonds, Private Equity, Brokerage, Trading Strategies, Technical Analysis, Market Data, Strategic Financial..., Risk Management, Investment Strategies, Asset Allocation, Wealth Management, Equity Research, Securities Lending, Valuation, ETFs, Equity Derivatives, Financial Modeling, Series 24, FINRA, Investor Relations, Strategy, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A, Finance, Management
University of Iowa - Henry B. Tippie College of Business
B.B.A, Finance, Marketing
Fidelity Investments 2014 - Present
Sophis Capital, LLC 2013 - 2014
Fidelity Capital Markets 2008 - 2012
Bear Stearns 2002 - 2008
ABN AMRO 1998 - 2002
Salomon Smith Barney-Citigroup 1991 - 1998
Skills
Equities, Hedge Funds, Investments, Series 7, Securities, Capital Markets, Series 63, Electronic Trading, Alternative Investments, Trading, Equity Trading, Bloomberg, Trading Systems, Options, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Asset Management, Derivatives, Leadership, Proprietary Trading, Investment Advisory, Hedging, Mutual Funds, Prime Brokerage, Emerging Markets, Investment Management, Bonds, Private Equity, Brokerage, Trading Strategies, Technical Analysis, Market Data, Strategic Financial..., Risk Management, Investment Strategies, Asset Allocation, Wealth Management, Equity Research, Securities Lending, Valuation, ETFs, Equity Derivatives, Financial Modeling, Series 24, FINRA, Investor Relations, Strategy, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A, Finance, Management
University of Iowa - Henry B. Tippie College of Business
B.B.A, Finance, Marketing
Kimberly Denson's Fidelity Investments Experience July 2006 - Present
Job VP, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
ADP Retirement Services March 1997 - July 2006
Scudder Investments 1997 - 2005
Education
College of St. Francis
BS, Political Science
DePaul University College of Law
Fidelity Investments July 2006 - Present
ADP Retirement Services March 1997 - July 2006
Scudder Investments 1997 - 2005
Education
College of St. Francis
BS, Political Science
DePaul University College of Law
Harsh Bakshi Harsh Bakshi's Fidelity Investments Experience April 2007 - April 2008
Job Program Manager at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2011 - Present
MphasiS February 2007 - May 2011
Deutsche Bank March 2011 - April 2011
JPMorgan Chase January 2010 - February 2011
J.P. Morgan October 2008 - January 2010
Citi May 2008 - August 2008
Fidelity Investments April 2007 - April 2008
Ness Technologies October 2003 - January 2007
Skills
Business Analysis, Global Delivery, Software Project..., SDLC, Requirements Analysis, Vendor Management, Investment Banking, Offshoring, Investments, Capital Markets, Strategy, Financial Services, Equities, Fixed Income, Banking, Management
Education
Indian Institute of Management, Bangalore 2005 — 2006
Executive Management, Management
Symbiosis International University 2001 — 2003
Master of Business Administration (MBA), Information Technology Project Management
Delhi University 1998 — 2001
Bachelor of Commerce (Honors)
UBS Investment Bank May 2011 - Present
MphasiS February 2007 - May 2011
Deutsche Bank March 2011 - April 2011
JPMorgan Chase January 2010 - February 2011
J.P. Morgan October 2008 - January 2010
Citi May 2008 - August 2008
Fidelity Investments April 2007 - April 2008
Ness Technologies October 2003 - January 2007
Skills
Business Analysis, Global Delivery, Software Project..., SDLC, Requirements Analysis, Vendor Management, Investment Banking, Offshoring, Investments, Capital Markets, Strategy, Financial Services, Equities, Fixed Income, Banking, Management
Education
Indian Institute of Management, Bangalore 2005 — 2006
Executive Management, Management
Symbiosis International University 2001 — 2003
Master of Business Administration (MBA), Information Technology Project Management
Delhi University 1998 — 2001
Bachelor of Commerce (Honors)
Teena Kamal Teena Kamal's Fidelity Investments Experience 2007 - 2009
Job CEO at Edunova Inc
Industry E-Learning
Experience
Edunova Inc January 2011 - Present
Zendigo Group Inc January 2010 - Present
Fidelity Investments 2007 - 2009
Fidelity investments 2001 - 2005
Synergetic Media Corp 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Product Management, Program Management, Process Improvement, Financial Services, Management, Vendor Management, Strategic Planning, Leadership, Business Strategy, SDLC, Software Development, Software Project..., Business Analysis, IT Strategy, Start-ups, Curriculum Design, Curriculum Development, Curriculum Mapping, Curriculum Assessment, Curriculum Innovation, Higher Education, Educational Technology, Adult Education, Elementary Education, Product Innovation, Information Technology, Technological Innovation
Education
Harvard University 1993 — 1994
Business Management and Marketing (4.0 GPA)
Delhi University 1987 — 1992
Bachelor of Arts (BA), English Literature Honors, Magna Cum Laude
Edunova Inc January 2011 - Present
Zendigo Group Inc January 2010 - Present
Fidelity Investments 2007 - 2009
Fidelity investments 2001 - 2005
Synergetic Media Corp 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Product Management, Program Management, Process Improvement, Financial Services, Management, Vendor Management, Strategic Planning, Leadership, Business Strategy, SDLC, Software Development, Software Project..., Business Analysis, IT Strategy, Start-ups, Curriculum Design, Curriculum Development, Curriculum Mapping, Curriculum Assessment, Curriculum Innovation, Higher Education, Educational Technology, Adult Education, Elementary Education, Product Innovation, Information Technology, Technological Innovation
Education
Harvard University 1993 — 1994
Business Management and Marketing (4.0 GPA)
Delhi University 1987 — 1992
Bachelor of Arts (BA), English Literature Honors, Magna Cum Laude
Patrick Wiechert Patrick Wiechert's Fidelity Investments Experience December 2013 - November 2014
Job Talented Individual Seeking New Challenges
Industry Writing and Editing
Experience
Fidelity Investments December 2013 - November 2014
Habitat March 2013 - November 2013
Legal Network March 2012 - November 2012
Gurley & Associates December 2010 - March 2011
Jones Day March 2008 - March 2010
Park Alexandria Condominium Association November 2006 - August 2008
Dentons (formerly Sonnenschein Nath & Rosenthal LLP) January 2002 - February 2008
Bughouse Square February 2001 - February 2008
Whittman-Hart / marchFIRST (Four Points Digital) March 1999 - June 2001
Four Points Digital March 1999 - June 2001
Skills
MS Excel, MS Word, Adobe Acrobat, Social Media, Copywriting, Litigation, Advertising, Litigation Support, Online Marketing, Lotus Notes, Documentation, Writing, Legal Research, Microsoft Office, Microsoft Word, Online Advertising, Microsoft Excel, Project Management, Document Review, Training, Team Leadership, Marketing, Software Documentation, Leadership, Courts, Marketing Communications, Digital Marketing, Management
Education
DePaul University 2005 — 2005
Financial Planning Certificate Program
MAC University 1999 — 1999
Company sponsored training
University of Nebraska-Lincoln 1989 — 1994
Bachelor of Arts, Major - English; Minors - Business, Math, Film, Italian
US Soccer Federation
National F License, Coaching Development
Lincoln High School
High School Diploma
Fidelity Investments December 2013 - November 2014
Habitat March 2013 - November 2013
Legal Network March 2012 - November 2012
Gurley & Associates December 2010 - March 2011
Jones Day March 2008 - March 2010
Park Alexandria Condominium Association November 2006 - August 2008
Dentons (formerly Sonnenschein Nath & Rosenthal LLP) January 2002 - February 2008
Bughouse Square February 2001 - February 2008
Whittman-Hart / marchFIRST (Four Points Digital) March 1999 - June 2001
Four Points Digital March 1999 - June 2001
Skills
MS Excel, MS Word, Adobe Acrobat, Social Media, Copywriting, Litigation, Advertising, Litigation Support, Online Marketing, Lotus Notes, Documentation, Writing, Legal Research, Microsoft Office, Microsoft Word, Online Advertising, Microsoft Excel, Project Management, Document Review, Training, Team Leadership, Marketing, Software Documentation, Leadership, Courts, Marketing Communications, Digital Marketing, Management
Education
DePaul University 2005 — 2005
Financial Planning Certificate Program
MAC University 1999 — 1999
Company sponsored training
University of Nebraska-Lincoln 1989 — 1994
Bachelor of Arts, Major - English; Minors - Business, Math, Film, Italian
US Soccer Federation
National F License, Coaching Development
Lincoln High School
High School Diploma
Ananya Mukherjee's Fidelity Investments Experience 2012 - 2012
Job Interaction Designer II at MIT Mobile Experience Lab
Industry Design
Experience
MIT Mobile Experience Lab June 2013 - Present
NYU Stern School of Business October 2011 - Present
Interactive Telecommunications Program, New York University August 2011 - Present
Parkit Labs February 2012 - February 2013
Fidelity Investments 2012 - 2012
Art Radar Asia 2009 - 2011
Wikimedia Foundation 2009 - 2011
NDTV GoodTimes 2007 - 2010
Skills
User Experience, User Interface Design, Interaction Design, Rapid Prototyping, Wireframes, Information Architecture, JavaScript, Data Visualization, Visual Design, Adobe Creative Suite, HTML + CSS, Processing, Processing.js, R, Python, User Experience Design
Education
New York University 2011 — 2013
Masters, Interactive Telecommunications
Jawaharlal Nehru University 2009 — 2011
Masters in Arts and Aesthetics, Visual Arts
Delhi University 2004 — 2007
Bachelors in Mass Communication, Marketing and Communication
MIT Mobile Experience Lab June 2013 - Present
NYU Stern School of Business October 2011 - Present
Interactive Telecommunications Program, New York University August 2011 - Present
Parkit Labs February 2012 - February 2013
Fidelity Investments 2012 - 2012
Art Radar Asia 2009 - 2011
Wikimedia Foundation 2009 - 2011
NDTV GoodTimes 2007 - 2010
Skills
User Experience, User Interface Design, Interaction Design, Rapid Prototyping, Wireframes, Information Architecture, JavaScript, Data Visualization, Visual Design, Adobe Creative Suite, HTML + CSS, Processing, Processing.js, R, Python, User Experience Design
Education
New York University 2011 — 2013
Masters, Interactive Telecommunications
Jawaharlal Nehru University 2009 — 2011
Masters in Arts and Aesthetics, Visual Arts
Delhi University 2004 — 2007
Bachelors in Mass Communication, Marketing and Communication
Ben Troyer's Fidelity Investments Experience June 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Denison University September 2014 - May 2015
Skills
Marketing Analytics, Demographic Analysis, Market Research, Survey Design, Survey Research, Data Entry, Qualtrics, Stata, Presentation Design, Data Presentation, Political Science, American Politics, Microsoft Excel, Microsoft Word, Political Analysis, Political Philosophy, Political Strategy, Political Risk Analysis
Education
Denison University 2012 — 2015
Bachelor's Degree, Political Science, Graduate
Fidelity Investments June 2015 - Present
Denison University September 2014 - May 2015
Skills
Marketing Analytics, Demographic Analysis, Market Research, Survey Design, Survey Research, Data Entry, Qualtrics, Stata, Presentation Design, Data Presentation, Political Science, American Politics, Microsoft Excel, Microsoft Word, Political Analysis, Political Philosophy, Political Strategy, Political Risk Analysis
Education
Denison University 2012 — 2015
Bachelor's Degree, Political Science, Graduate
Priyanshu Bakshi, CFA Priyanshu Bakshi, CFA's Fidelity Investments Experience June 2015 - August 2015
Job University of Chicago Booth School of Business
Industry Investment Management
Experience
Fidelity Investments June 2015 - August 2015
New Vernon Capital 2013 - 2014
New Vernon Capital 2011 - 2013
Jones Lang LaSalle 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Valuation, Private Equity, Financial Modeling, Investments, Equity Valuation, DCF, Portfolio Management, Investment Banking, Due Diligence, Financial Analysis, Capital Markets, Management, Business Strategy, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
CFA Institute 2008 — 2011
Chartered Financial Analyst (CFA), Finance
Delhi University 2004 — 2007
Bachelor of Business Studies, Finance, First Division with Honors
Apeejay, New Delhi
HSC, Economics, Mathematics, Accountancy, Business Studies & English
Fidelity Investments June 2015 - August 2015
New Vernon Capital 2013 - 2014
New Vernon Capital 2011 - 2013
Jones Lang LaSalle 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Valuation, Private Equity, Financial Modeling, Investments, Equity Valuation, DCF, Portfolio Management, Investment Banking, Due Diligence, Financial Analysis, Capital Markets, Management, Business Strategy, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
CFA Institute 2008 — 2011
Chartered Financial Analyst (CFA), Finance
Delhi University 2004 — 2007
Bachelor of Business Studies, Finance, First Division with Honors
Apeejay, New Delhi
HSC, Economics, Mathematics, Accountancy, Business Studies & English
John Reece John Reece's Fidelity Investments Experience August 1998 - Present
Job Director, Acquisitions and Leasing at Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments August 1998 - Present
Fidelity Investments 1995 - 1998
Fidelity Investments 1990 - 1995
Fidelity Investments 1986 - 1990
Boston Properties September 1984 - May 1986
HASKON CORPORATION: June 1982 - August 1984
Skills
Real Estate, Negotiation, Corporate Real Estate, Due Diligence, Real Estate Economics, Real Estate Transactions, Portfolio Management, Financial Analysis, Property Management, Contract Negotiation, Strategic Planning, Acquisitions, Commercial Real Estate, Investment Properties, Disposition, Leases, Shopping Centers, Tenant, Location Intelligence, Lease Administration
Education
Suffolk University 1984 — 1986
MBA, Marketing
Denison University 1978 — 1982
BA, Geology & Econmics
Fidelity Investments August 1998 - Present
Fidelity Investments 1995 - 1998
Fidelity Investments 1990 - 1995
Fidelity Investments 1986 - 1990
Boston Properties September 1984 - May 1986
HASKON CORPORATION: June 1982 - August 1984
Skills
Real Estate, Negotiation, Corporate Real Estate, Due Diligence, Real Estate Economics, Real Estate Transactions, Portfolio Management, Financial Analysis, Property Management, Contract Negotiation, Strategic Planning, Acquisitions, Commercial Real Estate, Investment Properties, Disposition, Leases, Shopping Centers, Tenant, Location Intelligence, Lease Administration
Education
Suffolk University 1984 — 1986
MBA, Marketing
Denison University 1978 — 1982
BA, Geology & Econmics
Colby Mueller's Fidelity Investments Experience September 2011 - March 2013
Job Financial Products Manager at Zenefits
Industry Management Consulting
Experience
Zenefits August 2015 - Present
Zenefits May 2015 - August 2015
Accenture April 2013 - May 2015
Fidelity Investments September 2011 - March 2013
Epic June 2011 - September 2011
DePauw University August 2010 - May 2011
Tradewinds Furniture February 2010 - June 2010
Skills
Series 7, Economics, Microsoft Excel, Microsoft Office, Retirement Planning, Tax Preparation, Change Management, Marketing, Management Consulting, Sales
Education
DePauw University 2007 — 2011
Bachelor of Arts, Economics and Chinese
Zenefits August 2015 - Present
Zenefits May 2015 - August 2015
Accenture April 2013 - May 2015
Fidelity Investments September 2011 - March 2013
Epic June 2011 - September 2011
DePauw University August 2010 - May 2011
Tradewinds Furniture February 2010 - June 2010
Skills
Series 7, Economics, Microsoft Excel, Microsoft Office, Retirement Planning, Tax Preparation, Change Management, Marketing, Management Consulting, Sales
Education
DePauw University 2007 — 2011
Bachelor of Arts, Economics and Chinese
Bobby Gomez Bobby Gomez's Fidelity Investments Experience November 2010 - January 2013
Job Internal Wholesaler at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors January 2013 - Present
Fidelity Investments November 2010 - January 2013
JPMorgan Chase June 2009 - October 2010
Bank of America April 2008 - December 2008
Bank of America June 2003 - April 2008
This Suds for You August 2001 - December 2005
Skills
Investments, Banking, Portfolio Management, 401k, Finance, Retirement Planning, Financial Advisory, Sales, Mutual Funds, Series 7, Series 63, Series 24, Wealth Management, Asset Allocation, Securities, Loans
Education
DePaul University
Bachelor of Science, Marketing
American Beacon Advisors January 2013 - Present
Fidelity Investments November 2010 - January 2013
JPMorgan Chase June 2009 - October 2010
Bank of America April 2008 - December 2008
Bank of America June 2003 - April 2008
This Suds for You August 2001 - December 2005
Skills
Investments, Banking, Portfolio Management, 401k, Finance, Retirement Planning, Financial Advisory, Sales, Mutual Funds, Series 7, Series 63, Series 24, Wealth Management, Asset Allocation, Securities, Loans
Education
DePaul University
Bachelor of Science, Marketing
Kevin Rusie, CFP® Kevin Rusie, CFP®'s Fidelity Investments Experience March 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments June 2012 - November 2013
DePauw University August 2008 - May 2012
The National Bank of Indianapolis May 2011 - August 2011
Russell Investments July 2010 - December 2010
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Economics major, Anthropology minor
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments June 2012 - November 2013
DePauw University August 2008 - May 2012
The National Bank of Indianapolis May 2011 - August 2011
Russell Investments July 2010 - December 2010
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Economics major, Anthropology minor
Dee Sawyer Dee Sawyer's Fidelity Investments Experience April 2009 - April 2010
Job Vice President, T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2011 - Present
Fidelity Investments April 2009 - April 2010
Fidelity Investments September 2007 - April 2009
Fidelity Investments September 2003 - September 2007
Education
Denison University 1988 — 1992
Economics
T. Rowe Price October 2011 - Present
Fidelity Investments April 2009 - April 2010
Fidelity Investments September 2007 - April 2009
Fidelity Investments September 2003 - September 2007
Education
Denison University 1988 — 1992
Economics
Mike Rudnicki Mike Rudnicki's Fidelity Investments Experience September 2007 - March 2010
Job Senior Relationship Manager at Fort Washington Investment Advisors, Inc.
Industry Investment Management
Experience
JP Morgan April 2010 - November 2010
Fidelity Investments September 2007 - March 2010
Sara Lee Corporation April 2002 - June 2007
Sara Lee Corporation August 2000 - April 2002
Hewitt Associates June 1999 - August 2000
State of Florida - Bureau of Deferred Compensation April 1997 - June 1999
Capital City Rowing June 1996 - June 1999
Florida Department of Insurance and Treasury April 1997 - September 1998
Skills
Valuation, Securities, Financial Services, Retirement Planning, Investment Management, Asset Allocation, Entrepreneurship, Management, Mergers & Acquisitions, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Investments, Defined Contribution, Benefit Plan..., Non-Qualified Deferred..., Accounting, Risk Management, Microsoft Excel, Asset Managment, Software Documentation, Institutional..., Relationship Management, Budgets, Business Planning, Leadership, Private Equity, Operations Management, Asset Management, Strategy, Finance, CRM, 401k, Process Improvement, Superior Client Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
Florida State University 1994 — 1996
BA
Florida State University Study Abroad Program, University of Costa Rica 1995 — 1995
Bachelor of Arts
DePauw University 1992 — 1994
Culver Military Academy 1984 — 1992
JP Morgan April 2010 - November 2010
Fidelity Investments September 2007 - March 2010
Sara Lee Corporation April 2002 - June 2007
Sara Lee Corporation August 2000 - April 2002
Hewitt Associates June 1999 - August 2000
State of Florida - Bureau of Deferred Compensation April 1997 - June 1999
Capital City Rowing June 1996 - June 1999
Florida Department of Insurance and Treasury April 1997 - September 1998
Skills
Valuation, Securities, Financial Services, Retirement Planning, Investment Management, Asset Allocation, Entrepreneurship, Management, Mergers & Acquisitions, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Investments, Defined Contribution, Benefit Plan..., Non-Qualified Deferred..., Accounting, Risk Management, Microsoft Excel, Asset Managment, Software Documentation, Institutional..., Relationship Management, Budgets, Business Planning, Leadership, Private Equity, Operations Management, Asset Management, Strategy, Finance, CRM, 401k, Process Improvement, Superior Client Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
Florida State University 1994 — 1996
BA
Florida State University Study Abroad Program, University of Costa Rica 1995 — 1995
Bachelor of Arts
DePauw University 1992 — 1994
Culver Military Academy 1984 — 1992
Edith Onderick-Harvey Edith Onderick-Harvey's Fidelity Investments Experience July 1997 - August 1998
Job Author of Amazon bestseller Getting Real | Speaker | Consultant and Advisor to Clients Experiencing Rapid Change.
Industry Management Consulting
Experience
Factor In Talent January 1999 - Present
Rohm and Haas Electronic Materials 2004 - 2005
Bridge Avenue Partners 2004 - 2005
Fidelity Investments July 1997 - August 1998
Bank of Boston (now Bank of America) April 1994 - July 1997
Andersen Consulting 1990 - 1994
Tarkenton Conn Co 1988 - 1990
Skills
Leadership Development, Team Leadership, Executive Coaching, Team Coaching, Organizational Analysis, Organizaitonal Alignment, Talent Management, Talent Development, Succession Planning, Performance Management, Career Pathing, Onboarding, Human Resource Metrics, Retreat Facilitation, Strategic Planning..., Program Facilitation, Executive Development, Employee Engagement, Coaching, Human Resources, Strategic Planning, Leadership, Program Management, Organizational..., Management Consulting, Change Management, Management, Workshop Facilitation, Consulting, Organizational Needs..., Executive Management, Training, Retreats, Interviews, Strategy, Organizational Design, Career Development, MBTI, Organizational..., Instructional Design, Performance Improvement, Culture Change, 360 Feedback, Management Development, Emotional Intelligence, Organizational Learning, Workforce Planning, Performance Consulting, Training Delivery, Employee Training
Education
Purdue University 1985 — 1987
M.A., Organizational Communication
DePauw University 1981 — 1985
Bachelor of Arts, Communiation Arts and Sciences
Factor In Talent January 1999 - Present
Rohm and Haas Electronic Materials 2004 - 2005
Bridge Avenue Partners 2004 - 2005
Fidelity Investments July 1997 - August 1998
Bank of Boston (now Bank of America) April 1994 - July 1997
Andersen Consulting 1990 - 1994
Tarkenton Conn Co 1988 - 1990
Skills
Leadership Development, Team Leadership, Executive Coaching, Team Coaching, Organizational Analysis, Organizaitonal Alignment, Talent Management, Talent Development, Succession Planning, Performance Management, Career Pathing, Onboarding, Human Resource Metrics, Retreat Facilitation, Strategic Planning..., Program Facilitation, Executive Development, Employee Engagement, Coaching, Human Resources, Strategic Planning, Leadership, Program Management, Organizational..., Management Consulting, Change Management, Management, Workshop Facilitation, Consulting, Organizational Needs..., Executive Management, Training, Retreats, Interviews, Strategy, Organizational Design, Career Development, MBTI, Organizational..., Instructional Design, Performance Improvement, Culture Change, 360 Feedback, Management Development, Emotional Intelligence, Organizational Learning, Workforce Planning, Performance Consulting, Training Delivery, Employee Training
Education
Purdue University 1985 — 1987
M.A., Organizational Communication
DePauw University 1981 — 1985
Bachelor of Arts, Communiation Arts and Sciences
David Owens, MPM PMP David Owens, MPM PMP's Fidelity Investments Experience December 2013 - Present
Job Director, Reporting and Tools PI PMO at Fidelity Investments
Industry Wireless
Experience
Fidelity Investments December 2013 - Present
BlackBerry January 2011 - December 2013
BlackBerry January 2010 - December 2013
Blue Cross Blue Shield of North Carolina December 2010 - January 2011
ACN Inc. March 2010 - September 2010
Nortel September 2006 - March 2010
IVIS 1996 - 2000
IVIS International 1993 - 2000
Skills
PMP, Program Management, Project Portfolio..., PMO, Project Management, Leadership, Telecommunications, Software Project..., SDLC, Integration, Resource Management, Management, Business Process, MS Project, IT Management, CMMI, Business Intelligence
Education
Western Carolina University 2006 — 2008
MPM, Master's in Project Management
DePaul University 2003 — 2006
B.A., Management/Project Management
Fidelity Investments December 2013 - Present
BlackBerry January 2011 - December 2013
BlackBerry January 2010 - December 2013
Blue Cross Blue Shield of North Carolina December 2010 - January 2011
ACN Inc. March 2010 - September 2010
Nortel September 2006 - March 2010
IVIS 1996 - 2000
IVIS International 1993 - 2000
Skills
PMP, Program Management, Project Portfolio..., PMO, Project Management, Leadership, Telecommunications, Software Project..., SDLC, Integration, Resource Management, Management, Business Process, MS Project, IT Management, CMMI, Business Intelligence
Education
Western Carolina University 2006 — 2008
MPM, Master's in Project Management
DePaul University 2003 — 2006
B.A., Management/Project Management
Nandini Deka's Fidelity Investments Experience June 2015 - August 2015
Job Professional Intern at Fidelity Investments
Industry Higher Education
Experience
University of Houston August 2011 - Present
Center for Academic Support and Assessment (CASA), University of Houston August 2011 - Present
Fidelity Investments June 2015 - August 2015
Mathematical Sciences Foundation June 2010 - July 2010
Skills
Matlab, C++, Mathematica, LaTeX, Applied Mathematics
Education
University of Houston 2012 — 2016
Doctor of Philosophy (Ph.D.), Mathematics
University of Houston 2011 — 2012
Master's Degree, Applied Mathematics
Delhi University 2007 — 2010
Bachelor's Degree, Mathematics
University of Houston August 2011 - Present
Center for Academic Support and Assessment (CASA), University of Houston August 2011 - Present
Fidelity Investments June 2015 - August 2015
Mathematical Sciences Foundation June 2010 - July 2010
Skills
Matlab, C++, Mathematica, LaTeX, Applied Mathematics
Education
University of Houston 2012 — 2016
Doctor of Philosophy (Ph.D.), Mathematics
University of Houston 2011 — 2012
Master's Degree, Applied Mathematics
Delhi University 2007 — 2010
Bachelor's Degree, Mathematics
Michelle Keefe Michelle Keefe's Fidelity Investments Experience December 2010 - Present
Job Communication Consultant
Industry Human Resources
Experience
Fidelity Investments December 2010 - Present
Buck Consultants July 2009 - December 2010
Mercer 1997 - April 2009
Chicago Institute of Neurosurgery and Neuroresearch March 1992 - September 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Leadership and Change Management
University of Illinois at Urbana-Champaign
Fidelity Investments December 2010 - Present
Buck Consultants July 2009 - December 2010
Mercer 1997 - April 2009
Chicago Institute of Neurosurgery and Neuroresearch March 1992 - September 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Leadership and Change Management
University of Illinois at Urbana-Champaign
Judy (Hurlbut) Edge Judy (Hurlbut) Edge's Fidelity Investments Experience 2003 - 2006
Job Divisional Productivity Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Fidelity Investments 2003 - 2006
Fidelity Charitable Services 2003 - 2005
Prudential Securities 2000 - 2003
Merrill Lynch 1997 - 2000
Florida National Bank, First Union, Wachovia 1992 - 1997
Morgan Stanley 1979 - 1985
Education
Cannon Fnancial Institute 1995 — 1997
CTFA, Trust
DePauw University 1974 — 1978
BA, Economics
Merrill Lynch 2007 - Present
Fidelity Investments 2003 - 2006
Fidelity Charitable Services 2003 - 2005
Prudential Securities 2000 - 2003
Merrill Lynch 1997 - 2000
Florida National Bank, First Union, Wachovia 1992 - 1997
Morgan Stanley 1979 - 1985
Education
Cannon Fnancial Institute 1995 — 1997
CTFA, Trust
DePauw University 1974 — 1978
BA, Economics
Himesh Patel's Fidelity Investments Experience July 2013 - Present
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments January 2012 - July 2013
Fidelity Investments September 2011 - January 2012
Climax Circuit Co. Ltd. December 2010 - August 2011
Skills
Financial Reporting, Team-oriented, Process Improvement, Financial Analysis, Management, Analysis
Education
DePaul University 2005 — 2009
Bachelors of Science in Commerce, Accountancy, Management
York University 2010 — 2010
N/A, Accountancy
Fidelity Investments July 2013 - Present
Fidelity Investments January 2012 - July 2013
Fidelity Investments September 2011 - January 2012
Climax Circuit Co. Ltd. December 2010 - August 2011
Skills
Financial Reporting, Team-oriented, Process Improvement, Financial Analysis, Management, Analysis
Education
DePaul University 2005 — 2009
Bachelors of Science in Commerce, Accountancy, Management
York University 2010 — 2010
N/A, Accountancy
Ryan Fortsch's Fidelity Investments Experience October 2013 - March 2015
Job Internal Director at Schroders
Industry Financial Services
Experience
Schroders March 2015 - Present
Fidelity Investments October 2013 - March 2015
Techmail Technologies January 2013 - September 2013
TABAPP March 2012 - December 2012
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
Schroders March 2015 - Present
Fidelity Investments October 2013 - March 2015
Techmail Technologies January 2013 - September 2013
TABAPP March 2012 - December 2012
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
Miyako Urbas Miyako Urbas's Fidelity Investments Experience April 2013 - August 2014
Job Senior Accounting Associate at Prudential
Industry Financial Services
Experience
Prudential Financial August 2014 - Present
Fidelity Investments April 2013 - August 2014
Johnson & Johnson June 2011 - August 2011
Brevet Capital Management June 2009 - August 2009
Belmora Spa 2007 - 2008
Morristown Memorial Hospital 2006 - 2008
Skills
Japanese, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Series 63
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
九州大学 / Kyushu University 2010 — 2010
Japanese Culture and Language
Prudential Financial August 2014 - Present
Fidelity Investments April 2013 - August 2014
Johnson & Johnson June 2011 - August 2011
Brevet Capital Management June 2009 - August 2009
Belmora Spa 2007 - 2008
Morristown Memorial Hospital 2006 - 2008
Skills
Japanese, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Series 63
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
九州大学 / Kyushu University 2010 — 2010
Japanese Culture and Language
Andrew Heidel's Fidelity Investments Experience July 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Entertainment
Experience
Fidelity Investments July 2015 - Present
Mid-America Sound Corporation April 2013 - July 2015
Concert Ideas April 2013 - April 2013
Jordan Sound Company September 2010 - April 2013
RedTech Sound - Denison University September 2010 - May 2012
Denison Day Celebration Committee - Denison University 2009 - 2011
Skills
Event Planning, Event Management, Contract Negotiation, Budget Management, Direct Client..., Live Sound, Sound Reinforcement, Audio Mixing, Microsoft Office, Sound Production, Writing, Excel, Facebook, Sound, Microsoft Excel
Education
Denison University 2008 — 2012
Bachelor of Arts (BA), Economics
Turpin High School 2004 — 2008
Fidelity Investments July 2015 - Present
Mid-America Sound Corporation April 2013 - July 2015
Concert Ideas April 2013 - April 2013
Jordan Sound Company September 2010 - April 2013
RedTech Sound - Denison University September 2010 - May 2012
Denison Day Celebration Committee - Denison University 2009 - 2011
Skills
Event Planning, Event Management, Contract Negotiation, Budget Management, Direct Client..., Live Sound, Sound Reinforcement, Audio Mixing, Microsoft Office, Sound Production, Writing, Excel, Facebook, Sound, Microsoft Excel
Education
Denison University 2008 — 2012
Bachelor of Arts (BA), Economics
Turpin High School 2004 — 2008
Dwight Churchill Dwight Churchill's Fidelity Investments Experience January 2008 - February 2009
Job Retired
Industry Investment Management
Experience
Currier Museum of Art October 2010 - Present
State Street Global Advisors SPDR ETF Mutual Funds May 2010 - Present
Public Employees Retirement System of Idaho April 2010 - Present
Affiliated Managers Group (AMG) March 2010 - Present
CFA Institute June 2014 - January 2015
Fidelity Investments January 2008 - February 2009
Fidelity Investments January 2007 - January 2008
Fidelity Investments May 2005 - January 2007
Fidelity Investments November 2004 - May 2005
Fidelity Investments August 1993 - November 2004
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Corporate Finance, Portfolio Management, Leadership, Financial Advisory, Hedge Funds, Asset Allocation, Separately Managed..., Capital Markets, Bonds, Management, Financial Modeling, Strategy, Investment Strategies, Alternative Investments, Investment Management
Education
The Ohio State University Fisher College of Business 1976 — 1978
MBA, Finance
Denison University 1972 — 1976
BA, Economics
Currier Museum of Art October 2010 - Present
State Street Global Advisors SPDR ETF Mutual Funds May 2010 - Present
Public Employees Retirement System of Idaho April 2010 - Present
Affiliated Managers Group (AMG) March 2010 - Present
CFA Institute June 2014 - January 2015
Fidelity Investments January 2008 - February 2009
Fidelity Investments January 2007 - January 2008
Fidelity Investments May 2005 - January 2007
Fidelity Investments November 2004 - May 2005
Fidelity Investments August 1993 - November 2004
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Corporate Finance, Portfolio Management, Leadership, Financial Advisory, Hedge Funds, Asset Allocation, Separately Managed..., Capital Markets, Bonds, Management, Financial Modeling, Strategy, Investment Strategies, Alternative Investments, Investment Management
Education
The Ohio State University Fisher College of Business 1976 — 1978
MBA, Finance
Denison University 1972 — 1976
BA, Economics
Manjunath Sivan Manjunath Sivan's Fidelity Investments Experience October 2013 - Present
Job Lead at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments July 2006 - September 2013
Wipro Technologies February 2004 - June 2006
Skills
Oracle HR, PL/SQL, SQL, Oracle, Agile Methodologies
Education
Symbiosis institute of Management Studies 2007 — 2009
MBA in Operations
Guru Gobind Singh Indraprastha University 2000 — 2003
MCA
Delhi University 1997 — 2000
Bsc(H)Statistics
Fidelity Investments October 2013 - Present
Fidelity Investments July 2006 - September 2013
Wipro Technologies February 2004 - June 2006
Skills
Oracle HR, PL/SQL, SQL, Oracle, Agile Methodologies
Education
Symbiosis institute of Management Studies 2007 — 2009
MBA in Operations
Guru Gobind Singh Indraprastha University 2000 — 2003
MCA
Delhi University 1997 — 2000
Bsc(H)Statistics
Shipra Gupta Shipra Gupta's Fidelity Investments Experience December 2012 - Present
Job Senior Operations Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments June 2010 - December 2012
CITM March 2010 - May 2010
University of Texas at Dallas August 2008 - May 2010
Hewlett Packard May 2009 - November 2009
University of Texas at Dallas January 2009 - May 2009
Infosys Technologies Ltd November 2005 - May 2008
Skills
SDLC, Databases, SharePoint, Business Intelligence, Microsoft SQL Server, Oracle, Access, C#, Java, ERP, Visual Studio, HTML, Project Management, Systems Analysis, Visio, DB2, Business Analysis, VBA, SQL
Education
The University of Texas at Dallas 2008 — 2010
MS, MIS
Banasthali Vidyapith University 2003 — 2005
Master of Science, Electronics
Delhi University
Bachelor of Science, Electronics
Fidelity Investments December 2012 - Present
Fidelity Investments June 2010 - December 2012
CITM March 2010 - May 2010
University of Texas at Dallas August 2008 - May 2010
Hewlett Packard May 2009 - November 2009
University of Texas at Dallas January 2009 - May 2009
Infosys Technologies Ltd November 2005 - May 2008
Skills
SDLC, Databases, SharePoint, Business Intelligence, Microsoft SQL Server, Oracle, Access, C#, Java, ERP, Visual Studio, HTML, Project Management, Systems Analysis, Visio, DB2, Business Analysis, VBA, SQL
Education
The University of Texas at Dallas 2008 — 2010
MS, MIS
Banasthali Vidyapith University 2003 — 2005
Master of Science, Electronics
Delhi University
Bachelor of Science, Electronics
Priyanka Malkoti Priyanka Malkoti's Fidelity Investments Experience November 2007 - August 2008
Job Freelancer Java/J2EE Project Management
Industry Information Technology and Services
Experience
Royal Bank of Scotland, Singapore May 2010 - January 2014
Credit Suisse August 2008 - September 2009
Fidelity Investments November 2007 - August 2008
Xansa February 2005 - November 2007
Skills
Sybase, Spring, ClearCase, Struts, Core Java, JDBC, Websphere, Servlets, Hibernate, Java Enterprise Edition, Weblogic, JSP, Ant
Education
Delhi University 2000 — 2004
Bachelor of Information Technology, IT
Royal Bank of Scotland, Singapore May 2010 - January 2014
Credit Suisse August 2008 - September 2009
Fidelity Investments November 2007 - August 2008
Xansa February 2005 - November 2007
Skills
Sybase, Spring, ClearCase, Struts, Core Java, JDBC, Websphere, Servlets, Hibernate, Java Enterprise Edition, Weblogic, JSP, Ant
Education
Delhi University 2000 — 2004
Bachelor of Information Technology, IT
Asad Alwani Asad Alwani's Fidelity Investments Experience June 2014 - Present
Job Brokerage Transfer of Assets Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments February 2014 - May 2014
DePauw University Annual Fund January 2010 - February 2012
PICIC Asset Management Company Limited June 2011 - July 2011
Allianz EFU Health Insurance Limited June 2010 - July 2010
Skills
Finance, Financial Risk, Analysis, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Data Analysis, Financial Analysis, Economics, Financial Modeling, Sales, Process Improvement, Problem Solving, Teamwork
Education
DePauw University 2009 — 2014
Bachelor's Degree, Economics & Management
Fidelity Investments June 2014 - Present
Fidelity Investments February 2014 - May 2014
DePauw University Annual Fund January 2010 - February 2012
PICIC Asset Management Company Limited June 2011 - July 2011
Allianz EFU Health Insurance Limited June 2010 - July 2010
Skills
Finance, Financial Risk, Analysis, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Data Analysis, Financial Analysis, Economics, Financial Modeling, Sales, Process Improvement, Problem Solving, Teamwork
Education
DePauw University 2009 — 2014
Bachelor's Degree, Economics & Management
Matt Caminiti Matt Caminiti's Fidelity Investments Experience August 2012 - January 2013
Job Marketing Consultant at Fort Washington Investment Advisors
Industry Investment Management
Experience
Fort Washington Investment Advisors, Inc. June 2014 - Present
Absolute Return Strategies March 2013 - April 2014
Fidelity Investments August 2012 - January 2013
Northwestern Mutual February 2011 - June 2012
DePaul University, International Studies Department April 2010 - March 2011
Education
DePaul University 2008 — 2012
Bachelor's Degree, Business, Economics Concentration
Fort Washington Investment Advisors, Inc. June 2014 - Present
Absolute Return Strategies March 2013 - April 2014
Fidelity Investments August 2012 - January 2013
Northwestern Mutual February 2011 - June 2012
DePaul University, International Studies Department April 2010 - March 2011
Education
DePaul University 2008 — 2012
Bachelor's Degree, Business, Economics Concentration
Umair Mansoob Umair Mansoob's Fidelity Investments Experience March 2012 - September 2013
Job Oracle Master Consultant at Forsythe Technology
Industry Financial Services
Experience
Forsythe Technology April 2015 - Present
Northern Trust October 2013 - April 2015
Fidelity Investments March 2012 - September 2013
Newedge October 2011 - February 2012
Discover Financial Services January 2011 - September 2011
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2010 - January 2011
Harris Bank January 2009 - August 2010
Chicago Police Department April 2006 - December 2008
US Steel July 2005 - March 2006
Morton Grove Pharmaceuticals June 2003 - June 2005
Skills
Performance Tuning, Data Warehousing, Exadata, Disaster Recovery, Data Warehouse..., Big Data, NoSQL
Education
DePaul University 2007 — 2008
M.S, Computer Science
Northeastern Illinois University 2002 — 2005
Bachelor's Degree, Computer Science
Forsythe Technology April 2015 - Present
Northern Trust October 2013 - April 2015
Fidelity Investments March 2012 - September 2013
Newedge October 2011 - February 2012
Discover Financial Services January 2011 - September 2011
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2010 - January 2011
Harris Bank January 2009 - August 2010
Chicago Police Department April 2006 - December 2008
US Steel July 2005 - March 2006
Morton Grove Pharmaceuticals June 2003 - June 2005
Skills
Performance Tuning, Data Warehousing, Exadata, Disaster Recovery, Data Warehouse..., Big Data, NoSQL
Education
DePaul University 2007 — 2008
M.S, Computer Science
Northeastern Illinois University 2002 — 2005
Bachelor's Degree, Computer Science
Shikha Chawla, PMP, ITIL-V3 Shikha Chawla, PMP, ITIL-V3's Fidelity Investments Experience April 2004 - September 2004
Job Senior Consultant at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions April 2014 - Present
Cognizant Technology Solutions- Cognizant Business Consulting May 2013 - April 2014
Cognizant Technology Solutions January 2012 - April 2013
Cognizant Technology Solutions May 2011 - December 2011
Google- consultant September 2007 - May 2011
Binary Semantics Ltd. November 2006 - September 2007
Equinox Global Services Pvt. Ltd. May 2005 - February 2006
Fidelity Investments April 2004 - September 2004
IBM November 2001 - April 2004
Skills
Service Delivery, IT Service Management, Certified Project..., Strategy, Leadership, Performance Management, Quality Assurance, Program Management, Business Development, Team Management, Relationship Management, Requirements Analysis, Vendor Management, Training, Analysis, Process Improvement, Six Sigma, Change Management, Business Strategy, Cross-functional Team..., Screening, Project Planning, Process Management, Project Management, Management Consulting
Education
Symbiosis institute of Management Studies 2002 — 2004
MBA, HR
PMI 2011 — 2011
PMP, Project Management
Six Sigma and Lean 2014 — 2014
Six sigma and Lean
APMG 2012 — 2012
ITIL, IT
Kurukshetra University 2000 — 2001
PGDCA, Computer Science
National Institute of Information Technology 1998 — 2001
GNIIT, Systems Management
Delhi University 1997 — 2000
BS, Environment Science
Cognizant Technology Solutions April 2014 - Present
Cognizant Technology Solutions- Cognizant Business Consulting May 2013 - April 2014
Cognizant Technology Solutions January 2012 - April 2013
Cognizant Technology Solutions May 2011 - December 2011
Google- consultant September 2007 - May 2011
Binary Semantics Ltd. November 2006 - September 2007
Equinox Global Services Pvt. Ltd. May 2005 - February 2006
Fidelity Investments April 2004 - September 2004
IBM November 2001 - April 2004
Skills
Service Delivery, IT Service Management, Certified Project..., Strategy, Leadership, Performance Management, Quality Assurance, Program Management, Business Development, Team Management, Relationship Management, Requirements Analysis, Vendor Management, Training, Analysis, Process Improvement, Six Sigma, Change Management, Business Strategy, Cross-functional Team..., Screening, Project Planning, Process Management, Project Management, Management Consulting
Education
Symbiosis institute of Management Studies 2002 — 2004
MBA, HR
PMI 2011 — 2011
PMP, Project Management
Six Sigma and Lean 2014 — 2014
Six sigma and Lean
APMG 2012 — 2012
ITIL, IT
Kurukshetra University 2000 — 2001
PGDCA, Computer Science
National Institute of Information Technology 1998 — 2001
GNIIT, Systems Management
Delhi University 1997 — 2000
BS, Environment Science
Steve Zeller Steve Zeller's Fidelity Investments Experience 2005 - 2008
Job Financial Advisor at Huntington Investment Company
Industry Financial Services
Experience
Huntington Investment Company July 2015 - Present
Citi April 2012 - July 2015
Northern Trust December 2010 - March 2012
Fifth Third Bank August 2009 - November 2010
Fidelity Investments 2005 - 2008
UBS Wealth Management November 2004 - March 2005
Education
DePaul University 2014 — 2016
Financial Planning Certificate Program, Pursuing CFP® Certification
University of Dayton
Bachelor of Science (B.S.), Finance
Huntington Investment Company July 2015 - Present
Citi April 2012 - July 2015
Northern Trust December 2010 - March 2012
Fifth Third Bank August 2009 - November 2010
Fidelity Investments 2005 - 2008
UBS Wealth Management November 2004 - March 2005
Education
DePaul University 2014 — 2016
Financial Planning Certificate Program, Pursuing CFP® Certification
University of Dayton
Bachelor of Science (B.S.), Finance
Averil Svahn, PMP Averil Svahn, PMP's Fidelity Investments Experience November 1992 - April 2010
Job Project Leader at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Stephanie Burnett Stephanie Burnett's Fidelity Investments Experience April 2014 - Present
Job Global Mobility Manager
Industry Human Resources
Experience
Fidelity Investments April 2014 - Present
Self-employed May 2012 - April 2014
ABB April 2009 - May 2012
IBM July 2006 - April 2009
Brasfield & Gorrie, LLC June 2005 - November 2005
Wake Technical Community College September 1999 - November 2005
Ogletree Deakins June 2004 - June 2005
Skills
Global Mobility, Employment-based..., Leadership Development, Facilitators, People Development, Workshop Facilitation, Spanish, Human Resources, Employee Training, People Skills, Improvisational Comedy, Storytelling, Deferred Compensation, Employee Benefits, Employee Relations, Facilitation, Leadership, Management, Onboarding, Organizational..., Process Improvement, Program Management, Recruiting, Talent Management, Training
Education
DePaul University 1993 — 1997
Bachelor of Arts (B.A.), International/Global Studies
Fidelity Investments April 2014 - Present
Self-employed May 2012 - April 2014
ABB April 2009 - May 2012
IBM July 2006 - April 2009
Brasfield & Gorrie, LLC June 2005 - November 2005
Wake Technical Community College September 1999 - November 2005
Ogletree Deakins June 2004 - June 2005
Skills
Global Mobility, Employment-based..., Leadership Development, Facilitators, People Development, Workshop Facilitation, Spanish, Human Resources, Employee Training, People Skills, Improvisational Comedy, Storytelling, Deferred Compensation, Employee Benefits, Employee Relations, Facilitation, Leadership, Management, Onboarding, Organizational..., Process Improvement, Program Management, Recruiting, Talent Management, Training
Education
DePaul University 1993 — 1997
Bachelor of Arts (B.A.), International/Global Studies
Rudy Martin Rudy Martin's Fidelity Investments Experience March 1995 - January 1998
Job Software Development Consultant
Industry Information Technology and Services
Experience
Ixia May 2015 - Present
Independent Consulting 2014 - Present
Acamar Global July 2007 - December 2014
TheStreet.com Ratings August 2006 - July 2007
The Weiss Group, Inc. January 2005 - August 2006
Lawyers Weekly June 2000 - September 2004
Independent Consulting January 1998 - June 2000
Fidelity Investments March 1995 - January 1998
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Financial Markets, Alternative Investments, Equity Research, Securities, Emerging Markets, Capital Markets, Mutual Funds, Financial Services, Finance, Trading, Investment Advisory, Equity Trading, Venture Capital, Private Equity, Asset Management, Valuation, Bonds, ETFs, Stock Picking, Investor Relations, Asset Allocation, Options, FINRA, Funding, Asset Managment, Separately Managed..., Quantitative Finance, Separate Accounts, Wrap Accounts, SMA, Unified Managed Accounts, Alternative Investment..., Investment Strategies, Investment Management, Fixed Income, Bloomberg, Mergers & Acquisitions, Investment Banking, Leadership, Derivatives, Corporate Finance, Due Diligence, Management, Financial Modeling, Analysis, Wealth Management
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance
DePaul University 1971 — 1976
BA, Economics, History
Ixia May 2015 - Present
Independent Consulting 2014 - Present
Acamar Global July 2007 - December 2014
TheStreet.com Ratings August 2006 - July 2007
The Weiss Group, Inc. January 2005 - August 2006
Lawyers Weekly June 2000 - September 2004
Independent Consulting January 1998 - June 2000
Fidelity Investments March 1995 - January 1998
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Financial Markets, Alternative Investments, Equity Research, Securities, Emerging Markets, Capital Markets, Mutual Funds, Financial Services, Finance, Trading, Investment Advisory, Equity Trading, Venture Capital, Private Equity, Asset Management, Valuation, Bonds, ETFs, Stock Picking, Investor Relations, Asset Allocation, Options, FINRA, Funding, Asset Managment, Separately Managed..., Quantitative Finance, Separate Accounts, Wrap Accounts, SMA, Unified Managed Accounts, Alternative Investment..., Investment Strategies, Investment Management, Fixed Income, Bloomberg, Mergers & Acquisitions, Investment Banking, Leadership, Derivatives, Corporate Finance, Due Diligence, Management, Financial Modeling, Analysis, Wealth Management
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance
DePaul University 1971 — 1976
BA, Economics, History
Pushkar Jauhari, CFA Pushkar Jauhari, CFA's Fidelity Investments Experience February 2004 - December 2008
Job Senior Vice President at Khazanah Nasional
Industry Venture Capital & Private Equity
Experience
Khazanah Nasional September 2011 - Present
TVS Capital Funds January 2009 - September 2011
Fidelity Investments February 2004 - December 2008
McKinsey & Company September 2000 - January 2004
Skills
Deal Sourcing, Buy-side, Mutual Funds, M&A experience, Growth Capital, Mergers & Acquisitions, Financial Modeling, Investments, Portfolio Management, Investment Management, Valuation, Equities, Business Strategy, Capital Markets, Financial Analysis
Education
CFA Institute, USA
Chartered Financial Analyst
The Institute of Chartered Accountants of India
Chartered Accountant
Delhi University
B.Com, Accounting, Finance
Massachusetts Institute of Technology - Sloan School of Management
Khazanah Nasional September 2011 - Present
TVS Capital Funds January 2009 - September 2011
Fidelity Investments February 2004 - December 2008
McKinsey & Company September 2000 - January 2004
Skills
Deal Sourcing, Buy-side, Mutual Funds, M&A experience, Growth Capital, Mergers & Acquisitions, Financial Modeling, Investments, Portfolio Management, Investment Management, Valuation, Equities, Business Strategy, Capital Markets, Financial Analysis
Education
CFA Institute, USA
Chartered Financial Analyst
The Institute of Chartered Accountants of India
Chartered Accountant
Delhi University
B.Com, Accounting, Finance
Massachusetts Institute of Technology - Sloan School of Management
Christopher Swaine Christopher Swaine's Fidelity Investments Experience January 2012 - August 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Fidelity Investments January 2012 - August 2012
Oppenheimer & Co. 2007 - December 2011
Silver Point Capital 2006 - 2007
CBS News 2005 - 2006
Skills
Investments, Strategic Financial..., Alternative Investments, Financial Analysis, Financial Modeling
Education
Denison University 2001 — 2005
TD Ameritrade July 2012 - Present
Fidelity Investments January 2012 - August 2012
Oppenheimer & Co. 2007 - December 2011
Silver Point Capital 2006 - 2007
CBS News 2005 - 2006
Skills
Investments, Strategic Financial..., Alternative Investments, Financial Analysis, Financial Modeling
Education
Denison University 2001 — 2005
Ashley Pierce Heck's Fidelity Investments Experience August 2015 - Present
Job Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2015 - Present
Home April 2014 - August 2015
Fidelity Investments September 2007 - April 2014
Ogilvie Pertl Gallery June 2007 - September 2007
Hirons & Company May 2006 - May 2007
Skills
Retirement Benefits, Retirement Plan..., 401k, Consulting, Defined Contribution, Qualified Retirement..., Profit Sharing, Benefits Administration, Retirement Savings, Employee Benefits, Retirement, Business Development, Defined Benefit, Pensions
Education
DePauw University 2002 — 2006
Bachelor of Arts (BA), Economics
Fidelity Investments August 2015 - Present
Home April 2014 - August 2015
Fidelity Investments September 2007 - April 2014
Ogilvie Pertl Gallery June 2007 - September 2007
Hirons & Company May 2006 - May 2007
Skills
Retirement Benefits, Retirement Plan..., 401k, Consulting, Defined Contribution, Qualified Retirement..., Profit Sharing, Benefits Administration, Retirement Savings, Employee Benefits, Retirement, Business Development, Defined Benefit, Pensions
Education
DePauw University 2002 — 2006
Bachelor of Arts (BA), Economics
Lauren (Da Silveira) Fisher Lauren (Da Silveira) Fisher's Fidelity Investments Experience May 2008 - August 2008
Job Media Supervisor at Starcom MediaVest Group
Industry Marketing and Advertising
Experience
Starcom MediaVest Group December 2012 - Present
Starcom MediaVest Group November 2010 - December 2012
International Sales Group, LLC January 2009 - February 2009
Fidelity Investments May 2008 - August 2008
Porter Wright Morris & Arthur LLP January 2008 - February 2008
Fidelity Investments May 2007 - August 2007
Skills
Advertising, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Strategic Thinking, Strategic Planning, Sales, Strategy, Marketing, Social Media Marketing
Education
DePauw University 2006 — 2010
Bachelor of Liberal Arts, English Literature and Spanish
Florida Gulf Coast University
Masters, MBA in Marketing and Management
Barron Collier High School
Starcom MediaVest Group December 2012 - Present
Starcom MediaVest Group November 2010 - December 2012
International Sales Group, LLC January 2009 - February 2009
Fidelity Investments May 2008 - August 2008
Porter Wright Morris & Arthur LLP January 2008 - February 2008
Fidelity Investments May 2007 - August 2007
Skills
Advertising, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Strategic Thinking, Strategic Planning, Sales, Strategy, Marketing, Social Media Marketing
Education
DePauw University 2006 — 2010
Bachelor of Liberal Arts, English Literature and Spanish
Florida Gulf Coast University
Masters, MBA in Marketing and Management
Barron Collier High School
David Shedd David Shedd's Fidelity Investments Experience 2001 - Present
Job VP, Institutional Sales at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2001 - Present
Education
UCLA Anderson School of Management 1992 — 1994
MBA
DePauw University
B.A
Fidelity Investments 2001 - Present
Education
UCLA Anderson School of Management 1992 — 1994
MBA
DePauw University
B.A
Sachin Saxena Sachin Saxena's Fidelity Investments Experience April 2006 - January 2008
Job UX Consultant at Cisco
Industry Information Technology and Services
Experience
Cisco August 2013 - Present
First Tech Federal Credit Union June 2013 - August 2013
TIAA-CREF via Cognizant Technology Solutions September 2012 - June 2013
Amazon April 2011 - August 2012
eBay January 2010 - March 2011
Microsoft February 2008 - December 2009
Fidelity Investments April 2006 - January 2008
Fidelity Investments February 2005 - March 2006
Indiamart Intermesh Limited January 2004 - January 2005
Indiamart Intermesh Limited January 2003 - December 2003
Skills
User Experience, Adobe Fireworks, Visual Design, User Experience Design, Web Design, Usability Testing, Information Architecture, JavaScript, User Interface Design, User Interface, Balsamiq, HTML, CSS, jQuery, User Flows, Usability, SEO, User-centered Design, Accessibility, Network Management..., Wireframes
Education
Delhi University 1995 — 1998
Cisco August 2013 - Present
First Tech Federal Credit Union June 2013 - August 2013
TIAA-CREF via Cognizant Technology Solutions September 2012 - June 2013
Amazon April 2011 - August 2012
eBay January 2010 - March 2011
Microsoft February 2008 - December 2009
Fidelity Investments April 2006 - January 2008
Fidelity Investments February 2005 - March 2006
Indiamart Intermesh Limited January 2004 - January 2005
Indiamart Intermesh Limited January 2003 - December 2003
Skills
User Experience, Adobe Fireworks, Visual Design, User Experience Design, Web Design, Usability Testing, Information Architecture, JavaScript, User Interface Design, User Interface, Balsamiq, HTML, CSS, jQuery, User Flows, Usability, SEO, User-centered Design, Accessibility, Network Management..., Wireframes
Education
Delhi University 1995 — 1998
Geraldine Griffith Geraldine Griffith's Fidelity Investments Experience July 2000 - June 2005
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments July 2000 - June 2005
Arthur Anderson LLP March 1998 - February 2000
Skidmore Owings & Merrill LLP (SOM) September 1994 - March 1998
Aetna 1987 - 1988
Skills
Series 6, Retirement Plan..., Customer Service, Employee Benefits, Project Management, Employee Benefits..., Investment Education, Investment Advisory, Compliance Monitoring, Competitive Research..., Presentation Development, Sales Presentation..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Windows, Outlook, Outstanding time..., Retirement, Series 7, Series 63
Education
Harrisburg Area Community College 2011 — 2015
Certificate, Paralegal Studies
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 2000
Master of Business Administration (MBA), International Business
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Bel Air High School 1980 — 1982
Fidelity Investments July 2000 - June 2005
Arthur Anderson LLP March 1998 - February 2000
Skidmore Owings & Merrill LLP (SOM) September 1994 - March 1998
Aetna 1987 - 1988
Skills
Series 6, Retirement Plan..., Customer Service, Employee Benefits, Project Management, Employee Benefits..., Investment Education, Investment Advisory, Compliance Monitoring, Competitive Research..., Presentation Development, Sales Presentation..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Windows, Outlook, Outstanding time..., Retirement, Series 7, Series 63
Education
Harrisburg Area Community College 2011 — 2015
Certificate, Paralegal Studies
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 2000
Master of Business Administration (MBA), International Business
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Bel Air High School 1980 — 1982
John Schleer Jr.'s Fidelity Investments Experience November 2011 - November 2013
Job Strategic Marketing
Industry Financial Services
Experience
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2011 - November 2013
Siegel Egg Co June 2004 - November 2011
Welch's 2009 - 2009
Education
Denison University 2006 — 2010
BA, Economics
Masconomet 2002 — 2006
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2011 - November 2013
Siegel Egg Co June 2004 - November 2011
Welch's 2009 - 2009
Education
Denison University 2006 — 2010
BA, Economics
Masconomet 2002 — 2006
Dave Exley, PMP Dave Exley, PMP's Fidelity Investments Experience June 2014 - Present
Job Director, Digital Platforms at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2007 - June 2014
Visa February 2006 - May 2007
Visa January 2003 - February 2006
Online Resources Corporation April 1998 - December 2002
Skills
Software Development, Hardware Installation, Product Deployment, Program Management, Budget Management, Resource Management, Problem Resolution, Relationship Management, Change Management, Process Improvement, Risk Management, Communicaton Management, Quality Management, Team Leadership, SDLC, Six Sigma, PMO, Budgets, PMP, Requirements Analysis, Business Analysis, Project Management, Integration, Management, Cross-functional Team..., Software Deployment, Testing, Project Portfolio..., Vendor Management
Education
DePaul University 2009 — 2014
Bachelor's Degree, Organizational Leadership, 3.979
Northern Virginia Community College 1993 — 1995
General Studies; Project Management
Fidelity Investments June 2014 - Present
Fidelity Investments June 2007 - June 2014
Visa February 2006 - May 2007
Visa January 2003 - February 2006
Online Resources Corporation April 1998 - December 2002
Skills
Software Development, Hardware Installation, Product Deployment, Program Management, Budget Management, Resource Management, Problem Resolution, Relationship Management, Change Management, Process Improvement, Risk Management, Communicaton Management, Quality Management, Team Leadership, SDLC, Six Sigma, PMO, Budgets, PMP, Requirements Analysis, Business Analysis, Project Management, Integration, Management, Cross-functional Team..., Software Deployment, Testing, Project Portfolio..., Vendor Management
Education
DePaul University 2009 — 2014
Bachelor's Degree, Organizational Leadership, 3.979
Northern Virginia Community College 1993 — 1995
General Studies; Project Management
Jassi Kukreja's Fidelity Investments Experience 2011 - 2012
Job Sr. Consultant at Cervello
Industry Computer Software
Experience
Cervello July 2010 - Present
Fidelity Investments 2011 - 2012
Monster Worldwide January 2005 - July 2010
SIEBEL Systems, now part of Oracle Corp October 2000 - January 2005
Vertical Communications June 1999 - October 2000
Skills
Siebel CRM,..., Siebel, Business Intelligence, Requirements Analysis, Enterprise Software, Data Warehousing, Salesforce.com, OBIEE, Business Analysis, Business Process, Integration, Databases, Project Management, Oracle, Microsoft SQL Server, Analytics
Education
Jamia Millia Islamia 1996 — 1998
MS, Software Systems
Delhi University 1993 — 1996
BS, Maths Honors
Cervello July 2010 - Present
Fidelity Investments 2011 - 2012
Monster Worldwide January 2005 - July 2010
SIEBEL Systems, now part of Oracle Corp October 2000 - January 2005
Vertical Communications June 1999 - October 2000
Skills
Siebel CRM,..., Siebel, Business Intelligence, Requirements Analysis, Enterprise Software, Data Warehousing, Salesforce.com, OBIEE, Business Analysis, Business Process, Integration, Databases, Project Management, Oracle, Microsoft SQL Server, Analytics
Education
Jamia Millia Islamia 1996 — 1998
MS, Software Systems
Delhi University 1993 — 1996
BS, Maths Honors
Sunil Bhatia Sunil Bhatia's Fidelity Investments Experience 1991 - 1997
Job Vice President, Sales and Strategic Alliances at Majesco
Industry Information Technology and Services
Experience
Majesco April 2011 - Present
FinTech Start-ups 1998 - 2010
Fidelity Investments 1991 - 1997
PwC 1984 - 1991
Skills
Sales Management, New Business Development, Customer Acquisition, Client Relationship..., Client Interfacing, Customer Satisfaction, Strategic Partnerships, Building Alliances, Financial Management, Program Management, Project Portfolio..., Team Motivator, People Management, Hiring, Financial Services, CRM, Management, Enterprise Software, Business Alliances, Start-ups, Business Development, Managerial Finance, Leadership, Product Management, Management Consulting, Entrepreneurship, Consulting, Strategy, Business Strategy, Business Analysis
Education
Indiana University - Kelley School of Business 1983 — 1984
MBA, Finance, Accounting, MIS
Delhi University 1974 — 1977
B. Com. (Hons), Business Management
St. Xavier School - Delhi 1969 — 1974
High School, Commerce
Majesco April 2011 - Present
FinTech Start-ups 1998 - 2010
Fidelity Investments 1991 - 1997
PwC 1984 - 1991
Skills
Sales Management, New Business Development, Customer Acquisition, Client Relationship..., Client Interfacing, Customer Satisfaction, Strategic Partnerships, Building Alliances, Financial Management, Program Management, Project Portfolio..., Team Motivator, People Management, Hiring, Financial Services, CRM, Management, Enterprise Software, Business Alliances, Start-ups, Business Development, Managerial Finance, Leadership, Product Management, Management Consulting, Entrepreneurship, Consulting, Strategy, Business Strategy, Business Analysis
Education
Indiana University - Kelley School of Business 1983 — 1984
MBA, Finance, Accounting, MIS
Delhi University 1974 — 1977
B. Com. (Hons), Business Management
St. Xavier School - Delhi 1969 — 1974
High School, Commerce
Moon Roy Moon Roy's Fidelity Investments Experience August 2009 - February 2010
Job Talent Acquisition Recruiter at IBMAnalytics We're Hiring! ➊ Hadoop ➋ Spark ➌ Scala ➍ Python ➎ Java
Industry Mechanical or Industrial Engineering
Experience
IBM June 2015 - Present
ABB July 2014 - June 2015
BCBSNC February 2013 - July 2014
Randstad May 2012 - February 2013
BCBSNC June 2011 - January 2012
IBM May 2010 - May 2011
Fidelity Investments August 2009 - February 2010
Modis July 2008 - October 2008
OAO Technology Solutions January 2008 - July 2008
IT People Corporation 2005 - 2007
Skills
Business Objects, Staffing Services, Sales, Business Development, Internet Recruiting, Training, Staff Augmentation, HR Consulting, Consulting, Team Leadership, Talent Acquisition, Applicant Tracking..., College Recruiting, Technical Recruiting, HRIS, Project Management, Business Intelligence, New Business Development, Business Analysis, Networking, Employee Engagement, Cold Calling, Contract Recruitment, Information Technology, Building Relationships, Process Improvement, Benefits Negotiation, Sourcing, Management, PeopleSoft, Recruiting, CRM, Performance Management, Employee Benefits, Permanent Placement, Onboarding, Team Building, Vendor Management, Temporary Placement, Team Management, Account Management, Strategic Sourcing, Employee Relations, Resource Management, Talent Management, Employer Branding, Human Resources, Hiring, Executive Search, Screening Resumes
Education
University of Mumbai 1999 — 2002
BMS, Management/ Marketing
Delhi University
University of Mumbai
Bahcelors Degree in Management
IBM June 2015 - Present
ABB July 2014 - June 2015
BCBSNC February 2013 - July 2014
Randstad May 2012 - February 2013
BCBSNC June 2011 - January 2012
IBM May 2010 - May 2011
Fidelity Investments August 2009 - February 2010
Modis July 2008 - October 2008
OAO Technology Solutions January 2008 - July 2008
IT People Corporation 2005 - 2007
Skills
Business Objects, Staffing Services, Sales, Business Development, Internet Recruiting, Training, Staff Augmentation, HR Consulting, Consulting, Team Leadership, Talent Acquisition, Applicant Tracking..., College Recruiting, Technical Recruiting, HRIS, Project Management, Business Intelligence, New Business Development, Business Analysis, Networking, Employee Engagement, Cold Calling, Contract Recruitment, Information Technology, Building Relationships, Process Improvement, Benefits Negotiation, Sourcing, Management, PeopleSoft, Recruiting, CRM, Performance Management, Employee Benefits, Permanent Placement, Onboarding, Team Building, Vendor Management, Temporary Placement, Team Management, Account Management, Strategic Sourcing, Employee Relations, Resource Management, Talent Management, Employer Branding, Human Resources, Hiring, Executive Search, Screening Resumes
Education
University of Mumbai 1999 — 2002
BMS, Management/ Marketing
Delhi University
University of Mumbai
Bahcelors Degree in Management
Rohit Bhatia's Fidelity Investments Experience October 2005 - August 2008
Job Sr. Product Manager, Mobile and Technology practice at Nielsen Company
Industry Marketing and Advertising
Experience
Nielsen Company June 2013 - Present
Progressive Insurance August 2010 - June 2013
EON Wind February 2009 - June 2009
MPC LLC - Energy Efficiency Consulting August 2008 - November 2008
Fidelity Investments October 2005 - August 2008
Fidelity Investments September 2005 - December 2006
Mindfire Solutions 2004 - 2005
Skills
Strategy, Market Research, Competitive Analysis, Statistical Data..., Analytics, Market Analysis, Project Management, Business Strategy, Cross-functional Team...
Education
The University of Texas at Austin 2008 — 2010
MBA, Technology, Finance, Energy
Delhi University 2000 — 2004
Bachelor of Information Technology, Information Technoloy, Business
Bal Bharati Public School 1986 — 2000
Nielsen Company June 2013 - Present
Progressive Insurance August 2010 - June 2013
EON Wind February 2009 - June 2009
MPC LLC - Energy Efficiency Consulting August 2008 - November 2008
Fidelity Investments October 2005 - August 2008
Fidelity Investments September 2005 - December 2006
Mindfire Solutions 2004 - 2005
Skills
Strategy, Market Research, Competitive Analysis, Statistical Data..., Analytics, Market Analysis, Project Management, Business Strategy, Cross-functional Team...
Education
The University of Texas at Austin 2008 — 2010
MBA, Technology, Finance, Energy
Delhi University 2000 — 2004
Bachelor of Information Technology, Information Technoloy, Business
Bal Bharati Public School 1986 — 2000
Natalie Fitzgerald Natalie Fitzgerald's Fidelity Investments Experience December 1994 - March 1997
Job Substitute Teacher at Easton Public Schools
Industry Real Estate
Experience
Easton Public Schools October 2012 - Present
Fitzgerald Properties March 2001 - Present
Carnes Creative January 2002 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 1999 - August 2001
Massachusetts Casualty Insurance Company March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - November 1994
Skills
Administration, Administrative Support, Coordinating Events, Customer Service, Event Planning, Real Estate, Customer Relations, Community Outreach, Non-profit..., Coordination, Education, Billing, Property Owners, Compliance Management, Operations, Compensation, Fundraising, Licensing, financial services, Regulatory Reporting, Insurance, Staff Training, Continuing Education, premium accounting, Financial Reporting, Scouting, Budgeting, Accounting, Lease Administration, Rental Properties, Maintenance Management, Client Services, Investment Properties, Legal Issues, Accounts Payable, Donations, Microsoft Office, PowerPoint, Excel, Community Relations, Rentals
Education
DePaul University 1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Barrington High School 1981 — 1985
Easton Public Schools October 2012 - Present
Fitzgerald Properties March 2001 - Present
Carnes Creative January 2002 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 1999 - August 2001
Massachusetts Casualty Insurance Company March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - November 1994
Skills
Administration, Administrative Support, Coordinating Events, Customer Service, Event Planning, Real Estate, Customer Relations, Community Outreach, Non-profit..., Coordination, Education, Billing, Property Owners, Compliance Management, Operations, Compensation, Fundraising, Licensing, financial services, Regulatory Reporting, Insurance, Staff Training, Continuing Education, premium accounting, Financial Reporting, Scouting, Budgeting, Accounting, Lease Administration, Rental Properties, Maintenance Management, Client Services, Investment Properties, Legal Issues, Accounts Payable, Donations, Microsoft Office, PowerPoint, Excel, Community Relations, Rentals
Education
DePaul University 1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Barrington High School 1981 — 1985
Nasar Ali-Khan's Fidelity Investments Experience 1997 - 1998
Job
Industry Computer Software
Experience
Oracle Corp September 1998 - Present
Fidelity Investments 1997 - 1998
Oracle July 1995 - June 1997
IRI Software June 1994 - July 1995
Skills
Financial Reporting, OLAP, Business Intelligence, Data Warehousing, Analytics, OBIEE, Essbase, ETL, Oracle Warehouse Builder, Oracle OLAP, Hyperion, Dimensional Modeling, SQL, Hyperion Planning
Education
DePaul University 1992 — 1994
MS
Engineering University
Oracle Corp September 1998 - Present
Fidelity Investments 1997 - 1998
Oracle July 1995 - June 1997
IRI Software June 1994 - July 1995
Skills
Financial Reporting, OLAP, Business Intelligence, Data Warehousing, Analytics, OBIEE, Essbase, ETL, Oracle Warehouse Builder, Oracle OLAP, Hyperion, Dimensional Modeling, SQL, Hyperion Planning
Education
DePaul University 1992 — 1994
MS
Engineering University
Risi Avila's Fidelity Investments Experience September 2005 - August 2007
Job Cyber Security Practitioner @ [UNDISCLOSED] backed by 10+ years of Consulting, Technical & Governance/Policy Experience.
Industry Computer & Network Security
Experience
Splunk October 2014 - Present
SocialWifi August 2010 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2014 - October 2014
Atos July 2011 - December 2013
Atos Origin September 2007 - June 2011
Atos Consulting May 2008 - August 2008
Fidelity Investments September 2005 - August 2007
Depaul University - Institute for Professional Development September 2000 - August 2005
DePaul University June 2004 - September 2004
Belize Telemedia Limited March 1999 - August 2000
Skills
Information Security, Information Security..., PCI DSS, Penetration Testing, Vulnerability Assessment, Computer Security, Security, Network Security, Computer Forensics, Firewalls, Incident Response, Vulnerability Management, Application Security, Disaster Recovery, ITIL, ISO 27001, Intrusion Detection, Active Directory, IT Management, CISSP, Virtualization, Security Audits, Security Architecture..., Business Continuity, Security Awareness, IDS, IPS, Data Security, SIEM, Networking, Identity Management, IT Audit, Web Application Security, Information Technology, Cisco Technologies, Checkpoint, TCP/IP, Network Architecture, Juniper, Routers, Network Administration, Switches, Servers, Network Engineering, Cloud Computing, Cisco IOS, DNS, WAN, Information Assurance, Routing
Education
DePaul University 2003 — 2005
Master's degree, Computer Information & Network Security, (NSA Accredited)
DePaul University 2000 — 2003
Bachelor's degree, Computer Science: Telecommunications / Networking Technologies
University of Belize 1995 — 1998
Associate's degree, Mathematics
Belmopan Comprehensive High School 1991 — 1995
High school diploma
Splunk October 2014 - Present
SocialWifi August 2010 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2014 - October 2014
Atos July 2011 - December 2013
Atos Origin September 2007 - June 2011
Atos Consulting May 2008 - August 2008
Fidelity Investments September 2005 - August 2007
Depaul University - Institute for Professional Development September 2000 - August 2005
DePaul University June 2004 - September 2004
Belize Telemedia Limited March 1999 - August 2000
Skills
Information Security, Information Security..., PCI DSS, Penetration Testing, Vulnerability Assessment, Computer Security, Security, Network Security, Computer Forensics, Firewalls, Incident Response, Vulnerability Management, Application Security, Disaster Recovery, ITIL, ISO 27001, Intrusion Detection, Active Directory, IT Management, CISSP, Virtualization, Security Audits, Security Architecture..., Business Continuity, Security Awareness, IDS, IPS, Data Security, SIEM, Networking, Identity Management, IT Audit, Web Application Security, Information Technology, Cisco Technologies, Checkpoint, TCP/IP, Network Architecture, Juniper, Routers, Network Administration, Switches, Servers, Network Engineering, Cloud Computing, Cisco IOS, DNS, WAN, Information Assurance, Routing
Education
DePaul University 2003 — 2005
Master's degree, Computer Information & Network Security, (NSA Accredited)
DePaul University 2000 — 2003
Bachelor's degree, Computer Science: Telecommunications / Networking Technologies
University of Belize 1995 — 1998
Associate's degree, Mathematics
Belmopan Comprehensive High School 1991 — 1995
High school diploma
Shaleen Kacker's Fidelity Investments Experience August 2010 - September 2011
Job Software Engineer
Industry Investment Banking
Experience
Constant Contact March 2015 - Present
Randomics February 2013 - Present
Altisource Labs April 2014 - January 2015
Boston Children's Hospital March 2013 - April 2014
Harvard Medical School October 2012 - February 2013
RSA The Security Division of EMC July 2012 - September 2012
McKesson Health Solutions September 2011 - June 2012
Fidelity Investments August 2010 - September 2011
SunCorp Metway April 2008 - May 2010
Reserve Bank of Australia March 2007 - March 2008
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Web Services, SOA, Weblogic, Hibernate, Scrum, GWT, Business Analysis, SDLC, Groovy, jQuery, Spring Framework, XML, J2EE, Agile, Grails, NoSQL, RESTful WebServices, Mule ESB, Cassandra, Hadoop, Machine Learning, Cloud Applications, Statistical Data..., Amazon Web Services..., Scala, Reactive programming
Education
Indian Institute of Planning and Management 1996 — 1998
Master of Business Administration (MBA), Finance, General, IT
University of Delhi 1993 — 1996
Bachelor in Economics, Economics and Statistics
Constant Contact March 2015 - Present
Randomics February 2013 - Present
Altisource Labs April 2014 - January 2015
Boston Children's Hospital March 2013 - April 2014
Harvard Medical School October 2012 - February 2013
RSA The Security Division of EMC July 2012 - September 2012
McKesson Health Solutions September 2011 - June 2012
Fidelity Investments August 2010 - September 2011
SunCorp Metway April 2008 - May 2010
Reserve Bank of Australia March 2007 - March 2008
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Web Services, SOA, Weblogic, Hibernate, Scrum, GWT, Business Analysis, SDLC, Groovy, jQuery, Spring Framework, XML, J2EE, Agile, Grails, NoSQL, RESTful WebServices, Mule ESB, Cassandra, Hadoop, Machine Learning, Cloud Applications, Statistical Data..., Amazon Web Services..., Scala, Reactive programming
Education
Indian Institute of Planning and Management 1996 — 1998
Master of Business Administration (MBA), Finance, General, IT
University of Delhi 1993 — 1996
Bachelor in Economics, Economics and Statistics
Chris DeLew's Fidelity Investments Experience January 2011 - January 2013
Job Financial Services Consultant
Industry Capital Markets
Experience
Veritude July 2013 - February 2015
Fidelity Investments January 2011 - January 2013
Fidelity Investments January 2007 - December 2010
Fidelity Investments January 2001 - January 2007
The Northern Trust Company 1984 - 1996
Skills
Alternative Investments, Equities, Prime Brokerage, Portfolio Management, Securities, Series 7, Investments, Capital Markets, Derivatives, Strategy, Fixed Income, Strategic Planning, Financial Services, Hedge Funds, Asset Management
Education
DePaul University 1985 — 1987
MBA, Finance
Western Illinois University 1980 — 1983
BA, Economics
Veritude July 2013 - February 2015
Fidelity Investments January 2011 - January 2013
Fidelity Investments January 2007 - December 2010
Fidelity Investments January 2001 - January 2007
The Northern Trust Company 1984 - 1996
Skills
Alternative Investments, Equities, Prime Brokerage, Portfolio Management, Securities, Series 7, Investments, Capital Markets, Derivatives, Strategy, Fixed Income, Strategic Planning, Financial Services, Hedge Funds, Asset Management
Education
DePaul University 1985 — 1987
MBA, Finance
Western Illinois University 1980 — 1983
BA, Economics
Brent Rice's Fidelity Investments Experience 1986 - December 1987
Job Healthcare Receivables| A/R Management | SelfPay Account Management | Collections
Industry Financial Services
Experience
Balanced Healthcare Receivables, LLC January 2007 - Present
The In Academy, Inc. August 2013 - September 2015
Hilco Healthcare Receivables, LLC July 2004 - July 2006
Allied Creditor Services/Outsource Receivables Management, Inc. 1990 - 2004
Osborne Associates, Inc January 1988 - June 1990
Fidelity Investments 1986 - December 1987
Skills
Healthcare, Account Management, Management, Physicians, Accounts Receivable, Call Centers, Analytics, Team Building, Sales Management, Business Intelligence, Strategic Planning, Executive Management, Program Management, Start-ups, Management Consulting, Business Planning, Data Analysis, Customer Service, CRM, Strategy, Business Development, Project Management, New Business Development, Operations Management, Finance, E-commerce, Process Improvement, Performance Management, Business Strategy, Mergers & Acquisitions, SaaS, Cross-functional Team..., Consulting, Competitive Analysis, Practice Management, Financial Analysis, Change Management, Forecasting, Business Process..., Vendor Management, Salesforce.com, Leadership, Analysis, Financial Services, Leadership Development, Sales, Budgets, Contract Negotiation, Coaching, Due Diligence
Education
Denison University 1982 — 1986
BA, Biology, Economics
Middlesex School 1978 — 1982
High School
Uppingham 1980 — 1981
Balanced Healthcare Receivables, LLC January 2007 - Present
The In Academy, Inc. August 2013 - September 2015
Hilco Healthcare Receivables, LLC July 2004 - July 2006
Allied Creditor Services/Outsource Receivables Management, Inc. 1990 - 2004
Osborne Associates, Inc January 1988 - June 1990
Fidelity Investments 1986 - December 1987
Skills
Healthcare, Account Management, Management, Physicians, Accounts Receivable, Call Centers, Analytics, Team Building, Sales Management, Business Intelligence, Strategic Planning, Executive Management, Program Management, Start-ups, Management Consulting, Business Planning, Data Analysis, Customer Service, CRM, Strategy, Business Development, Project Management, New Business Development, Operations Management, Finance, E-commerce, Process Improvement, Performance Management, Business Strategy, Mergers & Acquisitions, SaaS, Cross-functional Team..., Consulting, Competitive Analysis, Practice Management, Financial Analysis, Change Management, Forecasting, Business Process..., Vendor Management, Salesforce.com, Leadership, Analysis, Financial Services, Leadership Development, Sales, Budgets, Contract Negotiation, Coaching, Due Diligence
Education
Denison University 1982 — 1986
BA, Biology, Economics
Middlesex School 1978 — 1982
High School
Uppingham 1980 — 1981
Ram Kripal Prasad's Fidelity Investments Experience June 2007 - May 2008
Job Practitioner of Enterprise Architecture, Thought Leader, A Craftsman
Industry Information Technology and Services
Experience
Lutron Electronics June 2012 - Present
Nagarro May 2008 - June 2012
Fidelity Investments June 2007 - May 2008
Sapient September 2006 - May 2007
Nagarro Software Private Ltd January 2003 - September 2006
Skills
Enterprise Architecture, Design Patterns, Agile Methodologies, REST, Object Oriented Design, Continuous Improvement, Go, Scrum, Java Enterprise Edition, .NET, C#, Spring, SOA, HTML, OOP, Python, Ruby, Oracle, MySQL, WPF, JavaScript, Shell Scripting, TFS, XML, Eclipse, Web Services, Linux, Core Java, Microsoft .NET, SQL Server, Firebird, Pentaho, Hibernate, Struts, AJAX, jQuery, GWT, J2EE, Tomcat, JSP, Agile, PostgreSQL, JBoss, JUnit, JDBC, Weblogic, Apache, UML, Git, Embedded Linux
Education
Delhi University 2000 — 2003
Master of Computer Applications, Computer Science
St. Stephen's College 1997 — 2000
B Sc (H), Mathematics
Laxman Public School 1989 — 1997
English, Maths & Science
Lutron Electronics June 2012 - Present
Nagarro May 2008 - June 2012
Fidelity Investments June 2007 - May 2008
Sapient September 2006 - May 2007
Nagarro Software Private Ltd January 2003 - September 2006
Skills
Enterprise Architecture, Design Patterns, Agile Methodologies, REST, Object Oriented Design, Continuous Improvement, Go, Scrum, Java Enterprise Edition, .NET, C#, Spring, SOA, HTML, OOP, Python, Ruby, Oracle, MySQL, WPF, JavaScript, Shell Scripting, TFS, XML, Eclipse, Web Services, Linux, Core Java, Microsoft .NET, SQL Server, Firebird, Pentaho, Hibernate, Struts, AJAX, jQuery, GWT, J2EE, Tomcat, JSP, Agile, PostgreSQL, JBoss, JUnit, JDBC, Weblogic, Apache, UML, Git, Embedded Linux
Education
Delhi University 2000 — 2003
Master of Computer Applications, Computer Science
St. Stephen's College 1997 — 2000
B Sc (H), Mathematics
Laxman Public School 1989 — 1997
English, Maths & Science
Carolyn Darnell's Fidelity Investments Experience January 2004 - June 2008
Job Retired
Industry Human Resources
Experience
Children's Hospital Boston August 2009 - May 2011
Fidelity Investments January 2004 - June 2008
PricewaterhouseCoopers September 1999 - March 2002
Coopers & Lybrand/PwC Kwasha HR Solutions/Unifi May 1999 - September 1999
Skills
Vendor Management, Change Management, Employee Benefits, Employee Relations, Outsourcing, Human Resources, Management, Leadership, Analysis, Coaching, Payroll, Team Management
Education
Delta State University 1975 — 1979
Children's Hospital Boston August 2009 - May 2011
Fidelity Investments January 2004 - June 2008
PricewaterhouseCoopers September 1999 - March 2002
Coopers & Lybrand/PwC Kwasha HR Solutions/Unifi May 1999 - September 1999
Skills
Vendor Management, Change Management, Employee Benefits, Employee Relations, Outsourcing, Human Resources, Management, Leadership, Analysis, Coaching, Payroll, Team Management
Education
Delta State University 1975 — 1979
Bobbi Kapp's Fidelity Investments Experience April 2000 - December 2002
Job Director Financial Analysis & Print Production at Blockbuster
Industry Retail
Experience
Blockbuster December 2002 - Present
Blockbuster December 2002 - Present
Fidelity Investments April 2000 - December 2002
The Stanley Works December 1993 - April 2000
Skills
Inventory Management, Forecasting, Financial Reporting, Staff Development, Business Operations, Income Statement, Retail, PeopleSoft, Merchandising, Inventory Control, Variance Analysis, Customer Service, Budgets, Customer Satisfaction, Leadership, Analytics, Visual Merchandising, Process Improvement, Team Building, P&L, Management, Finance, Financial Analysis, Loss Prevention
Education
Southern Methodist University - Cox School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Business/Commerce, General
DePaul University 1978 — 1980
Bachelor's of Science, Finance and Management
Blockbuster December 2002 - Present
Blockbuster December 2002 - Present
Fidelity Investments April 2000 - December 2002
The Stanley Works December 1993 - April 2000
Skills
Inventory Management, Forecasting, Financial Reporting, Staff Development, Business Operations, Income Statement, Retail, PeopleSoft, Merchandising, Inventory Control, Variance Analysis, Customer Service, Budgets, Customer Satisfaction, Leadership, Analytics, Visual Merchandising, Process Improvement, Team Building, P&L, Management, Finance, Financial Analysis, Loss Prevention
Education
Southern Methodist University - Cox School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Business/Commerce, General
DePaul University 1978 — 1980
Bachelor's of Science, Finance and Management
Benjamin Weaver, CFP ®'s Fidelity Investments Experience 2011 - Present
Job Senior Account Executive, VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments March 2009 - March 2010
Driehaus Capital Management October 2007 - November 2008
Fifth Third Securities July 2005 - September 2007
Edward Jones May 2004 - August 2004
Skills
Client Services, FINRA, Finance, Financial Analysis, Investments, Securities, Series 7, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Finance, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Behavioral Finance
University of Dayton 2001 — 2005
Bachelor of Science, Finance
Culver Academy 1997 — 2001
Fidelity Investments 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments March 2009 - March 2010
Driehaus Capital Management October 2007 - November 2008
Fifth Third Securities July 2005 - September 2007
Edward Jones May 2004 - August 2004
Skills
Client Services, FINRA, Finance, Financial Analysis, Investments, Securities, Series 7, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Finance, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Behavioral Finance
University of Dayton 2001 — 2005
Bachelor of Science, Finance
Culver Academy 1997 — 2001
Ellen McDonald's Fidelity Investments Experience December 2014 - Present
Job Benefits Consulting Group at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments December 2014 - Present
McDermott Will & Emery July 2013 - November 2014
McDermott Will and Emery June 2010 - July 2013
American Medical Association October 2006 - June 2010
American Medical Association 2005 - 2006
American Nurseryman magazine 2003 - 2005
Skills
Copy Editing, APA, Writing, Research, Editing, AP Style, Newsletters, Marketing Communications, Proofreading, Publishing, Ap Style, Media Relations, Marketing, Editorial, Speech Writing
Education
DePaul University
Master of Arts, Organizational and Multicultural Communications
Saint Mary's College
Bachelor of Arts, English
Fidelity Investments December 2014 - Present
McDermott Will & Emery July 2013 - November 2014
McDermott Will and Emery June 2010 - July 2013
American Medical Association October 2006 - June 2010
American Medical Association 2005 - 2006
American Nurseryman magazine 2003 - 2005
Skills
Copy Editing, APA, Writing, Research, Editing, AP Style, Newsletters, Marketing Communications, Proofreading, Publishing, Ap Style, Media Relations, Marketing, Editorial, Speech Writing
Education
DePaul University
Master of Arts, Organizational and Multicultural Communications
Saint Mary's College
Bachelor of Arts, English
Neeraj Malkoti's Fidelity Investments Experience April 2006 - October 2006
Job Vice President, Compliance, JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase May 2012 - June 2014
Credit Suisse November 2006 - April 2012
Fidelity Investments April 2006 - October 2006
HCL Technologies January 2004 - January 2006
Education
Guru Gobind Singh Indraprastha University 2001 — 2004
MCA, Computer Applications
Delhi University 1998 — 2001
JPMorgan Chase July 2014 - Present
JPMorgan Chase May 2012 - June 2014
Credit Suisse November 2006 - April 2012
Fidelity Investments April 2006 - October 2006
HCL Technologies January 2004 - January 2006
Education
Guru Gobind Singh Indraprastha University 2001 — 2004
MCA, Computer Applications
Delhi University 1998 — 2001
Sasha Vyash's Fidelity Investments Experience June 2010 - August 2010
Job Vice President Strategy and Transformation at JPMorgan Chase & Co.
Industry Management Consulting
Experience
JPMorgan Chase & Co. 2014 - Present
McKinsey & Company 2011 - 2014
Fidelity Investments June 2010 - August 2010
dunnhumby November 2007 - July 2009
Fractal Analytics July 2006 - November 2007
National Institute of Public Finance and Policy, New Delhi May 2005 - July 2005
Skills
Analytics, Customer Insight, Segmentation, Marketing, Strategy, Management Consulting, Business Analysis, Business Strategy, Competitive Analysis, Consulting, Market Research, Strategic Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Jawaharlal Nehru Vishvavidyalaya 2004 — 2006
MA, Economics
Delhi University 2001 — 2004
BA, Economics
JPMorgan Chase & Co. 2014 - Present
McKinsey & Company 2011 - 2014
Fidelity Investments June 2010 - August 2010
dunnhumby November 2007 - July 2009
Fractal Analytics July 2006 - November 2007
National Institute of Public Finance and Policy, New Delhi May 2005 - July 2005
Skills
Analytics, Customer Insight, Segmentation, Marketing, Strategy, Management Consulting, Business Analysis, Business Strategy, Competitive Analysis, Consulting, Market Research, Strategic Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Jawaharlal Nehru Vishvavidyalaya 2004 — 2006
MA, Economics
Delhi University 2001 — 2004
BA, Economics
Prab Athilat's Fidelity Investments Experience January 1998 - June 2013
Job Asst. Vice President Enterprise Data Management. Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank September 2013 - Present
Fidelity Investments January 1998 - June 2013
AT&T Capital February 1998 - February 1999
Fidelity Investments May 1995 - January 1998
Skills
Data Warehousing, Oracle RAC, Exadata, Databases, Enterprise Architecture, SQL, Oracle, Disaster Recovery, Unix, Data Architecture
Education
Indira Gandhi University 1987 — 1989
Diploma, Management
Panjab University 1985 — 1986
Masters, Economics
Delhi University 1980 — 1983
Bachelors, Science
Citizens Bank September 2013 - Present
Fidelity Investments January 1998 - June 2013
AT&T Capital February 1998 - February 1999
Fidelity Investments May 1995 - January 1998
Skills
Data Warehousing, Oracle RAC, Exadata, Databases, Enterprise Architecture, SQL, Oracle, Disaster Recovery, Unix, Data Architecture
Education
Indira Gandhi University 1987 — 1989
Diploma, Management
Panjab University 1985 — 1986
Masters, Economics
Delhi University 1980 — 1983
Bachelors, Science
Angel Webb's Fidelity Investments Experience July 2006 - June 2008
Job Vice President Relationship Management
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust March 2011 - July 2012
Family Office Exchange July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Northern Trust 1994 - 2006
Northern Trust January 2002 - May 2005
Skills
Strategy, Wealth Management, Risk Management, Financial Services, Leadership, Business Development, Management, Banking, Global Operations, Global Strategy, Security Operations, Business Planning, Relationship Management, Mutual Funds, Asset Management, Fixed Income, Equities, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Northern Trust August 2012 - Present
Northern Trust March 2011 - July 2012
Family Office Exchange July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Northern Trust 1994 - 2006
Northern Trust January 2002 - May 2005
Skills
Strategy, Wealth Management, Risk Management, Financial Services, Leadership, Business Development, Management, Banking, Global Operations, Global Strategy, Security Operations, Business Planning, Relationship Management, Mutual Funds, Asset Management, Fixed Income, Equities, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Steve Brenner's Fidelity Investments Experience May 2011 - June 2011
Job Quality Assurance Analyst
Industry Information Technology and Services
Experience
MetLife January 2014 - Present
VeriFone October 2013 - December 2013
Health Plan Services March 2013 - July 2013
Raymond James Financial Inc. September 2012 - March 2013
JPMorgan Chase June 2011 - April 2012
Fidelity Investments May 2011 - June 2011
J.P Morgan Chase November 2009 - May 2011
HSBC 2008 - 2009
HSBC Technology Services 2006 - 2009
HSBC 2006 - 2008
Skills
Quality Center, SDLC, Visio, Agile Methodologies, Testing, SharePoint, Software Documentation, Quality Assurance, Regression Testing, SQL, System Testing, Test Planning, Analysis, Requirements Gathering, MS Project, Manual Testing, Access, Test Automation, DB2, Mainframe, User Acceptance Testing, COBOL, Business Requirements, Requirements Analysis, IT Management, JCL, Resource Management, Waterfall, Systems Analysis
Education
DePauw University 1976 — 1980
BS Economics, Major Economics Minor Computer Science
MetLife January 2014 - Present
VeriFone October 2013 - December 2013
Health Plan Services March 2013 - July 2013
Raymond James Financial Inc. September 2012 - March 2013
JPMorgan Chase June 2011 - April 2012
Fidelity Investments May 2011 - June 2011
J.P Morgan Chase November 2009 - May 2011
HSBC 2008 - 2009
HSBC Technology Services 2006 - 2009
HSBC 2006 - 2008
Skills
Quality Center, SDLC, Visio, Agile Methodologies, Testing, SharePoint, Software Documentation, Quality Assurance, Regression Testing, SQL, System Testing, Test Planning, Analysis, Requirements Gathering, MS Project, Manual Testing, Access, Test Automation, DB2, Mainframe, User Acceptance Testing, COBOL, Business Requirements, Requirements Analysis, IT Management, JCL, Resource Management, Waterfall, Systems Analysis
Education
DePauw University 1976 — 1980
BS Economics, Major Economics Minor Computer Science
Sahil Varma's Fidelity Investments Experience August 2006 - December 2008
Job Onshore Coordinator/Project Lead at United Healthcare
Industry Hospital & Health Care
Experience
United Healthcare December 2008 - Present
Fidelity Investments August 2006 - December 2008
MothersonSumi Infotech & Designs Ltd November 2005 - July 2006
Excelsior April 2004 - October 2005
Skills
Requirements Analysis, SDLC, Struts, Java Enterprise Edition, Spring, SQL, Java, Servlets, Web Services, PL/SQL, Websphere, Sybase, Core Java, Unix, JSP, Software Development, Eclipse
Education
Maharshi Dayanand University 2002 — 2004
MCA, Computer Science
Jamia Hamdard 2000 — 2002
PGDCA, Computer Science
Delhi University 1997 — 2000
B.Sc. Computer Science, Computer Science
Tagore International School, New Delhi 1993 — 1999
Senior Secondary, Misc.
United Healthcare December 2008 - Present
Fidelity Investments August 2006 - December 2008
MothersonSumi Infotech & Designs Ltd November 2005 - July 2006
Excelsior April 2004 - October 2005
Skills
Requirements Analysis, SDLC, Struts, Java Enterprise Edition, Spring, SQL, Java, Servlets, Web Services, PL/SQL, Websphere, Sybase, Core Java, Unix, JSP, Software Development, Eclipse
Education
Maharshi Dayanand University 2002 — 2004
MCA, Computer Science
Jamia Hamdard 2000 — 2002
PGDCA, Computer Science
Delhi University 1997 — 2000
B.Sc. Computer Science, Computer Science
Tagore International School, New Delhi 1993 — 1999
Senior Secondary, Misc.
vardhan bhargava's Fidelity Investments Experience February 2012 - December 2012
Job Manager Project Management Common Securitization Solutions
Industry Information Technology and Services
Experience
Common Securitization Solutions April 2015 - Present
Sapient June 2004 - March 2015
Fidelity Investments February 2012 - December 2012
Wellington Management March 2008 - December 2011
Skills
Project Management, Project Planning, Software Project..., Agile Project Management, Agile Testing, Equity Trading, IT Operations, Resource Allocation, Project Staffing, Team Mentoring, Agile Methodologies, SDLC, Resource Management, Global Delivery, Management, System Testing, PMO, Release Management, Project Delivery, Trading Systems, Requirements Analysis, Testing, Integration, Regression Testing, QTP, Test Automation, User Acceptance Testing, Quality Assurance, Quality Center
Education
Delhi University
Bsc Honors, Mathematics
Common Securitization Solutions April 2015 - Present
Sapient June 2004 - March 2015
Fidelity Investments February 2012 - December 2012
Wellington Management March 2008 - December 2011
Skills
Project Management, Project Planning, Software Project..., Agile Project Management, Agile Testing, Equity Trading, IT Operations, Resource Allocation, Project Staffing, Team Mentoring, Agile Methodologies, SDLC, Resource Management, Global Delivery, Management, System Testing, PMO, Release Management, Project Delivery, Trading Systems, Requirements Analysis, Testing, Integration, Regression Testing, QTP, Test Automation, User Acceptance Testing, Quality Assurance, Quality Center
Education
Delhi University
Bsc Honors, Mathematics
Julie Stewart, CEBS's Fidelity Investments Experience September 2002 - Present
Job Client Service Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments September 2002 - Present
Skills
Employee Benefits, Relationship Management, Business Analysis, Process Improvement, Vendor Management, Account Management, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis
Education
DePaul University 1994 — 1998
BS, Mathematics
Fidelity Investments September 2002 - Present
Skills
Employee Benefits, Relationship Management, Business Analysis, Process Improvement, Vendor Management, Account Management, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis
Education
DePaul University 1994 — 1998
BS, Mathematics
Brook Cox's Fidelity Investments Experience May 2012 - Present
Job Vice President 401K Wholesaler at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments December 2009 - April 2012
Millennium Trust Company July 2009 - December 2009
Fidelity Investments October 2006 - February 2009
Fidelity Investments March 2001 - October 2006
Fidelity Investments August 1999 - March 2001
Skills
Series 7, Series 63, 401k, Investments, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Strategy, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Entrepreneurship
Ohio University 1992 — 1996
BFA, Theatrical Lighting Design
Fidelity Investments May 2012 - Present
Fidelity Investments December 2009 - April 2012
Millennium Trust Company July 2009 - December 2009
Fidelity Investments October 2006 - February 2009
Fidelity Investments March 2001 - October 2006
Fidelity Investments August 1999 - March 2001
Skills
Series 7, Series 63, 401k, Investments, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Strategy, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Entrepreneurship
Ohio University 1992 — 1996
BFA, Theatrical Lighting Design
Natalie Fitzgerald (Skorochod)'s Fidelity Investments Experience December 1994 - March 1997
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Signature Services January 1999 - August 2001
Massachusetts Casualty Insurance Co March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - December 1994
Education
DePaul University 1987 — 1990
BS Business Administration & Management
John Hancock Signature Services January 1999 - August 2001
Massachusetts Casualty Insurance Co March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - December 1994
Education
DePaul University 1987 — 1990
BS Business Administration & Management
Rich Fruin's Fidelity Investments Experience August 2010 - Present
Job Sr. Consultant at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments August 2010 - Present
Gagen MacDonald November 2007 - August 2010
Watson Wyatt March 2004 - November 2007
State Farm September 1999 - May 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA
University of Iowa 1994 — 1999
Journalism & Business
Fidelity Investments August 2010 - Present
Gagen MacDonald November 2007 - August 2010
Watson Wyatt March 2004 - November 2007
State Farm September 1999 - May 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA
University of Iowa 1994 — 1999
Journalism & Business
Elizabeth Schorr's Fidelity Investments Experience June 2013 - Present
Job Communications Consultant at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments February 2013 - June 2013
Fidelity Investments November 2011 - February 2013
Fidelity Investments November 1995 - November 2011
at a Financial Company 2002 - 2007
Financial Company 1995 - 2002
Skills
FINRA Series 6 and 63...
Education
DePauw University 1988 — 1992
B.A., English Literature
Fidelity Investments June 2013 - Present
Fidelity Investments February 2013 - June 2013
Fidelity Investments November 2011 - February 2013
Fidelity Investments November 1995 - November 2011
at a Financial Company 2002 - 2007
Financial Company 1995 - 2002
Skills
FINRA Series 6 and 63...
Education
DePauw University 1988 — 1992
B.A., English Literature
Paul Bitterman's Fidelity Investments Experience July 2006 - April 2007
Job IT Program Manager II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Financial Engines December 2012 - March 2014
Financial Engines May 2009 - December 2012
Financial Engines July 2007 - May 2009
Fidelity Investments July 2006 - April 2007
Fidelity Investments January 2001 - June 2006
Skills
Project Management, People Development, Defined Benefit, Defined Contribution, Retirement Benefits, Change Management, Team Leadership, Project Portfolio..., Cross-functional Team..., Multi-site Teams, Benefit Cost Analysis, Business Analysis, Financial Services, Start-ups, Management, PMO, Analysis, Strategy, Process Improvement, CRM, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Executive Program
DePaul University 1984 — 1989
Bachelor of Science (BS), Finance
Fenwick High School 1980 — 1984
St. Vincent Ferrer
TIAA-CREF March 2014 - Present
Financial Engines December 2012 - March 2014
Financial Engines May 2009 - December 2012
Financial Engines July 2007 - May 2009
Fidelity Investments July 2006 - April 2007
Fidelity Investments January 2001 - June 2006
Skills
Project Management, People Development, Defined Benefit, Defined Contribution, Retirement Benefits, Change Management, Team Leadership, Project Portfolio..., Cross-functional Team..., Multi-site Teams, Benefit Cost Analysis, Business Analysis, Financial Services, Start-ups, Management, PMO, Analysis, Strategy, Process Improvement, CRM, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Executive Program
DePaul University 1984 — 1989
Bachelor of Science (BS), Finance
Fenwick High School 1980 — 1984
St. Vincent Ferrer
Tim Scheddel's Fidelity Investments Experience 2000 - 2003
Job Retired from Corporate America, currently Golfer and Senior League Shortstop
Industry Financial Services
Experience
Retired 2014 - Present
Sabre Holdings May 2010 - Present
Fidelity 2000 - 2009
Fidelity Investments 2000 - 2003
Dow Chemical 1985 - 2000
Skills
Disaster Recovery, Solaris, Unix, Linux, Capacity Planning, Vendor Management, AIX, ITIL, Business Analysis, Enterprise Architecture, Virtualization, Infrastructure, VMware, Integration
Education
Saginaw Valley State University 1979 — 1983
BS, Computer Science
Delta College 1973 — 1977
Delta College 1973 — 1977
Retired 2014 - Present
Sabre Holdings May 2010 - Present
Fidelity 2000 - 2009
Fidelity Investments 2000 - 2003
Dow Chemical 1985 - 2000
Skills
Disaster Recovery, Solaris, Unix, Linux, Capacity Planning, Vendor Management, AIX, ITIL, Business Analysis, Enterprise Architecture, Virtualization, Infrastructure, VMware, Integration
Education
Saginaw Valley State University 1979 — 1983
BS, Computer Science
Delta College 1973 — 1977
Delta College 1973 — 1977
Claudia Deane's Fidelity Investments Experience 1986 - 1991
Job OSRR Communications & Information Coordinator at U.S.EPA, Region 1
Industry Information Technology and Services
Experience
U.S.EPA, Region 1 January 2011 - Present
Environmental Protection Agency (EPA), Region 1 June 2009 - December 2010
Isaacson, Miller June 2003 - March 2009
Gaines International September 1999 - April 2002
Spencer Stuart 1995 - 1998
John D. & Catherine T. MacArthur Foundation 1995 - 1998
Fidelity Investments 1986 - 1991
Skills
Research, Editing
Education
Simmons College 2006 — 2010
MLS, Library Science, Archives Track
DePaul University 1993 — 2001
MA, English
Wellesley College 1980 — 1984
BA, Philosophy of Language
Pomfret School
U.S.EPA, Region 1 January 2011 - Present
Environmental Protection Agency (EPA), Region 1 June 2009 - December 2010
Isaacson, Miller June 2003 - March 2009
Gaines International September 1999 - April 2002
Spencer Stuart 1995 - 1998
John D. & Catherine T. MacArthur Foundation 1995 - 1998
Fidelity Investments 1986 - 1991
Skills
Research, Editing
Education
Simmons College 2006 — 2010
MLS, Library Science, Archives Track
DePaul University 1993 — 2001
MA, English
Wellesley College 1980 — 1984
BA, Philosophy of Language
Pomfret School
Shalu Chawla's Fidelity Investments Experience October 2012 - December 2012
Job Senior QA Engineer at Federal Reserve Bank of Boston
Industry Computer Software
Experience
Federal Reserve Bank of Boston February 2013 - Present
Fidelity Investments October 2012 - December 2012
ING April 2010 - March 2012
Fidelity Investments April 2007 - February 2009
CRICO/RMF 2006 - 2007
Risk Management Foundation of Harvard Medical 2006 - 2007
Passkey 2005 - 2006
Highline Data April 2005 - October 2005
Bose Corporation 2004 - 2005
Skills
Testing, Unix, Agile Methodologies, Quality Center, Quality Assurance, Software Quality..., QTP, SDLC, Test Planning, Regression Testing, User Acceptance Testing, Manual Testing, Test Management, Test Automation, System Testing, Requirements Analysis, Unix Shell Scripting, Scrum, Agile Testing, JIRA, Business Requirements, Oracle, Software Project..., Requirements Gathering, Web Services, Test Strategy, SQL, Integration Testing, Web Applications, XML
Education
Northeastern University 2004 — 2008
MS, Computer Systems
Delhi University 2001 — 2003
MTech, Microwave Electronics
Maharshi Dayanand University 1997 — 2001
BE, Electronics Communications
Federal Reserve Bank of Boston February 2013 - Present
Fidelity Investments October 2012 - December 2012
ING April 2010 - March 2012
Fidelity Investments April 2007 - February 2009
CRICO/RMF 2006 - 2007
Risk Management Foundation of Harvard Medical 2006 - 2007
Passkey 2005 - 2006
Highline Data April 2005 - October 2005
Bose Corporation 2004 - 2005
Skills
Testing, Unix, Agile Methodologies, Quality Center, Quality Assurance, Software Quality..., QTP, SDLC, Test Planning, Regression Testing, User Acceptance Testing, Manual Testing, Test Management, Test Automation, System Testing, Requirements Analysis, Unix Shell Scripting, Scrum, Agile Testing, JIRA, Business Requirements, Oracle, Software Project..., Requirements Gathering, Web Services, Test Strategy, SQL, Integration Testing, Web Applications, XML
Education
Northeastern University 2004 — 2008
MS, Computer Systems
Delhi University 2001 — 2003
MTech, Microwave Electronics
Maharshi Dayanand University 1997 — 2001
BE, Electronics Communications
Dennis Tomaszewski's Fidelity Investments Experience February 2000 - January 2005
Job Portfolio Manager
Industry Financial Services
Experience
Cornerstone National Bank & Trust Company August 2011 - Present
Equity Options January 2009 - July 2010
Harris Bank July 2005 - December 2009
Fidelity Investments February 2000 - January 2005
PaineWebber 1999 - 2000
PaineWebber 1999 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2009
Master, Finance
Northern Illinois University 1996 — 1999
Bacholer, Finance
The University of North Dakota 1995 — 1996
Aviation
Rolling Meadows
Rolling Meadows
Cornerstone National Bank & Trust Company August 2011 - Present
Equity Options January 2009 - July 2010
Harris Bank July 2005 - December 2009
Fidelity Investments February 2000 - January 2005
PaineWebber 1999 - 2000
PaineWebber 1999 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2009
Master, Finance
Northern Illinois University 1996 — 1999
Bacholer, Finance
The University of North Dakota 1995 — 1996
Aviation
Rolling Meadows
Rolling Meadows
Douglas Pheeney, CIMA®'s Fidelity Investments Experience September 2000 - February 2001
Job Vice President Investment Management Consultant BlackRock
Industry Investment Management
Experience
BlackRock March 2013 - Present
Putnam Investments January 2010 - February 2013
Putnam Investments October 2004 - December 2009
Putnam Investments September 2002 - October 2004
State Street Research and Management 2001 - 2002
Fidelity Investments September 2000 - February 2001
Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Separately Managed..., Series 65, Alternative Investments, Business Development, Series 6, Consultative Sales..., Consultative Selling..., Public Speaking, Asset Managment, Territory Management, New Territory..., Absolute Return, Global Macro, CIMA
Education
Denison University 1996 — 2000
BA, History
Brooks School 1993 — 1996
BlackRock March 2013 - Present
Putnam Investments January 2010 - February 2013
Putnam Investments October 2004 - December 2009
Putnam Investments September 2002 - October 2004
State Street Research and Management 2001 - 2002
Fidelity Investments September 2000 - February 2001
Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Separately Managed..., Series 65, Alternative Investments, Business Development, Series 6, Consultative Sales..., Consultative Selling..., Public Speaking, Asset Managment, Territory Management, New Territory..., Absolute Return, Global Macro, CIMA
Education
Denison University 1996 — 2000
BA, History
Brooks School 1993 — 1996
James Stevens's Fidelity Investments Experience 1994 - 1996
Job Business Development Director Defined Contribution at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
David Tubertini's Fidelity Investments Experience 2012 - Present
Job Compliance Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1998 - 2002
Fidelity Investments 1994 - 1998
NationsSecurities 1993 - 1994
American Flyers Flight Schools 1992 - 1993
The James K. Wilson Company, The Men's Wearhouse, Dillard's, Macy's 1984 - 1992
Skills
Sales, Investments, Management, Consulting, Series 7, Program Management
Education
Delta State University 1977 — 1982
BBA, Marketing
Fidelity Investments 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1998 - 2002
Fidelity Investments 1994 - 1998
NationsSecurities 1993 - 1994
American Flyers Flight Schools 1992 - 1993
The James K. Wilson Company, The Men's Wearhouse, Dillard's, Macy's 1984 - 1992
Skills
Sales, Investments, Management, Consulting, Series 7, Program Management
Education
Delta State University 1977 — 1982
BBA, Marketing
Sarah Luzietti's Fidelity Investments Experience January 2005 - May 2006
Job VP Risk Manager at US Bank
Industry Banking
Experience
US Bank January 2011 - Present
Fifth Third Bank August 2009 - February 2011
Fifth Third Bank May 2006 - August 2009
Fidelity Investments January 2005 - May 2006
Skills
Credit, Loans, Consumer Lending, Credit Analysis, Banking, Financial Risk, Credit Risk, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Portfolio Management, Financial Analysis, Risk Management, Credit Cards, Loan Origination, Relationship Management, Retail Banking, Mortgage Banking, Financial Services, Underwriting
Education
Xavier University 2004 — 2004
Bachelor's, Economics
DePaul University 2000 — 2003
Economics
St. Ursula Academy 1996 — 2000
US Bank January 2011 - Present
Fifth Third Bank August 2009 - February 2011
Fifth Third Bank May 2006 - August 2009
Fidelity Investments January 2005 - May 2006
Skills
Credit, Loans, Consumer Lending, Credit Analysis, Banking, Financial Risk, Credit Risk, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Portfolio Management, Financial Analysis, Risk Management, Credit Cards, Loan Origination, Relationship Management, Retail Banking, Mortgage Banking, Financial Services, Underwriting
Education
Xavier University 2004 — 2004
Bachelor's, Economics
DePaul University 2000 — 2003
Economics
St. Ursula Academy 1996 — 2000
Scott Krattenmaker's Fidelity Investments Experience May 1997 - October 1999
Job Executive Director, Institutional Sales at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2010 - Present
Pioneer Investments July 2008 - October 2010
Standish Mellon Asset Management October 1999 - July 2008
Fidelity Investments May 1997 - October 1999
Sallie Mae April 1992 - May 1997
Skills
Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Capital Markets, Series 63, Securities, Relationship Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Belmont Hill School 1982 — 1986
Morgan Stanley November 2010 - Present
Pioneer Investments July 2008 - October 2010
Standish Mellon Asset Management October 1999 - July 2008
Fidelity Investments May 1997 - October 1999
Sallie Mae April 1992 - May 1997
Skills
Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Capital Markets, Series 63, Securities, Relationship Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Belmont Hill School 1982 — 1986
Brandon Kanagy's Fidelity Investments Experience 1996 - Present
Job Vice President/Senior Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Fidelity Investments 1996 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Kevin Mulroy's Fidelity Investments Experience September 2006 - March 2010
Job Principal at Capgemini Consulting
Industry Information Technology and Services
Experience
Capgemini Consulting March 2010 - Present
Fidelity Investments September 2006 - March 2010
Valence Technology February 2004 - August 2006
Plaut Consulting January 1999 - October 2000
Compaq April 1995 - December 1998
Skills
Business Process..., IT Strategy, Business Analysis, Process Improvement, Financial Analysis, Project Management, Outsourcing, Strategic Planning, Vendor Management, Program Management, ERP, Change Management, Business Transformation, Management Consulting, Cross-functional Team..., Strategy, Business Process, PMO, Integration, SAP, Business Intelligence
Education
DePaul University
Western Michigan University
Bachelor of Business Administration (BBA)
Capgemini Consulting March 2010 - Present
Fidelity Investments September 2006 - March 2010
Valence Technology February 2004 - August 2006
Plaut Consulting January 1999 - October 2000
Compaq April 1995 - December 1998
Skills
Business Process..., IT Strategy, Business Analysis, Process Improvement, Financial Analysis, Project Management, Outsourcing, Strategic Planning, Vendor Management, Program Management, ERP, Change Management, Business Transformation, Management Consulting, Cross-functional Team..., Strategy, Business Process, PMO, Integration, SAP, Business Intelligence
Education
DePaul University
Western Michigan University
Bachelor of Business Administration (BBA)
Anurag Sachdev's Fidelity Investments Experience July 2007 - December 2009
Job Sr. Software Developer / Team Lead at State of Connecticut Judicial Branch (CSSD)
Industry Information Technology and Services
Experience
Maestro Technologies, Inc. September 2004 - Present
State of Connecticut Judicial Branch (CSSD) April 2014 - Present
Huxley 2013 - 2015
Huxley 2013 - 2015
BPA Worldwide January 2014 - April 2014
Neopost July 2012 - December 2013
GMO Inc November 2011 - June 2012
PPL Corporation February 2011 - November 2011
Barclays Capital January 2010 - December 2010
Fidelity Investments July 2007 - December 2009
Skills
SDLC, ASP.NET, .NET, C#, Web Application Design, LINQ, WinForms, Visual Studio, Visual Studio Team..., VB.NET, RIA, Entity Framework, JavaScript, jQuery, jQuery UI, SOA, WCF Services, Web Services, XML, RDBMS, PL/SQL, Oracle, SQL Server Management..., T-SQL, Design Patterns, Agile Methodologies, Requirements Gathering, Requirements Analysis, Functional Requirements, Distributed Team..., Resource Management, Team Leadership, Software Development, ASP.NET MVC, Databases, Visual Basic
Education
Delhi University 1996 — 2000
B. Comm, Commerce
Mira Model Sr. Secondary School 1985 — 1996
High School, Primary Education
Maestro Technologies, Inc. September 2004 - Present
State of Connecticut Judicial Branch (CSSD) April 2014 - Present
Huxley 2013 - 2015
Huxley 2013 - 2015
BPA Worldwide January 2014 - April 2014
Neopost July 2012 - December 2013
GMO Inc November 2011 - June 2012
PPL Corporation February 2011 - November 2011
Barclays Capital January 2010 - December 2010
Fidelity Investments July 2007 - December 2009
Skills
SDLC, ASP.NET, .NET, C#, Web Application Design, LINQ, WinForms, Visual Studio, Visual Studio Team..., VB.NET, RIA, Entity Framework, JavaScript, jQuery, jQuery UI, SOA, WCF Services, Web Services, XML, RDBMS, PL/SQL, Oracle, SQL Server Management..., T-SQL, Design Patterns, Agile Methodologies, Requirements Gathering, Requirements Analysis, Functional Requirements, Distributed Team..., Resource Management, Team Leadership, Software Development, ASP.NET MVC, Databases, Visual Basic
Education
Delhi University 1996 — 2000
B. Comm, Commerce
Mira Model Sr. Secondary School 1985 — 1996
High School, Primary Education
Christina Kelso's Fidelity Investments Experience 1995 - 1997
Job Client Specialist
Industry Retail
Experience
Talbots August 2015 - Present
Talbots October 2014 - Present
Kentucky Bankers Association May 2013 - October 2014
Center for Financial Training July 1999 - 2013
Countrywide Financial Services 1997 - 1998
Fidelity Investments 1995 - 1997
Fifth Third Bank 1986 - 1995
Skills
Banking, Financial Risk, Commercial Banking, Mortgage Lending, Customer Service, Retail Banking, Portfolio Management, Educational Management, Training, Management, Insurance, Relationship Management, Commercial Lending, Sales, Financial Analysis, Credit, Finance, Leadership
Education
Denison University 1971 — 1975
B.A., Economics and German
Talbots August 2015 - Present
Talbots October 2014 - Present
Kentucky Bankers Association May 2013 - October 2014
Center for Financial Training July 1999 - 2013
Countrywide Financial Services 1997 - 1998
Fidelity Investments 1995 - 1997
Fifth Third Bank 1986 - 1995
Skills
Banking, Financial Risk, Commercial Banking, Mortgage Lending, Customer Service, Retail Banking, Portfolio Management, Educational Management, Training, Management, Insurance, Relationship Management, Commercial Lending, Sales, Financial Analysis, Credit, Finance, Leadership
Education
Denison University 1971 — 1975
B.A., Economics and German
Pat Labriola's Fidelity Investments Experience January 2006 - December 2010
Job Regional Director at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
Fifth Third Bank December 2012 - May 2013
Zacks Investment Research January 2012 - May 2012
Fidelity Investments January 2006 - December 2010
Fidelity Investments February 1998 - January 2006
PricewaterhouseCoopers May 1994 - January 1998
Skills
Defined Contribution, Investments, Series 7, Asset Management, Retirement, Hedge Funds, Retirement Planning, Relationship Management, Strategy, Investment Management, Series 63, Series 6, 401k, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Business Administration
The Newport Group May 2013 - Present
Fifth Third Bank December 2012 - May 2013
Zacks Investment Research January 2012 - May 2012
Fidelity Investments January 2006 - December 2010
Fidelity Investments February 1998 - January 2006
PricewaterhouseCoopers May 1994 - January 1998
Skills
Defined Contribution, Investments, Series 7, Asset Management, Retirement, Hedge Funds, Retirement Planning, Relationship Management, Strategy, Investment Management, Series 63, Series 6, 401k, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Business Administration
Kevin Trabilsy's Fidelity Investments Experience December 2013 - Present
Job Brokerage Operations at Fidelity
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Corvus Holdings LLC June 2013 - September 2013
Accurate Tank June 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Budgets, Access, Outlook, Accounting, Financial Reporting, Spreadsheets, Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance, Management
Fidelity Investments December 2013 - Present
Corvus Holdings LLC June 2013 - September 2013
Accurate Tank June 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Budgets, Access, Outlook, Accounting, Financial Reporting, Spreadsheets, Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance, Management
Barbara Patton's Fidelity Investments Experience 1997 - 1999
Job Educator
Industry Education Management
Experience
Brecksville-Broadview Heights School District September 2008 - Present
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Fidelity Investments 1991 - 1995
Skills
Curriculum Development, Writing, Teaching, Differentiated..., Editing, Classroom, Language Teaching, Classroom Management, Editorial Standards, Literature, Lesson Planning, Public Speaking, Project Management, Foreign Languages, German, Marketing Communications, Team Leadership, Integrated Marketing, Artwork and Design
Education
Kent State University 2007 — 2012
Master of Education (MEd), Curriculum & Instruction
Denison University 1975 — 1979
Bachelor of Arts (B.A.), German Language and Literature
Brecksville-Broadview Heights School District September 2008 - Present
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Fidelity Investments 1991 - 1995
Skills
Curriculum Development, Writing, Teaching, Differentiated..., Editing, Classroom, Language Teaching, Classroom Management, Editorial Standards, Literature, Lesson Planning, Public Speaking, Project Management, Foreign Languages, German, Marketing Communications, Team Leadership, Integrated Marketing, Artwork and Design
Education
Kent State University 2007 — 2012
Master of Education (MEd), Curriculum & Instruction
Denison University 1975 — 1979
Bachelor of Arts (B.A.), German Language and Literature
William Helfrich's Fidelity Investments Experience March 1998 - March 1999
Job Finance and Accounting Executive
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
State Street Global Markets, LLC 1999 - 2012
State Street Bank June 2004 - June 2006
Fidelity Investments March 1998 - March 1999
Fidelity Capital Markets June 1996 - March 1998
Skills
FINOP, Series 7, Series 63, Broker-Dealer Compliance, Internal Controls, Equities, Financial Analysis, Financial Statements, Account Reconciliation, Securities, Fixed Income, Derivatives, Cash Management, Strategic Financial..., Investments, Capital Markets, Forecasting, Financial Policies &..., Trading, FINRA, Financial Reporting
Education
DePaul University
Master of Business Administration (M.B.A.), Management Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2012 - Present
State Street Global Markets, LLC 1999 - 2012
State Street Bank June 2004 - June 2006
Fidelity Investments March 1998 - March 1999
Fidelity Capital Markets June 1996 - March 1998
Skills
FINOP, Series 7, Series 63, Broker-Dealer Compliance, Internal Controls, Equities, Financial Analysis, Financial Statements, Account Reconciliation, Securities, Fixed Income, Derivatives, Cash Management, Strategic Financial..., Investments, Capital Markets, Forecasting, Financial Policies &..., Trading, FINRA, Financial Reporting
Education
DePaul University
Master of Business Administration (M.B.A.), Management Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Derek Bonifer, CFA's Fidelity Investments Experience February 1998 - June 1999
Job Vice President Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
Robert Bondiman's Fidelity Investments Experience 2010 - March 2014
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
TIAA-CREF March 2014 - March 2015
Fidelity Investments 2010 - March 2014
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
CareerBuilder.com 2008 - 2008
Education
DePaul University
BSC, Economics
JPMorgan Chase Bank, N.A. April 2015 - Present
TIAA-CREF March 2014 - March 2015
Fidelity Investments 2010 - March 2014
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
CareerBuilder.com 2008 - 2008
Education
DePaul University
BSC, Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank